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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
Edwards Lifesciences
EW
|
$165M |
| 5 |
AbbVie
ABBV
|
$158M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
AT&T
T
$209B
| $877M | 0.62% | 29,515,212 -1,444,915 | -5% | -$42.9M |
|
27
Netflix
NFLX
$513B
| $845M | 0.6% | 1,856,420 -1,516 | -0.1% | -$690K |
|
28
Walmart
WMT
$774B
| $835M | 0.59% | 6,975,190 +441,514 | +7% | +$52.9M |
|
29
Coca-Cola
KO
$297B
| $820M | 0.58% | 18,360,417 +530,362 | +3% | +$23.7M |
|
30
Pfizer
PFE
$141B
| $797M | 0.56% | 24,382,741 -408,507 | -2% | -$13.4M |
|
31
PepsiCo
PEP
$204B
| $797M | 0.56% | 6,027,002 -62,668 | -1% | -$8.29M |
|
|
32
AbbVie
ABBV
$372B
| $795M | 0.56% | 8,194,271 +1,630,022 | +25% | +$158M |
|
33
Exxon Mobil
XOM
$487B
| $785M | 0.55% | 17,555,252 -502,362 | -3% | -$22.5M |
|
|
XYZ
34
Block, Inc.
XYZ
$48.5B
| $766M | 0.54% | 7,295,092 -1,295,050 | -15% | -$136M |
|
35
Comcast
CMCSA
$125B
| $761M | 0.54% | 19,531,008 -227,552 | -1% | -$8.87M |
|
36
Chevron
CVX
$324B
| $758M | 0.54% | 8,491,224 +32,737 | +0.4% | +$2.92M |
|
37
Bank of America
BAC
$376B
| $742M | 0.52% | 31,245,659 -3,357,941 | -10% | -$79.8M |
|
38
Salesforce
CRM
$245B
| $728M | 0.51% | 3,886,772 -114,530 | -3% | -$21.5M |
|
39
Thermo Fisher Scientific
TMO
$186B
| $711M | 0.5% | 1,961,350 -255,923 | -12% | -$92.7M |
|
40
Nike
NKE
$114B
| $685M | 0.48% | 6,987,187 +1,241,594 | +22% | +$122M |
|
41
McDonald's
MCD
$224B
| $685M | 0.48% | 3,713,834 +175,870 | +5% | +$32.4M |
|
42
Abbott
ABT
$231B
| $650M | 0.46% | 7,141,168 -118,375 | -2% | -$10.8M |
|
43
Amgen
AMGN
$155B
| $636M | 0.45% | 2,695,069 +177,537 | +7% | +$41.9M |
|
44
Bristol-Myers Squibb
BMY
$96B
| $627M | 0.44% | 10,744,979 -1,045,934 | -9% | -$61M |
|
45
Equinix
EQIX
$76.9B
| $621M | 0.44% | 884,186 +25,956 | +3% | +$18.2M |
|
46
Eli Lilly
LLY
$657B
| $586M | 0.41% | 3,566,357 -117,702 | -3% | -$19.3M |
|
47
Prologis
PLD
$106B
| $580M | 0.41% | 6,212,346 -50,156 | -0.8% | -$4.68M |
|
48
Qualcomm
QCOM
$173B
| $579M | 0.41% | 6,350,496 +171,720 | +3% | +$15.7M |
|
49
Honeywell
HON
$139B
| $549M | 0.39% | 3,798,808 -64,093 | -2% | -$9.27M |
|
50
Costco
COST
$418B
| $546M | 0.39% | 1,800,349 -130,351 | -7% | -$39.5M |
|