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
|
$282M |
| 2 |
Walt Disney
DIS
|
$135M |
| 3 |
Microsoft
MSFT
|
$89M |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
$66.6M |
| 5 |
SPDR Gold Trust
GLD
|
$62.9M |
Top Sells
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$192M |
| 2 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$82.3M |
| 3 |
Oracle
ORCL
|
$55M |
| 4 |
PG&E
PCG
|
$46.6M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$42.2M |
Sector Composition
| 1 | Technology | 18.11% |
| 2 | Financials | 15.3% |
| 3 | Healthcare | 13.11% |
| 4 | Consumer Discretionary | 10.93% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $3.74B | 3.46% | 19,712,565 -24,642 | -0.1% | -$4.68M |
|
|
2
Microsoft
MSFT
$3.77T
| $3.42B | 3.16% | 28,992,087 +754,533 | +3% | +$89M |
|
3
Amazon
AMZN
$2.44T
| $3.11B | 2.88% | 1,745,842 +23,385 | +1% | +$41.6M |
|
4
Meta Platforms (Facebook)
META
$1.86T
| $1.58B | 1.47% | 9,503,445 +109,344 | +1% | +$18.2M |
|
5
Johnson & Johnson
JNJ
$427B
| $1.52B | 1.41% | 10,874,230 +150,708 | +1% | +$21.1M |
|
6
Alphabet (Google) Class C
GOOG
$2.58T
| $1.46B | 1.35% | 1,248,569 +5,280 | +0.4% | +$6.2M |
|
|
7
Alphabet (Google) Class A
GOOGL
$2.57T
| $1.38B | 1.28% | 1,175,751 +11,346 | +1% | +$13.4M |
|
8
Exxon Mobil
XOM
$487B
| $1.38B | 1.27% | 17,022,097 +472,839 | +3% | +$38.2M |
|
9
JPMorgan Chase
JPM
$829B
| $1.31B | 1.21% | 12,954,281 -94,879 | -0.7% | -$9.6M |
|
|
10
iShares Gold Trust
IAU
$50.2B
| $1.2B | 1.11% | 96,628,956 +22,747,938 | +31% | +$282M |
|
11
Visa
V
$683B
| $1.12B | 1.04% | 7,187,776 -2,366 | -0% | -$370K |
|
12
Procter & Gamble
PG
$368B
| $1.06B | 0.98% | 10,171,870 +281,315 | +3% | +$29.3M |
|
13
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.03B | 0.95% | 5,138,453 +44,745 | +0.9% | +$8.99M |
|
14
UnitedHealth
UNH
$281B
| $1.02B | 0.95% | 4,137,194 +14,511 | +0.4% | +$3.59M |
|
15
Intel
INTC
$107B
| $1.01B | 0.93% | 18,796,377 +37,324 | +0.2% | +$2M |
|
16
Verizon
VZ
$186B
| $992M | 0.92% | 16,769,830 +374,501 | +2% | +$22.1M |
|
17
Bank of America
BAC
$376B
| $987M | 0.91% | 35,790,130 -334,270 | -0.9% | -$9.22M |
|
18
Pfizer
PFE
$141B
| $987M | 0.91% | 23,244,288 +298,220 | +1% | +$12.7M |
|
19
Cisco
CSCO
$274B
| $980M | 0.91% | 18,154,756 -231,337 | -1% | -$12.5M |
|
20
Chevron
CVX
$324B
| $977M | 0.9% | 7,929,037 +169,118 | +2% | +$20.8M |
|
21
Alibaba
BABA
$322B
| $916M | 0.85% | 5,022,763 +813 | +0% | +$148K |
|
22
AT&T
T
$209B
| $899M | 0.83% | 28,673,820 +328,957 | +1% | +$10.3M |
|
23
Boeing
BA
$177B
| $883M | 0.82% | 2,315,262 -30,225 | -1% | -$11.5M |
|
24
Home Depot
HD
$405B
| $872M | 0.81% | 4,546,586 -37,251 | -0.8% | -$7.15M |
|
25
Merck
MRK
$210B
| $863M | 0.8% | 10,380,619 -110,516 | -1% | -$9.19M |
|