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 |
Bristol-Myers Squibb
BMY
|
$200M |
| 2 |
Alibaba
BABA
|
$176M |
| 3 |
Blackstone
BX
|
$127M |
| 4 |
Truist Financial
TFC
|
$127M |
| 5 |
Mercado Libre
MELI
|
$54.4M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$289M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$116M |
| 3 |
Tesla
TSLA
|
$92.4M |
| 4 |
Apple
AAPL
|
$90.7M |
| 5 |
NVIDIA
NVDA
|
$52.7M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Equity Residential
EQR
$25.5B
| $168M | 0.13% |
2,077,958
+132,050
| +7% | +$10.7M |
|
177
Sysco
SYY
$39.4B
| $168M | 0.13% |
1,970,590
+16,723
| +0.9% | +$1.42M |
|
178
Newmont
NEM
$83.7B
| $167M | 0.13% |
3,836,578
-45,101
| -1% | -$1.96M |
|
179
Valero Energy
VLO
$48.7B
| $166M | 0.13% |
1,776,654
+29,911
| +2% | +$2.8M |
|
180
Marriott International Class A Common Stock
MAR
$71.9B
| $166M | 0.13% |
1,098,714
-2,915
| -0.3% | -$441K |
|
181
Manulife Financial
MFC
$52.1B
| $166M | 0.13% |
8,183,702
+612,044
| +8% | +$12.4M |
|
182
Kinder Morgan
KMI
$59.1B
| $165M | 0.13% |
7,805,465
+108,477
| +1% | +$2.3M |
|
183
Sempra
SRE
$52.9B
| $164M | 0.13% |
2,171,216
+114,886
| +6% | +$8.7M |
|
184
Aflac
AFL
$57.2B
| $164M | 0.13% |
3,092,622
+32,403
| +1% | +$1.71M |
|
185
Baxter International
BAX
$12.5B
| $163M | 0.13% |
1,953,536
-16,494
| -0.8% | -$1.38M |
|
186
HCA Healthcare
HCA
$98.5B
| $163M | 0.13% |
1,102,208
-4,177
| -0.4% | -$617K |
|
|
NVTA
187
DELISTED
Invitae Corporation
NVTA
| $162M | 0.13% |
10,057,040
+2,833,454
| +39% | +$45.7M |
|
188
Marathon Petroleum
MPC
$54.8B
| $162M | 0.13% |
2,683,169
-89,177
| -3% | -$5.37M |
|
189
FedEx
FDX
$53.7B
| $159M | 0.13% |
1,052,377
-57,019
| -5% | -$8.62M |
|
|
B
190
Barrick Mining Corporation
B
$48.5B
| $158M | 0.12% |
8,501,396
+130,277
| +2% | +$2.42M |
|
|
TWTR
191
DELISTED
Twitter, Inc.
TWTR
| $157M | 0.12% |
4,911,129
+195,594
| +4% | +$6.27M |
|
192
Workday
WDAY
$61.7B
| $157M | 0.12% |
952,518
+63,513
| +7% | +$10.4M |
|
193
Moody's
MCO
$89.5B
| $155M | 0.12% |
653,921
+7,857
| +1% | +$1.87M |
|
194
LendingTree
TREE
$978M
| $154M | 0.12% |
508,907
+25,368
| +5% | +$7.7M |
|
195
Cognizant
CTSH
$35.1B
| $148M | 0.12% |
2,391,871
-1,384
| -0.1% | -$85.8K |
|
196
Prudential Financial
PRU
$37.2B
| $148M | 0.12% |
1,578,922
+13,130
| +0.8% | +$1.23M |
|
197
Occidental Petroleum
OXY
$45.2B
| $147M | 0.12% |
3,565,576
+63,958
| +2% | +$2.64M |
|
198
TransUnion
TRU
$17.5B
| $147M | 0.12% |
1,713,212
+11,521
| +0.7% | +$986K |
|
199
Editas Medicine
EDIT
$248M
| $147M | 0.12% |
4,948,227
-10,366
| -0.2% | -$307K |
|
200
Canadian Natural Resources
CNQ
$63.2B
| $145M | 0.11% |
9,122,917
+123,768
| +1% | +$1.96M |
|