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 |
Intuitive Surgical
ISRG
|
$415M |
| 2 |
Roku
ROKU
|
$256M |
| 3 |
Zoom
ZM
|
$236M |
| 4 |
Robinhood
HOOD
|
$185M |
| 5 |
Twilio
TWLO
|
$164M |
Top Sells
| 1 |
Tesla
TSLA
|
$796M |
| 2 |
Meta Platforms (Facebook)
META
|
$472M |
| 3 |
Zillow
Z
|
$361M |
| 4 |
Apple
AAPL
|
$338M |
| 5 |
PayPal
PYPL
|
$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Verizon
VZ
$186B
| $674M | 0.41% | 12,974,309 -271,624 | -2% | -$14.1M |
|
52
Eli Lilly
LLY
$657B
| $672M | 0.41% | 2,431,689 -106,389 | -4% | -$29.4M |
|
53
Costco
COST
$418B
| $662M | 0.4% | 1,166,076 -50,521 | -4% | -$28.7M |
|
54
McDonald's
MCD
$224B
| $653M | 0.4% | 2,434,779 -97,331 | -4% | -$26.1M |
|
|
55
PayPal
PYPL
$67.1B
| $651M | 0.4% | 3,451,578 -1,708,844 | -33% | -$322M |
|
56
Advanced Micro Devices
AMD
$264B
| $635M | 0.39% | 4,412,754 -57,932 | -1% | -$8.34M |
|
|
57
Intuitive Surgical
ISRG
$170B
| $630M | 0.38% | 1,752,664 +1,154,532 | +193% | +$415M |
|
58
Merck
MRK
$210B
| $603M | 0.37% | 7,861,537 -285,117 | -3% | -$21.9M |
|
59
Honeywell
HON
$139B
| $564M | 0.34% | 2,702,864 -430,060 | -14% | -$89.7M |
|
60
Lowe's Companies
LOW
$145B
| $560M | 0.34% | 2,166,676 +140,218 | +7% | +$36.2M |
|
61
Texas Instruments
TXN
$184B
| $548M | 0.33% | 2,907,048 -267,533 | -8% | -$50.4M |
|
62
CVS Health
CVS
$92.8B
| $547M | 0.33% | 5,298,814 -1,165,706 | -18% | -$120M |
|
63
Elevance Health
ELV
$71.8B
| $539M | 0.33% | 1,163,207 +182,647 | +19% | +$84.7M |
|
|
TWTR
64
DELISTED
Twitter, Inc.
TWTR
| $539M | 0.33% | 12,467,698 +1,731,554 | +16% | +$74.8M |
|
65
NextEra Energy, Inc.
NEE
$148B
| $530M | 0.32% | 5,681,509 -347,263 | -6% | -$32.4M |
|
66
Wells Fargo
WFC
$263B
| $527M | 0.32% | 10,977,503 -1,060,406 | -9% | -$50.9M |
|
67
Deere & Co
DE
$129B
| $522M | 0.32% | 1,521,308 -39,573 | -3% | -$13.6M |
|
68
American Express
AXP
$231B
| $507M | 0.31% | 3,097,746 +869,167 | +39% | +$142M |
|
69
AT&T
T
$209B
| $493M | 0.3% | 20,039,634 -1,036,217 | -5% | -$25.5M |
|
70
United Parcel Service
UPS
$74.1B
| $489M | 0.3% | 2,279,424 -822,182 | -27% | -$176M |
|
71
Equinix
EQIX
$76.9B
| $476M | 0.29% | 562,303 +11,594 | +2% | +$9.81M |
|
72
Rockwell Automation
ROK
$38.6B
| $471M | 0.29% | 1,349,037 +191,618 | +17% | +$66.8M |
|
73
Goldman Sachs
GS
$226B
| $465M | 0.28% | 1,214,376 -2,399 | -0.2% | -$918K |
|
74
DocuSign
DOCU
$15.5B
| $464M | 0.28% | 3,045,153 +777,259 | +34% | +$118M |
|
75
Sea Limited
SE
$110B
| $460M | 0.28% | 2,056,461 -78,499 | -4% | -$17.6M |
|