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 |
Broadcom
AVGO
|
$192M |
| 2 |
Cencora
COR
|
$123M |
| 3 |
IQVIA
IQV
|
$60.2M |
| 4 |
CRH
CRH
|
$58.6M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
$56M |
Top Sells
| 1 |
Coinbase
COIN
|
$416M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
$184M |
| 3 |
Apple
AAPL
|
$142M |
| 4 |
NVIDIA
NVDA
|
$125M |
| 5 |
VMW
VMware, Inc
VMW
|
$107M |
Sector Composition
| 1 | Technology | 29.99% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $7.4B | 5.47% | 38,461,077 -739,727 | -2% | -$142M |
|
2
Microsoft
MSFT
$3.77T
| $7.3B | 5.4% | 19,423,121 -204,394 | -1% | -$76.9M |
|
3
Amazon
AMZN
$2.44T
| $3.6B | 2.66% | 23,710,474 -159,066 | -0.7% | -$24.2M |
|
|
4
NVIDIA
NVDA
$4.25T
| $3.48B | 2.57% | 7,027,071 -253,343 | -3% | -$125M |
|
5
Meta Platforms (Facebook)
META
$1.86T
| $2.19B | 1.62% | 6,185,193 +114,712 | +2% | +$40.6M |
|
6
Tesla
TSLA
$1.08T
| $2.17B | 1.6% | 8,724,096 -97,918 | -1% | -$24.3M |
|
7
Alphabet (Google) Class A
GOOGL
$2.57T
| $2.07B | 1.53% | 14,788,015 -174,459 | -1% | -$24.4M |
|
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $2.02B | 1.49% | 14,303,451 -340,847 | -2% | -$48M |
|
9
UnitedHealth
UNH
$281B
| $1.43B | 1.06% | 2,724,270 -54,621 | -2% | -$28.8M |
|
|
10
Broadcom
AVGO
$1.4T
| $1.4B | 1.04% | 1,255,302 +172,316 | +16% | +$192M |
|
11
JPMorgan Chase
JPM
$829B
| $1.28B | 0.94% | 7,506,096 -181,433 | -2% | -$30.9M |
|
12
Eli Lilly
LLY
$657B
| $1.23B | 0.91% | 2,103,206 -43,976 | -2% | -$25.6M |
|
13
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.12B | 0.83% | 3,146,755 -63,029 | -2% | -$22.5M |
|
14
Visa
V
$683B
| $1.11B | 0.82% | 4,259,674 -89,356 | -2% | -$23.3M |
|
15
Exxon Mobil
XOM
$487B
| $1.09B | 0.8% | 10,882,947 +132,196 | +1% | +$13.2M |
|
16
Johnson & Johnson
JNJ
$427B
| $1.01B | 0.75% | 6,444,674 -53,030 | -0.8% | -$8.31M |
|
|
17
Coinbase
COIN
$78.2B
| $959M | 0.71% | 5,516,267 -2,391,820 | -30% | -$416M |
|
18
Home Depot
HD
$405B
| $944M | 0.7% | 2,724,453 -63,296 | -2% | -$21.9M |
|
19
Mastercard
MA
$538B
| $901M | 0.67% | 2,113,194 -33,923 | -2% | -$14.5M |
|
20
Procter & Gamble
PG
$368B
| $893M | 0.66% | 6,093,888 -84,100 | -1% | -$12.3M |
|
21
iShares Gold Trust
IAU
$50.2B
| $842M | 0.62% | 21,572,711 +121,364 | +0.6% | +$4.74M |
|
22
Adobe
ADBE
$151B
| $815M | 0.6% | 1,366,578 -22,035 | -2% | -$13.1M |
|
|
XYZ
23
Block, Inc.
XYZ
$48.5B
| $803M | 0.59% | 10,377,973 +75,161 | +0.7% | +$5.81M |
|
24
Advanced Micro Devices
AMD
$264B
| $771M | 0.57% | 5,227,357 -16,351 | -0.3% | -$2.41M |
|
25
Costco
COST
$418B
| $758M | 0.56% | 1,148,155 -7,061 | -0.6% | -$4.66M |
|