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 |
Walmart
WMT
|
$490M |
| 2 |
Tesla
TSLA
|
$198M |
| 3 |
Amazon
AMZN
|
$188M |
| 4 |
Roku
ROKU
|
$95M |
| 5 |
Unity
U
|
$74.2M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $8.14B | 5.59% | 19,337,714 -85,407 | -0.4% | -$35.9M |
|
|
2
Apple
AAPL
$3.45T
| $6.26B | 4.3% | 36,498,256 -1,962,821 | -5% | -$337M |
|
|
3
NVIDIA
NVDA
$4.25T
| $6.23B | 4.28% | 6,895,462 -131,609 | -2% | -$119M |
|
|
4
Amazon
AMZN
$2.44T
| $4.46B | 3.07% | 24,751,420 +1,040,946 | +4% | +$188M |
|
5
Meta Platforms (Facebook)
META
$1.86T
| $3.01B | 2.06% | 6,194,162 +8,969 | +0.1% | +$4.36M |
|
6
Alphabet (Google) Class A
GOOGL
$2.57T
| $2.23B | 1.53% | 14,753,428 -34,587 | -0.2% | -$5.22M |
|
|
7
Alphabet (Google) Class C
GOOG
$2.58T
| $2.14B | 1.47% | 14,024,826 -278,625 | -2% | -$42.4M |
|
|
8
Tesla
TSLA
$1.08T
| $1.73B | 1.19% | 9,849,425 +1,125,329 | +13% | +$198M |
|
9
Broadcom
AVGO
$1.4T
| $1.63B | 1.12% | 1,232,024 -23,278 | -2% | -$30.9M |
|
10
Eli Lilly
LLY
$657B
| $1.62B | 1.11% | 2,084,795 -18,411 | -0.9% | -$14.3M |
|
11
JPMorgan Chase
JPM
$829B
| $1.45B | 1% | 7,251,851 -254,245 | -3% | -$50.9M |
|
12
UnitedHealth
UNH
$281B
| $1.35B | 0.92% | 2,721,379 -2,891 | -0.1% | -$1.43M |
|
13
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.32B | 0.91% | 3,148,185 +1,430 | +0% | +$601K |
|
14
Exxon Mobil
XOM
$487B
| $1.26B | 0.86% | 10,827,329 -55,618 | -0.5% | -$6.47M |
|
15
Visa
V
$683B
| $1.17B | 0.8% | 4,195,271 -64,403 | -2% | -$18M |
|
16
Home Depot
HD
$405B
| $1.04B | 0.72% | 2,723,494 -959 | -0% | -$368K |
|
17
Johnson & Johnson
JNJ
$427B
| $1.01B | 0.7% | 6,404,914 -39,760 | -0.6% | -$6.29M |
|
18
Mastercard
MA
$538B
| $1.01B | 0.7% | 2,103,371 -9,823 | -0.5% | -$4.73M |
|
19
Procter & Gamble
PG
$368B
| $988M | 0.68% | 6,087,841 -6,047 | -0.1% | -$981K |
|
20
Merck
MRK
$210B
| $933M | 0.64% | 7,070,287 +296,092 | +4% | +$39.1M |
|
|
21
Coinbase
COIN
$78.2B
| $909M | 0.62% | 3,428,620 -2,087,647 | -38% | -$553M |
|
22
iShares Gold Trust
IAU
$50.2B
| $893M | 0.61% | 21,249,413 -323,298 | -1% | -$13.6M |
|
23
Advanced Micro Devices
AMD
$264B
| $863M | 0.59% | 4,784,034 -443,323 | -8% | -$80M |
|
24
Costco
COST
$418B
| $848M | 0.58% | 1,157,350 +9,195 | +0.8% | +$6.74M |
|
|
XYZ
25
Block, Inc.
XYZ
$48.5B
| $825M | 0.57% | 9,756,991 -620,982 | -6% | -$52.5M |
|