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 |
Bristol-Myers Squibb
BMY
|
$200M |
| 2 |
Alibaba
BABA
|
$176M |
| 3 |
Blackstone
BX
|
$127M |
| 4 |
Truist Financial
TFC
|
$127M |
| 5 |
Mercado Libre
MELI
|
$54.4M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$289M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$116M |
| 3 |
Tesla
TSLA
|
$92.4M |
| 4 |
Apple
AAPL
|
$90.7M |
| 5 |
NVIDIA
NVDA
|
$52.7M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Xcel Energy
XEL
$43B
| $144M | 0.11% |
2,264,882
+27,029
| +1% | +$1.72M |
|
202
Verisk Analytics
VRSK
$37.8B
| $144M | 0.11% |
961,078
-34,362
| -3% | -$5.13M |
|
203
Roper Technologies
ROP
$55.8B
| $143M | 0.11% |
403,636
+1,203
| +0.3% | +$426K |
|
204
Ford
F
$46.7B
| $141M | 0.11% |
15,130,497
-1,060,849
| -7% | -$9.87M |
|
205
Realty Income
O
$54.2B
| $140M | 0.11% |
1,963,674
+179,666
| +10% | +$12.8M |
|
206
Consolidated Edison
ED
$35.4B
| $138M | 0.11% |
1,527,224
+33,204
| +2% | +$3M |
|
207
Yum! Brands
YUM
$40.1B
| $136M | 0.11% |
1,348,560
+53,685
| +4% | +$5.41M |
|
208
General Mills
GIS
$27B
| $135M | 0.11% |
2,548,547
+25,993
| +1% | +$1.38M |
|
209
O'Reilly Automotive
ORLY
$89B
| $134M | 0.11% |
4,597,950
-146,250
| -3% | -$4.27M |
|
210
Canadian Imperial Bank of Commerce
CM
$72.8B
| $134M | 0.11% |
3,222,162
+58,852
| +2% | +$2.45M |
|
211
VF Corp
VFC
$5.86B
| $133M | 0.1% |
1,338,525
-15,380
| -1% | -$1.53M |
|
212
Digital Realty Trust
DLR
$55.7B
| $133M | 0.1% |
1,108,719
+80,110
| +8% | +$9.59M |
|
213
Paychex
PAYX
$48.7B
| $129M | 0.1% |
1,519,226
+37,389
| +3% | +$3.18M |
|
214
WEC Energy
WEC
$34.7B
| $129M | 0.1% |
1,395,635
-83,760
| -6% | -$7.73M |
|
|
215
Blackstone
BX
$133B
| $128M | 0.1% |
2,295,384
+2,273,274
| +10,282% | +$127M |
|
216
Canadian Pacific Kansas City
CP
$70.3B
| $128M | 0.1% |
2,510,920
-21,575
| -0.9% | -$1.1M |
|
217
Amphenol
APH
$135B
| $128M | 0.1% |
4,733,680
+31,720
| +0.7% | +$858K |
|
218
Electronic Arts
EA
$42.2B
| $125M | 0.1% |
1,161,134
+2,358
| +0.2% | +$254K |
|
219
McCormick & Company Non-Voting
MKC
$19B
| $124M | 0.1% |
1,455,642
+40,432
| +3% | +$3.43M |
|
220
KLA
KLAC
$119B
| $122M | 0.1% |
684,531
+58,143
| +9% | +$10.4M |
|
221
PPG Industries
PPG
$24.8B
| $122M | 0.1% |
912,750
+13,750
| +2% | +$1.84M |
|
222
AutoZone
AZO
$70.6B
| $122M | 0.1% |
102,263
-3,777
| -4% | -$4.5M |
|
223
Oneok
OKE
$45.7B
| $122M | 0.1% |
1,608,116
+5,478
| +0.3% | +$415K |
|
224
HP
HPQ
$27.4B
| $120M | 0.09% |
5,848,197
-15,038
| -0.3% | -$309K |
|
225
ResMed
RMD
$40.6B
| $120M | 0.09% |
771,974
+29,993
| +4% | +$4.65M |
|