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
|
+$370M |
| 2 |
Apple
AAPL
|
+$280M |
| 3 |
Amazon
AMZN
|
+$263M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$254M |
| 5 |
Equinix
EQIX
|
+$248M |
Top Sells
| 1 |
RTX Corp
RTX
|
+$536M |
| 2 |
iShares Gold Trust
IAU
|
+$133M |
| 3 |
SPDR Gold Trust
GLD
|
+$129M |
| 4 |
Teladoc Health
TDOC
|
+$110M |
| 5 |
Eventbrite
EB
|
+$78M |
Sector Composition
| 1 | Technology | 21.94% |
| 2 | Healthcare | 14.25% |
| 3 | Financials | 13.05% |
| 4 | Consumer Discretionary | 10.64% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MMP
776
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $5.66M | ﹤0.01% |
155,000
-60,000
| -28% | -$2.19M |
|
777
Brixmor Property Group
BRX
$8.5B
| $5.57M | ﹤0.01% |
608,576
+91,387
| +18% | +$837K |
|
|
RDS.A
778
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $5.56M | ﹤0.01% |
159,455
-48,948
| -23% | -$1.71M |
|
|
DOC
779
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $5.51M | ﹤0.01% |
401,499
+73,727
| +22% | +$1.01M |
|
780
NIO
NIO
$13.9B
| $5.5M | ﹤0.01% |
1,976,497
+106,460
| +6% | +$296K |
|
|
PSB
781
DELISTED
PS Business Parks, Inc.
PSB
| $5.49M | ﹤0.01% |
40,525
+5,405
| +15% | +$732K |
|
782
Ryman Hospitality Properties
RHP
$6.33B
| $5.44M | ﹤0.01% |
151,591
+56,114
| +59% | +$2.01M |
|
|
BZUN
783
Baozun
BZUN
$227M
| $5.42M | ﹤0.01% |
193,848
+21,129
| +12% | +$590K |
|
|
TCO
784
DELISTED
Taubman Centers Inc.
TCO
| $5.31M | ﹤0.01% |
126,831
+16,737
| +15% | +$701K |
|
785
ICICI Bank
IBN
$114B
| $5.3M | ﹤0.01% |
622,964
+116,641
| +23% | +$991K |
|
|
VIVS
786
VivoSim Labs, Inc. Common Stock
VIVS
$6.47M
| $5.25M | ﹤0.01% |
53,366
| – | – |
|
787
Telefônica Brasil
VIV
$19.9B
| $5.23M | ﹤0.01% |
549,846
-15,900
| -3% | -$151K |
|
788
LXP Industrial Trust
LXP
$2.69B
| $5.06M | ﹤0.01% |
510,008
+65,573
| +15% | +$651K |
|
789
COPT Defense Properties
CDP
$3.44B
| $5.05M | ﹤0.01% |
228,075
+32,430
| +17% | +$718K |
|
790
Compañía de Minas Buenaventura
BVN
$5.08B
| $4.97M | ﹤0.01% |
682,116
+4,100
| +0.6% | +$29.9K |
|
791
Energy Transfer Partners
ET
$58.9B
| $4.95M | ﹤0.01% |
1,076,400
-530,000
| -33% | -$2.44M |
|
|
BLUE
792
DELISTED
bluebird bio
BLUE
| $4.88M | ﹤0.01% |
8,195
-11,006
| -57% | -$6.55M |
|
793
SLR Investment Corp
SLRC
$917M
| $4.76M | ﹤0.01% |
+409,027
| New | +$4.76M |
|
794
Dr. Reddy's Laboratories
RDY
$11.9B
| $4.66M | ﹤0.01% |
577,550
| – | – |
|
795
Sabra Healthcare REIT
SBRA
$4.6B
| $4.57M | ﹤0.01% |
418,162
+77,160
| +23% | +$843K |
|
796
New Mountain Finance
NMFC
$1.12B
| $4.55M | ﹤0.01% |
+669,325
| New | +$4.55M |
|
|
PDM
797
Piedmont Realty Trust, Inc.
PDM
$1.09B
| $4.55M | ﹤0.01% |
257,562
+36,112
| +16% | +$638K |
|
798
BP
BP
$87.3B
| $4.49M | ﹤0.01% |
184,157
-50,887
| -22% | -$1.24M |
|
799
National Health Investors
NHI
$3.72B
| $4.44M | ﹤0.01% |
89,609
+11,237
| +14% | +$556K |
|
800
Goldman Sachs BDC
GSBD
$1.3B
| $4.12M | ﹤0.01% |
+333,731
| New | +$4.12M |
|