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 |
Kraft Heinz
KHC
|
$117M |
| 2 |
PayPal
PYPL
|
$106M |
| 3 |
Netflix
NFLX
|
$100M |
| 4 |
AT&T
T
|
$70.1M |
| 5 |
Apple
AAPL
|
$55.2M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$833M |
| 2 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$137M |
| 3 |
DTV
DIRECTV COM STK (DE)
DTV
|
$115M |
| 4 |
HSP
HOSPIRA INC
HSP
|
$40M |
| 5 |
NiSource
NI
|
$38.3M |
Sector Composition
| 1 | Financials | 16.22% |
| 2 | Healthcare | 14.18% |
| 3 | Technology | 13.72% |
| 4 | Consumer Discretionary | 9.5% |
| 5 | Industrials | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Sysco
SYY
$38.5B
| $63.6M | 0.12% |
1,632,508
+73,846
| +5% | +$2.88M |
|
202
Carnival Corp
CCL
$43.2B
| $63.4M | 0.12% |
1,274,819
+55,779
| +5% | +$2.77M |
|
203
Boston Properties
BXP
$11.5B
| $63.2M | 0.12% |
533,791
+12,801
| +2% | +$1.52M |
|
204
Deere & Co
DE
$129B
| $63.1M | 0.12% |
852,279
+4,226
| +0.5% | +$313K |
|
205
Healthpeak Properties
DOC
$12.5B
| $62.9M | 0.12% |
1,688,028
+52,744
| +3% | +$1.96M |
|
|
PXD
206
DELISTED
Pioneer Natural Resource Co.
PXD
| $62.6M | 0.12% |
514,785
+24,981
| +5% | +$3.04M |
|
207
Cencora
COR
$56.5B
| $62.5M | 0.12% |
657,836
+27,059
| +4% | +$2.57M |
|
208
Tesla
TSLA
$1.08T
| $62.5M | 0.12% |
251,455
+12,946
| +5% | +$3.22M |
|
209
Canadian Pacific Kansas City
CP
$69.9B
| $61.9M | 0.12% |
432,781
+6,174
| +1% | +$883K |
|
210
Chipotle Mexican Grill
CMG
$56.5B
| $61.5M | 0.12% |
85,351
+4,023
| +5% | +$2.9M |
|
211
Dollar General
DG
$23.9B
| $61.1M | 0.12% |
843,418
+35,580
| +4% | +$2.58M |
|
212
Western Digital
WDC
$27.9B
| $60.3M | 0.12% |
759,560
-3,694
| -0.5% | -$293K |
|
213
PPL Corp
PPL
$27B
| $60.2M | 0.12% |
1,831,130
+69,633
| +4% | +$2.29M |
|
214
Fiserv
FI
$75.1B
| $59.2M | 0.11% |
683,583
+17,713
| +3% | +$1.53M |
|
215
Estee Lauder
EL
$33B
| $59.2M | 0.11% |
733,551
+127,153
| +21% | +$10.3M |
|
216
Consolidated Edison
ED
$35.4B
| $59M | 0.11% |
882,254
-889
| -0.1% | -$59.4K |
|
217
Cummins
CMI
$54.9B
| $58.3M | 0.11% |
537,352
+33,203
| +7% | +$3.61M |
|
218
PACCAR
PCAR
$52.5B
| $57.4M | 0.11% |
1,100,984
+46,900
| +4% | +$2.45M |
|
219
Ameriprise Financial
AMP
$48.5B
| $57.4M | 0.11% |
525,818
+33,699
| +7% | +$3.68M |
|
|
LNKD
220
DELISTED
LinkedIn Corporation
LNKD
| $57.3M | 0.11% |
301,520
+18,007
| +6% | +$3.42M |
|
221
Vornado Realty Trust
VNO
$7.3B
| $57.1M | 0.11% |
631,754
+9,174
| +1% | +$830K |
|
222
Monster Beverage
MNST
$60.9B
| $56.7M | 0.11% |
419,819
-16,931
| -4% | -$2.29M |
|
223
Ross Stores
ROST
$48.1B
| $55.8M | 0.11% |
1,150,686
+20,473
| +2% | +$992K |
|
224
Hartford Financial Services
HIG
$37.2B
| $55.7M | 0.11% |
1,217,703
-94,369
| -7% | -$4.32M |
|
225
The Mosaic Company
MOS
$10.6B
| $55.4M | 0.11% |
1,782,291
-25,109
| -1% | -$781K |
|