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 |
Coinbase
COIN
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
Automatic Data Processing
ADP
|
$82M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Broadcom
AVGO
$1.4T
| $798M | 0.59% | 1,243,388 -14,815 | -1% | -$9.5M |
|
27
Walmart
WMT
$774B
| $754M | 0.56% | 5,111,849 +147,121 | +3% | +$21.7M |
|
28
Cisco
CSCO
$274B
| $747M | 0.56% | 14,298,291 +586,765 | +4% | +$30.7M |
|
29
Pfizer
PFE
$141B
| $705M | 0.53% | 17,284,900 -848,833 | -5% | -$34.6M |
|
30
McDonald's
MCD
$224B
| $688M | 0.51% | 2,461,559 +2,865 | +0.1% | +$801K |
|
31
Accenture
ACN
$162B
| $672M | 0.5% | 2,351,810 +107,311 | +5% | +$30.7M |
|
32
Costco
COST
$418B
| $671M | 0.5% | 1,350,785 +126,163 | +10% | +$62.7M |
|
|
XYZ
33
Block, Inc.
XYZ
$48.5B
| $668M | 0.5% | 9,733,484 +1,243,014 | +15% | +$85.3M |
|
34
Salesforce
CRM
$245B
| $667M | 0.5% | 3,339,481 +37,836 | +1% | +$7.56M |
|
35
Linde
LIN
$224B
| $663M | 0.49% | 1,866,144 +111,748 | +6% | +$39.7M |
|
36
Shopify
SHOP
$184B
| $624M | 0.46% | 13,018,056 +85,400 | +0.7% | +$4.09M |
|
37
Prologis
PLD
$106B
| $622M | 0.46% | 4,985,225 -8,910 | -0.2% | -$1.11M |
|
38
Abbott
ABT
$231B
| $608M | 0.45% | 6,002,394 +300,188 | +5% | +$30.4M |
|
39
Walt Disney
DIS
$213B
| $603M | 0.45% | 6,022,306 -127,138 | -2% | -$12.7M |
|
40
Bank of America
BAC
$376B
| $587M | 0.44% | 20,519,596 -231,194 | -1% | -$6.61M |
|
|
41
Coinbase
COIN
$78.2B
| $582M | 0.43% | 8,610,945 +1,300,484 | +18% | +$87.9M |
|
42
Danaher
DHR
$147B
| $581M | 0.43% | 2,305,522 -41,030 | -2% | -$10.3M |
|
43
Adobe
ADBE
$151B
| $579M | 0.43% | 1,501,259 -184,460 | -11% | -$71.1M |
|
44
SPDR Gold MiniShares Trust
GLDM
$17B
| $563M | 0.42% | 14,400,000 +1,300,000 | +10% | +$50.8M |
|
45
Comcast
CMCSA
$125B
| $553M | 0.41% | 14,586,396 +942,606 | +7% | +$35.7M |
|
46
Texas Instruments
TXN
$184B
| $540M | 0.4% | 2,904,590 -60,421 | -2% | -$11.2M |
|
47
Qualcomm
QCOM
$173B
| $497M | 0.37% | 3,895,207 -34,297 | -0.9% | -$4.38M |
|
48
Verizon
VZ
$186B
| $497M | 0.37% | 12,776,948 -275,700 | -2% | -$10.7M |
|
49
Roku
ROKU
$14.2B
| $497M | 0.37% | 7,546,846 -300,598 | -4% | -$19.8M |
|
50
Advanced Micro Devices
AMD
$264B
| $493M | 0.37% | 5,034,798 -32,642 | -0.6% | -$3.2M |
|