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 |
Kinder Morgan
KMI
|
$110M |
| 2 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$32.5M |
| 3 |
Skyworks Solutions
SWKS
|
$31.6M |
| 4 |
Hanesbrands
HBI
|
$27.3M |
| 5 |
Incyte
INCY
|
$26.8M |
Top Sells
| 1 |
WBA
Walgreens Boots Alliance
WBA
|
$179M |
| 2 |
Wells Fargo
WFC
|
$49.5M |
| 3 |
Exxon Mobil
XOM
|
$37.7M |
| 4 |
Apple
AAPL
|
$26.6M |
| 5 |
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
|
$25.5M |
Sector Composition
| 1 | Financials | 15.63% |
| 2 | Technology | 13.58% |
| 3 | Healthcare | 13.35% |
| 4 | Energy | 9.98% |
| 5 | Industrials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $1.7B | 3.29% | 15,065,185 -236,732 | -2% | -$26.6M |
|
|
2
Exxon Mobil
XOM
$487B
| $1.03B | 2% | 11,082,941 -404,764 | -4% | -$37.7M |
|
3
Microsoft
MSFT
$3.77T
| $902M | 1.75% | 19,186,452 -235,838 | -1% | -$11.1M |
|
4
Alphabet (Google) Class C
GOOG
$2.58T
| $745M | 1.45% | 1,398,752 -20,408 | -1% | -$10.9M |
|
5
Johnson & Johnson
JNJ
$427B
| $727M | 1.41% | 6,900,344 -55,830 | -0.8% | -$5.88M |
|
|
6
Wells Fargo
WFC
$263B
| $658M | 1.28% | 11,881,124 -893,836 | -7% | -$49.5M |
|
7
Procter & Gamble
PG
$368B
| $638M | 1.24% | 6,958,570 -31,431 | -0.4% | -$2.88M |
|
8
GE Aerospace
GE
$292B
| $611M | 1.19% | 23,892,923 -197,649 | -0.8% | -$5.05M |
|
9
Chevron
CVX
$324B
| $606M | 1.18% | 5,354,695 -42,405 | -0.8% | -$4.8M |
|
10
JPMorgan Chase
JPM
$829B
| $605M | 1.17% | 9,647,741 -156,191 | -2% | -$9.8M |
|
11
Pfizer
PFE
$141B
| $510M | 0.99% | 16,265,361 -336,010 | -2% | -$10.5M |
|
12
Verizon
VZ
$186B
| $474M | 0.92% | 10,142,913 -26,051 | -0.3% | -$1.22M |
|
13
Intel
INTC
$107B
| $471M | 0.91% | 12,822,623 -70,169 | -0.5% | -$2.58M |
|
14
AT&T
T
$209B
| $455M | 0.88% | 13,544,251 -57,072 | -0.4% | -$1.92M |
|
15
Bank of America
BAC
$376B
| $455M | 0.88% | 25,101,345 -137,235 | -0.5% | -$2.49M |
|
16
Berkshire Hathaway Class B
BRK.B
$1.09T
| $449M | 0.87% | 2,955,371 +156,408 | +6% | +$23.8M |
|
17
Meta Platforms (Facebook)
META
$1.86T
| $415M | 0.81% | 5,239,978 -171,406 | -3% | -$13.6M |
|
18
Merck
MRK
$210B
| $406M | 0.79% | 7,037,740 -145,700 | -2% | -$8.4M |
|
19
Coca-Cola
KO
$297B
| $405M | 0.79% | 9,467,116 -66,419 | -0.7% | -$2.84M |
|
20
Citigroup
C
$178B
| $403M | 0.78% | 7,355,034 -120,065 | -2% | -$6.58M |
|
21
Walt Disney
DIS
$213B
| $398M | 0.77% | 4,201,774 +15,354 | +0.4% | +$1.45M |
|
22
Oracle
ORCL
$635B
| $396M | 0.77% | 8,758,566 -278,644 | -3% | -$12.6M |
|
23
IBM
IBM
$227B
| $380M | 0.74% | 2,373,615 -26,172 | -1% | -$4.19M |
|
24
Gilead Sciences
GILD
$140B
| $377M | 0.73% | 3,961,849 -83,343 | -2% | -$7.94M |
|
25
Cisco
CSCO
$274B
| $375M | 0.73% | 13,313,134 -107,040 | -0.8% | -$3.01M |
|