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 |
iShares Gold Trust
IAU
|
$282M |
| 2 |
Walt Disney
DIS
|
$135M |
| 3 |
Microsoft
MSFT
|
$89M |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
$66.6M |
| 5 |
SPDR Gold Trust
GLD
|
$62.9M |
Top Sells
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$192M |
| 2 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$82.3M |
| 3 |
Oracle
ORCL
|
$55M |
| 4 |
PG&E
PCG
|
$46.6M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$42.2M |
Sector Composition
| 1 | Technology | 18.11% |
| 2 | Financials | 15.3% |
| 3 | Healthcare | 13.11% |
| 4 | Consumer Discretionary | 10.93% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Ford
F
$46.7B
| $124M | 0.11% |
14,108,593
-1,132,593
| -7% | -$9.94M |
|
202
VF Corp
VFC
$5.86B
| $124M | 0.11% |
1,511,455
+8,983
| +0.6% | +$735K |
|
203
General Mills
GIS
$27B
| $123M | 0.11% |
2,381,640
+18,134
| +0.8% | +$938K |
|
204
HP
HPQ
$27.4B
| $122M | 0.11% |
6,257,859
+153,404
| +3% | +$2.98M |
|
205
Moody's
MCO
$89.5B
| $121M | 0.11% |
667,059
-11,879
| -2% | -$2.15M |
|
206
Consolidated Edison
ED
$35.4B
| $121M | 0.11% |
1,422,441
-3,289
| -0.2% | -$279K |
|
207
Paychex
PAYX
$48.7B
| $119M | 0.11% |
1,486,228
+76,100
| +5% | +$6.1M |
|
208
AutoZone
AZO
$70.6B
| $119M | 0.11% |
116,142
+200
| +0.2% | +$205K |
|
209
Workday
WDAY
$61.7B
| $118M | 0.11% |
613,936
+51,588
| +9% | +$9.95M |
|
210
Zillow
Z
$21.3B
| $118M | 0.11% |
3,405,568
+294,546
| +9% | +$10.2M |
|
211
Electronic Arts
EA
$42.2B
| $118M | 0.11% |
1,159,043
-15,863
| -1% | -$1.61M |
|
212
Oneok
OKE
$45.7B
| $116M | 0.11% |
1,657,146
+32,027
| +2% | +$2.24M |
|
|
ALXN
213
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $115M | 0.11% |
853,337
-49,360
| -5% | -$6.67M |
|
214
Lam Research
LRCX
$130B
| $115M | 0.11% |
6,407,560
-53,090
| -0.8% | -$950K |
|
215
TransUnion
TRU
$17.5B
| $114M | 0.11% |
1,703,521
+517,667
| +44% | +$34.6M |
|
216
Cummins
CMI
$55.1B
| $112M | 0.1% |
710,663
+30,847
| +5% | +$4.87M |
|
217
Halliburton
HAL
$18.8B
| $112M | 0.1% |
3,817,969
+489,352
| +15% | +$14.3M |
|
218
Amphenol
APH
$135B
| $112M | 0.1% |
4,737,772
-77,820
| -2% | -$1.84M |
|
219
Constellation Brands
STZ
$26.2B
| $112M | 0.1% |
636,874
-44,998
| -7% | -$7.89M |
|
220
Archer Daniels Midland
ADM
$30.2B
| $112M | 0.1% |
2,586,654
+85,203
| +3% | +$3.67M |
|
221
WEC Energy
WEC
$34.7B
| $110M | 0.1% |
1,392,584
+24,452
| +2% | +$1.93M |
|
222
Advanced Micro Devices
AMD
$245B
| $110M | 0.1% |
4,304,370
+383,245
| +10% | +$9.78M |
|
223
Canadian Pacific Kansas City
CP
$70.3B
| $109M | 0.1% |
2,656,365
+12,805
| +0.5% | +$528K |
|
|
PXD
224
DELISTED
Pioneer Natural Resource Co.
PXD
| $106M | 0.1% |
698,506
+42,456
| +6% | +$6.47M |
|
225
Digital Realty Trust
DLR
$55.7B
| $106M | 0.1% |
889,392
-52,308
| -6% | -$6.22M |
|