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 |
Amazon
AMZN
|
$2.8B |
| 2 |
iShares Gold Trust
IAU
|
$997M |
| 3 |
UiPath
PATH
|
$437M |
| 4 |
Shopify
SHOP
|
$355M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$334M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
$146M |
| 3 |
Spotify
SPOT
|
$133M |
| 4 |
CERN
Cerner Corp
CERN
|
$122M |
| 5 |
Baidu
BIDU
|
$99.6M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
PepsiCo
PEP
$204B
| $750M | 0.58% | 4,499,034 +282,600 | +7% | +$47.1M |
|
27
Accenture
ACN
$162B
| $675M | 0.52% | 2,432,795 -290,078 | -11% | -$80.5M |
|
28
Verizon
VZ
$186B
| $675M | 0.52% | 13,291,180 +409,524 | +3% | +$20.8M |
|
29
Bank of America
BAC
$376B
| $671M | 0.52% | 21,567,430 +360,643 | +2% | +$11.2M |
|
30
Walmart
WMT
$774B
| $638M | 0.49% | 5,248,543 -125,992 | -2% | -$15.3M |
|
31
Abbott
ABT
$231B
| $625M | 0.48% | 5,748,432 +176,912 | +3% | +$19.2M |
|
32
McDonald's
MCD
$224B
| $617M | 0.47% | 2,499,103 +53,565 | +2% | +$13.2M |
|
33
Walt Disney
DIS
$213B
| $615M | 0.47% | 6,516,977 -123,605 | -2% | -$11.7M |
|
34
Adobe
ADBE
$151B
| $609M | 0.47% | 1,664,942 +10,837 | +0.7% | +$3.97M |
|
35
Broadcom
AVGO
$1.4T
| $603M | 0.46% | 1,241,432 +99,394 | +9% | +$48.3M |
|
36
Costco
COST
$418B
| $594M | 0.46% | 1,238,416 +81,508 | +7% | +$39.1M |
|
37
Cisco
CSCO
$274B
| $592M | 0.46% | 13,894,310 +473,905 | +4% | +$20.2M |
|
38
Danaher
DHR
$147B
| $587M | 0.45% | 2,316,544 +333,236 | +17% | +$84.5M |
|
39
Zoom
ZM
$24.4B
| $569M | 0.44% | 5,270,025 +27,668 | +0.5% | +$2.99M |
|
40
Comcast
CMCSA
$125B
| $560M | 0.43% | 14,271,003 +577,209 | +4% | +$22.6M |
|
41
Bristol-Myers Squibb
BMY
$96B
| $549M | 0.42% | 7,131,683 -265,078 | -4% | -$20.4M |
|
42
Linde
LIN
$224B
| $528M | 0.41% | 1,836,046 +258,290 | +16% | +$74.3M |
|
43
Intel
INTC
$107B
| $516M | 0.4% | 13,805,941 +138,190 | +1% | +$5.17M |
|
44
Salesforce
CRM
$245B
| $515M | 0.4% | 3,123,308 +117,482 | +4% | +$19.4M |
|
45
Elevance Health
ELV
$71.8B
| $511M | 0.39% | 1,058,515 -3,230 | -0.3% | -$1.56M |
|
46
Qualcomm
QCOM
$173B
| $510M | 0.39% | 3,992,373 -246,554 | -6% | -$31.5M |
|
|
XYZ
47
Block, Inc.
XYZ
$48.5B
| $508M | 0.39% | 8,263,683 +637,310 | +8% | +$39.2M |
|
48
CVS Health
CVS
$92.8B
| $504M | 0.39% | 5,440,252 +554,484 | +11% | +$51.4M |
|
49
Roku
ROKU
$14.2B
| $492M | 0.38% | 5,995,099 +1,360,720 | +29% | +$112M |
|
50
Texas Instruments
TXN
$184B
| $475M | 0.37% | 3,094,421 +308,140 | +11% | +$47.3M |
|