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 |
Accenture
ACN
|
$918M |
| 2 |
Linde
LIN
|
$504M |
| 3 |
Medtronic
MDT
|
$482M |
| 4 |
Chubb
CB
|
$336M |
| 5 |
Spotify
SPOT
|
$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$1.17B |
| 2 |
Coinbase
COIN
|
$1.12B |
| 3 |
UiPath
PATH
|
$760M |
| 4 |
Apple
AAPL
|
$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
UBS Group
UBS
$126B
| $185M | 0.12% |
+9,416,910
| New | +$185M |
|
177
Canadian Natural Resources
CNQ
$64.7B
| $184M | 0.12% |
2,956,517
-27,912
| -0.9% | -$1.74M |
|
178
Illinois Tool Works
ITW
$75.8B
| $184M | 0.12% |
878,787
-10,864
| -1% | -$2.27M |
|
179
General Motors
GM
$55B
| $184M | 0.12% |
4,206,717
+39,445
| +0.9% | +$1.73M |
|
180
ResMed
RMD
$39.2B
| $183M | 0.12% |
755,071
-216,571
| -22% | -$52.5M |
|
181
Schlumberger
SLB
$52.3B
| $181M | 0.12% |
4,390,263
+345,043
| +9% | +$14.3M |
|
182
CrowdStrike
CRWD
$103B
| $180M | 0.12% |
790,969
+166,050
| +27% | +$37.7M |
|
183
HP
HPQ
$26.8B
| $180M | 0.12% |
4,947,581
-695,113
| -12% | -$25.2M |
|
184
Moderna
MRNA
$9.27B
| $180M | 0.12% |
1,042,253
-38,774
| -4% | -$6.68M |
|
185
West Pharmaceutical
WST
$17.8B
| $179M | 0.12% |
435,852
-64,154
| -13% | -$26.3M |
|
186
Air Products & Chemicals
APD
$64.7B
| $179M | 0.12% |
714,682
+20,110
| +3% | +$5.03M |
|
187
Sherwin-Williams
SHW
$90.1B
| $175M | 0.12% |
702,890
-25,251
| -3% | -$6.3M |
|
188
Kroger
KR
$44.8B
| $175M | 0.12% |
3,057,271
-4,902
| -0.2% | -$281K |
|
189
Colgate-Palmolive
CL
$67.6B
| $175M | 0.12% |
2,308,338
-21,657
| -0.9% | -$1.64M |
|
190
Fiserv
FI
$74.3B
| $173M | 0.12% |
1,707,354
-96,913
| -5% | -$9.83M |
|
|
PXD
191
DELISTED
Pioneer Natural Resource Co.
PXD
| $173M | 0.12% |
691,908
-1,972
| -0.3% | -$493K |
|
192
Humana
HUM
$37.6B
| $172M | 0.11% |
396,221
+5,842
| +1% | +$2.54M |
|
193
Corteva
CTVA
$49.3B
| $172M | 0.11% |
2,988,733
+1,526
| +0.1% | +$87.7K |
|
194
Boston Scientific
BSX
$159B
| $172M | 0.11% |
3,874,643
-27,090
| -0.7% | -$1.2M |
|
195
Teradyne
TER
$18.9B
| $172M | 0.11% |
1,451,336
+5,251
| +0.4% | +$621K |
|
196
Nutrien
NTR
$27.6B
| $171M | 0.11% |
1,643,750
-72,813
| -4% | -$7.57M |
|
197
Capital One
COF
$141B
| $171M | 0.11% |
1,301,228
-51,682
| -4% | -$6.79M |
|
198
TE Connectivity
TEL
$60.6B
| $169M | 0.11% |
+1,293,767
| New | +$169M |
|
199
L3Harris
LHX
$50.9B
| $169M | 0.11% |
680,611
-15,728
| -2% | -$3.91M |
|
200
FedEx
FDX
$52.9B
| $168M | 0.11% |
725,495
-8,175
| -1% | -$1.89M |
|