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 |
Apple
AAPL
|
$6.04B |
| 2 |
Tesla
TSLA
|
$1.36B |
| 3 |
Teladoc Health
TDOC
|
$200M |
| 4 |
Sea Limited
SE
|
$176M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
Top Sells
| 1 |
Microsoft
MSFT
|
$440M |
| 2 |
Amazon
AMZN
|
$316M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$192M |
| 4 |
NVIDIA
NVDA
|
$185M |
| 5 |
Intel
INTC
|
$175M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $8.29B | 5.58% | 71,568,978 +52,164,521 | +269% | +$6.04B |
|
|
2
Microsoft
MSFT
$3.77T
| $6.35B | 4.28% | 30,198,088 -2,091,768 | -6% | -$440M |
|
|
3
Amazon
AMZN
$2.44T
| $5.61B | 3.78% | 1,780,194 -100,299 | -5% | -$316M |
|
4
Meta Platforms (Facebook)
META
$1.86T
| $2.72B | 1.84% | 10,404,460 +3,956 | +0% | +$1.04M |
|
5
Alibaba
BABA
$322B
| $2.03B | 1.37% | 6,904,303 -389,217 | -5% | -$114M |
|
6
Alphabet (Google) Class C
GOOG
$2.58T
| $1.96B | 1.32% | 1,336,632 -90,013 | -6% | -$132M |
|
|
7
Tesla
TSLA
$1.08T
| $1.79B | 1.2% | 4,163,266 +3,179,064 | +323% | +$1.36B |
|
|
8
Alphabet (Google) Class A
GOOGL
$2.57T
| $1.7B | 1.15% | 1,162,471 -75,611 | -6% | -$111M |
|
|
9
NVIDIA
NVDA
$4.25T
| $1.57B | 1.06% | 2,900,061 -341,110 | -11% | -$185M |
|
10
Johnson & Johnson
JNJ
$427B
| $1.57B | 1.06% | 10,537,355 -693,603 | -6% | -$103M |
|
11
iShares Gold Trust
IAU
$50.2B
| $1.54B | 1.04% | 85,615,072 -4,398,936 | -5% | -$79.1M |
|
12
Visa
V
$683B
| $1.41B | 0.95% | 7,035,717 -530,298 | -7% | -$106M |
|
13
Procter & Gamble
PG
$368B
| $1.4B | 0.94% | 10,075,729 -794,082 | -7% | -$110M |
|
14
UnitedHealth
UNH
$281B
| $1.27B | 0.86% | 4,086,029 -301,806 | -7% | -$94.1M |
|
15
Home Depot
HD
$405B
| $1.23B | 0.83% | 4,433,500 -348,996 | -7% | -$96.9M |
|
16
JPMorgan Chase
JPM
$829B
| $1.19B | 0.8% | 12,353,561 -859,691 | -7% | -$82.8M |
|
17
Mastercard
MA
$538B
| $1.19B | 0.8% | 3,514,659 -244,181 | -6% | -$82.6M |
|
18
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.11B | 0.75% | 5,231,663 -394,636 | -7% | -$84M |
|
19
Adobe
ADBE
$151B
| $1.07B | 0.72% | 2,191,425 -45,455 | -2% | -$22.3M |
|
20
Salesforce
CRM
$245B
| $1.05B | 0.7% | 4,160,947 +274,175 | +7% | +$68.9M |
|
21
PayPal
PYPL
$67.1B
| $1.02B | 0.69% | 5,188,725 -121,635 | -2% | -$24M |
|
22
Verizon
VZ
$186B
| $1.01B | 0.68% | 16,903,773 -1,062,126 | -6% | -$63.2M |
|
|
XYZ
23
Block, Inc.
XYZ
$48.5B
| $994M | 0.67% | 6,113,946 -1,181,146 | -16% | -$192M |
|
24
Walt Disney
DIS
$213B
| $979M | 0.66% | 7,891,215 -202,203 | -2% | -$25.1M |
|
25
Netflix
NFLX
$513B
| $936M | 0.63% | 1,871,837 +15,417 | +0.8% | +$7.71M |
|