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 | |
|---|---|---|---|---|---|---|
26
Coinbase
COIN
$78.2B
| $925M | 0.58% | 2,640,205 -156,777 | -6% | -$54.9M |
|
|
27
Robinhood
HOOD
$92.4B
| $894M | 0.56% | 9,547,669 -3,124,621 | -25% | -$293M |
|
28
UnitedHealth
UNH
$281B
| $891M | 0.56% | 2,855,717 +240,664 | +9% | +$75.1M |
|
29
Advanced Micro Devices
AMD
$264B
| $807M | 0.5% | 5,689,297 +524,545 | +10% | +$74.4M |
|
30
Bank of America
BAC
$376B
| $784M | 0.49% | 16,562,952 +894,027 | +6% | +$42.3M |
|
31
Intuitive Surgical
ISRG
$170B
| $781M | 0.49% | 1,437,418 -22,087 | -2% | -$12M |
|
32
AbbVie
ABBV
$372B
| $778M | 0.48% | 4,189,713 +86,113 | +2% | +$16M |
|
33
Cisco
CSCO
$274B
| $760M | 0.47% | 10,956,231 -357,147 | -3% | -$24.8M |
|
34
Salesforce
CRM
$245B
| $743M | 0.46% | 2,724,424 +173,447 | +7% | +$47.3M |
|
35
IBM
IBM
$227B
| $738M | 0.46% | 2,505,254 +24,734 | +1% | +$7.29M |
|
36
Coca-Cola
KO
$297B
| $722M | 0.45% | 10,209,912 +63,581 | +0.6% | +$4.5M |
|
37
Linde
LIN
$224B
| $715M | 0.45% | 1,523,137 +39,642 | +3% | +$18.6M |
|
38
Goldman Sachs
GS
$226B
| $708M | 0.44% | 1,000,627 -46,571 | -4% | -$33M |
|
39
GE Aerospace
GE
$292B
| $643M | 0.4% | 2,498,672 -135,871 | -5% | -$35M |
|
|
40
Roblox
RBLX
$86.4B
| $642M | 0.4% | 6,098,483 -1,130,732 | -16% | -$119M |
|
41
Intuit
INTU
$186B
| $625M | 0.39% | 793,399 +35,169 | +5% | +$27.7M |
|
42
Booking.com
BKNG
$181B
| $615M | 0.38% | 106,178 +2,593 | +3% | +$15M |
|
43
Walt Disney
DIS
$213B
| $609M | 0.38% | 4,912,411 +202,013 | +4% | +$25.1M |
|
44
Shopify
SHOP
$184B
| $603M | 0.38% | 5,231,257 +218,829 | +4% | +$25.2M |
|
45
Wells Fargo
WFC
$263B
| $602M | 0.37% | 7,508,567 +172,250 | +2% | +$13.8M |
|
46
McDonald's
MCD
$224B
| $599M | 0.37% | 2,049,249 +23,003 | +1% | +$6.72M |
|
47
Chevron
CVX
$324B
| $594M | 0.37% | 4,150,596 -24,403 | -0.6% | -$3.49M |
|
48
Merck
MRK
$210B
| $589M | 0.37% | 7,436,596 +150,919 | +2% | +$11.9M |
|
49
Caterpillar
CAT
$196B
| $582M | 0.36% | 1,499,272 +82,808 | +6% | +$32.1M |
|
50
Philip Morris
PM
$260B
| $578M | 0.36% | 3,176,001 +63,448 | +2% | +$11.6M |
|