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 |
Microsoft
MSFT
|
$200M |
| 2 |
O'Reilly Automotive
ORLY
|
$185M |
| 3 |
NVIDIA
NVDA
|
$184M |
| 4 |
Amazon
AMZN
|
$173M |
| 5 |
Mastercard
MA
|
$123M |
Top Sells
| 1 |
Robinhood
HOOD
|
$293M |
| 2 |
Palantir
PLTR
|
$174M |
| 3 |
iShares Gold Trust
IAU
|
$136M |
| 4 |
Roblox
RBLX
|
$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Uber
UBER
$196B
| $578M | 0.36% | 6,198,176 +393,330 | +7% | +$36.7M |
|
52
Mercado Libre
MELI
$125B
| $577M | 0.36% | 220,630 -2,898 | -1% | -$7.57M |
|
53
Abbott
ABT
$231B
| $563M | 0.35% | 4,138,539 +146,557 | +4% | +$19.9M |
|
54
Qualcomm
QCOM
$173B
| $559M | 0.35% | 3,510,307 -31,354 | -0.9% | -$4.99M |
|
55
Micron Technology
MU
$133B
| $547M | 0.34% | 4,434,898 +68,267 | +2% | +$8.41M |
|
56
Adobe
ADBE
$151B
| $541M | 0.34% | 1,399,103 -1,053 | -0.1% | -$407K |
|
57
Applied Materials
AMAT
$128B
| $521M | 0.32% | 2,844,760 +101,721 | +4% | +$18.6M |
|
58
Verizon
VZ
$186B
| $518M | 0.32% | 11,962,291 +1,651,459 | +16% | +$71.5M |
|
59
AT&T
T
$209B
| $518M | 0.32% | 17,884,487 +233,855 | +1% | +$6.77M |
|
60
Eaton
ETN
$136B
| $512M | 0.32% | 1,434,316 -3,173 | -0.2% | -$1.13M |
|
61
ServiceNow
NOW
$190B
| $509M | 0.32% | 495,283 +10,444 | +2% | +$10.7M |
|
62
American Express
AXP
$231B
| $509M | 0.32% | 1,594,663 +13,196 | +0.8% | +$4.21M |
|
63
Amphenol
APH
$133B
| $507M | 0.32% | 5,131,227 +209,025 | +4% | +$20.6M |
|
64
Welltower
WELL
$113B
| $503M | 0.31% | 3,270,331 +162,508 | +5% | +$25M |
|
65
PepsiCo
PEP
$204B
| $499M | 0.31% | 3,782,004 +27,849 | +0.7% | +$3.68M |
|
66
Texas Instruments
TXN
$184B
| $481M | 0.3% | 2,314,584 -162 | -0% | -$33.6K |
|
67
Spotify
SPOT
$140B
| $480M | 0.3% | 625,003 -59,256 | -9% | -$45.5M |
|
68
Progressive
PGR
$145B
| $476M | 0.3% | 1,784,533 -92,955 | -5% | -$24.8M |
|
69
Accenture
ACN
$162B
| $475M | 0.3% | 1,590,060 +66,162 | +4% | +$19.8M |
|
70
Amgen
AMGN
$155B
| $475M | 0.3% | 1,702,010 +34,637 | +2% | +$9.67M |
|
71
Thermo Fisher Scientific
TMO
$186B
| $456M | 0.28% | 1,123,862 +5,483 | +0.5% | +$2.22M |
|
72
RTX Corp
RTX
$212B
| $453M | 0.28% | 3,104,379 +119,464 | +4% | +$17.4M |
|
73
Prologis
PLD
$106B
| $444M | 0.28% | 4,226,331 +72,072 | +2% | +$7.58M |
|
74
Honeywell
HON
$139B
| $441M | 0.27% | 1,892,799 +11,920 | +0.6% | +$2.78M |
|
75
Equinix
EQIX
$76.9B
| $427M | 0.27% | 537,053 +27,982 | +5% | +$22.3M |
|