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 |
Coinbase
COIN
|
$830M |
| 2 |
UiPath
PATH
|
$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$337M |
| 4 |
Twilio
TWLO
|
$292M |
| 5 |
Tesla
TSLA
|
$234M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$1.4B |
| 2 |
Alibaba
BABA
|
$1.18B |
| 3 |
Apple
AAPL
|
$757M |
| 4 |
Microsoft
MSFT
|
$477M |
| 5 |
Intellia Therapeutics
NTLA
|
$272M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $7.56B | 4.47% | 55,210,278 -5,528,749 | -9% | -$757M |
|
|
2
Microsoft
MSFT
$3.77T
| $6.51B | 3.85% | 24,015,922 -1,761,997 | -7% | -$477M |
|
3
Amazon
AMZN
$2.44T
| $4.99B | 2.95% | 1,450,237 -76,498 | -5% | -$263M |
|
4
Meta Platforms (Facebook)
META
$1.86T
| $3.09B | 1.83% | 8,899,721 -331,266 | -4% | -$115M |
|
|
5
Tesla
TSLA
$1.08T
| $2.99B | 1.77% | 4,402,391 +343,736 | +8% | +$234M |
|
6
Alphabet (Google) Class C
GOOG
$2.58T
| $2.78B | 1.65% | 1,110,059 -29,711 | -3% | -$74.5M |
|
|
7
Alphabet (Google) Class A
GOOGL
$2.57T
| $2.34B | 1.38% | 957,942 -41,714 | -4% | -$102M |
|
8
NVIDIA
NVDA
$4.25T
| $1.88B | 1.11% | 2,354,441 -124,799 | -5% | -$99.9M |
|
|
XYZ
9
Block, Inc.
XYZ
$48.5B
| $1.65B | 0.97% | 6,751,204 -178,653 | -3% | -$43.6M |
|
10
PayPal
PYPL
$67.1B
| $1.61B | 0.95% | 5,524,803 -308,647 | -5% | -$90M |
|
11
JPMorgan Chase
JPM
$829B
| $1.52B | 0.9% | 9,792,973 -606,751 | -6% | -$94.4M |
|
12
Shopify
SHOP
$184B
| $1.47B | 0.87% | 1,005,085 +132,917 | +15% | +$194M |
|
13
Johnson & Johnson
JNJ
$427B
| $1.42B | 0.84% | 8,632,359 -421,381 | -5% | -$69.4M |
|
14
Walt Disney
DIS
$213B
| $1.37B | 0.81% | 7,817,046 +61,213 | +0.8% | +$10.8M |
|
15
UnitedHealth
UNH
$281B
| $1.35B | 0.8% | 3,372,384 -180,510 | -5% | -$72.3M |
|
16
Visa
V
$683B
| $1.32B | 0.78% | 5,627,015 -437,476 | -7% | -$102M |
|
|
17
iShares Gold Trust
IAU
$50.2B
| $1.26B | 0.74% | 37,294,766 -41,407,967 | -53% | -$1.4B |
|
18
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.17B | 0.69% | 4,209,532 -208,065 | -5% | -$57.8M |
|
19
Roku
ROKU
$14.2B
| $1.17B | 0.69% | 2,547,110 +86,092 | +3% | +$39.5M |
|
|
20
Twilio
TWLO
$16.2B
| $1.14B | 0.67% | 2,887,799 +741,581 | +35% | +$292M |
|
21
Home Depot
HD
$405B
| $1.14B | 0.67% | 3,567,774 -190,885 | -5% | -$60.9M |
|
22
Procter & Gamble
PG
$368B
| $1.08B | 0.64% | 8,035,229 -927,688 | -10% | -$125M |
|
23
Adobe
ADBE
$151B
| $1.08B | 0.64% | 1,847,582 -150,964 | -8% | -$88.4M |
|
24
Mastercard
MA
$538B
| $1.03B | 0.61% | 2,826,484 -180,544 | -6% | -$65.9M |
|
25
Teladoc Health
TDOC
$1.37B
| $1.02B | 0.6% | 6,107,141 +1,323,274 | +28% | +$220M |
|