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 |
Kraft Heinz
KHC
|
$117M |
| 2 |
PayPal
PYPL
|
$106M |
| 3 |
Netflix
NFLX
|
$100M |
| 4 |
AT&T
T
|
$70.1M |
| 5 |
Apple
AAPL
|
$55.2M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$833M |
| 2 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$137M |
| 3 |
DTV
DIRECTV COM STK (DE)
DTV
|
$115M |
| 4 |
HSP
HOSPIRA INC
HSP
|
$40M |
| 5 |
NiSource
NI
|
$38.3M |
Sector Composition
| 1 | Financials | 16.22% |
| 2 | Healthcare | 14.18% |
| 3 | Technology | 13.72% |
| 4 | Consumer Discretionary | 9.5% |
| 5 | Industrials | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $1.84B | 3.56% | 16,661,126 +500,358 | +3% | +$55.2M |
|
2
Microsoft
MSFT
$3.77T
| $955M | 1.85% | 21,566,044 +472,608 | +2% | +$20.9M |
|
3
Exxon Mobil
XOM
$487B
| $924M | 1.79% | 12,420,990 +289,509 | +2% | +$21.5M |
|
4
Johnson & Johnson
JNJ
$427B
| $722M | 1.4% | 7,738,444 +245,080 | +3% | +$22.9M |
|
5
GE Aerospace
GE
$292B
| $694M | 1.34% | 27,536,867 +1,074,312 | +4% | +$27.1M |
|
6
Wells Fargo
WFC
$263B
| $686M | 1.33% | 13,353,611 +474,796 | +4% | +$24.4M |
|
7
JPMorgan Chase
JPM
$829B
| $657M | 1.27% | 10,782,990 +382,696 | +4% | +$23.3M |
|
8
Amazon
AMZN
$2.44T
| $579M | 1.12% | 1,130,596 +83,483 | +8% | +$42.7M |
|
9
Procter & Gamble
PG
$368B
| $574M | 1.11% | 7,978,736 +340,138 | +4% | +$24.5M |
|
10
Meta Platforms (Facebook)
META
$1.86T
| $551M | 1.07% | 6,133,975 +277,293 | +5% | +$24.9M |
|
|
11
AT&T
T
$209B
| $547M | 1.06% | 16,779,460 +2,151,177 | +15% | +$70.1M |
|
12
Pfizer
PFE
$141B
| $530M | 1.03% | 16,887,548 +667,534 | +4% | +$21M |
|
13
Verizon
VZ
$186B
| $519M | 1% | 11,923,481 +765,297 | +7% | +$33.3M |
|
14
Chevron
CVX
$324B
| $475M | 0.92% | 6,022,718 +183,072 | +3% | +$14.4M |
|
15
Walt Disney
DIS
$213B
| $466M | 0.9% | 4,561,151 +98,502 | +2% | +$10.1M |
|
16
Coca-Cola
KO
$297B
| $455M | 0.88% | 11,328,841 +382,864 | +3% | +$15.4M |
|
17
Citigroup
C
$178B
| $445M | 0.86% | 8,979,612 +436,069 | +5% | +$21.6M |
|
18
Bank of America
BAC
$376B
| $443M | 0.86% | 28,448,900 +941,000 | +3% | +$14.7M |
|
19
Home Depot
HD
$405B
| $438M | 0.85% | 3,790,516 +67,959 | +2% | +$7.85M |
|
20
Berkshire Hathaway Class B
BRK.B
$1.09T
| $433M | 0.84% | 3,319,548 +35,955 | +1% | +$4.69M |
|
21
Gilead Sciences
GILD
$140B
| $429M | 0.83% | 4,372,658 +86,474 | +2% | +$8.49M |
|
22
Intel
INTC
$107B
| $422M | 0.82% | 14,004,961 +802,738 | +6% | +$24.2M |
|
23
Merck
MRK
$210B
| $415M | 0.8% | 8,407,662 +534,734 | +7% | +$26.4M |
|
24
IBM
IBM
$227B
| $400M | 0.78% | 2,761,737 +181,410 | +7% | +$26.3M |
|
25
Cisco
CSCO
$274B
| $394M | 0.76% | 14,994,975 +560,534 | +4% | +$14.7M |
|