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 |
Accenture
ACN
|
$918M |
| 2 |
Linde
LIN
|
$504M |
| 3 |
Medtronic
MDT
|
$482M |
| 4 |
Chubb
CB
|
$336M |
| 5 |
Spotify
SPOT
|
$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$1.17B |
| 2 |
Coinbase
COIN
|
$1.12B |
| 3 |
UiPath
PATH
|
$760M |
| 4 |
Apple
AAPL
|
$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Walmart
WMT
$780B
| $800M | 0.53% |
5,374,535
-158,131
| -3% | -$23.5M |
|
27
Thermo Fisher Scientific
TMO
$186B
| $796M | 0.53% |
1,346,976
-1,950
| -0.1% | -$1.15M |
|
28
Adobe
ADBE
$147B
| $754M | 0.5% |
1,654,105
-66,594
| -4% | -$30.3M |
|
29
Cisco
CSCO
$268B
| $748M | 0.5% |
13,420,405
-749,197
| -5% | -$41.8M |
|
30
Shopify
SHOP
$181B
| $728M | 0.48% |
1,075,674
+181,964
| +20% | +$123M |
|
31
Broadcom
AVGO
$1.4T
| $719M | 0.48% |
1,142,038
-2,529
| -0.2% | -$1.59M |
|
32
PepsiCo
PEP
$206B
| $706M | 0.47% |
4,216,434
+70,296
| +2% | +$11.8M |
|
33
Eli Lilly
LLY
$657B
| $695M | 0.46% |
2,428,095
-3,594
| -0.1% | -$1.03M |
|
34
Twilio
TWLO
$16.2B
| $693M | 0.46% |
4,204,710
+770,655
| +22% | +$127M |
|
35
Intel
INTC
$106B
| $677M | 0.45% |
13,667,751
-318,620
| -2% | -$15.8M |
|
36
Costco
COST
$418B
| $666M | 0.44% |
1,156,908
-9,168
| -0.8% | -$5.28M |
|
37
Abbott
ABT
$231B
| $659M | 0.44% |
5,571,520
-157,916
| -3% | -$18.7M |
|
38
Verizon
VZ
$185B
| $656M | 0.44% |
12,881,656
-92,653
| -0.7% | -$4.72M |
|
39
Merck
MRK
$214B
| $650M | 0.43% |
7,920,478
+58,941
| +0.7% | +$4.84M |
|
40
Qualcomm
QCOM
$171B
| $648M | 0.43% |
4,238,927
-110,230
| -3% | -$16.8M |
|
41
Prologis
PLD
$106B
| $644M | 0.43% |
3,990,886
-82,121
| -2% | -$13.3M |
|
42
Comcast
CMCSA
$126B
| $641M | 0.43% |
13,693,794
-168,467
| -1% | -$7.89M |
|
43
Salesforce
CRM
$242B
| $638M | 0.43% |
3,005,826
-84,841
| -3% | -$18M |
|
44
Teladoc Health
TDOC
$1.35B
| $638M | 0.42% |
8,842,809
-297,999
| -3% | -$21.5M |
|
45
Advanced Micro Devices
AMD
$263B
| $635M | 0.42% |
5,810,124
+1,397,370
| +32% | +$153M |
|
46
Nike
NKE
$110B
| $634M | 0.42% |
4,708,857
-347,104
| -7% | -$46.7M |
|
47
Deere & Co
DE
$129B
| $631M | 0.42% |
1,517,765
-3,543
| -0.2% | -$1.47M |
|
48
Zoom
ZM
$24.4B
| $615M | 0.41% |
5,242,357
+973,841
| +23% | +$114M |
|
49
McDonald's
MCD
$224B
| $605M | 0.4% |
2,445,538
+10,759
| +0.4% | +$2.66M |
|
50
Danaher
DHR
$147B
| $582M | 0.39% |
1,983,308
-73,077
| -4% | -$21.4M |
|