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 |
Extra Space Storage
EXR
|
$90M |
| 2 |
Advanced Micro Devices
AMD
|
$76.6M |
| 3 |
Amphenol
APH
|
$71M |
| 4 |
Kenvue
KVUE
|
$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
$153M |
| 2 |
Johnson & Johnson
JNJ
|
$96.2M |
| 3 |
Coinbase
COIN
|
$94.4M |
| 4 |
Tesla
TSLA
|
$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
UiPath
PATH
$5.95B
| $438M | 0.36% | 25,602,163 -633,774 | -2% | -$10.8M |
|
52
Caterpillar
CAT
$196B
| $434M | 0.36% | 1,588,360 -30,682 | -2% | -$8.38M |
|
53
Intel
INTC
$107B
| $433M | 0.36% | 12,168,198 -90,392 | -0.7% | -$3.21M |
|
54
Intuitive Surgical
ISRG
$170B
| $431M | 0.35% | 1,474,251 -31,293 | -2% | -$9.15M |
|
55
Applied Materials
AMAT
$128B
| $431M | 0.35% | 3,109,881 -60,381 | -2% | -$8.36M |
|
56
Oracle
ORCL
$635B
| $427M | 0.35% | 4,027,356 -39,229 | -1% | -$4.16M |
|
57
Synopsys
SNPS
$112B
| $406M | 0.33% | 885,083 +36,470 | +4% | +$16.7M |
|
58
Walt Disney
DIS
$213B
| $397M | 0.33% | 4,892,094 -108,403 | -2% | -$8.79M |
|
59
Texas Instruments
TXN
$184B
| $386M | 0.32% | 2,429,956 -39,612 | -2% | -$6.3M |
|
60
ConocoPhillips
COP
$124B
| $382M | 0.31% | 3,192,668 -54,140 | -2% | -$6.49M |
|
61
IBM
IBM
$227B
| $378M | 0.31% | 2,697,077 -43,430 | -2% | -$6.09M |
|
62
Qualcomm
QCOM
$173B
| $378M | 0.31% | 3,406,983 -40,279 | -1% | -$4.47M |
|
63
Honeywell
HON
$139B
| $365M | 0.3% | 1,977,683 -26,026 | -1% | -$4.81M |
|
64
Booking.com
BKNG
$181B
| $361M | 0.3% | 117,104 -7,053 | -6% | -$21.8M |
|
65
Elevance Health
ELV
$71.8B
| $361M | 0.3% | 829,287 -3,459 | -0.4% | -$1.51M |
|
66
Twilio
TWLO
$16.2B
| $359M | 0.29% | 6,135,620 +111,093 | +2% | +$6.5M |
|
67
Verizon
VZ
$186B
| $358M | 0.29% | 11,042,246 -189,499 | -2% | -$6.14M |
|
68
Wells Fargo
WFC
$263B
| $355M | 0.29% | 8,693,851 -377,785 | -4% | -$15.4M |
|
69
Goldman Sachs
GS
$226B
| $354M | 0.29% | 1,094,793 -21,898 | -2% | -$7.09M |
|
70
Eaton
ETN
$136B
| $347M | 0.28% | 1,626,112 -38,496 | -2% | -$8.21M |
|
71
Analog Devices
ADI
$124B
| $329M | 0.27% | 1,881,806 -41,977 | -2% | -$7.35M |
|
72
Stryker
SYK
$150B
| $325M | 0.27% | 1,189,434 -25,512 | -2% | -$6.97M |
|
73
Schlumberger
SLB
$55B
| $322M | 0.26% | 5,517,136 -213,671 | -4% | -$12.5M |
|
74
Boeing
BA
$177B
| $319M | 0.26% | 1,666,459 -25,282 | -1% | -$4.85M |
|
75
Nike
NKE
$114B
| $317M | 0.26% | 3,311,339 -71,144 | -2% | -$6.8M |
|