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 |
Invesco QQQ Trust
QQQ
|
$191M |
| 2 |
Palantir
PLTR
|
$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$85M |
| 4 |
Twilio
TWLO
|
$59.4M |
| 5 |
Synopsys
SNPS
|
$49M |
Top Sells
| 1 |
Apple
AAPL
|
$1.17B |
| 2 |
Microsoft
MSFT
|
$867M |
| 3 |
NVIDIA
NVDA
|
$580M |
| 4 |
Amazon
AMZN
|
$414M |
| 5 |
Meta Platforms (Facebook)
META
|
$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Walt Disney
DIS
$213B
| $446M | 0.35% | 5,000,497 -1,021,809 | -17% | -$91.2M |
|
52
Texas Instruments
TXN
$184B
| $445M | 0.35% | 2,469,568 -435,022 | -15% | -$78.3M |
|
53
Zoom
ZM
$24.4B
| $438M | 0.34% | 6,454,592 +103,152 | +2% | +$7M |
|
54
UiPath
PATH
$5.95B
| $435M | 0.34% | 26,235,937 -254,888 | -1% | -$4.22M |
|
55
Intuit
INTU
$186B
| $431M | 0.34% | 940,984 -48,719 | -5% | -$22.3M |
|
56
Verizon
VZ
$186B
| $418M | 0.33% | 11,231,745 -1,545,203 | -12% | -$57.5M |
|
57
Honeywell
HON
$139B
| $416M | 0.32% | 2,003,709 -389,376 | -16% | -$80.8M |
|
58
Qualcomm
QCOM
$173B
| $410M | 0.32% | 3,447,262 -447,945 | -11% | -$53.3M |
|
59
Intel
INTC
$107B
| $410M | 0.32% | 12,258,590 -1,739,521 | -12% | -$58.2M |
|
60
Caterpillar
CAT
$196B
| $398M | 0.31% | 1,619,042 -199,956 | -11% | -$49.2M |
|
61
Wells Fargo
WFC
$263B
| $387M | 0.3% | 9,071,636 -1,465,022 | -14% | -$62.5M |
|
|
62
Twilio
TWLO
$16.2B
| $383M | 0.3% | 6,024,527 +933,283 | +18% | +$59.4M |
|
63
Amgen
AMGN
$155B
| $378M | 0.29% | 1,701,305 -205,280 | -11% | -$45.6M |
|
64
NextEra Energy, Inc.
NEE
$148B
| $375M | 0.29% | 5,056,115 -600,792 | -11% | -$44.6M |
|
65
Analog Devices
ADI
$124B
| $375M | 0.29% | 1,923,783 -222,870 | -10% | -$43.4M |
|
66
Nike
NKE
$114B
| $373M | 0.29% | 3,382,483 -523,975 | -13% | -$57.8M |
|
67
Stryker
SYK
$150B
| $371M | 0.29% | 1,214,946 -186,857 | -13% | -$57M |
|
68
Elevance Health
ELV
$71.8B
| $370M | 0.29% | 832,746 -78,906 | -9% | -$35.1M |
|
|
69
Synopsys
SNPS
$112B
| $369M | 0.29% | 848,613 +112,431 | +15% | +$49M |
|
70
IBM
IBM
$227B
| $367M | 0.29% | 2,740,507 -247,304 | -8% | -$33.1M |
|
71
Goldman Sachs
GS
$226B
| $360M | 0.28% | 1,116,691 -184,418 | -14% | -$59.5M |
|
72
Boeing
BA
$177B
| $357M | 0.28% | 1,691,741 -196,923 | -10% | -$41.6M |
|
73
Unity
U
$16.7B
| $356M | 0.28% | 8,191,675 +147,552 | +2% | +$6.41M |
|
74
Bristol-Myers Squibb
BMY
$96B
| $355M | 0.28% | 5,553,117 -801,341 | -13% | -$51.2M |
|
75
Equinix
EQIX
$76.9B
| $354M | 0.28% | 451,857 -15,837 | -3% | -$12.4M |
|