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 |
Apple
AAPL
|
$331M |
| 2 |
Lam Research
LRCX
|
$204M |
| 3 |
Arista Networks
ANET
|
$203M |
| 4 |
Palo Alto Networks
PANW
|
$145M |
| 5 |
Amazon
AMZN
|
$131M |
Top Sells
| 1 |
Tesla
TSLA
|
$263M |
| 2 |
Palantir
PLTR
|
$231M |
| 3 |
Robinhood
HOOD
|
$203M |
| 4 |
Stryker
SYK
|
$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $8.97B | 6.05% | 35,808,108 +1,321,913 | +4% | +$331M |
|
2
NVIDIA
NVDA
$4.24T
| $8.54B | 5.77% | 63,615,639 +186,761 | +0.3% | +$25.1M |
|
3
Microsoft
MSFT
$3.77T
| $7.72B | 5.21% | 18,314,488 -73,618 | -0.4% | -$31M |
|
|
4
Amazon
AMZN
$2.44T
| $5.52B | 3.73% | 25,176,514 +595,910 | +2% | +$131M |
|
5
Meta Platforms (Facebook)
META
$1.86T
| $3.36B | 2.27% | 5,743,560 -36,710 | -0.6% | -$21.5M |
|
|
6
Tesla
TSLA
$1.08T
| $3.18B | 2.15% | 7,877,482 -651,370 | -8% | -$263M |
|
7
Alphabet (Google) Class A
GOOGL
$2.57T
| $2.64B | 1.78% | 13,966,427 +32,903 | +0.2% | +$6.23M |
|
8
Broadcom
AVGO
$1.4T
| $2.61B | 1.76% | 11,270,773 -103,306 | -0.9% | -$24M |
|
|
9
Alphabet (Google) Class C
GOOG
$2.58T
| $2.44B | 1.65% | 12,813,530 +30,680 | +0.2% | +$5.84M |
|
10
JPMorgan Chase
JPM
$829B
| $1.63B | 1.1% | 6,798,411 -219,235 | -3% | -$52.6M |
|
11
Eli Lilly
LLY
$657B
| $1.5B | 1.01% | 1,937,130 -16,917 | -0.9% | -$13.1M |
|
12
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.47B | 0.99% | 3,244,744 +7,813 | +0.2% | +$3.54M |
|
13
Visa
V
$683B
| $1.36B | 0.92% | 4,290,780 +366,012 | +9% | +$116M |
|
14
UnitedHealth
UNH
$281B
| $1.33B | 0.89% | 2,619,549 +12,322 | +0.5% | +$6.23M |
|
15
Exxon Mobil
XOM
$487B
| $1.1B | 0.74% | 10,221,246 -250,195 | -2% | -$26.9M |
|
16
Netflix
NFLX
$513B
| $1.05B | 0.71% | 1,182,073 -25,355 | -2% | -$22.6M |
|
17
Walmart
WMT
$774B
| $1.03B | 0.69% | 11,353,668 +2,314 | +0% | +$209K |
|
18
Mastercard
MA
$538B
| $1.03B | 0.69% | 1,947,501 -12,795 | -0.7% | -$6.74M |
|
19
Home Depot
HD
$405B
| $999M | 0.67% | 2,567,688 +18,448 | +0.7% | +$7.18M |
|
20
Procter & Gamble
PG
$368B
| $975M | 0.66% | 5,814,391 +97,592 | +2% | +$16.4M |
|
21
Costco
COST
$418B
| $968M | 0.65% | 1,056,933 +660 | +0.1% | +$605K |
|
|
22
Palantir
PLTR
$372B
| $902M | 0.61% | 11,922,563 -3,060,362 | -20% | -$231M |
|
23
iShares Gold Trust
IAU
$50.6B
| $871M | 0.59% | 17,600,803 -551,732 | -3% | -$27.3M |
|
24
Johnson & Johnson
JNJ
$427B
| $866M | 0.58% | 5,991,352 -17,527 | -0.3% | -$2.53M |
|
25
Salesforce
CRM
$245B
| $814M | 0.55% | 2,433,552 -30,811 | -1% | -$10.3M |
|