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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Netflix
NFLX
$513B
| $912M | 0.57% | 1,747,356 -4,849 | -0.3% | -$2.53M |
|
27
Cisco
CSCO
$274B
| $902M | 0.56% | 17,439,271 -719,533 | -4% | -$37.2M |
|
|
28
Teladoc Health
TDOC
$1.37B
| $869M | 0.54% | 4,783,867 +1,562,318 | +48% | +$284M |
|
29
Comcast
CMCSA
$125B
| $855M | 0.53% | 15,808,039 -86,310 | -0.5% | -$4.67M |
|
30
Verizon
VZ
$186B
| $845M | 0.53% | 14,538,871 -449,035 | -3% | -$26.1M |
|
31
AbbVie
ABBV
$372B
| $830M | 0.52% | 7,666,193 -57,246 | -0.7% | -$6.2M |
|
32
Coca-Cola
KO
$297B
| $803M | 0.5% | 15,237,974 -317,121 | -2% | -$16.7M |
|
33
Roku
ROKU
$14.2B
| $802M | 0.5% | 2,461,018 -340,698 | -12% | -$111M |
|
34
Zillow
Z
$20.4B
| $797M | 0.5% | 6,150,978 +1,361,445 | +28% | +$176M |
|
35
Exxon Mobil
XOM
$487B
| $762M | 0.48% | 13,647,836 -537,420 | -4% | -$30M |
|
36
Thermo Fisher Scientific
TMO
$186B
| $758M | 0.47% | 1,661,703 +28,876 | +2% | +$13.2M |
|
37
Abbott
ABT
$231B
| $756M | 0.47% | 6,310,136 +438,576 | +7% | +$52.6M |
|
38
Honeywell
HON
$139B
| $756M | 0.47% | 3,480,615 -200,278 | -5% | -$43.5M |
|
39
Walmart
WMT
$774B
| $752M | 0.47% | 5,535,705 -42,987 | -0.8% | -$5.84M |
|
40
Chevron
CVX
$324B
| $736M | 0.46% | 7,025,122 -46,204 | -0.7% | -$4.84M |
|
41
Twilio
TWLO
$16.2B
| $731M | 0.46% | 2,146,218 +333,733 | +18% | +$114M |
|
42
Salesforce
CRM
$245B
| $709M | 0.44% | 3,345,986 -253,775 | -7% | -$53.8M |
|
43
AT&T
T
$209B
| $707M | 0.44% | 23,366,007 -741,598 | -3% | -$22.4M |
|
44
Nike
NKE
$114B
| $705M | 0.44% | 5,306,591 -88,179 | -2% | -$11.7M |
|
45
Merck
MRK
$210B
| $704M | 0.44% | 9,132,623 -183,416 | -2% | -$14.1M |
|
46
Pfizer
PFE
$141B
| $700M | 0.44% | 19,319,075 -207,564 | -1% | -$7.52M |
|
47
PepsiCo
PEP
$204B
| $697M | 0.44% | 4,927,066 -109,656 | -2% | -$15.5M |
|
48
Amgen
AMGN
$155B
| $673M | 0.42% | 2,705,919 +7,487 | +0.3% | +$1.86M |
|
49
Broadcom
AVGO
$1.4T
| $656M | 0.41% | 1,415,876 -23,887 | -2% | -$11.1M |
|
50
Applied Materials
AMAT
$128B
| $651M | 0.41% | 4,871,160 -54,389 | -1% | -$7.27M |
|