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 |
NVIDIA
NVDA
|
$7.06B |
| 2 |
Chipotle Mexican Grill
CMG
|
$192M |
| 3 |
Amphenol
APH
|
$126M |
| 4 |
GE Vernova
GEV
|
$104M |
| 5 |
Curtiss-Wright
CW
|
$81.7M |
Top Sells
| 1 |
Microsoft
MSFT
|
$537M |
| 2 |
Apple
AAPL
|
$515M |
| 3 |
Royal Bank of Canada
RY
|
$328M |
| 4 |
Toronto Dominion Bank
TD
|
$250M |
| 5 |
Meta Platforms (Facebook)
META
|
$238M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Adobe
ADBE
$147B
| $745M | 0.55% |
1,340,810
-23,250
| -2% | -$12.9M |
|
27
Coca-Cola
KO
$297B
| $737M | 0.54% |
11,571,295
-752,547
| -6% | -$47.9M |
|
28
AbbVie
ABBV
$374B
| $700M | 0.52% |
4,080,381
-287,000
| -7% | -$49.2M |
|
29
Coinbase
COIN
$78B
| $696M | 0.51% |
3,129,708
-298,912
| -9% | -$66.4M |
|
30
Chevron
CVX
$326B
| $676M | 0.5% |
4,321,417
-368,681
| -8% | -$57.7M |
|
31
Salesforce
CRM
$242B
| $655M | 0.48% |
2,548,180
-185,990
| -7% | -$47.8M |
|
32
Applied Materials
AMAT
$126B
| $655M | 0.48% |
2,773,882
-81,886
| -3% | -$19.3M |
|
33
Qualcomm
QCOM
$171B
| $645M | 0.48% |
3,240,717
-236,184
| -7% | -$47M |
|
34
SPDR Gold MiniShares Trust
GLDM
$17.4B
| $636M | 0.47% |
13,800,000
| – | – |
|
35
Bank of America
BAC
$373B
| $628M | 0.46% |
15,787,713
-1,331,981
| -8% | -$53M |
|
36
Intuitive Surgical
ISRG
$170B
| $624M | 0.46% |
1,401,980
-49,434
| -3% | -$22M |
|
37
Linde
LIN
$224B
| $619M | 0.46% |
1,410,376
-57,758
| -4% | -$25.3M |
|
38
PepsiCo
PEP
$206B
| $606M | 0.45% |
3,673,986
-250,135
| -6% | -$41.3M |
|
39
Thermo Fisher Scientific
TMO
$186B
| $601M | 0.44% |
1,086,281
-73,418
| -6% | -$40.6M |
|
|
XYZ
40
Block, Inc.
XYZ
$46.5B
| $567M | 0.42% |
8,789,741
-967,250
| -10% | -$62.4M |
|
41
Cisco
CSCO
$268B
| $541M | 0.4% |
11,383,294
-355,335
| -3% | -$16.9M |
|
42
Robinhood
HOOD
$89.6B
| $541M | 0.4% |
23,809,323
-2,318,138
| -9% | -$52.6M |
|
43
Micron Technology
MU
$133B
| $524M | 0.39% |
3,980,793
+17,288
| +0.4% | +$2.27M |
|
44
Intuit
INTU
$186B
| $522M | 0.39% |
793,572
-66,316
| -8% | -$43.6M |
|
45
Oracle
ORCL
$633B
| $514M | 0.38% |
3,639,073
-295,058
| -7% | -$41.7M |
|
46
McDonald's
MCD
$224B
| $508M | 0.37% |
1,992,661
-139,190
| -7% | -$35.5M |
|
47
Wells Fargo
WFC
$263B
| $491M | 0.36% |
8,265,071
-239,497
| -3% | -$14.2M |
|
48
Amgen
AMGN
$155B
| $484M | 0.36% |
1,548,970
-111,072
| -7% | -$34.7M |
|
49
Prologis
PLD
$106B
| $484M | 0.36% |
4,309,230
-248,373
| -5% | -$27.9M |
|
50
Danaher
DHR
$147B
| $483M | 0.36% |
1,932,523
-122,069
| -6% | -$30.5M |
|