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 |
Walmart
WMT
|
$490M |
| 2 |
Tesla
TSLA
|
$198M |
| 3 |
Amazon
AMZN
|
$188M |
| 4 |
Roku
ROKU
|
$95M |
| 5 |
Unity
U
|
$74.2M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Salesforce
CRM
$245B
| $823M | 0.57% | 2,734,170 -69,584 | -2% | -$21M |
|
27
Netflix
NFLX
$513B
| $817M | 0.56% | 1,344,918 -13,289 | -1% | -$8.07M |
|
28
AbbVie
ABBV
$372B
| $795M | 0.55% | 4,367,381 -61,058 | -1% | -$11.1M |
|
|
29
Walmart
WMT
$774B
| $756M | 0.52% | 12,567,533 +8,144,393 | +184% | +$490M |
|
30
Coca-Cola
KO
$297B
| $754M | 0.52% | 12,323,842 -93,662 | -0.8% | -$5.73M |
|
31
Chevron
CVX
$324B
| $740M | 0.51% | 4,690,098 -109,170 | -2% | -$17.2M |
|
32
Adobe
ADBE
$151B
| $688M | 0.47% | 1,364,060 -2,518 | -0.2% | -$1.27M |
|
33
PepsiCo
PEP
$204B
| $687M | 0.47% | 3,924,121 +29,221 | +0.8% | +$5.11M |
|
34
Linde
LIN
$224B
| $682M | 0.47% | 1,468,134 +27,236 | +2% | +$12.6M |
|
35
Thermo Fisher Scientific
TMO
$186B
| $674M | 0.46% | 1,159,699 -8,484 | -0.7% | -$4.93M |
|
36
Accenture
ACN
$162B
| $669M | 0.46% | 1,931,145 -50,589 | -3% | -$17.5M |
|
37
Bank of America
BAC
$376B
| $649M | 0.45% | 17,119,694 -103,189 | -0.6% | -$3.91M |
|
38
SPDR Gold MiniShares Trust
GLDM
$17B
| $608M | 0.42% | 13,800,000 | – | – |
|
39
Abbott
ABT
$231B
| $606M | 0.42% | 5,331,760 +172,465 | +3% | +$19.6M |
|
40
McDonald's
MCD
$224B
| $601M | 0.41% | 2,131,851 -91,587 | -4% | -$25.8M |
|
41
Prologis
PLD
$106B
| $593M | 0.41% | 4,557,603 -103,204 | -2% | -$13.4M |
|
42
Applied Materials
AMAT
$128B
| $589M | 0.4% | 2,855,768 -182,142 | -6% | -$37.6M |
|
43
Qualcomm
QCOM
$173B
| $589M | 0.4% | 3,476,901 +26,187 | +0.8% | +$4.43M |
|
44
Cisco
CSCO
$274B
| $586M | 0.4% | 11,738,629 -200,703 | -2% | -$10M |
|
45
Shopify
SHOP
$184B
| $581M | 0.4% | 7,510,342 -858,879 | -10% | -$66.4M |
|
46
Walt Disney
DIS
$213B
| $580M | 0.4% | 4,743,636 -75,085 | -2% | -$9.19M |
|
47
Intuitive Surgical
ISRG
$170B
| $579M | 0.4% | 1,451,414 -17,856 | -1% | -$7.13M |
|
48
Caterpillar
CAT
$196B
| $566M | 0.39% | 1,545,258 -7,524 | -0.5% | -$2.76M |
|
49
Intuit
INTU
$186B
| $559M | 0.38% | 859,888 -43,767 | -5% | -$28.4M |
|
50
Robinhood
HOOD
$92.4B
| $526M | 0.36% | 26,127,461 -3,078,232 | -11% | -$62M |
|