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 |
Extra Space Storage
EXR
|
$90M |
| 2 |
Advanced Micro Devices
AMD
|
$76.6M |
| 3 |
Amphenol
APH
|
$71M |
| 4 |
Kenvue
KVUE
|
$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
$153M |
| 2 |
Johnson & Johnson
JNJ
|
$96.2M |
| 3 |
Coinbase
COIN
|
$94.4M |
| 4 |
Tesla
TSLA
|
$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $6.71B | 5.51% | 39,200,804 -893,779 | -2% | -$153M |
|
2
Microsoft
MSFT
$3.77T
| $6.2B | 5.09% | 19,627,515 -166,307 | -0.8% | -$52.5M |
|
3
NVIDIA
NVDA
$4.25T
| $3.17B | 2.6% | 7,280,414 +10,911 | +0.2% | +$4.75M |
|
4
Amazon
AMZN
$2.44T
| $3.03B | 2.49% | 23,869,540 -426,315 | -2% | -$54.2M |
|
|
5
Tesla
TSLA
$1.08T
| $2.21B | 1.81% | 8,822,014 -370,512 | -4% | -$92.7M |
|
|
6
Alphabet (Google) Class A
GOOGL
$2.57T
| $1.96B | 1.61% | 14,962,474 -348,926 | -2% | -$45.7M |
|
|
7
Alphabet (Google) Class C
GOOG
$2.58T
| $1.93B | 1.59% | 14,644,298 -522,979 | -3% | -$69M |
|
8
Meta Platforms (Facebook)
META
$1.86T
| $1.82B | 1.5% | 6,070,481 -43,198 | -0.7% | -$13M |
|
9
UnitedHealth
UNH
$281B
| $1.4B | 1.15% | 2,778,891 -49,663 | -2% | -$25M |
|
10
Exxon Mobil
XOM
$487B
| $1.26B | 1.04% | 10,750,751 -345,977 | -3% | -$40.7M |
|
11
Eli Lilly
LLY
$657B
| $1.15B | 0.95% | 2,147,182 -4,666 | -0.2% | -$2.51M |
|
12
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.12B | 0.92% | 3,209,784 -12,736 | -0.4% | -$4.46M |
|
13
JPMorgan Chase
JPM
$829B
| $1.11B | 0.92% | 7,687,529 +149,469 | +2% | +$21.7M |
|
|
14
Johnson & Johnson
JNJ
$427B
| $1.01B | 0.83% | 6,497,704 -617,681 | -9% | -$96.2M |
|
15
Visa
V
$683B
| $1B | 0.82% | 4,349,030 -216,957 | -5% | -$49.9M |
|
16
Procter & Gamble
PG
$368B
| $901M | 0.74% | 6,177,988 -105,723 | -2% | -$15.4M |
|
17
Broadcom
AVGO
$1.4T
| $900M | 0.74% | 1,082,986 -22,997 | -2% | -$19.1M |
|
18
Mastercard
MA
$538B
| $850M | 0.7% | 2,147,117 -44,472 | -2% | -$17.6M |
|
19
Home Depot
HD
$405B
| $842M | 0.69% | 2,787,749 -59,716 | -2% | -$18M |
|
20
Chevron
CVX
$324B
| $817M | 0.67% | 4,847,029 +21,362 | +0.4% | +$3.6M |
|
21
iShares Gold Trust
IAU
$50.2B
| $751M | 0.62% | 21,451,347 -1,731,752 | -7% | -$60.6M |
|
22
Walmart
WMT
$774B
| $711M | 0.58% | 4,447,102 -76,404 | -2% | -$12.2M |
|
23
Merck
MRK
$210B
| $710M | 0.58% | 6,892,364 -530,378 | -7% | -$54.6M |
|
24
Adobe
ADBE
$151B
| $708M | 0.58% | 1,388,613 +86,112 | +7% | +$43.9M |
|
25
Coca-Cola
KO
$297B
| $690M | 0.57% | 12,329,214 -164,030 | -1% | -$9.18M |
|