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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$312M |
| 2 |
Oracle
ORCL
|
+$124M |
| 3 |
Amazon
AMZN
|
+$122M |
| 4 |
Visa
V
|
+$110M |
| 5 |
TE Connectivity
TEL
|
+$108M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$210M |
| 2 |
Palantir
PLTR
|
+$178M |
| 3 |
Robinhood
HOOD
|
+$176M |
| 4 |
Stryker
SYK
|
+$139M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$128M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.66% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.11% |
| 4 | Healthcare | 10.49% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
751
Goldman Sachs BDC
GSBD
$984M
| $4.69M | ﹤0.01% |
387,898
+4,313
| +1% | +$56.6K |
|
752
GlobalFoundries
GFS
$28.2B
| $4.68M | ﹤0.01% |
109,123
+1,321
| +1% | +$55.3K |
|
753
StoneCo
STNE
$2.67B
| $4.59M | ﹤0.01% |
575,571
-1,114,268
| -66% | -$11.3M |
|
754
Nutrien
NTR
$32.3B
| $4.48M | ﹤0.01% |
100,068
-22,681
| -18% | -$1.08M |
|
755
Sabra Healthcare REIT
SBRA
$5.64B
| $4.42M | ﹤0.01% |
255,110
+2,109
| +0.8% | +$38.5K |
|
756
Magna International
MGA
$17.9B
| $4.4M | ﹤0.01% |
105,395
-15,089
| -13% | -$648K |
|
757
Compañía de Minas Buenaventura
BVN
$7.87B
| $4.4M | ﹤0.01% |
381,561
+20,000
| +6% | +$256K |
|
758
Autohome
ATHM
$2.46B
| $4.35M | ﹤0.01% |
167,786
-24,469
| -13% | -$705K |
|
759
BHP
BHP
$211B
| $4.33M | ﹤0.01% |
88,734
-13,272
| -13% | -$721K |
|
760
Personalis
PSNL
$1.25B
| $4.24M | ﹤0.01% |
733,313
-59,295
| -7% | -$274K |
|
761
Flex
FLEX
$40.2B
| $4.15M | ﹤0.01% |
108,053
-16,709
| -13% | -$618K |
|
762
Alibaba
BABA
$273B
| $3.98M | ﹤0.01% |
46,921
-8,311
| -15% | -$785K |
|
763
Sunstone Hotel Investors
SHO
$2.21B
| $3.93M | ﹤0.01% |
331,698
-92,541
| -22% | -$1.01M |
|
764
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.18B
| $3.85M | ﹤0.01% |
152,223
-101,030
| -40% | -$2.63M |
|
|
LINE
765
Lineage Inc
LINE
$9.59B
| $3.78M | ﹤0.01% |
64,480
-211
| -0.3% | -$14.3K |
|
766
Apple Hospitality REIT
APLE
$3.97B
| $3.73M | ﹤0.01% |
243,205
-231
| -0.1% | -$3.58K |
|
767
Reinsurance Group of America
RGA
$15.8B
| $3.69M | ﹤0.01% |
17,270
-722
| -4% | -$157K |
|
768
RenaissanceRe
RNR
$13.7B
| $3.67M | ﹤0.01% |
14,769
| – | – |
|
769
New Mountain Finance
NMFC
$653M
| $3.66M | ﹤0.01% |
325,367
-14,791
| -4% | -$171K |
|
770
United Airlines
UAL
$38.6B
| $3.66M | ﹤0.01% |
37,660
+1,759
| +5% | +$149K |
|
771
EPR Properties
EPR
$4.91B
| $3.65M | ﹤0.01% |
82,345
+457
| +0.6% | +$20.9K |
|
772
Arm
ARM
$269B
| $3.64M | ﹤0.01% |
29,494
-1,993
| -6% | -$281K |
|
773
Carlyle Secured Lending
CGBD
$715M
| $3.54M | ﹤0.01% |
197,383
-14,283
| -7% | -$246K |
|
|
OBDE
774
DELISTED
Blue Owl Capital Corporation III
OBDE
| $3.54M | ﹤0.01% |
245,225
+77,947
| +47% | +$1.15M |
|
775
Oaktree Specialty Lending
OCSL
$1.05B
| $3.44M | ﹤0.01% |
225,306
+24,636
| +12% | +$395K |
|
Similar funds
Sumitomo Mitsui Trust Group's Q4 2024 Portfolio in Review
As of Q4 2024, Sumitomo Mitsui Trust Group held 1,078 positions worth $148B, up 2.7% from $144B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Sumitomo Mitsui Trust Group's Q4 2024 filing shows 26 new, 463 increased, 512 reduced and 37 closed positions. Its largest new stake was Curbline Properties: 788,956 shares worth $18.3M. The largest sale was Tesla, an estimated $210M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 32% a quarter earlier, followed by Financials and Consumer Discretionary.
- Sumitomo Mitsui Trust Group's largest Q4 2024 buy was Curbline Properties: 788,956 shares worth $18.3M.
- Sumitomo Mitsui Trust Group added most to Apple in Q4 2024, an estimated $312M increase.
- Sumitomo Mitsui Trust Group's biggest Q4 2024 reduction was Tesla, cutting an estimated $210M.
- Sumitomo Mitsui Trust Group fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $33.1M.
- Sumitomo Mitsui Trust Group's ten largest holdings make up 31% of its $148B portfolio in Q4 2024.
- Sumitomo Mitsui Trust Group opened 26 new positions and closed 37 in Q4 2024.
- Sumitomo Mitsui Trust Group's portfolio value rose 2.7% quarter-over-quarter to $148B.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2024, filed 28 Jan 2025.