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 |
Microsoft
MSFT
|
$200M |
| 2 |
O'Reilly Automotive
ORLY
|
$185M |
| 3 |
NVIDIA
NVDA
|
$184M |
| 4 |
Amazon
AMZN
|
$173M |
| 5 |
Mastercard
MA
|
$123M |
Top Sells
| 1 |
Robinhood
HOOD
|
$293M |
| 2 |
Palantir
PLTR
|
$174M |
| 3 |
iShares Gold Trust
IAU
|
$136M |
| 4 |
Roblox
RBLX
|
$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$4.25T
| $10.3B | 6.39% | 64,950,336 +1,167,236 | +2% | +$184M |
|
|
2
Microsoft
MSFT
$3.77T
| $9.4B | 5.86% | 18,893,434 +402,091 | +2% | +$200M |
|
3
Apple
AAPL
$3.45T
| $7.49B | 4.67% | 36,511,452 +584,603 | +2% | +$120M |
|
|
4
Amazon
AMZN
$2.44T
| $5.78B | 3.6% | 26,355,075 +786,989 | +3% | +$173M |
|
5
Meta Platforms (Facebook)
META
$1.86T
| $4.32B | 2.69% | 5,854,998 +63,291 | +1% | +$46.7M |
|
6
Broadcom
AVGO
$1.4T
| $3.29B | 2.05% | 11,945,434 +257,667 | +2% | +$71M |
|
7
Tesla
TSLA
$1.08T
| $2.7B | 1.68% | 8,491,383 +157,545 | +2% | +$50M |
|
8
Alphabet (Google) Class A
GOOGL
$2.57T
| $2.52B | 1.57% | 14,277,797 +183,812 | +1% | +$32.4M |
|
|
9
Alphabet (Google) Class C
GOOG
$2.58T
| $2.29B | 1.43% | 12,919,915 +122,688 | +1% | +$21.8M |
|
10
JPMorgan Chase
JPM
$829B
| $1.97B | 1.22% | 6,777,996 +56,033 | +0.8% | +$16.2M |
|
11
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.64B | 1.02% | 3,382,627 +105,525 | +3% | +$51.3M |
|
12
Netflix
NFLX
$513B
| $1.63B | 1.02% | 1,217,360 +15,132 | +1% | +$20.3M |
|
13
Visa
V
$683B
| $1.58B | 0.99% | 4,456,263 +32,269 | +0.7% | +$11.5M |
|
14
Eli Lilly
LLY
$657B
| $1.51B | 0.94% | 1,933,101 -20,348 | -1% | -$15.9M |
|
|
15
Palantir
PLTR
$372B
| $1.22B | 0.76% | 8,928,069 -1,274,771 | -12% | -$174M |
|
|
16
Mastercard
MA
$538B
| $1.21B | 0.76% | 2,157,283 +219,016 | +11% | +$123M |
|
17
Walmart
WMT
$774B
| $1.12B | 0.7% | 11,497,265 -53,633 | -0.5% | -$5.24M |
|
18
Exxon Mobil
XOM
$487B
| $1.11B | 0.69% | 10,333,546 +184,870 | +2% | +$19.9M |
|
19
Costco
COST
$418B
| $1.09B | 0.68% | 1,096,683 +22,096 | +2% | +$21.9M |
|
20
Oracle
ORCL
$635B
| $1.02B | 0.63% | 4,654,478 +172,578 | +4% | +$37.7M |
|
|
21
iShares Gold Trust
IAU
$50.2B
| $983M | 0.61% | 15,762,197 -2,177,892 | -12% | -$136M |
|
22
Procter & Gamble
PG
$368B
| $979M | 0.61% | 6,142,944 +176,482 | +3% | +$28.1M |
|
23
Home Depot
HD
$405B
| $971M | 0.6% | 2,647,391 +48,646 | +2% | +$17.8M |
|
24
SPDR Gold MiniShares Trust
GLDM
$17.3B
| $956M | 0.6% | 14,596,294 | – | – |
|
25
Johnson & Johnson
JNJ
$427B
| $941M | 0.59% | 6,157,669 +113,356 | +2% | +$17.3M |
|