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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Bio-Techne
TECH
|
$63.2M |
| 4 |
Coinbase
COIN
|
$62.8M |
| 5 |
Tesla
TSLA
|
$59M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
NextEra Energy, Inc.
NEE
$148B
| $471M | 0.37% | 5,634,938 -27,111 | -0.5% | -$2.27M |
|
52
Nike
NKE
$114B
| $459M | 0.36% | 3,922,450 -60,138 | -2% | -$7.04M |
|
53
Shopify
SHOP
$184B
| $449M | 0.36% | 12,932,656 -1,132,668 | -8% | -$39.3M |
|
54
CVS Health
CVS
$92.8B
| $448M | 0.35% | 4,804,132 -346,812 | -7% | -$32.3M |
|
55
Netflix
NFLX
$513B
| $446M | 0.35% | 1,513,302 -9,163 | -0.6% | -$2.7M |
|
56
Salesforce
CRM
$245B
| $438M | 0.35% | 3,301,645 -29,116 | -0.9% | -$3.86M |
|
57
Caterpillar
CAT
$196B
| $437M | 0.35% | 1,825,367 -37,724 | -2% | -$9.04M |
|
58
Wells Fargo
WFC
$263B
| $436M | 0.35% | 10,556,970 -96,132 | -0.9% | -$3.97M |
|
59
Zoom
ZM
$24.4B
| $435M | 0.34% | 6,423,637 +82,339 | +1% | +$5.58M |
|
60
Qualcomm
QCOM
$173B
| $432M | 0.34% | 3,929,504 -20,033 | -0.5% | -$2.2M |
|
61
RTX Corp
RTX
$212B
| $429M | 0.34% | 4,250,804 -246,417 | -5% | -$24.9M |
|
62
IBM
IBM
$227B
| $429M | 0.34% | 3,043,480 -12,859 | -0.4% | -$1.81M |
|
63
Goldman Sachs
GS
$226B
| $428M | 0.34% | 1,246,844 -31,353 | -2% | -$10.8M |
|
64
ConocoPhillips
COP
$124B
| $427M | 0.34% | 3,620,991 -97,011 | -3% | -$11.4M |
|
65
Philip Morris
PM
$260B
| $412M | 0.33% | 4,067,972 -176,975 | -4% | -$17.9M |
|
66
Automatic Data Processing
ADP
$123B
| $397M | 0.31% | 1,663,430 -224,635 | -12% | -$53.7M |
|
67
Lowe's Companies
LOW
$145B
| $392M | 0.31% | 1,969,201 -204,345 | -9% | -$40.7M |
|
68
United Parcel Service
UPS
$74.1B
| $391M | 0.31% | 2,247,516 +28,735 | +1% | +$5M |
|
69
Cigna
CI
$80.3B
| $389M | 0.31% | 1,174,482 -153,394 | -12% | -$50.8M |
|
70
Applied Materials
AMAT
$128B
| $381M | 0.3% | 3,914,533 -413,258 | -10% | -$40.2M |
|
71
Oracle
ORCL
$635B
| $380M | 0.3% | 4,644,882 -67,288 | -1% | -$5.5M |
|
72
AT&T
T
$209B
| $376M | 0.3% | 20,441,559 -254,946 | -1% | -$4.69M |
|
73
Union Pacific
UNP
$133B
| $372M | 0.29% | 1,796,566 -6,304 | -0.3% | -$1.31M |
|
|
74
Schlumberger
SLB
$55B
| $371M | 0.29% | 6,947,165 +1,408,530 | +25% | +$75.3M |
|
75
Charles Schwab
SCHW
$174B
| $370M | 0.29% | 4,445,058 -50,411 | -1% | -$4.2M |
|