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 |
Apple
AAPL
|
$450M |
| 2 |
Microsoft
MSFT
|
$436M |
| 3 |
Amazon
AMZN
|
$421M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$211M |
| 5 |
Johnson & Johnson
JNJ
|
$209M |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
$214M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$176M |
| 3 |
PX
Praxair Inc
PX
|
$149M |
| 4 |
COL
Rockwell Collins
COL
|
$76.7M |
| 5 |
ANDV
Andeavor
ANDV
|
$73M |
Sector Composition
| 1 | Technology | 17.38% |
| 2 | Financials | 15.84% |
| 3 | Healthcare | 13.61% |
| 4 | Consumer Discretionary | 10.74% |
| 5 | Communication Services | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
eBay
EBAY
$42.3B
| $103M | 0.11% |
3,633,836
+486,067
| +15% | +$13.7M |
|
202
Kraft Heinz
KHC
$32.3B
| $102M | 0.11% |
2,350,615
+362,200
| +18% | +$15.8M |
|
203
Archer Daniels Midland
ADM
$30.2B
| $102M | 0.11% |
2,501,451
+465,897
| +23% | +$19M |
|
|
WP
204
DELISTED
Worldpay, Inc.
WP
| $100M | 0.11% |
1,311,940
+310,108
| +31% | +$23.7M |
|
205
Ventas
VTR
$30.9B
| $100M | 0.11% |
1,684,909
+241,990
| +17% | +$14.4M |
|
206
Digital Realty Trust
DLR
$55.7B
| $99.9M | 0.11% |
941,700
+134,886
| +17% | +$14.3M |
|
207
VF Corp
VFC
$5.86B
| $99.8M | 0.11% |
1,502,472
+275,742
| +22% | +$18.3M |
|
208
Shopify
SHOP
$191B
| $98.9M | 0.11% |
7,409,030
+205,560
| +3% | +$2.74M |
|
209
Williams Companies
WMB
$69.9B
| $98.1M | 0.11% |
4,568,549
+770,776
| +20% | +$16.6M |
|
210
Zillow
Z
$21.3B
| $98M | 0.11% |
3,111,022
+1,975,521
| +174% | +$62.2M |
|
|
XLNX
211
DELISTED
Xilinx Inc
XLNX
| $98M | 0.11% |
1,162,191
+151,402
| +15% | +$12.8M |
|
212
AutoZone
AZO
$70.6B
| $97.3M | 0.1% |
115,942
+23,471
| +25% | +$19.7M |
|
213
Amphenol
APH
$135B
| $96.9M | 0.1% |
4,815,592
+706,036
| +17% | +$14.2M |
|
214
Realty Income
O
$54.2B
| $94.8M | 0.1% |
1,544,239
+205,715
| +15% | +$12.6M |
|
215
Moody's
MCO
$89.5B
| $94.6M | 0.1% |
678,938
+96,392
| +17% | +$13.4M |
|
216
WEC Energy
WEC
$34.7B
| $94.4M | 0.1% |
1,368,132
+188,648
| +16% | +$13M |
|
217
State Street
STT
$32B
| $94.2M | 0.1% |
1,483,212
+293,806
| +25% | +$18.7M |
|
218
Canadian Pacific Kansas City
CP
$70.3B
| $93.6M | 0.1% |
2,643,560
+523,905
| +25% | +$18.6M |
|
219
Corning
GLW
$61B
| $93.2M | 0.1% |
3,131,759
+297,846
| +11% | +$8.86M |
|
220
Electronic Arts
EA
$42.2B
| $93.2M | 0.1% |
1,174,906
+187,028
| +19% | +$14.8M |
|
221
PPG Industries
PPG
$24.8B
| $93M | 0.1% |
918,478
+116,925
| +15% | +$11.8M |
|
222
General Mills
GIS
$27B
| $91.6M | 0.1% |
2,363,506
+512,206
| +28% | +$19.9M |
|
223
Paychex
PAYX
$48.7B
| $91.2M | 0.1% |
1,410,128
+200,132
| +17% | +$12.9M |
|
224
T Rowe Price
TROW
$23.8B
| $90.4M | 0.1% |
989,348
+132,092
| +15% | +$12.1M |
|
225
Workday
WDAY
$61.7B
| $89.7M | 0.1% |
562,348
-187,069
| -25% | -$29.8M |
|