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 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
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 | |
|---|---|---|---|---|---|---|
676
MGM Resorts International
MGM
$9.86B
| $15.1M | 0.01% |
435,762
-19,910
| -4% | -$690K |
|
677
Corebridge Financial
CRBG
$17.9B
| $15.1M | 0.01% |
504,261
+20,783
| +4% | +$622K |
|
|
WBA
678
DELISTED
Walgreens Boots Alliance
WBA
| $15.1M | 0.01% |
1,613,603
-1,069,544
| -40% | -$9.98M |
|
679
Nurix Therapeutics
NRIX
$691M
| $14.9M | 0.01% |
789,222
+235,971
| +43% | +$4.45M |
|
680
Qorvo
QRVO
$8.12B
| $14.8M | 0.01% |
211,466
-8,018
| -4% | -$561K |
|
681
Highwoods Properties
HIW
$3.44B
| $14.7M | 0.01% |
479,972
+365,454
| +319% | +$11.2M |
|
682
Cousins Properties
CUZ
$4.87B
| $14.6M | 0.01% |
477,144
-304,803
| -39% | -$9.34M |
|
|
AZPN
683
DELISTED
Aspen Technology Inc
AZPN
| $14.5M | 0.01% |
57,967
-524,715
| -90% | -$131M |
|
684
CubeSmart
CUBE
$9.3B
| $14.4M | 0.01% |
335,844
-374
| -0.1% | -$16K |
|
685
Albertsons Companies
ACI
$10.4B
| $14M | 0.01% |
714,276
+43,554
| +6% | +$855K |
|
686
Federal Realty Investment Trust
FRT
$8.69B
| $14M | 0.01% |
124,629
-16,912
| -12% | -$1.89M |
|
687
Vanguard Real Estate ETF
VNQ
$34.5B
| $13.9M | 0.01% |
155,758
-41,636
| -21% | -$3.71M |
|
|
SRTA
688
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$322M
| $13.2M | 0.01% |
3,100,673
-659,089
| -18% | -$2.8M |
|
689
Main Street Capital
MAIN
$5.92B
| $12.9M | 0.01% |
220,517
+10,593
| +5% | +$621K |
|
690
Hyatt Hotels
H
$13.7B
| $12.9M | 0.01% |
82,067
-2,904
| -3% | -$456K |
|
691
Blackstone Secured Lending
BXSL
$6.63B
| $12.5M | 0.01% |
387,501
+50,499
| +15% | +$1.63M |
|
692
FS KKR Capital
FSK
$4.99B
| $12M | 0.01% |
553,249
+41,932
| +8% | +$911K |
|
693
TechnipFMC
FTI
$16.9B
| $12M | 0.01% |
413,754
+6,116
| +2% | +$177K |
|
694
Bio-Rad Laboratories Class A
BIO
$7.66B
| $12M | 0.01% |
36,395
-1,569
| -4% | -$515K |
|
695
DiamondRock Hospitality
DRH
$1.72B
| $11.7M | 0.01% |
1,300,414
+1,067,497
| +458% | +$9.64M |
|
696
Standard BioTools
LAB
$493M
| $11.6M | 0.01% |
6,618,394
-2,960,169
| -31% | -$5.18M |
|
697
Lamar Advertising Co
LAMR
$12.9B
| $11.6M | 0.01% |
95,121
-974
| -1% | -$119K |
|
698
Southwest Airlines
LUV
$16.3B
| $11.4M | 0.01% |
339,116
-9,273
| -3% | -$312K |
|
699
U-Haul Holding Co Series N
UHAL.B
$9.81B
| $11.3M | 0.01% |
177,019
-2,704
| -2% | -$173K |
|
700
Vipshop
VIPS
$8.79B
| $11.1M | 0.01% |
826,643
-16,220
| -2% | -$218K |
|