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 |
Invesco QQQ Trust
QQQ
|
$191M |
| 2 |
Palantir
PLTR
|
$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$85M |
| 4 |
Twilio
TWLO
|
$59.4M |
| 5 |
Synopsys
SNPS
|
$49M |
Top Sells
| 1 |
Apple
AAPL
|
$1.17B |
| 2 |
Microsoft
MSFT
|
$867M |
| 3 |
NVIDIA
NVDA
|
$580M |
| 4 |
Amazon
AMZN
|
$414M |
| 5 |
Meta Platforms (Facebook)
META
|
$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $7.78B | 6.06% | 40,094,583 -6,018,876 | -13% | -$1.17B |
|
|
2
Microsoft
MSFT
$3.77T
| $6.74B | 5.25% | 19,793,822 -2,544,534 | -11% | -$867M |
|
|
3
Amazon
AMZN
$2.44T
| $3.17B | 2.47% | 24,295,855 -3,174,010 | -12% | -$414M |
|
|
4
NVIDIA
NVDA
$4.25T
| $3.08B | 2.4% | 7,269,503 -1,371,777 | -16% | -$580M |
|
5
Tesla
TSLA
$1.08T
| $2.41B | 1.87% | 9,192,526 -957,543 | -9% | -$251M |
|
6
Alphabet (Google) Class C
GOOG
$2.58T
| $1.83B | 1.43% | 15,167,277 -2,387,827 | -14% | -$289M |
|
|
7
Alphabet (Google) Class A
GOOGL
$2.57T
| $1.83B | 1.43% | 15,311,400 -2,397,399 | -14% | -$287M |
|
|
8
Meta Platforms (Facebook)
META
$1.86T
| $1.75B | 1.37% | 6,113,679 -1,083,648 | -15% | -$311M |
|
9
UnitedHealth
UNH
$281B
| $1.36B | 1.06% | 2,828,554 -333,560 | -11% | -$160M |
|
10
Exxon Mobil
XOM
$487B
| $1.19B | 0.93% | 11,096,728 -919,723 | -8% | -$98.6M |
|
11
Johnson & Johnson
JNJ
$427B
| $1.18B | 0.92% | 7,115,385 -933,996 | -12% | -$155M |
|
12
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.1B | 0.86% | 3,222,520 -482,594 | -13% | -$165M |
|
13
JPMorgan Chase
JPM
$829B
| $1.1B | 0.85% | 7,538,060 -1,056,905 | -12% | -$154M |
|
14
Visa
V
$683B
| $1.08B | 0.84% | 4,565,987 -603,840 | -12% | -$143M |
|
15
Eli Lilly
LLY
$657B
| $1.01B | 0.79% | 2,151,848 -270,762 | -11% | -$127M |
|
16
Broadcom
AVGO
$1.4T
| $959M | 0.75% | 1,105,983 -137,405 | -11% | -$119M |
|
17
Procter & Gamble
PG
$368B
| $953M | 0.74% | 6,283,711 -878,107 | -12% | -$133M |
|
18
Home Depot
HD
$405B
| $885M | 0.69% | 2,847,465 -460,848 | -14% | -$143M |
|
19
Mastercard
MA
$538B
| $862M | 0.67% | 2,191,589 -336,031 | -13% | -$132M |
|
20
Merck
MRK
$210B
| $857M | 0.67% | 7,422,742 -958,591 | -11% | -$111M |
|
21
iShares Gold Trust
IAU
$50.2B
| $844M | 0.66% | 23,183,099 -1,479,796 | -6% | -$53.8M |
|
22
Chevron
CVX
$324B
| $759M | 0.59% | 4,825,667 -819,263 | -15% | -$129M |
|
23
Coca-Cola
KO
$297B
| $752M | 0.59% | 12,493,244 -1,414,240 | -10% | -$85.2M |
|
24
PepsiCo
PEP
$204B
| $726M | 0.57% | 3,920,983 -465,541 | -11% | -$86.2M |
|
25
Walmart
WMT
$774B
| $711M | 0.55% | 4,523,506 -588,343 | -12% | -$92.5M |
|