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 |
Alphabet (Google) Class C
GOOG
|
$1.67B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.63B |
| 3 |
Tesla
TSLA
|
$1.62B |
| 4 |
Palo Alto Networks
PANW
|
$102M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Coinbase
COIN
|
$90.5M |
| 5 |
Microsoft
MSFT
|
$61.8M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Automatic Data Processing
ADP
$123B
| $427M | 0.35% | 1,888,065 -239,175 | -11% | -$54.1M |
|
52
Amgen
AMGN
$155B
| $418M | 0.34% | 1,855,138 -46,788 | -2% | -$10.5M |
|
53
Roku
ROKU
$14.2B
| $418M | 0.34% | 7,403,422 +1,408,323 | +23% | +$79.4M |
|
54
Lowe's Companies
LOW
$145B
| $408M | 0.34% | 2,173,546 -143,294 | -6% | -$26.9M |
|
55
Comcast
CMCSA
$125B
| $402M | 0.33% | 13,691,370 -579,633 | -4% | -$17M |
|
56
Prologis
PLD
$106B
| $400M | 0.33% | 3,933,390 -89,466 | -2% | -$9.09M |
|
|
57
SPDR Gold MiniShares Trust
GLDM
$17B
| $396M | 0.33% | 12,000,000 +2,700,000 | +29% | +$89M |
|
58
Honeywell
HON
$139B
| $392M | 0.32% | 2,348,950 +45,261 | +2% | +$7.56M |
|
59
ConocoPhillips
COP
$124B
| $381M | 0.31% | 3,718,002 -80,282 | -2% | -$8.22M |
|
60
Shopify
SHOP
$184B
| $379M | 0.31% | 14,065,324 +1,636,995 | +13% | +$44.1M |
|
61
Goldman Sachs
GS
$226B
| $375M | 0.31% | 1,278,197 +12,783 | +1% | +$3.75M |
|
62
Cigna
CI
$80.3B
| $368M | 0.3% | 1,327,876 -68,306 | -5% | -$19M |
|
63
RTX Corp
RTX
$212B
| $368M | 0.3% | 4,497,221 -36,240 | -0.8% | -$2.97M |
|
64
UiPath
PATH
$5.95B
| $368M | 0.3% | 29,193,046 +5,169,501 | +22% | +$65.2M |
|
65
IBM
IBM
$227B
| $363M | 0.3% | 3,056,339 +11,081 | +0.4% | +$1.32M |
|
66
Twilio
TWLO
$16.2B
| $362M | 0.3% | 5,230,485 +622,449 | +14% | +$43M |
|
67
Netflix
NFLX
$513B
| $358M | 0.29% | 1,522,465 +6,857 | +0.5% | +$1.61M |
|
68
United Parcel Service
UPS
$74.1B
| $358M | 0.29% | 2,218,781 +5,716 | +0.3% | +$923K |
|
|
69
Coinbase
COIN
$78.2B
| $357M | 0.29% | 5,534,750 -1,403,798 | -20% | -$90.5M |
|
70
Intuit
INTU
$186B
| $355M | 0.29% | 915,839 -5,308 | -0.6% | -$2.06M |
|
71
Applied Materials
AMAT
$128B
| $355M | 0.29% | 4,327,791 -21,504 | -0.5% | -$1.76M |
|
72
Intel
INTC
$107B
| $353M | 0.29% | 13,704,589 -101,352 | -0.7% | -$2.61M |
|
73
Philip Morris
PM
$260B
| $352M | 0.29% | 4,244,947 +66,757 | +2% | +$5.54M |
|
74
Union Pacific
UNP
$133B
| $351M | 0.29% | 1,802,870 -13,036 | -0.7% | -$2.54M |
|
75
Intuitive Surgical
ISRG
$170B
| $336M | 0.28% | 1,794,040 +9,434 | +0.5% | +$1.77M |
|