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 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$109M |
| 2 |
Starbucks
SBUX
|
$106M |
| 3 |
CF Industries
CF
|
$47.5M |
| 4 |
PPG Industries
PPG
|
$40M |
| 5 |
Marathon Petroleum
MPC
|
$37.7M |
Top Sells
| 1 |
LO
LORILLARD INC COM STK
LO
|
$64.1M |
| 2 |
Pfizer
PFE
|
$43.4M |
| 3 |
PCYC
PHARMACYCLICS INC
PCYC
|
$41.2M |
| 4 |
TRW
TRW AUTOMOTIVE HOLDINGS CORP
TRW
|
$31.4M |
| 5 |
SLXP
SALIX PHARMACEUTICALS LTD DEL
SLXP
|
$28.9M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Healthcare | 14.41% |
| 3 | Technology | 13.48% |
| 4 | Energy | 9.16% |
| 5 | Industrials | 9.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $2.03B | 3.64% | 16,160,768 -120,821 | -0.7% | -$15.2M |
|
2
Exxon Mobil
XOM
$487B
| $1.01B | 1.81% | 12,131,481 +102,821 | +0.9% | +$8.55M |
|
3
Microsoft
MSFT
$3.77T
| $931M | 1.67% | 21,093,436 +55,954 | +0.3% | +$2.47M |
|
4
Alphabet (Google) Class C
GOOG
$2.58T
| $833M | 1.5% | 1,572,361 +57,628 | +4% | +$30.5M |
|
5
Johnson & Johnson
JNJ
$427B
| $730M | 1.31% | 7,493,364 -66,651 | -0.9% | -$6.5M |
|
6
Wells Fargo
WFC
$263B
| $724M | 1.3% | 12,878,815 -64,835 | -0.5% | -$3.65M |
|
7
GE Aerospace
GE
$292B
| $703M | 1.26% | 26,462,555 +92,597 | +0.4% | +$2.46M |
|
8
JPMorgan Chase
JPM
$829B
| $700M | 1.26% | 10,400,294 -104,072 | -1% | -$7.01M |
|
9
Procter & Gamble
PG
$368B
| $598M | 1.07% | 7,638,598 +6,891 | +0.1% | +$539K |
|
10
Chevron
CVX
$324B
| $563M | 1.01% | 5,839,646 -23,562 | -0.4% | -$2.27M |
|
|
11
Pfizer
PFE
$141B
| $544M | 0.98% | 16,220,014 -1,294,183 | -7% | -$43.4M |
|
12
Verizon
VZ
$186B
| $514M | 0.92% | 11,158,184 +23,449 | +0.2% | +$1.08M |
|
13
AT&T
T
$209B
| $513M | 0.92% | 14,628,283 +36,932 | +0.3% | +$1.29M |
|
14
Walt Disney
DIS
$213B
| $506M | 0.91% | 4,462,649 -14,659 | -0.3% | -$1.66M |
|
15
Meta Platforms (Facebook)
META
$1.86T
| $502M | 0.9% | 5,856,682 +25,588 | +0.4% | +$2.19M |
|
16
Gilead Sciences
GILD
$140B
| $502M | 0.9% | 4,286,184 -55,801 | -1% | -$6.53M |
|
17
Citigroup
C
$178B
| $472M | 0.85% | 8,543,543 +46,153 | +0.5% | +$2.55M |
|
18
Bank of America
BAC
$376B
| $468M | 0.84% | 27,507,900 -9,802 | -0% | -$167K |
|
19
Amazon
AMZN
$2.44T
| $455M | 0.82% | 1,047,113 +33,391 | +3% | +$14.5M |
|
20
Merck
MRK
$210B
| $448M | 0.81% | 7,872,928 +128,424 | +2% | +$7.31M |
|
21
Berkshire Hathaway Class B
BRK.B
$1.09T
| $447M | 0.8% | 3,283,593 +101,025 | +3% | +$13.8M |
|
22
Coca-Cola
KO
$297B
| $429M | 0.77% | 10,945,977 +534,744 | +5% | +$21M |
|
23
IBM
IBM
$227B
| $420M | 0.75% | 2,580,327 -41,156 | -2% | -$6.69M |
|
24
Home Depot
HD
$405B
| $414M | 0.74% | 3,722,557 -38,421 | -1% | -$4.27M |
|
25
Intel
INTC
$107B
| $402M | 0.72% | 13,202,223 -446,900 | -3% | -$13.6M |
|