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 |
Broadcom
AVGO
|
$192M |
| 2 |
Cencora
COR
|
$123M |
| 3 |
IQVIA
IQV
|
$60.2M |
| 4 |
CRH
CRH
|
$58.6M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
$56M |
Top Sells
| 1 |
Coinbase
COIN
|
$416M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
$184M |
| 3 |
Apple
AAPL
|
$142M |
| 4 |
NVIDIA
NVDA
|
$125M |
| 5 |
VMW
VMware, Inc
VMW
|
$107M |
Sector Composition
| 1 | Technology | 29.99% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Amgen
AMGN
$155B
| $477M | 0.35% | 1,656,915 -27,546 | -2% | -$7.93M |
|
52
Comcast
CMCSA
$125B
| $477M | 0.35% | 10,879,580 +231,297 | +2% | +$10.1M |
|
53
Zoom
ZM
$24.4B
| $475M | 0.35% | 6,612,008 +216,768 | +3% | +$15.6M |
|
54
Danaher
DHR
$147B
| $475M | 0.35% | 2,055,223 -9,815 | -0.5% | -$2.27M |
|
55
Caterpillar
CAT
$196B
| $459M | 0.34% | 1,552,782 -35,578 | -2% | -$10.5M |
|
56
Twilio
TWLO
$16.2B
| $459M | 0.34% | 6,046,445 -89,175 | -1% | -$6.77M |
|
57
Pfizer
PFE
$141B
| $452M | 0.33% | 15,706,951 +115,392 | +0.7% | +$3.32M |
|
58
Walt Disney
DIS
$213B
| $435M | 0.32% | 4,818,721 -73,373 | -1% | -$6.62M |
|
59
IBM
IBM
$227B
| $434M | 0.32% | 2,653,554 -43,523 | -2% | -$7.12M |
|
60
Boeing
BA
$177B
| $426M | 0.32% | 1,635,803 -30,656 | -2% | -$7.99M |
|
61
Wells Fargo
WFC
$263B
| $422M | 0.31% | 8,580,769 -113,082 | -1% | -$5.57M |
|
62
Oracle
ORCL
$635B
| $414M | 0.31% | 3,924,344 -103,012 | -3% | -$10.9M |
|
63
Goldman Sachs
GS
$226B
| $411M | 0.3% | 1,066,189 -28,604 | -3% | -$11M |
|
64
Verizon
VZ
$186B
| $411M | 0.3% | 10,892,230 -150,016 | -1% | -$5.66M |
|
65
Texas Instruments
TXN
$184B
| $410M | 0.3% | 2,405,946 -24,010 | -1% | -$4.09M |
|
66
Honeywell
HON
$139B
| $406M | 0.3% | 1,937,197 -40,486 | -2% | -$8.49M |
|
67
Booking.com
BKNG
$181B
| $405M | 0.3% | 114,124 -2,980 | -3% | -$10.6M |
|
68
Synopsys
SNPS
$112B
| $396M | 0.29% | 768,166 -116,917 | -13% | -$60.2M |
|
69
Elevance Health
ELV
$71.8B
| $392M | 0.29% | 831,128 +1,841 | +0.2% | +$868K |
|
70
ServiceNow
NOW
$190B
| $387M | 0.29% | 547,576 -5,750 | -1% | -$4.06M |
|
71
Eaton
ETN
$136B
| $381M | 0.28% | 1,580,629 -45,483 | -3% | -$11M |
|
72
Unity
U
$16.7B
| $373M | 0.28% | 9,131,625 +1,170,058 | +15% | +$47.8M |
|
73
Robinhood
HOOD
$92.4B
| $372M | 0.28% | 29,205,693 +2,517,012 | +9% | +$32.1M |
|
74
Analog Devices
ADI
$124B
| $371M | 0.27% | 1,867,159 -14,647 | -0.8% | -$2.91M |
|
75
Equinix
EQIX
$76.9B
| $365M | 0.27% | 452,601 +20,633 | +5% | +$16.6M |
|