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 |
Alphabet (Google) Class C
GOOG
|
$1.67B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.63B |
| 3 |
Tesla
TSLA
|
$1.62B |
| 4 |
Palo Alto Networks
PANW
|
$102M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Coinbase
COIN
|
$90.5M |
| 5 |
Microsoft
MSFT
|
$61.8M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
AbbVie
ABBV
$372B
| $704M | 0.58% | 5,247,833 -36,478 | -0.7% | -$4.9M |
|
27
Walmart
WMT
$774B
| $659M | 0.54% | 5,079,964 -168,579 | -3% | -$21.9M |
|
28
Bank of America
BAC
$376B
| $640M | 0.53% | 21,208,378 -359,052 | -2% | -$10.8M |
|
29
Danaher
DHR
$147B
| $609M | 0.5% | 2,358,214 +41,670 | +2% | +$10.8M |
|
30
Accenture
ACN
$162B
| $606M | 0.5% | 2,354,194 -78,601 | -3% | -$20.2M |
|
31
Walt Disney
DIS
$213B
| $601M | 0.49% | 6,376,170 -140,807 | -2% | -$13.3M |
|
32
Costco
COST
$418B
| $584M | 0.48% | 1,236,402 -2,014 | -0.2% | -$951K |
|
33
McDonald's
MCD
$224B
| $575M | 0.47% | 2,493,580 -5,523 | -0.2% | -$1.27M |
|
34
Broadcom
AVGO
$1.4T
| $560M | 0.46% | 1,261,205 +19,773 | +2% | +$8.78M |
|
35
Cisco
CSCO
$274B
| $555M | 0.46% | 13,870,464 -23,846 | -0.2% | -$954K |
|
36
Abbott
ABT
$231B
| $555M | 0.46% | 5,730,997 -17,435 | -0.3% | -$1.69M |
|
37
Bristol-Myers Squibb
BMY
$96B
| $503M | 0.41% | 7,070,891 -60,792 | -0.9% | -$4.32M |
|
38
Verizon
VZ
$186B
| $500M | 0.41% | 13,166,461 -124,719 | -0.9% | -$4.74M |
|
39
CVS Health
CVS
$92.8B
| $491M | 0.4% | 5,150,944 -289,308 | -5% | -$27.6M |
|
40
Deere & Co
DE
$129B
| $490M | 0.4% | 1,466,313 -15,719 | -1% | -$5.25M |
|
41
Linde
LIN
$224B
| $488M | 0.4% | 1,811,282 -24,764 | -1% | -$6.68M |
|
42
Adobe
ADBE
$151B
| $482M | 0.4% | 1,751,145 +86,203 | +5% | +$23.7M |
|
43
Salesforce
CRM
$245B
| $479M | 0.39% | 3,330,761 +207,453 | +7% | +$29.8M |
|
44
Texas Instruments
TXN
$184B
| $471M | 0.39% | 3,045,258 -49,163 | -2% | -$7.61M |
|
45
Elevance Health
ELV
$71.8B
| $469M | 0.39% | 1,032,868 -25,647 | -2% | -$11.6M |
|
46
Zoom
ZM
$24.4B
| $467M | 0.38% | 6,341,298 +1,071,273 | +20% | +$78.8M |
|
|
XYZ
47
Block, Inc.
XYZ
$48.5B
| $460M | 0.38% | 8,357,966 +94,283 | +1% | +$5.18M |
|
48
Qualcomm
QCOM
$173B
| $446M | 0.37% | 3,949,537 -42,836 | -1% | -$4.84M |
|
49
NextEra Energy, Inc.
NEE
$148B
| $444M | 0.36% | 5,662,049 -18,156 | -0.3% | -$1.42M |
|
50
Wells Fargo
WFC
$263B
| $428M | 0.35% | 10,653,102 -65,771 | -0.6% | -$2.65M |
|