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 |
L3Harris
LHX
|
$193M |
| 2 |
Tesla
TSLA
|
$177M |
| 3 |
Illumina
ILMN
|
$157M |
| 4 |
Fidelity National Information Services
FIS
|
$143M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$103M |
Top Sells
| 1 |
RHT
Red Hat Inc
RHT
|
$158M |
| 2 |
WP
Worldpay, Inc.
WP
|
$140M |
| 3 |
APC
Anadarko Petroleum
APC
|
$135M |
| 4 |
iShares Gold Trust
IAU
|
$130M |
| 5 |
Apple
AAPL
|
$83.2M |
Sector Composition
| 1 | Technology | 18.79% |
| 2 | Financials | 15.47% |
| 3 | Healthcare | 12.69% |
| 4 | Consumer Discretionary | 10.72% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cisco
CSCO
$274B
| $870M | 0.76% | 17,599,531 -139,397 | -0.8% | -$6.89M |
|
27
Boeing
BA
$177B
| $858M | 0.75% | 2,256,059 -7,391 | -0.3% | -$2.81M |
|
28
Comcast
CMCSA
$125B
| $815M | 0.71% | 18,085,981 -47,605 | -0.3% | -$2.15M |
|
29
Wells Fargo
WFC
$263B
| $810M | 0.7% | 16,050,021 -166,380 | -1% | -$8.39M |
|
30
Pfizer
PFE
$141B
| $808M | 0.7% | 22,492,988 +369,603 | +2% | +$13.3M |
|
31
PepsiCo
PEP
$204B
| $770M | 0.67% | 5,618,041 -64,793 | -1% | -$8.88M |
|
32
Walmart
WMT
$774B
| $718M | 0.62% | 6,048,428 -29,719 | -0.5% | -$3.53M |
|
33
McDonald's
MCD
$224B
| $696M | 0.6% | 3,239,451 +27,441 | +0.9% | +$5.89M |
|
34
Citigroup
C
$178B
| $647M | 0.56% | 9,369,667 +23,449 | +0.3% | +$1.62M |
|
35
Salesforce
CRM
$245B
| $609M | 0.53% | 4,105,942 +483,651 | +13% | +$71.8M |
|
36
Abbott
ABT
$231B
| $578M | 0.5% | 6,907,341 +90,060 | +1% | +$7.54M |
|
37
Adobe
ADBE
$151B
| $557M | 0.48% | 2,017,149 -17,117 | -0.8% | -$4.73M |
|
38
PayPal
PYPL
$67.1B
| $544M | 0.47% | 5,254,528 -157,895 | -3% | -$16.4M |
|
39
IBM
IBM
$227B
| $539M | 0.47% | 3,706,340 -13,321 | -0.4% | -$1.94M |
|
40
NVIDIA
NVDA
$4.24T
| $531M | 0.46% | 3,051,567 -404,951 | -12% | -$70.5M |
|
41
Oracle
ORCL
$635B
| $530M | 0.46% | 9,623,755 -392,742 | -4% | -$21.6M |
|
42
Costco
COST
$418B
| $495M | 0.43% | 1,719,487 -1,746 | -0.1% | -$503K |
|
43
Nike
NKE
$114B
| $495M | 0.43% | 5,265,700 +188,451 | +4% | +$17.7M |
|
44
Texas Instruments
TXN
$184B
| $494M | 0.43% | 3,825,061 +215,695 | +6% | +$27.9M |
|
|
XYZ
45
Block, Inc.
XYZ
$48.5B
| $494M | 0.43% | 7,971,195 +1,667,227 | +26% | +$103M |
|
46
Thermo Fisher Scientific
TMO
$186B
| $490M | 0.43% | 1,683,947 +10,168 | +0.6% | +$2.96M |
|
47
RTX Corp
RTX
$212B
| $482M | 0.42% | 3,533,488 +89,021 | +3% | +$12.2M |
|
48
Honeywell
HON
$139B
| $482M | 0.42% | 2,849,222 +64,275 | +2% | +$10.9M |
|
49
Netflix
NFLX
$513B
| $471M | 0.41% | 1,760,694 +43,983 | +3% | +$11.8M |
|
50
NextEra Energy, Inc.
NEE
$148B
| $462M | 0.4% | 1,982,461 +50,062 | +3% | +$11.7M |
|