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 |
NVIDIA
NVDA
|
$1.34B |
| 2 |
UiPath
PATH
|
$425M |
| 3 |
Coinbase
COIN
|
$339M |
| 4 |
Palantir
PLTR
|
$252M |
| 5 |
Teladoc Health
TDOC
|
$215M |
Top Sells
| 1 |
GE Aerospace
GE
|
$2.39B |
| 2 |
Apple
AAPL
|
$425M |
| 3 |
Microsoft
MSFT
|
$311M |
| 4 |
JD.com
JD
|
$309M |
| 5 |
Sea Limited
SE
|
$262M |
Sector Composition
| 1 | Technology | 26.11% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 12.69% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Communication Services | 11.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $7.39B | 4.6% | 52,204,922 -3,005,356 | -5% | -$425M |
|
|
2
Microsoft
MSFT
$3.77T
| $6.46B | 4.02% | 22,913,960 -1,101,962 | -5% | -$311M |
|
3
Amazon
AMZN
$2.44T
| $4.78B | 2.98% | 1,454,896 +4,659 | +0.3% | +$15.3M |
|
4
Tesla
TSLA
$1.08T
| $3.17B | 1.98% | 4,092,225 -310,166 | -7% | -$241M |
|
5
Meta Platforms (Facebook)
META
$1.86T
| $2.87B | 1.78% | 8,442,912 -456,809 | -5% | -$155M |
|
6
Alphabet (Google) Class C
GOOG
$2.58T
| $2.7B | 1.68% | 1,012,494 -97,565 | -9% | -$260M |
|
|
7
Alphabet (Google) Class A
GOOGL
$2.57T
| $2.43B | 1.52% | 909,940 -48,002 | -5% | -$128M |
|
|
8
NVIDIA
NVDA
$4.25T
| $1.83B | 1.14% | 8,820,806 +6,466,365 | +275% | +$1.34B |
|
9
JPMorgan Chase
JPM
$829B
| $1.46B | 0.91% | 8,939,557 -853,416 | -9% | -$140M |
|
|
XYZ
10
Block, Inc.
XYZ
$48.5B
| $1.44B | 0.9% | 6,016,193 -735,011 | -11% | -$176M |
|
11
PayPal
PYPL
$67.1B
| $1.34B | 0.84% | 5,160,422 -364,381 | -7% | -$94.8M |
|
12
Johnson & Johnson
JNJ
$427B
| $1.32B | 0.82% | 8,194,074 -438,285 | -5% | -$70.8M |
|
13
Shopify
SHOP
$184B
| $1.28B | 0.79% | 940,922 -64,163 | -6% | -$87M |
|
14
Walt Disney
DIS
$213B
| $1.27B | 0.79% | 7,530,304 -286,742 | -4% | -$48.5M |
|
15
UnitedHealth
UNH
$281B
| $1.25B | 0.78% | 3,200,020 -172,364 | -5% | -$67.3M |
|
16
iShares Gold Trust
IAU
$50.2B
| $1.19B | 0.74% | 35,723,304 -1,571,462 | -4% | -$52.5M |
|
17
Visa
V
$683B
| $1.18B | 0.74% | 5,306,060 -320,955 | -6% | -$71.5M |
|
18
Home Depot
HD
$405B
| $1.11B | 0.69% | 3,373,140 -194,634 | -5% | -$63.9M |
|
|
19
Coinbase
COIN
$78.2B
| $1.08B | 0.68% | 4,767,013 +1,489,311 | +45% | +$339M |
|
20
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.06B | 0.66% | 3,875,408 -334,124 | -8% | -$91.2M |
|
21
Procter & Gamble
PG
$368B
| $1.06B | 0.66% | 7,547,270 -487,959 | -6% | -$68.2M |
|
22
Adobe
ADBE
$151B
| $1B | 0.62% | 1,738,101 -109,481 | -6% | -$63M |
|
|
23
Teladoc Health
TDOC
$1.37B
| $990M | 0.62% | 7,804,300 +1,697,159 | +28% | +$215M |
|
24
Netflix
NFLX
$513B
| $945M | 0.59% | 1,548,954 -88,519 | -5% | -$54M |
|
25
Mastercard
MA
$538B
| $931M | 0.58% | 2,679,081 -147,403 | -5% | -$51.2M |
|