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 |
Apple
AAPL
|
$331M |
| 2 |
Lam Research
LRCX
|
$204M |
| 3 |
Arista Networks
ANET
|
$203M |
| 4 |
Palo Alto Networks
PANW
|
$145M |
| 5 |
Amazon
AMZN
|
$131M |
Top Sells
| 1 |
Tesla
TSLA
|
$263M |
| 2 |
Palantir
PLTR
|
$231M |
| 3 |
Robinhood
HOOD
|
$203M |
| 4 |
Stryker
SYK
|
$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Intuitive Surgical
ISRG
$170B
| $795M | 0.54% |
1,523,863
+73,225
| +5% | +$38.2M |
|
27
Coca-Cola
KO
$297B
| $745M | 0.5% |
11,959,522
+166,199
| +1% | +$10.3M |
|
28
Oracle
ORCL
$633B
| $735M | 0.5% |
4,408,839
+698,933
| +19% | +$116M |
|
29
AbbVie
ABBV
$374B
| $731M | 0.49% |
4,113,561
-5,674
| -0.1% | -$1.01M |
|
30
Merck
MRK
$214B
| $718M | 0.48% |
7,212,733
+675,591
| +10% | +$67.2M |
|
31
Coinbase
COIN
$78B
| $709M | 0.48% |
2,854,409
-346,697
| -11% | -$86.1M |
|
32
Bank of America
BAC
$373B
| $697M | 0.47% |
15,857,556
+285,117
| +2% | +$12.5M |
|
33
SPDR Gold MiniShares Trust
GLDM
$17.4B
| $676M | 0.46% |
13,000,000
-800,000
| -6% | -$41.6M |
|
|
34
Robinhood
HOOD
$89.6B
| $653M | 0.44% |
17,521,429
-5,460,846
| -24% | -$203M |
|
35
Advanced Micro Devices
AMD
$263B
| $639M | 0.43% |
5,286,165
+247,193
| +5% | +$29.9M |
|
36
Cisco
CSCO
$268B
| $638M | 0.43% |
10,777,514
-1,063,872
| -9% | -$63M |
|
37
Linde
LIN
$224B
| $617M | 0.42% |
1,474,514
-1,150
| -0.1% | -$481K |
|
38
Adobe
ADBE
$147B
| $617M | 0.42% |
1,386,429
+72,195
| +5% | +$32.1M |
|
39
Chevron
CVX
$326B
| $613M | 0.41% |
4,230,697
-14,321
| -0.3% | -$2.07M |
|
40
McDonald's
MCD
$224B
| $582M | 0.39% |
2,008,524
-6,917
| -0.3% | -$2.01M |
|
41
Thermo Fisher Scientific
TMO
$186B
| $582M | 0.39% |
1,119,017
+14,576
| +1% | +$7.58M |
|
|
XYZ
42
Block, Inc.
XYZ
$46.5B
| $570M | 0.38% |
6,707,402
-1,174,669
| -15% | -$99.8M |
|
43
Goldman Sachs
GS
$226B
| $563M | 0.38% |
983,144
-14,992
| -2% | -$8.58M |
|
44
PepsiCo
PEP
$206B
| $551M | 0.37% |
3,625,800
-100,077
| -3% | -$15.2M |
|
45
ServiceNow
NOW
$189B
| $544M | 0.37% |
513,355
-1,957
| -0.4% | -$2.07M |
|
46
IBM
IBM
$227B
| $540M | 0.36% |
2,457,388
-16,033
| -0.6% | -$3.52M |
|
47
Qualcomm
QCOM
$171B
| $539M | 0.36% |
3,511,292
+221,528
| +7% | +$34M |
|
48
Shopify
SHOP
$181B
| $538M | 0.36% |
5,055,512
-851,680
| -14% | -$90.6M |
|
49
Accenture
ACN
$162B
| $531M | 0.36% |
1,510,805
+19,292
| +1% | +$6.79M |
|
50
Wells Fargo
WFC
$263B
| $527M | 0.36% |
7,508,878
-352,288
| -4% | -$24.7M |
|