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 | +$122M | |
| 2 | +$118M | |
| 3 | +$116M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$98.8M |
| 5 |
Amazon
AMZN
|
+$74.5M |
Top Sells
| 1 | +$202M | |
| 2 | +$182M | |
| 3 | +$145M | |
| 4 |
Coca-Cola
KO
|
+$130M |
| 5 |
TransUnion
TRU
|
+$65.2M |
Sector Composition
| 1 | Technology | 30.03% |
| 2 | Financials | 13.18% |
| 3 | Healthcare | 11.38% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Communication Services | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.7T
| $7.98B | 5.64% |
35,926,849
+118,741
|
|
||
2
Microsoft
MSFT
$3.82T
| $6.94B | 4.91% |
18,491,343
+176,855
|
|
||
3
NVIDIA
NVDA
$4.38T
| $6.91B | 4.89% |
63,783,100
+167,461
|
|
||
|
4
Amazon
AMZN
$2.3T
| $4.86B | 3.44% |
25,568,086
+391,572
|
|
||
5
Meta Platforms (Facebook)
META
$1.8T
| $3.34B | 2.36% |
5,791,707
+48,147
|
|
||
6
Alphabet (Google) Class A
GOOGL
$3.04T
| $2.18B | 1.54% |
14,093,985
+127,558
|
|
||
7
Tesla
TSLA
$1.45T
| $2.16B | 1.53% |
8,333,838
+456,356
|
|
||
|
8
Alphabet (Google) Class C
GOOG
$3.04T
| $2B | 1.41% |
12,797,227
-16,303
|
|
||
9
Broadcom
AVGO
$1.66T
| $1.96B | 1.38% |
11,687,767
+416,994
|
|
||
10
Berkshire Hathaway Class B
BRK.B
$1.07T
| $1.75B | 1.23% |
3,277,102
+32,358
|
|
||
11
JPMorgan Chase
JPM
$832B
| $1.65B | 1.17% |
6,721,963
-76,448
|
|
||
12
Eli Lilly
LLY
$741B
| $1.61B | 1.14% |
1,953,449
+16,319
|
|
||
13
Visa
V
$671B
| $1.55B | 1.1% |
4,423,994
+133,214
|
|
||
14
UnitedHealth
UNH
$327B
| $1.37B | 0.97% |
2,615,053
-4,496
|
|
||
15
Exxon Mobil
XOM
$476B
| $1.21B | 0.85% |
10,148,676
-72,570
|
|
||
16
Netflix
NFLX
$511B
| $1.12B | 0.79% |
1,202,228
+20,155
|
|
||
17
Mastercard
MA
$509B
| $1.06B | 0.75% |
1,938,267
-9,234
|
|
||
18
iShares Gold Trust
IAU
$64.1B
| $1.06B | 0.75% |
17,940,089
+339,286
|
|
||
19
Procter & Gamble
PG
$345B
| $1.02B | 0.72% |
5,966,462
+152,071
|
|
||
20
Costco
COST
$423B
| $1.02B | 0.72% |
1,074,587
+17,654
|
|
||
21
Walmart
WMT
$869B
| $1.01B | 0.72% |
11,550,898
+197,230
|
|
||
22
Johnson & Johnson
JNJ
$460B
| $1B | 0.71% |
6,044,313
+52,961
|
|
||
23
Home Depot
HD
$387B
| $952M | 0.67% |
2,598,745
+31,057
|
|
||
|
24
SPDR Gold MiniShares Trust
GLDM
$22.9B
| $903M | 0.64% |
14,596,294
+1,596,294
|
|
||
25
Palantir
PLTR
$426B
| $861M | 0.61% |
10,202,840
-1,719,723
|
|