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 | |
|---|---|---|---|---|---|---|
751
Federal Realty Investment Trust
FRT
$8.86B
| $15.1M | 0.01% |
149,126
+3,245
| +2% | +$328K |
|
752
Southern Copper
SCCO
$83.6B
| $14.9M | 0.01% |
258,655
-5,581
| -2% | -$321K |
|
753
National Health Investors
NHI
$3.72B
| $14.7M | 0.01% |
281,352
+13,474
| +5% | +$704K |
|
754
Southwest Airlines
LUV
$16.5B
| $14.5M | 0.01% |
429,782
-3,708
| -0.9% | -$125K |
|
755
Descartes Systems
DSGX
$9.26B
| $14.5M | 0.01% |
+207,209
| New | +$14.5M |
|
756
Newell Brands
NWL
$2.68B
| $14.4M | 0.01% |
1,104,125
-37,280
| -3% | -$488K |
|
757
Lincoln National
LNC
$7.98B
| $14.3M | 0.01% |
464,443
-10,766
| -2% | -$331K |
|
758
Kinross Gold
KGC
$26.9B
| $14.3M | 0.01% |
3,494,856
+76,366
| +2% | +$312K |
|
759
Tencent Music
TME
$37.7B
| $14.3M | 0.01% |
1,721,243
+120,088
| +8% | +$994K |
|
760
Vipshop
VIPS
$8.45B
| $14.2M | 0.01% |
1,044,410
-115,203
| -10% | -$1.57M |
|
761
West Fraser Timber
WFG
$5.92B
| $14.1M | 0.01% |
194,463
+29,174
| +18% | +$2.11M |
|
762
CyberArk
CYBR
$23.3B
| $13.9M | 0.01% |
107,590
-534
| -0.5% | -$69.2K |
|
763
Lumen
LUMN
$4.87B
| $13.9M | 0.01% |
2,663,139
-35,476
| -1% | -$185K |
|
764
SiriusXM
SIRI
$8.1B
| $13.8M | 0.01% |
235,738
+1,645
| +0.7% | +$96.1K |
|
765
Tower Semiconductor
TSEM
$7.07B
| $13.7M | 0.01% |
+314,112
| New | +$13.7M |
|
766
Spotify
SPOT
$146B
| $13.7M | 0.01% |
173,101
-412,534
| -70% | -$32.6M |
|
767
Elanco Animal Health
ELAN
$9.16B
| $13.6M | 0.01% |
1,113,140
-87,965
| -7% | -$1.07M |
|
768
GFL Environmental
GFL
$17.4B
| $13.4M | 0.01% |
460,229
+995
| +0.2% | +$29.1K |
|
769
Ionis Pharmaceuticals
IONS
$9.76B
| $12.7M | 0.01% |
336,732
-100,444
| -23% | -$3.79M |
|
770
Fox Class B
FOX
$24.9B
| $12.3M | 0.01% |
433,440
-12,064
| -3% | -$343K |
|
771
Burford Capital
BUR
$2.92B
| $12.2M | 0.01% |
1,517,365
-83,219
| -5% | -$672K |
|
772
FirstService
FSV
$9.18B
| $12.2M | 0.01% |
99,161
-304
| -0.3% | -$37.3K |
|
773
XPeng
XPEV
$18.9B
| $12M | 0.01% |
1,210,845
-338,102
| -22% | -$3.36M |
|
774
Protolabs
PRLB
$1.19B
| $11.9M | 0.01% |
467,018
-620,066
| -57% | -$15.8M |
|
775
WIX.com
WIX
$8.52B
| $11.5M | 0.01% |
149,546
-2,583
| -2% | -$198K |
|