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 |
Microsoft
MSFT
|
+$200M |
| 2 |
NVIDIA
NVDA
|
+$184M |
| 3 |
Amazon
AMZN
|
+$173M |
| 4 |
Mastercard
MA
|
+$123M |
| 5 |
Apple
AAPL
|
+$120M |
Top Sells
| 1 |
Robinhood
HOOD
|
+$293M |
| 2 |
Palantir
PLTR
|
+$174M |
| 3 |
iShares Gold Trust
IAU
|
+$136M |
| 4 |
Roblox
RBLX
|
+$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
+$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Alamos Gold
AGI
$13.6B
| $3.4M | ﹤0.01% |
128,116
-1,161
| -0.9% | -$30.8K |
|
752
Broadstone Net Lease
BNL
$3.49B
| $3.38M | ﹤0.01% |
210,566
+6,367
| +3% | +$102K |
|
753
SLR Investment Corp
SLRC
$911M
| $3.37M | ﹤0.01% |
208,606
+32,393
| +18% | +$523K |
|
754
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.26B
| $3.34M | ﹤0.01% |
77,500
+1,650
| +2% | +$71.2K |
|
755
EPAM Systems
EPAM
$9.03B
| $3.33M | ﹤0.01% |
18,850
-106,276
| -85% | -$18.8M |
|
756
Viatris
VTRS
$12.2B
| $3.31M | ﹤0.01% |
370,940
-2,293,207
| -86% | -$20.5M |
|
757
Oaktree Specialty Lending
OCSL
$1.22B
| $3.29M | ﹤0.01% |
240,769
+16,061
| +7% | +$219K |
|
758
Ally Financial
ALLY
$12.7B
| $3.17M | ﹤0.01% |
81,377
-568,455
| -87% | -$22.1M |
|
759
Rio Tinto
RIO
$101B
| $3.15M | ﹤0.01% |
53,991
-1,140
| -2% | -$66.5K |
|
760
Agnico Eagle Mines
AEM
$76.6B
| $3.1M | ﹤0.01% |
26,062
-4,028
| -13% | -$479K |
|
761
Fidus Investment
FDUS
$756M
| $3.08M | ﹤0.01% |
152,463
+61,977
| +68% | +$1.25M |
|
762
iShares Russell 1000 ETF
IWB
$43.9B
| $3.06M | ﹤0.01% |
9,025
+1,635
| +22% | +$555K |
|
763
Moderna
MRNA
$9.5B
| $3.05M | ﹤0.01% |
110,698
-641,106
| -85% | -$17.7M |
|
764
Four Corners Property Trust
FCPT
$2.71B
| $2.95M | ﹤0.01% |
109,505
-2,238
| -2% | -$60.2K |
|
765
Vanguard Total Stock Market ETF
VTI
$529B
| $2.89M | ﹤0.01% |
9,500
+800
| +9% | +$243K |
|
766
Apple Hospitality REIT
APLE
$3B
| $2.85M | ﹤0.01% |
244,140
+3,048
| +1% | +$35.6K |
|
|
LINE
767
Lineage, Inc. Common Stock
LINE
$9.39B
| $2.84M | ﹤0.01% |
65,367
-627
| -1% | -$27.3K |
|
768
908 Devices
MASS
$201M
| $2.84M | ﹤0.01% |
398,256
-14,318
| -3% | -$102K |
|
769
Douglas Emmett
DEI
$2.72B
| $2.84M | ﹤0.01% |
188,718
+7,781
| +4% | +$117K |
|
770
Medical Properties Trust
MPW
$2.75B
| $2.83M | ﹤0.01% |
656,268
+9,068
| +1% | +$39.1K |
|
771
Interpublic Group of Companies
IPG
$9.77B
| $2.78M | ﹤0.01% |
113,725
-809,305
| -88% | -$19.8M |
|
772
Eastman Chemical
EMN
$7.72B
| $2.7M | ﹤0.01% |
36,112
-307,562
| -89% | -$23M |
|
773
Schwab US Dividend Equity ETF
SCHD
$71.4B
| $2.66M | ﹤0.01% |
+100,500
| New | +$2.66M |
|
774
Barings BDC
BBDC
$992M
| $2.66M | ﹤0.01% |
291,373
+28,463
| +11% | +$260K |
|
775
Urban Edge Properties
UE
$2.65B
| $2.58M | ﹤0.01% |
138,130
+2,951
| +2% | +$55.1K |
|