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 |
DuPont de Nemours
DD
|
$234M |
| 2 |
Alibaba
BABA
|
$82.3M |
| 3 |
iShares Gold Trust
IAU
|
$79.6M |
| 4 |
Baker Hughes
BKR
|
$43.6M |
| 5 |
Meta Platforms (Facebook)
META
|
$39.6M |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$211M |
| 2 |
RAI
Reynolds American Inc
RAI
|
$169M |
| 3 |
BHI
Baker Hughes
BHI
|
$65.5M |
| 4 |
WFM
Whole Foods Market Inc
WFM
|
$39.8M |
| 5 |
Bank of America
BAC
|
$24.7M |
Sector Composition
| 1 | Financials | 17.23% |
| 2 | Technology | 15.13% |
| 3 | Healthcare | 12.68% |
| 4 | Communication Services | 10.08% |
| 5 | Consumer Discretionary | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $2.39B | 3.37% | 15,494,591 -106,127 | -0.7% | -$16.4M |
|
2
Microsoft
MSFT
$3.77T
| $1.58B | 2.23% | 21,245,766 -196,410 | -0.9% | -$14.6M |
|
|
3
Meta Platforms (Facebook)
META
$1.86T
| $1.22B | 1.72% | 7,115,741 +231,883 | +3% | +$39.6M |
|
4
Amazon
AMZN
$2.44T
| $1.19B | 1.68% | 1,239,863 +10,371 | +0.8% | +$9.97M |
|
5
Johnson & Johnson
JNJ
$427B
| $1.05B | 1.48% | 8,048,778 -20,201 | -0.3% | -$2.63M |
|
6
JPMorgan Chase
JPM
$829B
| $1.02B | 1.44% | 10,704,575 -163,113 | -2% | -$15.6M |
|
7
Exxon Mobil
XOM
$487B
| $1.01B | 1.43% | 12,333,536 +190,293 | +2% | +$15.6M |
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $886M | 1.25% | 924,063 -4,741 | -0.5% | -$4.55M |
|
|
9
Alphabet (Google) Class A
GOOGL
$2.57T
| $861M | 1.22% | 884,506 -7,591 | -0.9% | -$7.39M |
|
|
10
Bank of America
BAC
$376B
| $744M | 1.05% | 29,365,363 -975,333 | -3% | -$24.7M |
|
11
Wells Fargo
WFC
$263B
| $743M | 1.05% | 13,469,760 -178,511 | -1% | -$9.84M |
|
12
Procter & Gamble
PG
$368B
| $720M | 1.02% | 7,915,665 -14,715 | -0.2% | -$1.34M |
|
13
AT&T
T
$209B
| $719M | 1.01% | 18,344,587 -93,857 | -0.5% | -$3.68M |
|
14
Chevron
CVX
$324B
| $682M | 0.96% | 5,808,207 -57,073 | -1% | -$6.71M |
|
15
Berkshire Hathaway Class B
BRK.B
$1.09T
| $658M | 0.93% | 3,588,771 +14,175 | +0.4% | +$2.6M |
|
16
Pfizer
PFE
$141B
| $641M | 0.9% | 17,941,728 +24,602 | +0.1% | +$878K |
|
|
17
Alibaba
BABA
$322B
| $620M | 0.88% | 3,590,486 +476,808 | +15% | +$82.3M |
|
18
UnitedHealth
UNH
$281B
| $617M | 0.87% | 3,151,142 -17,109 | -0.5% | -$3.35M |
|
19
Citigroup
C
$178B
| $610M | 0.86% | 8,387,913 -168,248 | -2% | -$12.2M |
|
20
Verizon
VZ
$186B
| $605M | 0.85% | 12,224,201 -65,032 | -0.5% | -$3.22M |
|
21
GE Aerospace
GE
$292B
| $593M | 0.84% | 24,526,241 -402,628 | -2% | -$9.74M |
|
22
Visa
V
$683B
| $592M | 0.84% | 5,625,868 -18,966 | -0.3% | -$2M |
|
23
Home Depot
HD
$405B
| $581M | 0.82% | 3,552,235 -101,135 | -3% | -$16.5M |
|
24
Comcast
CMCSA
$125B
| $558M | 0.79% | 14,506,618 -170,416 | -1% | -$6.56M |
|
25
Intel
INTC
$107B
| $548M | 0.77% | 14,379,700 -263,910 | -2% | -$10M |
|