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 | |
|---|---|---|---|---|---|---|
726
Essential Properties Realty Trust
EPRT
$5.92B
| $7.46M | 0.01% |
238,552
-5,872
| -2% | -$184K |
|
727
iShares MSCI India ETF
INDA
$9.39B
| $7.39M | 0.01% |
140,383
-8,338
| -6% | -$439K |
|
728
iShares MSCI Emerging Markets ETF
EEM
$19.6B
| $7.3M | ﹤0.01% |
174,490
+9,263
| +6% | +$387K |
|
729
Kilroy Realty
KRC
$5B
| $7.21M | ﹤0.01% |
178,307
-670
| -0.4% | -$27.1K |
|
730
XP
XP
$9.86B
| $7.2M | ﹤0.01% |
607,812
-179,839
| -23% | -$2.13M |
|
731
Tanger
SKT
$3.88B
| $7.05M | ﹤0.01% |
206,704
+88,106
| +74% | +$3.01M |
|
732
STAG Industrial
STAG
$6.7B
| $6.69M | ﹤0.01% |
197,744
-1,585
| -0.8% | -$53.6K |
|
733
Terreno Realty
TRNO
$5.9B
| $6.38M | ﹤0.01% |
107,959
+1,681
| +2% | +$99.4K |
|
|
ACCD
734
DELISTED
Accolade, Inc. Common Stock
ACCD
| $6.04M | ﹤0.01% |
1,766,480
-123,643
| -7% | -$423K |
|
735
Legend Biotech
LEGN
$6.2B
| $5.65M | ﹤0.01% |
173,766
-3,461
| -2% | -$113K |
|
736
AstraZeneca
AZN
$250B
| $5.58M | ﹤0.01% |
85,127
+616
| +0.7% | +$40.4K |
|
737
CareTrust REIT
CTRE
$7.53B
| $5.48M | ﹤0.01% |
202,692
+35,084
| +21% | +$949K |
|
738
Bain Capital Specialty
BCSF
$1.01B
| $5.48M | ﹤0.01% |
312,832
-4,486
| -1% | -$78.6K |
|
739
Ionis Pharmaceuticals
IONS
$10.2B
| $5.48M | ﹤0.01% |
156,657
-39,457
| -20% | -$1.38M |
|
740
Flowserve
FLS
$7.41B
| $5.39M | ﹤0.01% |
93,702
-33,504
| -26% | -$1.93M |
|
741
Icon
ICLR
$13.2B
| $5.37M | ﹤0.01% |
25,623
-3,101
| -11% | -$650K |
|
742
Shell
SHEL
$210B
| $5.32M | ﹤0.01% |
84,913
-4,683
| -5% | -$293K |
|
743
Macerich
MAC
$4.57B
| $5.31M | ﹤0.01% |
266,542
+32,842
| +14% | +$654K |
|
744
Acadia Realty Trust
AKR
$2.55B
| $5.25M | ﹤0.01% |
217,401
+102,496
| +89% | +$2.48M |
|
745
SL Green Realty
SLG
$4.28B
| $5.19M | ﹤0.01% |
76,367
+6,158
| +9% | +$418K |
|
746
SPDR Bloomberg High Yield Bond ETF
JNK
$8.11B
| $5.17M | ﹤0.01% |
54,200
-72,599
| -57% | -$6.93M |
|
747
Phillips Edison & Co
PECO
$4.45B
| $4.98M | ﹤0.01% |
132,944
-1,489
| -1% | -$55.8K |
|
748
Bloom Energy
BE
$15B
| $4.85M | ﹤0.01% |
218,377
-190,921
| -47% | -$4.24M |
|
749
Independence Realty Trust
IRT
$4.14B
| $4.84M | ﹤0.01% |
243,814
-1,113
| -0.5% | -$22.1K |
|
750
iShares MSCI Taiwan ETF
EWT
$6.52B
| $4.82M | ﹤0.01% |
93,145
+26,884
| +41% | +$1.39M |
|