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 |
Visa
V
|
$272M |
| 2 |
WBA
Walgreens Boots Alliance
WBA
|
$199M |
| 3 |
Apple
AAPL
|
$151M |
| 4 |
Exxon Mobil
XOM
|
$80.4M |
| 5 |
Microsoft
MSFT
|
$75.3M |
Top Sells
| 1 |
Medtronic
MDT
|
$168M |
| 2 |
AGN
ALLERGAN INC
AGN
|
$150M |
| 3 |
Viatris
VTRS
|
$51.7M |
| 4 |
CFN
CAREFUSION CORPORATION
CFN
|
$30.4M |
| 5 |
SWY
SAFEWAY INC
SWY
|
$20.6M |
Sector Composition
| 1 | Financials | 15.18% |
| 2 | Healthcare | 13.9% |
| 3 | Technology | 13.57% |
| 4 | Energy | 9.54% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $2.03B | 3.66% | 16,281,589 +1,216,404 | +8% | +$151M |
|
|
2
Exxon Mobil
XOM
$487B
| $1.02B | 1.85% | 12,028,660 +945,719 | +9% | +$80.4M |
|
|
3
Microsoft
MSFT
$3.77T
| $855M | 1.54% | 21,037,482 +1,851,030 | +10% | +$75.3M |
|
4
Alphabet (Google) Class C
GOOG
$2.58T
| $835M | 1.51% | 1,514,733 +115,981 | +8% | +$63.9M |
|
5
Johnson & Johnson
JNJ
$427B
| $761M | 1.37% | 7,560,015 +659,671 | +10% | +$66.4M |
|
6
Wells Fargo
WFC
$263B
| $704M | 1.27% | 12,943,650 +1,062,526 | +9% | +$57.8M |
|
7
GE Aerospace
GE
$292B
| $654M | 1.18% | 26,369,958 +2,477,035 | +10% | +$61.5M |
|
8
JPMorgan Chase
JPM
$829B
| $636M | 1.15% | 10,504,366 +856,625 | +9% | +$51.9M |
|
9
Procter & Gamble
PG
$368B
| $625M | 1.13% | 7,631,707 +673,137 | +10% | +$55.2M |
|
10
Chevron
CVX
$324B
| $616M | 1.11% | 5,863,208 +508,513 | +9% | +$53.4M |
|
11
Pfizer
PFE
$141B
| $609M | 1.1% | 17,514,197 +1,248,836 | +8% | +$43.4M |
|
12
Verizon
VZ
$186B
| $541M | 0.98% | 11,134,735 +991,822 | +10% | +$48.2M |
|
13
Meta Platforms (Facebook)
META
$1.86T
| $479M | 0.87% | 5,831,094 +591,116 | +11% | +$48.6M |
|
14
AT&T
T
$209B
| $476M | 0.86% | 14,591,351 +1,047,100 | +8% | +$34.2M |
|
15
Walt Disney
DIS
$213B
| $470M | 0.85% | 4,477,308 +275,534 | +7% | +$28.9M |
|
16
Berkshire Hathaway Class B
BRK.B
$1.09T
| $459M | 0.83% | 3,182,568 +227,197 | +8% | +$32.8M |
|
17
Merck
MRK
$210B
| $445M | 0.8% | 7,744,504 +706,764 | +10% | +$40.6M |
|
18
Citigroup
C
$178B
| $438M | 0.79% | 8,497,390 +1,142,356 | +16% | +$58.9M |
|
19
Home Depot
HD
$405B
| $427M | 0.77% | 3,760,978 +278,804 | +8% | +$31.7M |
|
20
Intel
INTC
$107B
| $427M | 0.77% | 13,649,123 +826,500 | +6% | +$25.8M |
|
21
Gilead Sciences
GILD
$140B
| $426M | 0.77% | 4,341,985 +380,136 | +10% | +$37.3M |
|
22
Bank of America
BAC
$376B
| $423M | 0.76% | 27,517,702 +2,416,357 | +10% | +$37.2M |
|
23
Coca-Cola
KO
$297B
| $422M | 0.76% | 10,411,233 +944,117 | +10% | +$38.3M |
|
24
IBM
IBM
$227B
| $421M | 0.76% | 2,621,483 +247,868 | +10% | +$39.8M |
|
25
Oracle
ORCL
$635B
| $410M | 0.74% | 9,512,380 +753,814 | +9% | +$32.5M |
|