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 |
Broadcom
AVGO
|
$316M |
| 2 |
Apple
AAPL
|
$191M |
| 3 |
Amazon
AMZN
|
$190M |
| 4 |
AT&T
T
|
$158M |
| 5 |
Microsoft
MSFT
|
$138M |
Top Sells
| 1 |
TWX
Time Warner Inc
TWX
|
$220M |
| 2 |
SPDR Gold Trust
GLD
|
$159M |
| 3 |
MON
Monsanto Co
MON
|
$155M |
| 4 |
Keurig Dr Pepper
KDP
|
$68.9M |
| 5 |
WR
Westar Energy Inc
WR
|
$22M |
Sector Composition
| 1 | Technology | 17.57% |
| 2 | Financials | 16.57% |
| 3 | Healthcare | 11.92% |
| 4 | Consumer Discretionary | 11.02% |
| 5 | Communication Services | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $3.15B | 3.67% | 17,008,496 +1,030,981 | +6% | +$191M |
|
|
2
Amazon
AMZN
$2.44T
| $2.41B | 2.81% | 1,418,279 +111,901 | +9% | +$190M |
|
|
3
Microsoft
MSFT
$3.77T
| $2.3B | 2.68% | 23,297,776 +1,398,077 | +6% | +$138M |
|
4
Meta Platforms (Facebook)
META
$1.86T
| $1.53B | 1.78% | 7,851,238 +472,012 | +6% | +$91.7M |
|
5
JPMorgan Chase
JPM
$829B
| $1.17B | 1.36% | 11,199,709 +481,210 | +4% | +$50.1M |
|
6
Alphabet (Google) Class C
GOOG
$2.58T
| $1.14B | 1.33% | 1,024,805 +57,408 | +6% | +$64M |
|
7
Exxon Mobil
XOM
$487B
| $1.14B | 1.32% | 13,735,708 +1,045,871 | +8% | +$86.5M |
|
|
8
Alphabet (Google) Class A
GOOGL
$2.57T
| $1.09B | 1.27% | 965,127 +56,285 | +6% | +$63.6M |
|
9
Johnson & Johnson
JNJ
$427B
| $1.09B | 1.27% | 8,978,198 +387,504 | +5% | +$47M |
|
10
Bank of America
BAC
$376B
| $891M | 1.04% | 31,597,712 +2,057,669 | +7% | +$58M |
|
11
UnitedHealth
UNH
$281B
| $856M | 1% | 3,487,521 +205,756 | +6% | +$50.5M |
|
12
Visa
V
$683B
| $824M | 0.96% | 6,222,956 +356,128 | +6% | +$47.2M |
|
13
Chevron
CVX
$324B
| $808M | 0.94% | 6,391,206 +594,253 | +10% | +$75.1M |
|
14
Wells Fargo
WFC
$263B
| $801M | 0.93% | 14,439,989 +876,830 | +6% | +$48.6M |
|
15
Intel
INTC
$107B
| $781M | 0.91% | 15,714,536 +1,308,534 | +9% | +$65M |
|
|
16
AT&T
T
$209B
| $760M | 0.89% | 23,675,124 +4,930,318 | +26% | +$158M |
|
17
Home Depot
HD
$405B
| $759M | 0.88% | 3,889,146 +114,785 | +3% | +$22.4M |
|
18
Berkshire Hathaway Class B
BRK.B
$1.09T
| $746M | 0.87% | 3,997,117 +256,507 | +7% | +$47.9M |
|
19
Pfizer
PFE
$141B
| $726M | 0.85% | 20,023,914 +1,139,678 | +6% | +$41.3M |
|
20
iShares Gold Trust
IAU
$50.2B
| $695M | 0.81% | 57,783,473 +6,410,573 | +12% | +$77.1M |
|
21
Verizon
VZ
$186B
| $693M | 0.81% | 13,777,391 +1,066,627 | +8% | +$53.7M |
|
22
Boeing
BA
$177B
| $693M | 0.81% | 2,064,080 +103,855 | +5% | +$34.8M |
|
23
Alibaba
BABA
$322B
| $672M | 0.78% | 3,620,254 +74,652 | +2% | +$13.9M |
|
24
Procter & Gamble
PG
$368B
| $665M | 0.78% | 8,525,076 +370,553 | +5% | +$28.9M |
|
25
Cisco
CSCO
$274B
| $657M | 0.77% | 15,279,774 +683,733 | +5% | +$29.4M |
|