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
|
$1.34B |
| 2 |
UiPath
PATH
|
$425M |
| 3 |
Coinbase
COIN
|
$339M |
| 4 |
Palantir
PLTR
|
$252M |
| 5 |
Teladoc Health
TDOC
|
$215M |
Top Sells
| 1 |
GE Aerospace
GE
|
$2.39B |
| 2 |
Apple
AAPL
|
$425M |
| 3 |
Microsoft
MSFT
|
$311M |
| 4 |
JD.com
JD
|
$309M |
| 5 |
Sea Limited
SE
|
$262M |
Sector Composition
| 1 | Technology | 26.11% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 12.69% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Communication Services | 11.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Danaher
DHR
$147B
| $641M | 0.4% | 2,106,168 -81,564 | -4% | -$24.8M |
|
52
Broadcom
AVGO
$1.4T
| $629M | 0.39% | 1,297,673 -63,786 | -5% | -$30.9M |
|
53
Chevron
CVX
$324B
| $621M | 0.39% | 6,117,903 -216,445 | -3% | -$22M |
|
54
Merck
MRK
$210B
| $612M | 0.38% | 8,146,654 -598,336 | -7% | -$44.9M |
|
55
McDonald's
MCD
$224B
| $611M | 0.38% | 2,532,110 -106,007 | -4% | -$25.6M |
|
56
Texas Instruments
TXN
$184B
| $610M | 0.38% | 3,174,581 -119,696 | -4% | -$23M |
|
57
Intuitive Surgical
ISRG
$170B
| $595M | 0.37% | 598,132 -34,177 | -5% | -$34M |
|
58
Mercado Libre
MELI
$125B
| $593M | 0.37% | 353,356 -72,821 | -17% | -$122M |
|
59
Eli Lilly
LLY
$657B
| $586M | 0.37% | 2,538,078 -160,866 | -6% | -$37.2M |
|
60
DocuSign
DOCU
$15.5B
| $584M | 0.36% | 2,267,894 +104,692 | +5% | +$27M |
|
61
AT&T
T
$209B
| $569M | 0.35% | 21,075,851 -847,536 | -4% | -$22.9M |
|
62
United Parcel Service
UPS
$74.1B
| $565M | 0.35% | 3,101,606 -138,328 | -4% | -$25.2M |
|
63
Wells Fargo
WFC
$263B
| $559M | 0.35% | 12,037,909 -1,084,622 | -8% | -$50.3M |
|
64
IBM
IBM
$227B
| $556M | 0.35% | 4,000,754 -127,932 | -3% | -$17.8M |
|
65
Applied Materials
AMAT
$128B
| $551M | 0.34% | 4,280,678 -284,526 | -6% | -$36.6M |
|
66
CVS Health
CVS
$92.8B
| $549M | 0.34% | 6,464,520 +126,778 | +2% | +$10.8M |
|
67
Costco
COST
$418B
| $547M | 0.34% | 1,216,597 -63,618 | -5% | -$28.6M |
|
68
Prologis
PLD
$106B
| $536M | 0.33% | 4,275,014 -156,761 | -4% | -$19.7M |
|
69
Deere & Co
DE
$129B
| $523M | 0.33% | 1,560,881 -67,295 | -4% | -$22.5M |
|
|
70
Palantir
PLTR
$372B
| $521M | 0.32% | 21,665,960 +10,471,942 | +94% | +$252M |
|
71
DraftKings
DKNG
$23.8B
| $509M | 0.32% | 10,570,495 +2,990,065 | +39% | +$144M |
|
72
Qualcomm
QCOM
$173B
| $503M | 0.31% | 3,897,623 -278,744 | -7% | -$36M |
|
73
Amgen
AMGN
$155B
| $495M | 0.31% | 2,327,327 -236,723 | -9% | -$50.3M |
|
|
NVTA
74
DELISTED
Invitae Corporation
NVTA
| $487M | 0.3% | 17,124,589 +2,238,091 | +15% | +$63.6M |
|
75
Oracle
ORCL
$635B
| $477M | 0.3% | 5,476,726 -430,039 | -7% | -$37.5M |
|