Sumitomo Mitsui Trust Group Portfolio holdings
Sumitomo Mitsui Trust Group, Inc., originally founded in 1924 as Sumitomo Trust Co., Ltd., and headquartered in Tokyo, Japan, is a major Japanese financial holding company that evolved through the 2011 merger of Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking Co., Ltd., forming its core entity, Sumitomo Mitsui Trust Bank. Renamed from Sumitomo Mitsui Trust Holdings in October 2024, it is Japan’s largest trust bank and fifth-largest bank by assets, managing hundreds of billions through services like trust banking, asset management, real estate, and financial brokerage for retail and institutional clients. Distinct from the Sumitomo Mitsui Financial Group despite shared historical roots in the Sumitomo and Mitsui conglomerates, the group emphasizes sustainability and long-term client solutions, operating globally with subsidiaries in cities like New York, London, and Hong Kong. Under leaders like Chairman Kazuo Ohmori, it blends a century-long legacy with modern financial innovation, focusing on pension funds, real estate trusts, and ESG-driven investments.
Top Buys
| 1 |
Apple
AAPL
|
$1.26B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$823M |
| 3 |
Union Pacific
UNP
|
$109M |
| 4 |
CELG
Celgene Corp
CELG
|
$96.6M |
| 5 |
EOG Resources
EOG
|
$79.6M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$58.2M |
| 2 |
Microsoft
MSFT
|
$43M |
| 3 |
GE Aerospace
GE
|
$39.6M |
| 4 |
Chevron
CVX
|
$38.7M |
| 5 |
Bank of America
BAC
|
$37.1M |
Sector Composition
| 1 | Financials | 15.6% |
| 2 | Technology | 13.2% |
| 3 | Healthcare | 13.14% |
| 4 | Energy | 11.33% |
| 5 | Industrials | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Marsh & McLennan
MMC
$101B
| $70.3M | 0.14% |
1,356,575
-38,198
| -3% | -$1.98M |
|
177
Aflac
AFL
$56.9B
| $70M | 0.14% |
1,124,686
-44,196
| -4% | -$2.75M |
|
|
FRX
178
DELISTED
FOREST LABORATORIES INC
FRX
| $68.3M | 0.14% |
689,811
-46,943
| -6% | -$4.65M |
|
179
Prologis
PLD
$103B
| $67.9M | 0.14% |
1,651,705
-14,482
| -0.9% | -$595K |
|
|
SE
180
DELISTED
Spectra Energy Corp Wi
SE
| $67M | 0.14% |
1,577,996
-69,510
| -4% | -$2.95M |
|
|
NBL
181
DELISTED
Noble Energy, Inc.
NBL
| $66.9M | 0.14% |
864,236
-26,843
| -3% | -$2.08M |
|
|
MRO
182
DELISTED
Marathon Oil Corporation
MRO
| $66.8M | 0.14% |
1,674,563
-135,793
| -8% | -$5.42M |
|
183
PG&E
PCG
$33.6B
| $66.8M | 0.14% |
1,391,322
-29,629
| -2% | -$1.42M |
|
184
Truist Financial
TFC
$59.5B
| $66.1M | 0.14% |
1,676,427
-62,625
| -4% | -$2.47M |
|
185
Magna International
MGA
$12.7B
| $66.1M | 0.14% |
613,678
-30,949
| -5% | -$3.33M |
|
|
GG
186
DELISTED
Goldcorp Inc
GG
| $65.5M | 0.13% |
2,344,556
+76,141
| +3% | +$2.13M |
|
187
Allstate
ALL
$53.6B
| $65.4M | 0.13% |
1,113,134
-23,240
| -2% | -$1.36M |
|
188
Applied Materials
AMAT
$123B
| $65.3M | 0.13% |
2,896,632
-121,055
| -4% | -$2.73M |
|
189
Air Products & Chemicals
APD
$64.7B
| $63.8M | 0.13% |
496,349
-19,654
| -4% | -$2.53M |
|
190
Macy's
M
$4.34B
| $62.6M | 0.13% |
1,078,151
+110,651
| +11% | +$6.42M |
|
|
CB
191
DELISTED
CHUBB CORPORATION
CB
| $61.5M | 0.13% |
667,435
-31,257
| -4% | -$2.88M |
|
192
Ventas
VTR
$30.7B
| $61.1M | 0.13% |
952,819
+4,496
| +0.5% | +$288K |
|
193
Crown Castle
CCI
$42.3B
| $61M | 0.13% |
821,191
-7,794
| -0.9% | -$579K |
|
194
Healthpeak Properties
DOC
$12.3B
| $60.9M | 0.13% |
1,471,732
-21,149
| -1% | -$875K |
|
|
SNDK
195
DELISTED
SANDISK CORP
SNDK
| $60.6M | 0.12% |
579,832
-77,990
| -12% | -$8.14M |
|
196
Sempra
SRE
$53.5B
| $60.2M | 0.12% |
574,983
-34,491
| -6% | -$3.61M |
|
197
Vornado Realty Trust
VNO
$7.5B
| $60.2M | 0.12% |
563,670
-5,714
| -1% | -$610K |
|
198
Kinder Morgan
KMI
$59.2B
| $60.1M | 0.12% |
1,658,713
-86,090
| -5% | -$3.12M |
|
199
Cardinal Health
CAH
$35.9B
| $60M | 0.12% |
874,807
-4,978
| -0.6% | -$341K |
|
200
Kroger
KR
$44.8B
| $60M | 0.12% |
1,213,186
-140,691
| -10% | -$6.95M |
|