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 |
Visa
V
|
$272M |
| 2 |
WBA
Walgreens Boots Alliance
WBA
|
$199M |
| 3 |
Apple
AAPL
|
$151M |
| 4 |
Exxon Mobil
XOM
|
$80.4M |
| 5 |
Microsoft
MSFT
|
$75.3M |
Top Sells
| 1 |
Medtronic
MDT
|
$168M |
| 2 |
AGN
ALLERGAN INC
AGN
|
$150M |
| 3 |
Viatris
VTRS
|
$51.7M |
| 4 |
CFN
CAREFUSION CORPORATION
CFN
|
$30.4M |
| 5 |
SWY
SAFEWAY INC
SWY
|
$20.6M |
Sector Composition
| 1 | Financials | 15.18% |
| 2 | Healthcare | 13.9% |
| 3 | Technology | 13.57% |
| 4 | Energy | 9.54% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Devon Energy
DVN
$22.2B
| $69.2M | 0.12% |
1,147,433
+67,442
| +6% | +$4.07M |
|
202
Electronic Arts
EA
$42B
| $69M | 0.12% |
1,172,821
-36,850
| -3% | -$2.17M |
|
203
Netflix
NFLX
$518B
| $68.6M | 0.12% |
164,678
+10,262
| +7% | +$4.28M |
|
204
Western Digital
WDC
$29.7B
| $68.6M | 0.12% |
753,604
+49,334
| +7% | +$4.49M |
|
205
Boston Scientific
BSX
$159B
| $68.5M | 0.12% |
3,861,899
+231,377
| +6% | +$4.11M |
|
206
Intercontinental Exchange
ICE
$99.8B
| $68.2M | 0.12% |
292,352
+25,317
| +9% | +$5.91M |
|
207
Bread Financial
BFH
$3.05B
| $67.8M | 0.12% |
229,017
+24,467
| +12% | +$7.25M |
|
208
Healthpeak Properties
DOC
$12.3B
| $67.5M | 0.12% |
1,562,853
+89,706
| +6% | +$3.88M |
|
209
APA Corp
APA
$8.09B
| $67.5M | 0.12% |
1,119,308
+47,929
| +4% | +$2.89M |
|
|
AGU
210
DELISTED
Agrium
AGU
| $67.5M | 0.12% |
647,775
+7,660
| +1% | +$798K |
|
211
Waste Management
WM
$90.2B
| $67.2M | 0.12% |
1,239,483
+102,217
| +9% | +$5.54M |
|
|
CB
212
DELISTED
CHUBB CORPORATION
CB
| $67.2M | 0.12% |
664,429
+52,072
| +9% | +$5.26M |
|
213
Vornado Realty Trust
VNO
$7.51B
| $66.6M | 0.12% |
594,521
+22,776
| +4% | +$2.55M |
|
214
Ameriprise Financial
AMP
$47.6B
| $65.8M | 0.12% |
503,163
+51,861
| +11% | +$6.79M |
|
215
PACCAR
PCAR
$50.4B
| $65.7M | 0.12% |
1,040,975
+213,347
| +26% | +$13.5M |
|
|
BRCM
216
DELISTED
BROADCOM CORP CL-A
BRCM
| $65.5M | 0.12% |
1,513,853
+175,499
| +13% | +$7.6M |
|
217
Nucor
NUE
$33.1B
| $65.4M | 0.12% |
1,375,895
+60,450
| +5% | +$2.87M |
|
218
HCA Healthcare
HCA
$95.4B
| $65.1M | 0.12% |
864,901
+85,153
| +11% | +$6.41M |
|
219
Public Service Enterprise Group
PEG
$40.6B
| $64.4M | 0.12% |
1,536,730
+294,173
| +24% | +$12.3M |
|
220
Bath & Body Works
BBWI
$6.29B
| $64.2M | 0.12% |
681,390
+102,278
| +18% | +$9.64M |
|
|
LO
221
DELISTED
LORILLARD INC COM STK
LO
| $64.1M | 0.12% |
980,712
+62,191
| +7% | +$4.06M |
|
222
Magna International
MGA
$12.7B
| $63.9M | 0.12% |
1,194,728
+614,626
| +106% | +$32.9M |
|
|
BBL
223
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
| $63.6M | 0.11% |
1,437,818
-61,900
| -4% | -$2.74M |
|
|
GG
224
DELISTED
Goldcorp Inc
GG
| $63.6M | 0.11% |
3,513,002
+119,785
| +4% | +$2.17M |
|
225
Zoetis
ZTS
$67.6B
| $63.2M | 0.11% |
1,365,840
+185,923
| +16% | +$8.61M |
|