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 |
Amazon
AMZN
|
+$124M |
| 2 |
Microsoft
MSFT
|
+$108M |
| 3 |
Apple
AAPL
|
+$101M |
| 4 |
Nu Holdings
NU
|
+$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
+$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
+$218M |
| 2 |
Tesla
TSLA
|
+$119M |
| 3 |
TE Connectivity
TEL
|
+$108M |
| 4 |
Parker-Hannifin
PH
|
+$76.5M |
| 5 |
NVIDIA
NVDA
|
+$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Super Micro Computer
SMCI
$26B
| $5.19M | ﹤0.01% |
1,246,520
+139,360
| +13% | +$580K |
|
752
CareTrust REIT
CTRE
$7.53B
| $5.17M | ﹤0.01% |
167,608
+10,460
| +7% | +$323K |
|
|
LINE
753
Lineage, Inc. Common Stock
LINE
$9.47B
| $5.07M | ﹤0.01% |
+64,691
| New | +$5.07M |
|
754
Phillips Edison & Co
PECO
$4.45B
| $5.07M | ﹤0.01% |
134,433
-880
| -0.7% | -$33.2K |
|
755
Independence Realty Trust
IRT
$4.09B
| $5.02M | ﹤0.01% |
244,927
-787
| -0.3% | -$16.1K |
|
756
Compañía de Minas Buenaventura
BVN
$5.09B
| $5M | ﹤0.01% |
361,561
-3,550
| -1% | -$49.1K |
|
757
Magna International
MGA
$13B
| $4.94M | ﹤0.01% |
120,484
-8,576
| -7% | -$352K |
|
758
SL Green Realty
SLG
$4.28B
| $4.89M | ﹤0.01% |
70,209
-2,112
| -3% | -$147K |
|
759
Sabra Healthcare REIT
SBRA
$4.54B
| $4.71M | ﹤0.01% |
253,001
-1,663
| -0.7% | -$30.9K |
|
|
760
TE Connectivity
TEL
$62B
| $4.68M | ﹤0.01% |
31,007
-715,378
| -96% | -$108M |
|
761
Arm
ARM
$161B
| $4.5M | ﹤0.01% |
31,487
+10,047
| +47% | +$1.44M |
|
762
Rio Tinto
RIO
$101B
| $4.45M | ﹤0.01% |
62,514
-7,663
| -11% | -$545K |
|
763
Sunstone Hotel Investors
SHO
$1.75B
| $4.38M | ﹤0.01% |
424,239
-942,822
| -69% | -$9.73M |
|
764
GlobalFoundries
GFS
$17.7B
| $4.34M | ﹤0.01% |
107,802
+12,948
| +14% | +$521K |
|
765
Bloom Energy
BE
$14.5B
| $4.32M | ﹤0.01% |
409,298
-16,782
| -4% | -$177K |
|
766
Personalis
PSNL
$473M
| $4.26M | ﹤0.01% |
792,608
-92,809
| -10% | -$499K |
|
767
Macerich
MAC
$4.53B
| $4.26M | ﹤0.01% |
233,700
-7,930
| -3% | -$145K |
|
768
Etsy
ETSY
$5.75B
| $4.26M | ﹤0.01% |
76,644
-245,710
| -76% | -$13.6M |
|
769
Flex
FLEX
$21.6B
| $4.17M | ﹤0.01% |
124,762
| – | – |
|
770
Innovative Industrial Properties
IIPR
$1.58B
| $4.15M | ﹤0.01% |
30,861
-587
| -2% | -$79K |
|
771
New Mountain Finance
NMFC
$1.11B
| $4.08M | ﹤0.01% |
340,158
+28,957
| +9% | +$347K |
|
772
RenaissanceRe
RNR
$11.2B
| $4.02M | ﹤0.01% |
14,769
-9,550
| -39% | -$2.6M |
|
773
iShares MSCI Indonesia ETF
EIDO
$327M
| $4.02M | ﹤0.01% |
+178,537
| New | +$4.02M |
|
774
EPR Properties
EPR
$4.18B
| $4.02M | ﹤0.01% |
81,888
-6,209
| -7% | -$304K |
|
775
Tanger
SKT
$3.87B
| $3.94M | ﹤0.01% |
118,598
-641
| -0.5% | -$21.3K |
|