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 |
Walmart
WMT
|
$490M |
| 2 |
Tesla
TSLA
|
$198M |
| 3 |
Amazon
AMZN
|
$188M |
| 4 |
Roku
ROKU
|
$95M |
| 5 |
Unity
U
|
$74.2M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Philip Morris
PM
$260B
| $301M | 0.21% | 3,287,532 -25,919 | -0.8% | -$2.37M |
|
102
Vertex Pharmaceuticals
VRTX
$100B
| $300M | 0.21% | 718,410 +7,794 | +1% | +$3.26M |
|
103
Chubb
CB
$110B
| $299M | 0.21% | 1,154,916 -13,802 | -1% | -$3.58M |
|
104
Schlumberger
SLB
$55B
| $299M | 0.21% | 5,448,951 -6,288 | -0.1% | -$345K |
|
105
CVS Health
CVS
$92.8B
| $298M | 0.2% | 3,734,320 +18,790 | +0.5% | +$1.5M |
|
106
Cigna
CI
$80.3B
| $295M | 0.2% | 811,673 +1,544 | +0.2% | +$561K |
|
107
Invesco QQQ Trust
QQQ
$364B
| $293M | 0.2% | 660,856 +51,643 | +8% | +$22.9M |
|
108
TJX Companies
TJX
$152B
| $285M | 0.2% | 2,807,678 -24,055 | -0.8% | -$2.44M |
|
109
Medtronic
MDT
$119B
| $280M | 0.19% | 3,207,374 +8,118 | +0.3% | +$707K |
|
110
Rockwell Automation
ROK
$38.6B
| $278M | 0.19% | 955,574 +54,948 | +6% | +$16M |
|
111
Lockheed Martin
LMT
$106B
| $278M | 0.19% | 611,178 -10,628 | -2% | -$4.83M |
|
112
Morgan Stanley
MS
$240B
| $276M | 0.19% | 2,931,728 -36,551 | -1% | -$3.44M |
|
113
Bristol-Myers Squibb
BMY
$96B
| $275M | 0.19% | 5,074,466 -519,626 | -9% | -$28.2M |
|
114
Amphenol
APH
$133B
| $275M | 0.19% | 2,385,334 -121,476 | -5% | -$14M |
|
115
Charles Schwab
SCHW
$174B
| $273M | 0.19% | 3,769,682 +7,531 | +0.2% | +$545K |
|
116
Automatic Data Processing
ADP
$123B
| $266M | 0.18% | 1,064,136 +6,426 | +0.6% | +$1.6M |
|
117
American Tower
AMT
$95.5B
| $265M | 0.18% | 1,339,721 +98,667 | +8% | +$19.5M |
|
118
United Parcel Service
UPS
$74.1B
| $264M | 0.18% | 1,774,141 -13,534 | -0.8% | -$2.01M |
|
119
CrowdStrike
CRWD
$106B
| $257M | 0.18% | 800,674 -16,243 | -2% | -$5.21M |
|
120
Marsh & McLennan
MMC
$101B
| $257M | 0.18% | 1,246,035 -15,542 | -1% | -$3.2M |
|
121
IQVIA
IQV
$32.4B
| $256M | 0.18% | 1,013,710 -25,726 | -2% | -$6.51M |
|
122
Starbucks
SBUX
$100B
| $256M | 0.18% | 2,797,795 -3,441 | -0.1% | -$314K |
|
123
Gilead Sciences
GILD
$140B
| $255M | 0.18% | 3,484,702 +10,218 | +0.3% | +$748K |
|
124
Boston Scientific
BSX
$156B
| $255M | 0.18% | 3,725,525 -9,509 | -0.3% | -$651K |
|
125
Public Storage
PSA
$51.7B
| $254M | 0.17% | 874,161 -5,612 | -0.6% | -$1.63M |
|