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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $7.42B | 4.64% | 60,739,027 -2,188,063 | -3% | -$267M |
|
|
2
Microsoft
MSFT
$3.77T
| $6.08B | 3.8% | 25,777,919 -875,906 | -3% | -$207M |
|
|
3
Amazon
AMZN
$2.44T
| $4.72B | 2.95% | 1,526,735 -67,862 | -4% | -$210M |
|
4
Meta Platforms (Facebook)
META
$1.86T
| $2.72B | 1.7% | 9,230,987 -79,145 | -0.9% | -$23.3M |
|
5
Tesla
TSLA
$1.08T
| $2.71B | 1.69% | 4,058,655 +297,388 | +8% | +$199M |
|
6
Alphabet (Google) Class C
GOOG
$2.58T
| $2.36B | 1.47% | 1,139,770 -52,693 | -4% | -$109M |
|
|
7
Alphabet (Google) Class A
GOOGL
$2.57T
| $2.06B | 1.29% | 999,656 -23,847 | -2% | -$49.2M |
|
8
JPMorgan Chase
JPM
$829B
| $1.58B | 0.99% | 10,399,724 -445,198 | -4% | -$67.8M |
|
|
XYZ
9
Block, Inc.
XYZ
$48.5B
| $1.57B | 0.98% | 6,929,857 +1,368,995 | +25% | +$311M |
|
10
Johnson & Johnson
JNJ
$427B
| $1.49B | 0.93% | 9,053,740 -193,923 | -2% | -$31.9M |
|
11
Walt Disney
DIS
$213B
| $1.43B | 0.89% | 7,755,833 +156,055 | +2% | +$28.8M |
|
12
PayPal
PYPL
$67.1B
| $1.42B | 0.89% | 5,833,450 +111,633 | +2% | +$27.1M |
|
13
Alibaba
BABA
$322B
| $1.34B | 0.84% | 5,897,251 -83,900 | -1% | -$19M |
|
14
NVIDIA
NVDA
$4.25T
| $1.32B | 0.83% | 2,479,240 -113,388 | -4% | -$60.5M |
|
15
UnitedHealth
UNH
$281B
| $1.32B | 0.83% | 3,552,894 -75,208 | -2% | -$28M |
|
16
Visa
V
$683B
| $1.28B | 0.8% | 6,064,491 -126,977 | -2% | -$26.9M |
|
17
iShares Gold Trust
IAU
$50.2B
| $1.28B | 0.8% | 78,702,733 -2,628,429 | -3% | -$42.7M |
|
18
Procter & Gamble
PG
$368B
| $1.21B | 0.76% | 8,962,917 -256,720 | -3% | -$34.8M |
|
19
Home Depot
HD
$405B
| $1.15B | 0.72% | 3,758,659 -116,864 | -3% | -$35.7M |
|
20
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.13B | 0.71% | 4,417,597 -244,419 | -5% | -$62.4M |
|
21
Mastercard
MA
$538B
| $1.07B | 0.67% | 3,007,028 -80,842 | -3% | -$28.8M |
|
22
Intel
INTC
$107B
| $991M | 0.62% | 15,481,876 +282,108 | +2% | +$18.1M |
|
23
Bank of America
BAC
$376B
| $963M | 0.6% | 24,898,921 -363,469 | -1% | -$14.1M |
|
|
24
Shopify
SHOP
$184B
| $963M | 0.6% | 872,168 +276,187 | +46% | +$305M |
|
25
Adobe
ADBE
$151B
| $950M | 0.59% | 1,998,546 -56,790 | -3% | -$27M |
|