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
|
$1.77B |
| 2 |
Cintas
CTAS
|
$136M |
| 3 |
Amazon
AMZN
|
$124M |
| 4 |
Microsoft
MSFT
|
$108M |
| 5 |
Apple
AAPL
|
$101M |
Top Sells
| 1 |
Zoom
ZM
|
$218M |
| 2 |
Tesla
TSLA
|
$119M |
| 3 |
TE Connectivity
TEL
|
$108M |
| 4 |
Parker-Hannifin
PH
|
$76.5M |
| 5 |
NVIDIA
NVDA
|
$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Amgen
AMGN
$155B
| $508M | 0.35% |
1,575,775
+26,805
| +2% | +$8.64M |
|
52
GE Aerospace
GE
$292B
| $501M | 0.35% |
2,656,801
+51,790
| +2% | +$9.77M |
|
53
Goldman Sachs
GS
$226B
| $494M | 0.34% |
998,136
+4,007
| +0.4% | +$1.98M |
|
54
Intuit
INTU
$186B
| $494M | 0.34% |
795,364
+1,792
| +0.2% | +$1.11M |
|
55
Progressive
PGR
$145B
| $487M | 0.34% |
1,917,468
-4,314
| -0.2% | -$1.09M |
|
56
Roku
ROKU
$14.2B
| $482M | 0.33% |
6,451,262
-444,763
| -6% | -$33.2M |
|
57
Mercado Libre
MELI
$125B
| $476M | 0.33% |
231,887
+7,291
| +3% | +$15M |
|
58
Shopify
SHOP
$181B
| $473M | 0.33% |
5,907,192
-140,193
| -2% | -$11.2M |
|
59
Eaton
ETN
$134B
| $471M | 0.33% |
1,422,189
+40,078
| +3% | +$13.3M |
|
60
Texas Instruments
TXN
$184B
| $469M | 0.32% |
2,269,813
+40,185
| +2% | +$8.3M |
|
61
Verizon
VZ
$185B
| $461M | 0.32% |
10,271,363
+134,638
| +1% | +$6.05M |
|
62
ServiceNow
NOW
$189B
| $461M | 0.32% |
515,312
+6,499
| +1% | +$5.81M |
|
63
American Express
AXP
$230B
| $456M | 0.32% |
1,682,959
+7,676
| +0.5% | +$2.08M |
|
64
Comcast
CMCSA
$126B
| $455M | 0.32% |
10,884,307
+18,315
| +0.2% | +$765K |
|
65
Equinix
EQIX
$76.9B
| $449M | 0.31% |
506,082
+23,479
| +5% | +$20.8M |
|
66
Abbott
ABT
$231B
| $448M | 0.31% |
3,933,619
+86,538
| +2% | +$9.87M |
|
67
Elevance Health
ELV
$71.8B
| $445M | 0.31% |
856,589
+49,755
| +6% | +$25.9M |
|
68
Wells Fargo
WFC
$263B
| $444M | 0.31% |
7,861,166
-403,905
| -5% | -$22.8M |
|
69
Micron Technology
MU
$133B
| $443M | 0.31% |
4,276,245
+295,452
| +7% | +$30.6M |
|
70
Booking.com
BKNG
$181B
| $443M | 0.31% |
105,210
-695
| -0.7% | -$2.93M |
|
71
Uber
UBER
$194B
| $432M | 0.3% |
5,752,471
+512,591
| +10% | +$38.5M |
|
72
Walt Disney
DIS
$213B
| $429M | 0.3% |
4,464,176
+40,284
| +0.9% | +$3.87M |
|
73
Stryker
SYK
$150B
| $413M | 0.29% |
1,143,573
+32,491
| +3% | +$11.7M |
|
74
Roblox
RBLX
$89.1B
| $399M | 0.28% |
9,024,600
-960,217
| -10% | -$42.5M |
|
75
NextEra Energy, Inc.
NEE
$148B
| $398M | 0.28% |
4,711,401
-106,600
| -2% | -$9.01M |
|