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 | |
|---|---|---|---|---|---|---|
26
Pfizer
PFE
$141B
| $902M | 0.71% | 23,028,788 +535,800 | +2% | +$21M |
|
27
Wells Fargo
WFC
$263B
| $863M | 0.68% | 16,034,182 -15,839 | -0.1% | -$852K |
|
28
Cisco
CSCO
$274B
| $852M | 0.67% | 17,887,544 +288,013 | +2% | +$13.7M |
|
29
Comcast
CMCSA
$125B
| $824M | 0.65% | 18,403,227 +317,246 | +2% | +$14.2M |
|
30
PepsiCo
PEP
$204B
| $784M | 0.62% | 5,733,054 +115,013 | +2% | +$15.7M |
|
31
Citigroup
C
$178B
| $753M | 0.59% | 9,430,733 +61,066 | +0.7% | +$4.88M |
|
32
Walmart
WMT
$774B
| $735M | 0.58% | 6,187,640 +139,212 | +2% | +$16.5M |
|
33
Boeing
BA
$177B
| $734M | 0.58% | 2,251,701 -4,358 | -0.2% | -$1.42M |
|
34
Adobe
ADBE
$151B
| $690M | 0.54% | 2,091,437 +74,288 | +4% | +$24.5M |
|
35
Salesforce
CRM
$245B
| $687M | 0.54% | 4,225,781 +119,839 | +3% | +$19.5M |
|
|
36
Bristol-Myers Squibb
BMY
$96B
| $671M | 0.53% | 10,527,341 +3,140,646 | +43% | +$200M |
|
|
37
NVIDIA
NVDA
$4.24T
| $665M | 0.52% | 2,827,613 -223,954 | -7% | -$52.7M |
|
38
McDonald's
MCD
$224B
| $646M | 0.51% | 3,271,313 +31,862 | +1% | +$6.3M |
|
39
Netflix
NFLX
$513B
| $596M | 0.47% | 1,840,863 +80,169 | +5% | +$25.9M |
|
40
Abbott
ABT
$231B
| $595M | 0.47% | 6,880,529 -26,812 | -0.4% | -$2.32M |
|
41
Amgen
AMGN
$155B
| $575M | 0.45% | 2,385,368 +10,043 | +0.4% | +$2.42M |
|
42
Thermo Fisher Scientific
TMO
$186B
| $552M | 0.43% | 1,697,748 +13,801 | +0.8% | +$4.48M |
|
43
Nike
NKE
$114B
| $546M | 0.43% | 5,393,767 +128,067 | +2% | +$13M |
|
44
PayPal
PYPL
$67.1B
| $544M | 0.43% | 5,025,658 -228,870 | -4% | -$24.8M |
|
45
RTX Corp
RTX
$212B
| $536M | 0.42% | 3,579,433 +45,945 | +1% | +$6.88M |
|
46
AbbVie
ABBV
$372B
| $515M | 0.41% | 5,897,366 +79,374 | +1% | +$6.93M |
|
|
47
Tesla
TSLA
$1.08T
| $514M | 0.4% | 1,228,142 -220,775 | -15% | -$92.4M |
|
48
Broadcom
AVGO
$1.4T
| $512M | 0.4% | 1,621,093 +48,090 | +3% | +$15.2M |
|
49
Honeywell
HON
$139B
| $509M | 0.4% | 2,876,119 +26,897 | +0.9% | +$4.76M |
|
50
Costco
COST
$418B
| $508M | 0.4% | 1,729,687 +10,200 | +0.6% | +$3M |
|