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 |
Intuitive Surgical
ISRG
|
$415M |
| 2 |
Roku
ROKU
|
$256M |
| 3 |
Zoom
ZM
|
$236M |
| 4 |
Robinhood
HOOD
|
$185M |
| 5 |
Twilio
TWLO
|
$164M |
Top Sells
| 1 |
Tesla
TSLA
|
$796M |
| 2 |
Meta Platforms (Facebook)
META
|
$472M |
| 3 |
Zillow
Z
|
$361M |
| 4 |
Apple
AAPL
|
$338M |
| 5 |
PayPal
PYPL
|
$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Thermo Fisher Scientific
TMO
$186B
| $900M | 0.55% | 1,348,926 -51,752 | -4% | -$34.5M |
|
27
Cisco
CSCO
$274B
| $898M | 0.55% | 14,169,602 -1,635,685 | -10% | -$104M |
|
|
28
Roku
ROKU
$14.2B
| $893M | 0.54% | 3,914,587 +1,122,139 | +40% | +$256M |
|
29
Netflix
NFLX
$513B
| $874M | 0.53% | 1,451,215 -97,739 | -6% | -$58.9M |
|
30
Nike
NKE
$114B
| $843M | 0.51% | 5,055,961 +163,046 | +3% | +$27.2M |
|
31
AbbVie
ABBV
$372B
| $840M | 0.51% | 6,202,248 -952,367 | -13% | -$129M |
|
32
Teladoc Health
TDOC
$1.37B
| $839M | 0.51% | 9,140,808 +1,336,508 | +17% | +$123M |
|
33
Abbott
ABT
$231B
| $806M | 0.49% | 5,729,436 -172,383 | -3% | -$24.3M |
|
34
Walmart
WMT
$774B
| $801M | 0.49% | 5,532,666 -10,464 | -0.2% | -$1.51M |
|
35
Qualcomm
QCOM
$173B
| $795M | 0.48% | 4,349,157 +451,534 | +12% | +$82.6M |
|
36
Coca-Cola
KO
$297B
| $794M | 0.48% | 13,414,859 -522,740 | -4% | -$31M |
|
37
Salesforce
CRM
$245B
| $785M | 0.48% | 3,090,667 -117,240 | -4% | -$29.8M |
|
|
38
Zoom
ZM
$24.4B
| $785M | 0.48% | 4,268,516 +1,283,356 | +43% | +$236M |
|
39
Intuit
INTU
$186B
| $764M | 0.46% | 1,187,363 -100,031 | -8% | -$64.3M |
|
40
Broadcom
AVGO
$1.4T
| $762M | 0.46% | 1,144,567 -153,106 | -12% | -$102M |
|
41
UiPath
PATH
$5.95B
| $760M | 0.46% | 17,615,356 +3,500,987 | +25% | +$151M |
|
42
Unity
U
$16.7B
| $746M | 0.45% | 5,220,194 -1,423,297 | -21% | -$204M |
|
43
Intel
INTC
$107B
| $720M | 0.44% | 13,986,371 -717,992 | -5% | -$37M |
|
44
PepsiCo
PEP
$204B
| $720M | 0.44% | 4,146,138 -190,235 | -4% | -$33M |
|
45
Exxon Mobil
XOM
$487B
| $715M | 0.43% | 11,684,871 -549,587 | -4% | -$33.6M |
|
46
Applied Materials
AMAT
$128B
| $699M | 0.43% | 4,444,238 +163,560 | +4% | +$25.7M |
|
47
Comcast
CMCSA
$125B
| $698M | 0.42% | 13,862,261 -805,435 | -5% | -$40.5M |
|
48
Prologis
PLD
$106B
| $686M | 0.42% | 4,073,007 -202,007 | -5% | -$34M |
|
49
Chevron
CVX
$324B
| $682M | 0.41% | 5,811,915 -305,988 | -5% | -$35.9M |
|
50
Danaher
DHR
$147B
| $677M | 0.41% | 2,056,385 -49,783 | -2% | -$16.4M |
|