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 |
iShares Gold Trust
IAU
|
$381M |
| 2 |
Intuitive Surgical
ISRG
|
$108M |
| 3 |
SPDR Gold Trust
GLD
|
$103M |
| 4 |
XYZ
Block, Inc.
XYZ
|
$64.2M |
| 5 |
Apple
AAPL
|
$58.6M |
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$67M |
| 2 |
LVLT
Level 3 Communications Inc
LVLT
|
$45.3M |
| 3 |
WP
Worldpay, Inc.
WP
|
$33M |
| 4 |
American International
AIG
|
$26.1M |
| 5 |
Charter Communications
CHTR
|
$21.4M |
Sector Composition
| 1 | Financials | 17.45% |
| 2 | Technology | 15.55% |
| 3 | Healthcare | 12.03% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Communication Services | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Fidelity National Information Services
FIS
$36.5B
| $103M | 0.13% |
1,094,137
+26,133
| +2% | +$2.46M |
|
177
Kinder Morgan
KMI
$60B
| $103M | 0.13% |
5,692,190
+63,125
| +1% | +$1.14M |
|
178
Lam Research
LRCX
$127B
| $103M | 0.13% |
557,132
+1,772
| +0.3% | +$326K |
|
179
Baxter International
BAX
$12.7B
| $102M | 0.13% |
1,585,109
+55,558
| +4% | +$3.59M |
|
180
General Mills
GIS
$26.4B
| $102M | 0.13% |
1,714,395
-15,892
| -0.9% | -$942K |
|
181
Boston Scientific
BSX
$156B
| $101M | 0.13% |
4,078,479
+54,799
| +1% | +$1.36M |
|
182
Target
TGT
$43.6B
| $101M | 0.13% |
1,545,230
+7,726
| +0.5% | +$504K |
|
183
Zoetis
ZTS
$69.3B
| $101M | 0.13% |
1,398,548
+27,942
| +2% | +$2.01M |
|
184
Ecolab
ECL
$78.6B
| $99.6M | 0.13% |
742,091
+10,085
| +1% | +$1.35M |
|
185
Analog Devices
ADI
$124B
| $96.1M | 0.12% |
1,079,338
-69,968
| -6% | -$6.23M |
|
186
McKesson
MCK
$85.4B
| $95.1M | 0.12% |
609,524
+897
| +0.1% | +$140K |
|
187
Sysco
SYY
$38.5B
| $94.5M | 0.12% |
1,556,788
+16,218
| +1% | +$985K |
|
188
Electronic Arts
EA
$43B
| $94.1M | 0.12% |
895,401
+8,614
| +1% | +$905K |
|
|
STI
189
DELISTED
SunTrust Banks, Inc.
STI
| $93.6M | 0.12% |
1,449,123
+43,634
| +3% | +$2.82M |
|
190
DXC Technology
DXC
$2.59B
| $93.2M | 0.12% |
981,653
+11,232
| +1% | +$1.07M |
|
191
Cummins
CMI
$54.9B
| $93M | 0.12% |
526,682
+2,553
| +0.5% | +$451K |
|
192
Consolidated Edison
ED
$35.4B
| $92.5M | 0.12% |
1,088,553
+60,086
| +6% | +$5.1M |
|
193
Estee Lauder
EL
$33B
| $92.3M | 0.12% |
725,430
+97,984
| +16% | +$12.5M |
|
194
Equity Residential
EQR
$25.3B
| $92.2M | 0.12% |
1,446,265
+34,604
| +2% | +$2.21M |
|
195
Xcel Energy
XEL
$42.8B
| $92M | 0.12% |
1,912,564
+375,957
| +24% | +$18.1M |
|
196
Mercado Libre
MELI
$125B
| $91.9M | 0.12% |
291,903
+84,232
| +41% | +$26.5M |
|
197
Ross Stores
ROST
$48.1B
| $90.9M | 0.12% |
1,132,279
+12,732
| +1% | +$1.02M |
|
198
Illumina
ILMN
$15.8B
| $90.1M | 0.12% |
412,534
+5,561
| +1% | +$1.22M |
|
199
Welltower
WELL
$113B
| $89.2M | 0.12% |
1,398,372
+26,492
| +2% | +$1.69M |
|
200
Corning
GLW
$57.4B
| $88M | 0.11% |
2,751,006
-48,801
| -2% | -$1.56M |
|