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
|
$370M |
| 2 |
Apple
AAPL
|
$280M |
| 3 |
Amazon
AMZN
|
$263M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$254M |
| 5 |
Equinix
EQIX
|
$248M |
Top Sells
| 1 |
RTX Corp
RTX
|
$536M |
| 2 |
iShares Gold Trust
IAU
|
$133M |
| 3 |
SPDR Gold Trust
GLD
|
$129M |
| 4 |
Teladoc Health
TDOC
|
$110M |
| 5 |
Eventbrite
EB
|
$78M |
Sector Composition
| 1 | Technology | 21.94% |
| 2 | Healthcare | 14.25% |
| 3 | Financials | 13.05% |
| 4 | Consumer Discretionary | 10.64% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Bank of America
BAC
$376B
| $735M | 0.63% | 34,603,600 +581,152 | +2% | +$12.3M |
|
27
PepsiCo
PEP
$204B
| $731M | 0.63% | 6,089,670 +356,616 | +6% | +$42.8M |
|
28
Adobe
ADBE
$151B
| $716M | 0.62% | 2,250,279 +158,842 | +8% | +$50.5M |
|
29
Cisco
CSCO
$274B
| $713M | 0.61% | 18,303,410 +415,866 | +2% | +$16.2M |
|
30
Netflix
NFLX
$513B
| $698M | 0.6% | 1,857,936 +17,073 | +0.9% | +$6.41M |
|
31
Exxon Mobil
XOM
$487B
| $686M | 0.59% | 18,057,614 +884,585 | +5% | +$33.6M |
|
32
Comcast
CMCSA
$125B
| $679M | 0.58% | 19,758,560 +1,355,333 | +7% | +$46.6M |
|
33
Bristol-Myers Squibb
BMY
$96B
| $652M | 0.56% | 11,790,913 +1,263,572 | +12% | +$69.9M |
|
34
Thermo Fisher Scientific
TMO
$186B
| $629M | 0.54% | 2,217,273 +519,525 | +31% | +$147M |
|
35
Chevron
CVX
$324B
| $613M | 0.53% | 8,458,487 +571,277 | +7% | +$41.4M |
|
36
Tesla
TSLA
$1.08T
| $593M | 0.51% | 1,131,376 -96,766 | -8% | -$50.7M |
|
37
McDonald's
MCD
$224B
| $585M | 0.5% | 3,537,964 +266,651 | +8% | +$44.1M |
|
38
Salesforce
CRM
$245B
| $576M | 0.5% | 4,001,302 -224,479 | -5% | -$32.3M |
|
39
NextEra Energy, Inc.
NEE
$148B
| $572M | 0.49% | 2,376,823 +354,357 | +18% | +$85.3M |
|
40
Abbott
ABT
$231B
| $570M | 0.49% | 7,259,543 +379,014 | +6% | +$29.8M |
|
41
Costco
COST
$418B
| $551M | 0.47% | 1,930,700 +201,013 | +12% | +$57.3M |
|
|
42
Equinix
EQIX
$76.9B
| $536M | 0.46% | 858,230 +396,675 | +86% | +$248M |
|
43
PayPal
PYPL
$67.1B
| $527M | 0.45% | 5,500,264 +474,606 | +9% | +$45.4M |
|
44
Honeywell
HON
$139B
| $517M | 0.44% | 3,862,901 +986,782 | +34% | +$132M |
|
45
Eli Lilly
LLY
$657B
| $511M | 0.44% | 3,684,059 +165,686 | +5% | +$23M |
|
46
Amgen
AMGN
$155B
| $510M | 0.44% | 2,517,532 +132,164 | +6% | +$26.8M |
|
47
Prologis
PLD
$106B
| $503M | 0.43% | 6,262,502 +2,934,196 | +88% | +$236M |
|
48
AbbVie
ABBV
$372B
| $493M | 0.42% | 6,564,249 +666,883 | +11% | +$50.1M |
|
49
Nike
NKE
$114B
| $475M | 0.41% | 5,745,593 +351,826 | +7% | +$29.1M |
|
50
Intuitive Surgical
ISRG
$170B
| $466M | 0.4% | 940,630 +465,632 | +98% | +$231M |
|