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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Coinbase
COIN
|
$62.8M |
| 4 |
Tesla
TSLA
|
$59M |
| 5 |
iShares Gold Trust Micro
IAUM
|
$57.4M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
First Industrial Realty Trust
FR
$6.92B
| $57.7M | 0.05% |
1,194,912
+149,560
| +14% | +$7.22M |
|
|
SGEN
452
DELISTED
Seagen Inc. Common Stock
SGEN
| $57.5M | 0.05% |
447,343
-10,975
| -2% | -$1.41M |
|
|
453
iShares Gold Trust Micro
IAUM
$3.62B
| $57.4M | 0.05% |
+3,150,000
| New | +$57.4M |
|
454
AdaptHealth
AHCO
$1.29B
| $57.2M | 0.05% |
2,977,755
+59,972
| +2% | +$1.15M |
|
455
American Homes 4 Rent
AMH
$12.9B
| $57.2M | 0.05% |
1,898,613
-26,060
| -1% | -$785K |
|
456
Warner Bros
WBD
$30B
| $57.2M | 0.05% |
6,031,373
+130,584
| +2% | +$1.24M |
|
457
Revvity
RVTY
$10.1B
| $57.1M | 0.05% |
406,942
-69,453
| -15% | -$9.74M |
|
458
Masimo
MASI
$8B
| $56.9M | 0.05% |
384,481
+1,784
| +0.5% | +$264K |
|
459
Coterra Energy
CTRA
$18.3B
| $56.7M | 0.04% |
2,307,575
+14,332
| +0.6% | +$352K |
|
460
J.M. Smucker
SJM
$12B
| $56.6M | 0.04% |
357,200
-7,448
| -2% | -$1.18M |
|
461
NNN REIT
NNN
$8.18B
| $56.6M | 0.04% |
1,236,640
+9,132
| +0.7% | +$418K |
|
462
Teck Resources
TECK
$16.8B
| $56.5M | 0.04% |
1,492,297
+71,122
| +5% | +$2.69M |
|
463
Nu Holdings
NU
$71.2B
| $56.1M | 0.04% |
13,773,766
-142,902
| -1% | -$582K |
|
464
W.P. Carey
WPC
$14.9B
| $56M | 0.04% |
732,029
-23,538
| -3% | -$1.8M |
|
465
Interpublic Group of Companies
IPG
$9.94B
| $55.9M | 0.04% |
1,678,945
-317,236
| -16% | -$10.6M |
|
466
Yum China
YUMC
$16.5B
| $55.8M | 0.04% |
1,020,747
-20,237
| -2% | -$1.11M |
|
467
CMS Energy
CMS
$21.4B
| $55.7M | 0.04% |
879,809
-9,825
| -1% | -$622K |
|
468
Etsy
ETSY
$5.36B
| $55.5M | 0.04% |
463,371
-9,111
| -2% | -$1.09M |
|
469
Wheaton Precious Metals
WPM
$47.3B
| $55.1M | 0.04% |
1,408,784
-11,949
| -0.8% | -$467K |
|
470
Healthpeak Properties
DOC
$12.8B
| $54.3M | 0.04% |
2,165,181
-959,317
| -31% | -$24.1M |
|
471
AES
AES
$9.21B
| $54.1M | 0.04% |
1,880,143
-18,429
| -1% | -$530K |
|
472
CenterPoint Energy
CNP
$24.7B
| $53.7M | 0.04% |
1,790,347
-13,651
| -0.8% | -$409K |
|
473
Tyson Foods
TSN
$20B
| $53.6M | 0.04% |
861,126
-54,157
| -6% | -$3.37M |
|
474
Conagra Brands
CAG
$9.23B
| $53.2M | 0.04% |
1,375,112
-3,874
| -0.3% | -$150K |
|
475
Markel Group
MKL
$24.2B
| $53M | 0.04% |
40,233
-673
| -2% | -$887K |
|