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 |
Extra Space Storage
EXR
|
+$90M |
| 2 |
Advanced Micro Devices
AMD
|
+$76.6M |
| 3 |
Amphenol
APH
|
+$71M |
| 4 |
Kenvue
KVUE
|
+$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
+$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
+$153M |
| 2 |
Johnson & Johnson
JNJ
|
+$96.2M |
| 3 |
Coinbase
COIN
|
+$94.4M |
| 4 |
Tesla
TSLA
|
+$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Americold
COLD
$3.84B
| $12.9M | 0.01% |
422,868
-27,263
| -6% | -$829K |
|
752
Cerus
CERS
$247M
| $12.8M | 0.01% |
7,912,742
-323,749
| -4% | -$524K |
|
753
DaVita
DVA
$9.77B
| $12.8M | 0.01% |
134,919
-2,894
| -2% | -$274K |
|
754
Descartes Systems
DSGX
$9.19B
| $12.6M | 0.01% |
171,203
+64
| +0% | +$4.71K |
|
755
Kinross Gold
KGC
$27.3B
| $12.4M | 0.01% |
2,722,482
-128,376
| -5% | -$587K |
|
756
Lucid Motors
LCID
$5.96B
| $12.4M | 0.01% |
222,075
+14,031
| +7% | +$784K |
|
757
Sensata Technologies
ST
$4.62B
| $12.1M | 0.01% |
320,804
-43,742
| -12% | -$1.65M |
|
758
Mohawk Industries
MHK
$8.42B
| $12M | 0.01% |
139,943
-15,200
| -10% | -$1.3M |
|
|
MKFG
759
DELISTED
Markforged Holding Corporation
MKFG
| $11.9M | 0.01% |
821,414
-46,975
| -5% | -$681K |
|
760
U-Haul Holding Co Series N
UHAL.B
$9.89B
| $11.9M | 0.01% |
226,594
| – | – |
|
761
FirstService
FSV
$9.38B
| $11.7M | 0.01% |
80,248
-1,155
| -1% | -$168K |
|
762
Fox Class B
FOX
$23.6B
| $11.6M | 0.01% |
401,670
-3,874
| -1% | -$112K |
|
|
GTM
763
ZoomInfo Technologies
GTM
$3.36B
| $11.5M | 0.01% |
701,001
+212
| +0% | +$3.48K |
|
764
Vanguard Real Estate ETF
VNQ
$34.4B
| $11.3M | 0.01% |
149,295
-28,469
| -16% | -$2.15M |
|
765
Tencent Music
TME
$38.9B
| $11.2M | 0.01% |
1,748,469
+68,185
| +4% | +$435K |
|
766
Liberty Global Class C
LBTYK
$4B
| $11.1M | 0.01% |
598,916
-50,739
| -8% | -$942K |
|
767
Westlake Corp
WLK
$11B
| $11.1M | 0.01% |
88,865
-2,339
| -3% | -$292K |
|
|
MTLS
768
Materialise
MTLS
$301M
| $11M | 0.01% |
2,011,957
-47,452
| -2% | -$261K |
|
|
VLD
769
DELISTED
Velo3D, Inc.
VLD
| $11M | 0.01% |
202,171
+35,542
| +21% | +$1.94M |
|
|
SRTA
770
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$329M
| $11M | 0.01% |
4,260,261
-264,831
| -6% | -$686K |
|
771
Pan American Silver
PAAS
$14.9B
| $10.9M | 0.01% |
752,227
-37,165
| -5% | -$539K |
|
772
Gildan
GIL
$8.19B
| $10.7M | 0.01% |
379,431
-26,911
| -7% | -$756K |
|
773
Blue Owl Capital
OBDC
$7.25B
| $10.6M | 0.01% |
766,980
-9,129
| -1% | -$126K |
|
774
Invesco
IVZ
$9.91B
| $10.6M | 0.01% |
731,275
-8,349
| -1% | -$121K |
|
775
Hyatt Hotels
H
$13.8B
| $10.6M | 0.01% |
99,763
-673
| -0.7% | -$71.4K |
|