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 |
Broadcom
AVGO
|
$1.77B |
| 2 |
Cintas
CTAS
|
$136M |
| 3 |
Amazon
AMZN
|
$124M |
| 4 |
Microsoft
MSFT
|
$108M |
| 5 |
Apple
AAPL
|
$101M |
Top Sells
| 1 |
Zoom
ZM
|
$218M |
| 2 |
Tesla
TSLA
|
$119M |
| 3 |
TE Connectivity
TEL
|
$108M |
| 4 |
Parker-Hannifin
PH
|
$76.5M |
| 5 |
NVIDIA
NVDA
|
$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
AbbVie
ABBV
$374B
| $813M | 0.56% |
4,119,235
+38,854
| +1% | +$7.67M |
|
27
Merck
MRK
$214B
| $742M | 0.51% |
6,537,142
+43,578
| +0.7% | +$4.95M |
|
28
SPDR Gold MiniShares Trust
GLDM
$17.4B
| $719M | 0.5% |
13,800,000
| – | – |
|
29
Intuitive Surgical
ISRG
$170B
| $713M | 0.49% |
1,450,638
+48,658
| +3% | +$23.9M |
|
30
Linde
LIN
$224B
| $704M | 0.49% |
1,475,664
+65,288
| +5% | +$31.1M |
|
31
Thermo Fisher Scientific
TMO
$186B
| $683M | 0.47% |
1,104,441
+18,160
| +2% | +$11.2M |
|
32
Adobe
ADBE
$147B
| $680M | 0.47% |
1,314,234
-26,576
| -2% | -$13.8M |
|
33
Salesforce
CRM
$242B
| $675M | 0.47% |
2,464,363
-83,817
| -3% | -$22.9M |
|
34
PepsiCo
PEP
$206B
| $634M | 0.44% |
3,725,877
+51,891
| +1% | +$8.82M |
|
35
Oracle
ORCL
$633B
| $632M | 0.44% |
3,709,906
+70,833
| +2% | +$12.1M |
|
36
Cisco
CSCO
$268B
| $630M | 0.44% |
11,841,386
+458,092
| +4% | +$24.4M |
|
37
Chevron
CVX
$326B
| $625M | 0.43% |
4,245,018
-76,399
| -2% | -$11.3M |
|
38
Bank of America
BAC
$373B
| $618M | 0.43% |
15,572,439
-215,274
| -1% | -$8.54M |
|
39
McDonald's
MCD
$224B
| $614M | 0.43% |
2,015,441
+22,780
| +1% | +$6.94M |
|
40
Applied Materials
AMAT
$126B
| $584M | 0.4% |
2,889,966
+116,084
| +4% | +$23.5M |
|
41
Coinbase
COIN
$78B
| $570M | 0.4% |
3,201,106
+71,398
| +2% | +$12.7M |
|
42
Qualcomm
QCOM
$171B
| $559M | 0.39% |
3,289,764
+49,047
| +2% | +$8.34M |
|
43
Palantir
PLTR
$373B
| $557M | 0.39% |
14,982,925
+808,444
| +6% | +$30.1M |
|
44
Caterpillar
CAT
$196B
| $557M | 0.39% |
1,423,978
-7,002
| -0.5% | -$2.74M |
|
45
IBM
IBM
$227B
| $547M | 0.38% |
2,473,421
+32,732
| +1% | +$7.24M |
|
46
Robinhood
HOOD
$89.6B
| $538M | 0.37% |
22,982,275
-827,048
| -3% | -$19.4M |
|
47
Danaher
DHR
$147B
| $536M | 0.37% |
1,929,360
-3,163
| -0.2% | -$879K |
|
48
Prologis
PLD
$106B
| $531M | 0.37% |
4,205,183
-104,047
| -2% | -$13.1M |
|
|
XYZ
49
Block, Inc.
XYZ
$46.5B
| $529M | 0.37% |
7,882,071
-907,670
| -10% | -$60.9M |
|
50
Accenture
ACN
$162B
| $527M | 0.37% |
1,491,513
-30,180
| -2% | -$10.7M |
|