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 |
Alphabet (Google) Class C
GOOG
|
$1.67B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.63B |
| 3 |
Tesla
TSLA
|
$1.62B |
| 4 |
Palo Alto Networks
PANW
|
$102M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Coinbase
COIN
|
$90.5M |
| 5 |
Microsoft
MSFT
|
$61.8M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $6.7B | 5.51% | 48,490,131 -944,876 | -2% | -$131M |
|
|
2
Microsoft
MSFT
$3.77T
| $5.26B | 4.32% | 22,589,092 -265,161 | -1% | -$61.8M |
|
3
Amazon
AMZN
$2.44T
| $3.13B | 2.57% | 27,673,816 -73,612 | -0.3% | -$8.32M |
|
|
4
Tesla
TSLA
$1.08T
| $2.48B | 2.04% | 9,366,820 +6,125,732 | +189% | +$1.62B |
|
|
5
Alphabet (Google) Class C
GOOG
$2.58T
| $1.76B | 1.45% | 18,292,839 +17,365,189 | +1,872% | +$1.67B |
|
|
6
Alphabet (Google) Class A
GOOGL
$2.57T
| $1.71B | 1.41% | 17,922,978 +17,019,726 | +1,884% | +$1.63B |
|
7
UnitedHealth
UNH
$281B
| $1.57B | 1.29% | 3,102,635 -6,182 | -0.2% | -$3.12M |
|
8
Johnson & Johnson
JNJ
$427B
| $1.33B | 1.1% | 8,163,229 +24,505 | +0.3% | +$4M |
|
9
NVIDIA
NVDA
$4.24T
| $1.13B | 0.93% | 9,277,409 +347,193 | +4% | +$42.1M |
|
10
Exxon Mobil
XOM
$487B
| $1.09B | 0.89% | 12,456,421 +317,096 | +3% | +$27.7M |
|
11
Berkshire Hathaway Class B
BRK.B
$1.09T
| $996M | 0.82% | 3,730,661 -14,977 | -0.4% | -$4M |
|
12
Meta Platforms (Facebook)
META
$1.86T
| $930M | 0.76% | 6,850,808 -37,225 | -0.5% | -$5.05M |
|
13
Procter & Gamble
PG
$368B
| $926M | 0.76% | 7,331,154 -101,987 | -1% | -$12.9M |
|
14
Home Depot
HD
$405B
| $923M | 0.76% | 3,346,090 -27,109 | -0.8% | -$7.48M |
|
15
Visa
V
$683B
| $915M | 0.75% | 5,152,320 -27,262 | -0.5% | -$4.84M |
|
16
iShares Gold Trust
IAU
$50.2B
| $912M | 0.75% | 28,938,021 -124,303 | -0.4% | -$3.92M |
|
17
JPMorgan Chase
JPM
$829B
| $911M | 0.75% | 8,722,482 -58,129 | -0.7% | -$6.07M |
|
18
Chevron
CVX
$324B
| $842M | 0.69% | 5,861,661 -218,347 | -4% | -$31.4M |
|
19
Pfizer
PFE
$141B
| $801M | 0.66% | 18,306,438 -114,005 | -0.6% | -$4.99M |
|
20
Eli Lilly
LLY
$657B
| $800M | 0.66% | 2,474,209 -12,064 | -0.5% | -$3.9M |
|
21
Coca-Cola
KO
$297B
| $776M | 0.64% | 13,852,065 -184,721 | -1% | -$10.3M |
|
22
Mastercard
MA
$538B
| $740M | 0.61% | 2,602,956 -16,062 | -0.6% | -$4.57M |
|
23
Merck
MRK
$210B
| $730M | 0.6% | 8,474,311 +142,055 | +2% | +$12.2M |
|
24
PepsiCo
PEP
$204B
| $729M | 0.6% | 4,464,075 -34,959 | -0.8% | -$5.71M |
|
25
Thermo Fisher Scientific
TMO
$186B
| $707M | 0.58% | 1,394,916 -1,034 | -0.1% | -$524K |
|