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 |
Extra Space Storage
EXR
|
$90M |
| 2 |
Advanced Micro Devices
AMD
|
$76.6M |
| 3 |
Amphenol
APH
|
$71M |
| 4 |
Kenvue
KVUE
|
$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
$153M |
| 2 |
Johnson & Johnson
JNJ
|
$96.2M |
| 3 |
Coinbase
COIN
|
$94.4M |
| 4 |
Tesla
TSLA
|
$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cisco
CSCO
$274B
| $668M | 0.55% | 12,419,074 -296,165 | -2% | -$15.9M |
|
27
AbbVie
ABBV
$372B
| $662M | 0.54% | 4,443,892 -47,992 | -1% | -$7.15M |
|
28
PepsiCo
PEP
$204B
| $654M | 0.54% | 3,861,707 -59,276 | -2% | -$10M |
|
29
Costco
COST
$418B
| $653M | 0.54% | 1,155,216 -18,377 | -2% | -$10.4M |
|
30
Accenture
ACN
$162B
| $648M | 0.53% | 2,110,633 -18,248 | -0.9% | -$5.6M |
|
31
Thermo Fisher Scientific
TMO
$186B
| $596M | 0.49% | 1,177,244 -24,517 | -2% | -$12.4M |
|
|
32
Coinbase
COIN
$78.2B
| $594M | 0.49% | 7,908,087 -1,257,957 | -14% | -$94.4M |
|
33
Salesforce
CRM
$245B
| $582M | 0.48% | 2,868,975 -91,584 | -3% | -$18.6M |
|
34
McDonald's
MCD
$224B
| $570M | 0.47% | 2,163,265 -30,715 | -1% | -$8.09M |
|
35
Linde
LIN
$224B
| $569M | 0.47% | 1,527,236 -63,040 | -4% | -$23.5M |
|
36
SPDR Gold MiniShares Trust
GLDM
$17B
| $565M | 0.46% | 15,400,000 +1,000,000 | +7% | +$36.7M |
|
|
37
Advanced Micro Devices
AMD
$264B
| $539M | 0.44% | 5,243,708 +744,643 | +17% | +$76.6M |
|
38
Netflix
NFLX
$513B
| $522M | 0.43% | 1,383,606 -8,185 | -0.6% | -$3.09M |
|
39
Pfizer
PFE
$141B
| $517M | 0.42% | 15,591,559 -185,477 | -1% | -$6.15M |
|
40
Prologis
PLD
$106B
| $510M | 0.42% | 4,541,419 -82,154 | -2% | -$9.22M |
|
41
Abbott
ABT
$231B
| $492M | 0.4% | 5,077,903 -30,787 | -0.6% | -$2.98M |
|
42
Shopify
SHOP
$184B
| $484M | 0.4% | 8,864,651 -593,642 | -6% | -$32.4M |
|
43
Bank of America
BAC
$376B
| $478M | 0.39% | 17,456,317 -360,528 | -2% | -$9.87M |
|
44
Comcast
CMCSA
$125B
| $472M | 0.39% | 10,648,283 -331,755 | -3% | -$14.7M |
|
45
Intuit
INTU
$186B
| $468M | 0.38% | 915,825 -25,159 | -3% | -$12.9M |
|
46
Roku
ROKU
$14.2B
| $457M | 0.38% | 6,478,914 -880,074 | -12% | -$62.1M |
|
|
XYZ
47
Block, Inc.
XYZ
$48.5B
| $456M | 0.37% | 10,302,812 -74,497 | -0.7% | -$3.3M |
|
48
Danaher
DHR
$147B
| $454M | 0.37% | 2,065,038 +4,489 | +0.2% | +$987K |
|
49
Amgen
AMGN
$155B
| $453M | 0.37% | 1,684,461 -16,844 | -1% | -$4.53M |
|
50
Zoom
ZM
$24.4B
| $447M | 0.37% | 6,395,240 -59,352 | -0.9% | -$4.15M |
|