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 |
NVIDIA
NVDA
|
$7.06B |
| 2 |
Chipotle Mexican Grill
CMG
|
$192M |
| 3 |
Amphenol
APH
|
$126M |
| 4 |
GE Vernova
GEV
|
$104M |
| 5 |
Curtiss-Wright
CW
|
$81.7M |
Top Sells
| 1 |
Microsoft
MSFT
|
$537M |
| 2 |
Apple
AAPL
|
$515M |
| 3 |
Royal Bank of Canada
RY
|
$328M |
| 4 |
Toronto Dominion Bank
TD
|
$250M |
| 5 |
Meta Platforms (Facebook)
META
|
$238M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Caterpillar
CAT
$196B
| $477M | 0.35% |
1,430,980
-114,278
| -7% | -$38.1M |
|
52
Accenture
ACN
$162B
| $462M | 0.34% |
1,521,693
-409,452
| -21% | -$124M |
|
53
Goldman Sachs
GS
$226B
| $450M | 0.33% |
994,129
-56,928
| -5% | -$25.7M |
|
54
Walt Disney
DIS
$213B
| $439M | 0.32% |
4,423,892
-319,744
| -7% | -$31.7M |
|
55
Elevance Health
ELV
$71.8B
| $437M | 0.32% |
806,834
-36,646
| -4% | -$19.9M |
|
56
Texas Instruments
TXN
$184B
| $434M | 0.32% |
2,229,628
-169,693
| -7% | -$33M |
|
57
Eaton
ETN
$134B
| $433M | 0.32% |
1,382,111
-67,402
| -5% | -$21.1M |
|
58
Comcast
CMCSA
$126B
| $426M | 0.31% |
10,865,992
+21,187
| +0.2% | +$830K |
|
59
IBM
IBM
$227B
| $422M | 0.31% |
2,440,689
-186,078
| -7% | -$32.2M |
|
60
Booking.com
BKNG
$181B
| $420M | 0.31% |
105,905
-6,056
| -5% | -$24M |
|
61
Verizon
VZ
$185B
| $418M | 0.31% |
10,136,725
-811,747
| -7% | -$33.5M |
|
62
GE Aerospace
GE
$292B
| $414M | 0.31% |
2,605,011
-186,266
| -7% | -$29.6M |
|
63
Roku
ROKU
$14.2B
| $413M | 0.31% |
6,896,025
-453,042
| -6% | -$27.2M |
|
64
Analog Devices
ADI
$124B
| $407M | 0.3% |
1,782,857
-69,451
| -4% | -$15.9M |
|
65
Synopsys
SNPS
$112B
| $406M | 0.3% |
682,331
-43,728
| -6% | -$26M |
|
66
ServiceNow
NOW
$189B
| $400M | 0.3% |
508,813
-38,257
| -7% | -$30.1M |
|
67
Abbott
ABT
$231B
| $400M | 0.3% |
3,847,081
-1,484,679
| -28% | -$154M |
|
68
Shopify
SHOP
$181B
| $399M | 0.29% |
6,047,385
-1,462,957
| -19% | -$96.6M |
|
69
Progressive
PGR
$145B
| $399M | 0.29% |
1,921,782
-87,410
| -4% | -$18.2M |
|
70
Honeywell
HON
$138B
| $395M | 0.29% |
1,849,399
-87,711
| -5% | -$18.7M |
|
71
American Express
AXP
$230B
| $388M | 0.29% |
1,675,283
-15,245
| -0.9% | -$3.53M |
|
72
Uber
UBER
$194B
| $381M | 0.28% |
5,239,880
+324,769
| +7% | +$23.6M |
|
73
Stryker
SYK
$150B
| $378M | 0.28% |
1,111,082
-56,215
| -5% | -$19.1M |
|
74
Roblox
RBLX
$89.1B
| $372M | 0.27% |
9,984,817
+1,491,726
| +18% | +$55.5M |
|
75
Mercado Libre
MELI
$125B
| $369M | 0.27% |
224,596
-14,214
| -6% | -$23.4M |
|