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 |
Dow Inc
DOW
|
$171M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$102M |
| 3 |
Corteva
CTVA
|
$101M |
| 4 |
NVTA
Invitae Corporation
NVTA
|
$99.2M |
| 5 |
Alibaba
BABA
|
$88.9M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$477M |
| 2 |
SPDR Gold Trust
GLD
|
$116M |
| 3 |
LendingTree
TREE
|
$104M |
| 4 |
MDSO
Medidata Solutions, Inc.
MDSO
|
$91.6M |
| 5 |
L3Harris
LHX
|
$78.5M |
Sector Composition
| 1 | Technology | 18.4% |
| 2 | Financials | 15.53% |
| 3 | Healthcare | 12.87% |
| 4 | Consumer Discretionary | 10.81% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $3.85B | 3.44% | 28,752,030 -240,057 | -0.8% | -$32.2M |
|
2
Apple
AAPL
$3.45T
| $3.84B | 3.43% | 19,419,214 -293,351 | -1% | -$58.1M |
|
3
Amazon
AMZN
$2.44T
| $3.28B | 2.93% | 1,731,438 -14,404 | -0.8% | -$27.3M |
|
4
Meta Platforms (Facebook)
META
$1.86T
| $1.85B | 1.65% | 9,604,448 +101,003 | +1% | +$19.5M |
|
5
Johnson & Johnson
JNJ
$427B
| $1.5B | 1.34% | 10,744,126 -130,104 | -1% | -$18.1M |
|
6
JPMorgan Chase
JPM
$829B
| $1.4B | 1.25% | 12,561,475 -392,806 | -3% | -$43.9M |
|
7
iShares Gold Trust
IAU
$50.2B
| $1.32B | 1.18% | 98,077,401 +1,448,445 | +1% | +$19.6M |
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $1.32B | 1.18% | 1,224,610 -23,959 | -2% | -$25.9M |
|
9
Exxon Mobil
XOM
$487B
| $1.3B | 1.16% | 16,949,943 -72,154 | -0.4% | -$5.53M |
|
|
10
Alphabet (Google) Class A
GOOGL
$2.57T
| $1.26B | 1.13% | 1,164,578 -11,173 | -1% | -$12.1M |
|
11
Visa
V
$683B
| $1.23B | 1.1% | 7,082,476 -105,300 | -1% | -$18.3M |
|
12
Procter & Gamble
PG
$368B
| $1.12B | 1% | 10,177,752 +5,882 | +0.1% | +$645K |
|
13
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.09B | 0.98% | 5,135,603 -2,850 | -0.1% | -$608K |
|
14
Bank of America
BAC
$376B
| $1B | 0.89% | 34,501,461 -1,288,669 | -4% | -$37.4M |
|
15
UnitedHealth
UNH
$281B
| $990M | 0.88% | 4,056,726 -80,468 | -2% | -$19.6M |
|
16
Walt Disney
DIS
$213B
| $984M | 0.88% | 7,044,374 -202,228 | -3% | -$28.2M |
|
17
Chevron
CVX
$324B
| $974M | 0.87% | 7,827,232 -101,805 | -1% | -$12.7M |
|
18
Cisco
CSCO
$274B
| $971M | 0.87% | 17,738,928 -415,828 | -2% | -$22.8M |
|
19
Verizon
VZ
$186B
| $962M | 0.86% | 16,831,246 +61,416 | +0.4% | +$3.51M |
|
20
Pfizer
PFE
$141B
| $958M | 0.86% | 22,123,385 -1,120,903 | -5% | -$48.6M |
|
21
AT&T
T
$209B
| $955M | 0.85% | 28,492,513 -181,307 | -0.6% | -$6.08M |
|
22
Mastercard
MA
$538B
| $940M | 0.84% | 3,553,665 -61,816 | -2% | -$16.4M |
|
|
23
Alibaba
BABA
$322B
| $940M | 0.84% | 5,547,265 +524,502 | +10% | +$88.9M |
|
24
Home Depot
HD
$405B
| $936M | 0.84% | 4,499,018 -47,568 | -1% | -$9.89M |
|
25
Intel
INTC
$107B
| $887M | 0.79% | 18,534,981 -261,396 | -1% | -$12.5M |
|