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 |
Nutrien
NTR
|
$86.1M |
| 2 |
WP
Worldpay, Inc.
WP
|
$72.2M |
| 3 |
Fiserv
FI
|
$65.5M |
| 4 |
Aflac
AFL
|
$61.8M |
| 5 |
Interactive Brokers
IBKR
|
$52M |
Top Sells
| 1 |
Alibaba
BABA
|
$58.9M |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
$48.6M |
| 3 |
AGU
Agrium
AGU
|
$45.3M |
| 4 |
CME Group
CME
|
$37.4M |
| 5 |
Cisco
CSCO
|
$31.4M |
Sector Composition
| 1 | Financials | 17.44% |
| 2 | Technology | 16.68% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 10.68% |
| 5 | Communication Services | 9.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $2.68B | 3.45% | 15,977,515 +136,478 | +0.9% | +$22.9M |
|
2
Microsoft
MSFT
$3.77T
| $2B | 2.57% | 21,899,699 +346,564 | +2% | +$31.6M |
|
3
Amazon
AMZN
$2.44T
| $1.89B | 2.43% | 1,306,378 +21,243 | +2% | +$30.7M |
|
4
Meta Platforms (Facebook)
META
$1.86T
| $1.18B | 1.52% | 7,379,226 +116,539 | +2% | +$18.6M |
|
5
JPMorgan Chase
JPM
$829B
| $1.18B | 1.52% | 10,718,499 -695 | -0% | -$76.4K |
|
6
Johnson & Johnson
JNJ
$427B
| $1.1B | 1.42% | 8,590,694 +383,040 | +5% | +$49.1M |
|
7
Alphabet (Google) Class C
GOOG
$2.58T
| $998M | 1.28% | 967,397 +22,363 | +2% | +$23.1M |
|
8
Exxon Mobil
XOM
$487B
| $947M | 1.22% | 12,689,837 +171,566 | +1% | +$12.8M |
|
|
9
Alphabet (Google) Class A
GOOGL
$2.57T
| $943M | 1.21% | 908,842 +12,499 | +1% | +$13M |
|
10
Bank of America
BAC
$376B
| $886M | 1.14% | 29,540,043 +649,550 | +2% | +$19.5M |
|
11
Intel
INTC
$107B
| $750M | 0.96% | 14,406,002 -21,998 | -0.2% | -$1.15M |
|
12
Berkshire Hathaway Class B
BRK.B
$1.09T
| $746M | 0.96% | 3,740,610 +49,802 | +1% | +$9.93M |
|
13
Wells Fargo
WFC
$263B
| $711M | 0.91% | 13,563,159 +79,887 | +0.6% | +$4.19M |
|
14
UnitedHealth
UNH
$281B
| $702M | 0.9% | 3,281,765 +67,783 | +2% | +$14.5M |
|
15
Visa
V
$683B
| $702M | 0.9% | 5,866,828 +74,380 | +1% | +$8.9M |
|
16
Home Depot
HD
$405B
| $673M | 0.87% | 3,774,361 +213,914 | +6% | +$38.1M |
|
17
Pfizer
PFE
$141B
| $670M | 0.86% | 18,884,236 +695,201 | +4% | +$24.7M |
|
18
AT&T
T
$209B
| $668M | 0.86% | 18,744,806 +249,018 | +1% | +$8.88M |
|
19
Chevron
CVX
$324B
| $661M | 0.85% | 5,796,953 -86,839 | -1% | -$9.9M |
|
20
iShares Gold Trust
IAU
$50.2B
| $654M | 0.84% | 51,372,900 +3,818,700 | +8% | +$48.6M |
|
|
21
Alibaba
BABA
$322B
| $651M | 0.84% | 3,545,602 -320,725 | -8% | -$58.9M |
|
22
Procter & Gamble
PG
$368B
| $646M | 0.83% | 8,154,523 +90,300 | +1% | +$7.16M |
|
23
Boeing
BA
$177B
| $643M | 0.83% | 1,960,225 +30,696 | +2% | +$10.1M |
|
|
24
Cisco
CSCO
$274B
| $626M | 0.81% | 14,596,041 -732,137 | -5% | -$31.4M |
|
25
Verizon
VZ
$186B
| $608M | 0.78% | 12,710,764 +323,830 | +3% | +$15.5M |
|