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 |
Microsoft
MSFT
|
+$200M |
| 2 |
NVIDIA
NVDA
|
+$184M |
| 3 |
Amazon
AMZN
|
+$173M |
| 4 |
Mastercard
MA
|
+$123M |
| 5 |
Apple
AAPL
|
+$120M |
Top Sells
| 1 |
Robinhood
HOOD
|
+$293M |
| 2 |
Palantir
PLTR
|
+$174M |
| 3 |
iShares Gold Trust
IAU
|
+$136M |
| 4 |
Roblox
RBLX
|
+$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
+$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Compañía de Minas Buenaventura
BVN
$5.08B
| $6.27M | ﹤0.01% |
381,561
| – | – |
|
702
Kilroy Realty
KRC
$5.05B
| $6.23M | ﹤0.01% |
181,434
+1,618
| +0.9% | +$55.5K |
|
703
Healthcare Realty
HR
$6.35B
| $6.18M | ﹤0.01% |
389,455
+1,747
| +0.5% | +$27.7K |
|
704
Arm
ARM
$147B
| $5.98M | ﹤0.01% |
36,964
+2,977
| +9% | +$482K |
|
705
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.4B
| $5.97M | ﹤0.01% |
109,700
+16,400
| +18% | +$892K |
|
706
Legend Biotech
LEGN
$6.39B
| $5.77M | ﹤0.01% |
162,609
-11,157
| -6% | -$396K |
|
707
Global X MLP & Energy Infrastructure ETF
MLPX
$2.55B
| $5.68M | ﹤0.01% |
90,581
+5,968
| +7% | +$374K |
|
708
Cousins Properties
CUZ
$4.88B
| $5.57M | ﹤0.01% |
185,532
+1,779
| +1% | +$53.4K |
|
709
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.6B
| $5.56M | ﹤0.01% |
130,500
+13,100
| +11% | +$558K |
|
710
Ionis Pharmaceuticals
IONS
$9.72B
| $5.52M | ﹤0.01% |
139,739
-2,694
| -2% | -$106K |
|
711
Flex
FLEX
$20.9B
| $5.39M | ﹤0.01% |
108,053
-4,200
| -4% | -$210K |
|
712
Shell
SHEL
$208B
| $5.37M | ﹤0.01% |
76,248
-8,576
| -10% | -$604K |
|
713
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $5.37M | ﹤0.01% |
66,536
-55,100
| -45% | -$4.44M |
|
714
Bloom Energy
BE
$12.5B
| $5.22M | ﹤0.01% |
218,433
+4,636
| +2% | +$111K |
|
715
New Mountain Finance
NMFC
$1.12B
| $5.18M | ﹤0.01% |
491,424
+104,248
| +27% | +$1.1M |
|
716
Goldman Sachs BDC
GSBD
$1.3B
| $5.14M | ﹤0.01% |
457,137
+39,067
| +9% | +$440K |
|
717
GlobalFoundries
GFS
$18.3B
| $5.05M | ﹤0.01% |
132,288
+6,022
| +5% | +$230K |
|
718
A.O. Smith
AOS
$10.3B
| $5.03M | ﹤0.01% |
76,773
-229,871
| -75% | -$15.1M |
|
719
SL Green Realty
SLG
$4.32B
| $4.87M | ﹤0.01% |
78,625
+2,625
| +3% | +$162K |
|
720
EPR Properties
EPR
$4.05B
| $4.84M | ﹤0.01% |
83,154
-782
| -0.9% | -$45.6K |
|
721
Sabra Healthcare REIT
SBRA
$4.6B
| $4.82M | ﹤0.01% |
261,305
+3,405
| +1% | +$62.8K |
|
722
Phillips Edison & Co
PECO
$4.49B
| $4.82M | ﹤0.01% |
137,505
+1,776
| +1% | +$62.2K |
|
|
MRP
723
Millrose Properties, Inc.
MRP
$5.68B
| $4.81M | ﹤0.01% |
168,592
+2,922
| +2% | +$83.3K |
|
|
FB
724
ProShares S&P 500 Dynamic Buffer ETF
FB
$7.83M
| $4.8M | ﹤0.01% |
+118,708
| New | +$4.8M |
|
725
Acadia Realty Trust
AKR
$2.63B
| $4.74M | ﹤0.01% |
255,209
+13,516
| +6% | +$251K |
|