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 |
Teva Pharmaceuticals
TEVA
|
$96.7M |
| 2 |
Intercontinental Exchange
ICE
|
$73.6M |
| 3 |
Fortis
FTS
|
$35.6M |
| 4 |
Monster Beverage
MNST
|
$33.4M |
| 5 |
CSC
Computer Sciences
CSC
|
$25.9M |
Top Sells
Sector Composition
| 1 | Financials | 16.97% |
| 2 | Technology | 13.57% |
| 3 | Healthcare | 12.49% |
| 4 | Communication Services | 9.82% |
| 5 | Consumer Discretionary | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $1.8B | 2.93% | 15,503,484 -543,649 | -3% | -$63M |
|
2
Microsoft
MSFT
$3.77T
| $1.31B | 2.14% | 21,142,670 -670,770 | -3% | -$41.7M |
|
3
Exxon Mobil
XOM
$487B
| $1.07B | 1.75% | 11,857,434 -678,343 | -5% | -$61.2M |
|
4
JPMorgan Chase
JPM
$829B
| $930M | 1.52% | 10,779,287 -207,794 | -2% | -$17.9M |
|
5
Johnson & Johnson
JNJ
$427B
| $911M | 1.49% | 7,906,798 -203,937 | -3% | -$23.5M |
|
6
Amazon
AMZN
$2.44T
| $880M | 1.44% | 1,174,176 -15,260 | -1% | -$11.4M |
|
7
GE Aerospace
GE
$292B
| $803M | 1.31% | 25,409,666 -1,365,286 | -5% | -$43.1M |
|
8
Meta Platforms (Facebook)
META
$1.86T
| $765M | 1.25% | 6,649,993 -270,988 | -4% | -$31.2M |
|
9
AT&T
T
$209B
| $756M | 1.23% | 17,771,518 -386,509 | -2% | -$16.4M |
|
10
Wells Fargo
WFC
$263B
| $734M | 1.2% | 13,322,618 -294,098 | -2% | -$16.2M |
|
11
Alphabet (Google) Class A
GOOGL
$2.57T
| $692M | 1.13% | 872,723 -9,127 | -1% | -$7.23M |
|
|
12
Alphabet (Google) Class C
GOOG
$2.58T
| $686M | 1.12% | 888,428 -11,990 | -1% | -$9.25M |
|
13
Chevron
CVX
$324B
| $667M | 1.09% | 5,666,890 -406,797 | -7% | -$47.9M |
|
14
Bank of America
BAC
$376B
| $665M | 1.09% | 30,089,465 +972,606 | +3% | +$21.5M |
|
15
Verizon
VZ
$186B
| $650M | 1.06% | 12,182,879 -197,234 | -2% | -$10.5M |
|
16
Procter & Gamble
PG
$368B
| $650M | 1.06% | 7,733,557 -423,739 | -5% | -$35.6M |
|
17
Berkshire Hathaway Class B
BRK.B
$1.09T
| $585M | 0.95% | 3,588,457 +156,497 | +5% | +$25.5M |
|
18
Pfizer
PFE
$141B
| $559M | 0.91% | 17,207,858 -338,707 | -2% | -$11M |
|
19
Intel
INTC
$107B
| $513M | 0.84% | 14,153,961 -299,836 | -2% | -$10.9M |
|
20
Citigroup
C
$178B
| $499M | 0.81% | 8,394,009 -354,432 | -4% | -$21.1M |
|
21
Comcast
CMCSA
$125B
| $495M | 0.81% | 7,167,442 -184,315 | -3% | -$12.7M |
|
22
UnitedHealth
UNH
$281B
| $491M | 0.8% | 3,068,168 -50,888 | -2% | -$8.14M |
|
23
Home Depot
HD
$405B
| $485M | 0.79% | 3,613,907 -144,342 | -4% | -$19.4M |
|
24
Coca-Cola
KO
$297B
| $483M | 0.79% | 11,646,339 -362,011 | -3% | -$15M |
|
25
Merck
MRK
$210B
| $465M | 0.76% | 7,891,865 -207,850 | -3% | -$12.2M |
|