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 |
iShares Gold Trust
IAU
|
$381M |
| 2 |
Intuitive Surgical
ISRG
|
$108M |
| 3 |
SPDR Gold Trust
GLD
|
$103M |
| 4 |
XYZ
Block, Inc.
XYZ
|
$64.2M |
| 5 |
Apple
AAPL
|
$58.6M |
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$67M |
| 2 |
LVLT
Level 3 Communications Inc
LVLT
|
$45.3M |
| 3 |
WP
Worldpay, Inc.
WP
|
$33M |
| 4 |
American International
AIG
|
$26.1M |
| 5 |
Charter Communications
CHTR
|
$21.4M |
Sector Composition
| 1 | Financials | 17.45% |
| 2 | Technology | 15.55% |
| 3 | Healthcare | 12.03% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Communication Services | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $2.68B | 3.46% | 15,841,037 +346,446 | +2% | +$58.6M |
|
2
Microsoft
MSFT
$3.77T
| $1.84B | 2.38% | 21,553,135 +307,369 | +1% | +$26.3M |
|
3
Amazon
AMZN
$2.44T
| $1.5B | 1.94% | 1,285,135 +45,272 | +4% | +$52.9M |
|
4
Meta Platforms (Facebook)
META
$1.86T
| $1.28B | 1.65% | 7,262,687 +146,946 | +2% | +$25.9M |
|
5
Johnson & Johnson
JNJ
$427B
| $1.15B | 1.48% | 8,207,654 +158,876 | +2% | +$22.2M |
|
6
JPMorgan Chase
JPM
$829B
| $1.15B | 1.48% | 10,719,194 +14,619 | +0.1% | +$1.56M |
|
7
Exxon Mobil
XOM
$487B
| $1.05B | 1.35% | 12,518,271 +184,735 | +1% | +$15.5M |
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $989M | 1.28% | 945,034 +20,971 | +2% | +$21.9M |
|
|
9
Alphabet (Google) Class A
GOOGL
$2.57T
| $944M | 1.22% | 896,343 +11,837 | +1% | +$12.5M |
|
10
Bank of America
BAC
$376B
| $853M | 1.1% | 28,890,493 -474,870 | -2% | -$14M |
|
11
Wells Fargo
WFC
$263B
| $818M | 1.06% | 13,483,272 +13,512 | +0.1% | +$820K |
|
12
Procter & Gamble
PG
$368B
| $741M | 0.96% | 8,064,223 +148,558 | +2% | +$13.6M |
|
13
Chevron
CVX
$324B
| $737M | 0.95% | 5,883,792 +75,585 | +1% | +$9.46M |
|
14
Berkshire Hathaway Class B
BRK.B
$1.09T
| $732M | 0.94% | 3,690,808 +102,037 | +3% | +$20.2M |
|
15
AT&T
T
$209B
| $719M | 0.93% | 18,495,788 +151,201 | +0.8% | +$5.88M |
|
16
UnitedHealth
UNH
$281B
| $709M | 0.91% | 3,213,982 +62,840 | +2% | +$13.9M |
|
17
Home Depot
HD
$405B
| $675M | 0.87% | 3,560,447 +8,212 | +0.2% | +$1.56M |
|
18
Alibaba
BABA
$322B
| $667M | 0.86% | 3,866,327 +275,841 | +8% | +$47.6M |
|
19
Intel
INTC
$107B
| $666M | 0.86% | 14,428,000 +48,300 | +0.3% | +$2.23M |
|
20
Visa
V
$683B
| $660M | 0.85% | 5,792,448 +166,580 | +3% | +$19M |
|
21
Pfizer
PFE
$141B
| $659M | 0.85% | 18,189,035 +247,307 | +1% | +$8.96M |
|
22
Verizon
VZ
$186B
| $656M | 0.85% | 12,386,934 +162,733 | +1% | +$8.61M |
|
23
Citigroup
C
$178B
| $628M | 0.81% | 8,439,083 +51,170 | +0.6% | +$3.81M |
|
|
24
iShares Gold Trust
IAU
$50.2B
| $595M | 0.77% | 47,554,200 +30,485,900 | +179% | +$381M |
|
25
Comcast
CMCSA
$125B
| $588M | 0.76% | 14,681,381 +174,763 | +1% | +$7M |
|