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 |
NextEra Energy, Inc.
NEE
|
$411M |
| 2 |
Teladoc Health
TDOC
|
$385M |
| 3 |
Shopify
SHOP
|
$235M |
| 4 |
KE Holdings
BEKE
|
$200M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$172M |
Top Sells
| 1 |
Apple
AAPL
|
$1.15B |
| 2 |
Microsoft
MSFT
|
$788M |
| 3 |
Amazon
AMZN
|
$604M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
$418M |
| 5 |
VER
VEREIT, Inc.
VER
|
$386M |
Sector Composition
| 1 | Technology | 25.28% |
| 2 | Healthcare | 13.29% |
| 3 | Consumer Discretionary | 12.57% |
| 4 | Financials | 11.94% |
| 5 | Communication Services | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Coca-Cola
KO
$297B
| $853M | 0.55% | 15,555,095 -1,606,489 | -9% | -$88.1M |
|
27
Comcast
CMCSA
$125B
| $833M | 0.54% | 15,894,349 -2,363,911 | -13% | -$124M |
|
28
AbbVie
ABBV
$372B
| $828M | 0.53% | 7,723,439 -649,937 | -8% | -$69.6M |
|
29
Cisco
CSCO
$274B
| $813M | 0.53% | 18,158,804 -2,634,193 | -13% | -$118M |
|
30
Qualcomm
QCOM
$173B
| $811M | 0.52% | 5,322,570 -806,518 | -13% | -$123M |
|
31
Walmart
WMT
$774B
| $804M | 0.52% | 5,578,692 -795,035 | -12% | -$115M |
|
32
Salesforce
CRM
$245B
| $801M | 0.52% | 3,599,761 -561,186 | -13% | -$125M |
|
33
Honeywell
HON
$139B
| $783M | 0.51% | 3,680,893 -185,920 | -5% | -$39.5M |
|
34
Bank of America
BAC
$376B
| $766M | 0.49% | 25,262,390 -3,765,232 | -13% | -$114M |
|
35
Nike
NKE
$114B
| $763M | 0.49% | 5,394,770 -698,629 | -11% | -$98.8M |
|
36
Merck
MRK
$210B
| $762M | 0.49% | 9,316,039 -1,844,145 | -17% | -$151M |
|
37
Thermo Fisher Scientific
TMO
$186B
| $761M | 0.49% | 1,632,827 -197,749 | -11% | -$92.1M |
|
38
Intel
INTC
$107B
| $757M | 0.49% | 15,199,768 -1,872,207 | -11% | -$93.3M |
|
39
PepsiCo
PEP
$204B
| $747M | 0.48% | 5,036,722 -649,617 | -11% | -$96.3M |
|
40
Pfizer
PFE
$141B
| $719M | 0.46% | 19,526,639 -2,757,850 | -12% | -$102M |
|
41
AT&T
T
$209B
| $693M | 0.45% | 24,107,605 -3,341,439 | -12% | -$96.1M |
|
|
42
Shopify
SHOP
$184B
| $673M | 0.43% | 595,981 +207,910 | +54% | +$235M |
|
|
43
Teladoc Health
TDOC
$1.37B
| $644M | 0.42% | 3,221,549 +1,927,001 | +149% | +$385M |
|
44
Abbott
ABT
$231B
| $643M | 0.42% | 5,871,560 -823,453 | -12% | -$90.2M |
|
45
McDonald's
MCD
$224B
| $634M | 0.41% | 2,954,942 -559,065 | -16% | -$120M |
|
46
Broadcom
AVGO
$1.4T
| $630M | 0.41% | 1,439,763 -174,208 | -11% | -$76.3M |
|
47
Zillow
Z
$20.4B
| $622M | 0.4% | 4,789,533 +129,511 | +3% | +$16.8M |
|
48
Amgen
AMGN
$155B
| $620M | 0.4% | 2,698,432 -253,424 | -9% | -$58.3M |
|
49
Twilio
TWLO
$16.2B
| $614M | 0.4% | 1,812,485 +336,287 | +23% | +$114M |
|
50
Intuitive Surgical
ISRG
$170B
| $602M | 0.39% | 736,344 -52,902 | -7% | -$43.3M |
|