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 |
Accenture
ACN
|
$918M |
| 2 |
Linde
LIN
|
$504M |
| 3 |
Medtronic
MDT
|
$482M |
| 4 |
Chubb
CB
|
$336M |
| 5 |
Spotify
SPOT
|
$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$1.17B |
| 2 |
Coinbase
COIN
|
$1.12B |
| 3 |
UiPath
PATH
|
$760M |
| 4 |
Apple
AAPL
|
$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $8.46B | 5.63% | 48,431,830 -1,867,912 | -4% | -$326M |
|
2
Microsoft
MSFT
$3.77T
| $6.89B | 4.59% | 22,340,944 -1,025,324 | -4% | -$316M |
|
3
Amazon
AMZN
$2.44T
| $4.47B | 2.98% | 1,371,501 -23,418 | -2% | -$76.3M |
|
4
Tesla
TSLA
$1.08T
| $3.32B | 2.21% | 3,080,032 -258,645 | -8% | -$279M |
|
5
Alphabet (Google) Class C
GOOG
$2.58T
| $2.59B | 1.73% | 928,190 -41,076 | -4% | -$115M |
|
|
6
Alphabet (Google) Class A
GOOGL
$2.57T
| $2.41B | 1.61% | 868,102 -18,123 | -2% | -$50.4M |
|
7
NVIDIA
NVDA
$4.24T
| $2.28B | 1.52% | 8,340,126 -437,085 | -5% | -$119M |
|
8
UnitedHealth
UNH
$281B
| $1.56B | 1.04% | 3,052,760 -13,228 | -0.4% | -$6.75M |
|
9
Meta Platforms (Facebook)
META
$1.86T
| $1.49B | 0.99% | 6,717,466 -322,182 | -5% | -$71.6M |
|
10
Johnson & Johnson
JNJ
$427B
| $1.39B | 0.92% | 7,833,057 -82,480 | -1% | -$14.6M |
|
11
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.28B | 0.85% | 3,625,900 -72,764 | -2% | -$25.7M |
|
12
JPMorgan Chase
JPM
$829B
| $1.16B | 0.77% | 8,520,940 -669,767 | -7% | -$91.3M |
|
13
Visa
V
$683B
| $1.12B | 0.74% | 5,032,710 -83,282 | -2% | -$18.5M |
|
14
Procter & Gamble
PG
$368B
| $1.1B | 0.73% | 7,173,951 +62,738 | +0.9% | +$9.59M |
|
|
XYZ
15
Block, Inc.
XYZ
$48.5B
| $1.03B | 0.69% | 7,626,373 +1,315,089 | +21% | +$178M |
|
16
Home Depot
HD
$405B
| $964M | 0.64% | 3,221,185 -40,121 | -1% | -$12M |
|
17
Exxon Mobil
XOM
$487B
| $960M | 0.64% | 11,625,579 -59,292 | -0.5% | -$4.9M |
|
18
Chevron
CVX
$324B
| $935M | 0.62% | 5,739,199 -72,716 | -1% | -$11.8M |
|
19
AbbVie
ABBV
$372B
| $926M | 0.62% | 5,709,397 -492,851 | -8% | -$79.9M |
|
|
20
Accenture
ACN
$162B
| $918M | 0.61% | +2,722,873 | New | +$918M |
|
21
Pfizer
PFE
$141B
| $917M | 0.61% | 17,714,779 -114,775 | -0.6% | -$5.94M |
|
22
Walt Disney
DIS
$213B
| $911M | 0.61% | 6,640,582 -456,583 | -6% | -$62.6M |
|
23
Mastercard
MA
$538B
| $903M | 0.6% | 2,527,021 -35,185 | -1% | -$12.6M |
|
24
Bank of America
BAC
$376B
| $874M | 0.58% | 21,206,787 +501,064 | +2% | +$20.7M |
|
25
Coca-Cola
KO
$297B
| $823M | 0.55% | 13,281,094 -133,765 | -1% | -$8.29M |
|