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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
Edwards Lifesciences
EW
|
$165M |
| 5 |
AbbVie
ABBV
|
$158M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $7.08B | 5% | 19,404,457 -435,229 | -2% | -$159M |
|
2
Microsoft
MSFT
$3.77T
| $6.57B | 4.64% | 32,289,856 +413,623 | +1% | +$84.2M |
|
3
Amazon
AMZN
$2.44T
| $5.19B | 3.66% | 1,880,493 -15,844 | -0.8% | -$43.7M |
|
4
Meta Platforms (Facebook)
META
$1.86T
| $2.36B | 1.67% | 10,400,504 +107,462 | +1% | +$24.4M |
|
5
Alphabet (Google) Class C
GOOG
$2.58T
| $2.02B | 1.42% | 1,426,645 -35,474 | -2% | -$50.1M |
|
|
6
Alphabet (Google) Class A
GOOGL
$2.57T
| $1.76B | 1.24% | 1,238,082 -13,671 | -1% | -$19.4M |
|
7
Johnson & Johnson
JNJ
$427B
| $1.58B | 1.12% | 11,230,958 -149,264 | -1% | -$21M |
|
8
Alibaba
BABA
$322B
| $1.57B | 1.11% | 7,293,520 +365,175 | +5% | +$78.8M |
|
|
9
iShares Gold Trust
IAU
$50.2B
| $1.53B | 1.08% | 90,014,008 +13,116,702 | +17% | +$223M |
|
10
Visa
V
$683B
| $1.46B | 1.03% | 7,566,015 -217,985 | -3% | -$42.1M |
|
11
Procter & Gamble
PG
$368B
| $1.3B | 0.92% | 10,869,811 -214,074 | -2% | -$25.6M |
|
12
UnitedHealth
UNH
$281B
| $1.29B | 0.91% | 4,387,835 -5,838 | -0.1% | -$1.72M |
|
13
NVIDIA
NVDA
$4.25T
| $1.23B | 0.87% | 3,241,171 -273,573 | -8% | -$104M |
|
14
JPMorgan Chase
JPM
$829B
| $1.23B | 0.87% | 13,213,252 -408,579 | -3% | -$38.1M |
|
15
Intel
INTC
$107B
| $1.22B | 0.86% | 20,442,883 -1,117,136 | -5% | -$66.8M |
|
16
Home Depot
HD
$405B
| $1.2B | 0.85% | 4,782,496 -78,353 | -2% | -$19.6M |
|
17
Mastercard
MA
$538B
| $1.11B | 0.78% | 3,758,840 -417,244 | -10% | -$123M |
|
|
18
Tesla
TSLA
$1.08T
| $1.06B | 0.75% | 984,202 -147,174 | -13% | -$159M |
|
|
19
Cisco
CSCO
$274B
| $1.02B | 0.72% | 22,137,775 +3,834,365 | +21% | +$177M |
|
20
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1B | 0.71% | 5,626,299 +185,959 | +3% | +$33.2M |
|
21
Verizon
VZ
$186B
| $979M | 0.69% | 17,965,899 -332,332 | -2% | -$18.1M |
|
22
Merck
MRK
$210B
| $974M | 0.69% | 12,598,490 +892,849 | +8% | +$69M |
|
23
Adobe
ADBE
$151B
| $974M | 0.69% | 2,236,880 -13,399 | -0.6% | -$5.83M |
|
24
PayPal
PYPL
$67.1B
| $925M | 0.65% | 5,310,360 -189,904 | -3% | -$33.1M |
|
25
Walt Disney
DIS
$213B
| $902M | 0.64% | 8,093,418 +324,731 | +4% | +$36.2M |
|