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 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$139M |
| 2 |
Tesla
TSLA
|
$42.1M |
| 3 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$39.9M |
| 4 |
Franklin Resources
BEN
|
$36.5M |
| 5 |
Booking.com
BKNG
|
$24M |
Top Sells
| 1 |
AGN
Allergan plc
AGN
|
$52.5M |
| 2 |
GE Aerospace
GE
|
$32.1M |
| 3 |
Pfizer
PFE
|
$27.4M |
| 4 |
Exxon Mobil
XOM
|
$23.5M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$22.4M |
Sector Composition
| 1 | Financials | 16.05% |
| 2 | Technology | 12.72% |
| 3 | Healthcare | 12.54% |
| 4 | Energy | 11.04% |
| 5 | Industrials | 9.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $1.26B | 2.72% | 2,639,315 -1,851 | -0.1% | -$882K |
|
|
2
Exxon Mobil
XOM
$487B
| $1.06B | 2.29% | 12,299,860 -273,651 | -2% | -$23.5M |
|
3
Microsoft
MSFT
$3.77T
| $725M | 1.57% | 21,775,413 -211,975 | -1% | -$7.05M |
|
4
Chevron
CVX
$324B
| $683M | 1.48% | 5,617,785 -39,044 | -0.7% | -$4.74M |
|
|
5
GE Aerospace
GE
$292B
| $678M | 1.47% | 28,392,448 -1,345,628 | -5% | -$32.1M |
|
6
Alphabet (Google) Class C
GOOG
$2.58T
| $667M | 1.44% | 761,166 -1,760 | -0.2% | -$1.54M |
|
7
Johnson & Johnson
JNJ
$427B
| $664M | 1.44% | 7,664,142 +27,608 | +0.4% | +$2.39M |
|
8
Procter & Gamble
PG
$368B
| $583M | 1.26% | 7,775,345 -5,195 | -0.1% | -$390K |
|
9
Wells Fargo
WFC
$263B
| $575M | 1.24% | 13,909,778 -57,189 | -0.4% | -$2.36M |
|
|
10
Pfizer
PFE
$141B
| $541M | 1.17% | 18,832,235 -953,523 | -5% | -$27.4M |
|
11
JPMorgan Chase
JPM
$829B
| $534M | 1.15% | 10,410,316 -135,637 | -1% | -$6.96M |
|
12
IBM
IBM
$227B
| $534M | 1.15% | 2,884,430 -48,082 | -2% | -$8.9M |
|
13
AT&T
T
$209B
| $505M | 1.09% | 15,131,065 -372,103 | -2% | -$12.4M |
|
14
Citigroup
C
$178B
| $438M | 0.95% | 9,031,079 +327,687 | +4% | +$15.9M |
|
15
Bank of America
BAC
$376B
| $433M | 0.94% | 31,341,433 -232,762 | -0.7% | -$3.21M |
|
16
Coca-Cola
KO
$297B
| $408M | 0.88% | 10,772,055 +38,660 | +0.4% | +$1.46M |
|
17
Merck
MRK
$210B
| $404M | 0.87% | 8,490,138 -24,217 | -0.3% | -$1.15M |
|
18
Philip Morris
PM
$260B
| $392M | 0.85% | 4,522,464 -59,124 | -1% | -$5.12M |
|
19
Verizon
VZ
$186B
| $380M | 0.82% | 8,223,487 -30,026 | -0.4% | -$1.39M |
|
20
Cisco
CSCO
$274B
| $363M | 0.79% | 15,614,334 -68,325 | -0.4% | -$1.59M |
|
21
Berkshire Hathaway Class B
BRK.B
$1.09T
| $358M | 0.77% | 3,153,422 +55,222 | +2% | +$6.27M |
|
22
Oracle
ORCL
$635B
| $337M | 0.73% | 10,191,648 -144,898 | -1% | -$4.79M |
|
23
Intel
INTC
$107B
| $335M | 0.72% | 14,600,263 +26,614 | +0.2% | +$610K |
|
24
Home Depot
HD
$405B
| $332M | 0.72% | 4,374,336 -130,427 | -3% | -$9.89M |
|
25
Walmart
WMT
$774B
| $332M | 0.72% | 4,482,984 -74,820 | -2% | -$5.53M |
|