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 |
Accenture
ACN
|
$918M |
| 2 |
Linde
LIN
|
$504M |
| 3 |
Medtronic
MDT
|
$482M |
| 4 |
Chubb
CB
|
$336M |
| 5 |
Spotify
SPOT
|
$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$1.17B |
| 2 |
Coinbase
COIN
|
$1.12B |
| 3 |
UiPath
PATH
|
$760M |
| 4 |
Apple
AAPL
|
$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Roku
ROKU
$14.2B
| $581M | 0.39% |
4,634,379
+719,792
| +18% | +$90.2M |
|
52
Applied Materials
AMAT
$126B
| $572M | 0.38% |
4,340,202
-104,036
| -2% | -$13.7M |
|
53
Bristol-Myers Squibb
BMY
$96B
| $540M | 0.36% |
7,396,761
+88,154
| +1% | +$6.44M |
|
54
Elevance Health
ELV
$71.8B
| $522M | 0.35% |
1,061,745
-101,462
| -9% | -$49.8M |
|
55
Intuitive Surgical
ISRG
$170B
| $519M | 0.35% |
1,719,455
-33,209
| -2% | -$10M |
|
56
Wells Fargo
WFC
$263B
| $518M | 0.35% |
10,697,406
-280,097
| -3% | -$13.6M |
|
57
Sea Limited
SE
$106B
| $512M | 0.34% |
4,275,503
+2,219,042
| +108% | +$266M |
|
58
Texas Instruments
TXN
$184B
| $511M | 0.34% |
2,786,281
-120,767
| -4% | -$22.2M |
|
|
59
Linde
LIN
$224B
| $504M | 0.34% |
+1,577,756
| New | +$504M |
|
60
S&P Global
SPGI
$167B
| $500M | 0.33% |
1,218,606
+544,303
| +81% | +$223M |
|
61
Netflix
NFLX
$516B
| $498M | 0.33% |
1,330,722
-120,493
| -8% | -$45.1M |
|
62
Unity
U
$16.7B
| $496M | 0.33% |
5,001,224
-218,970
| -4% | -$21.7M |
|
63
CVS Health
CVS
$94B
| $494M | 0.33% |
4,885,768
-413,046
| -8% | -$41.8M |
|
64
American Express
AXP
$230B
| $491M | 0.33% |
2,626,348
-471,398
| -15% | -$88.2M |
|
65
Intuit
INTU
$186B
| $488M | 0.33% |
1,015,537
-171,826
| -14% | -$82.6M |
|
|
66
Medtronic
MDT
$120B
| $482M | 0.32% |
+4,340,016
| New | +$482M |
|
67
NextEra Energy, Inc.
NEE
$148B
| $479M | 0.32% |
5,660,102
-21,407
| -0.4% | -$1.81M |
|
68
Union Pacific
UNP
$133B
| $477M | 0.32% |
1,747,632
-31,597
| -2% | -$8.63M |
|
69
United Parcel Service
UPS
$72.2B
| $476M | 0.32% |
2,221,638
-57,786
| -3% | -$12.4M |
|
70
AT&T
T
$208B
| $470M | 0.31% |
19,870,716
-168,918
| -0.8% | -$3.99M |
|
71
Amgen
AMGN
$155B
| $459M | 0.31% |
1,898,071
-101,011
| -5% | -$24.4M |
|
72
Honeywell
HON
$138B
| $434M | 0.29% |
2,229,664
-473,200
| -18% | -$92.1M |
|
73
RTX Corp
RTX
$212B
| $433M | 0.29% |
4,368,620
-71,657
| -2% | -$7.1M |
|
74
IBM
IBM
$227B
| $414M | 0.28% |
3,185,966
-88,511
| -3% | -$11.5M |
|
75
Equinix
EQIX
$76.9B
| $413M | 0.27% |
556,521
-5,782
| -1% | -$4.29M |
|