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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
AbbVie
ABBV
|
$158M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$154M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
TotalEnergies
TTE
$134B
| $6.92M | ﹤0.01% |
179,854
+9,950
| +6% | +$383K |
|
777
Urban Edge Properties
UE
$2.65B
| $6.88M | ﹤0.01% |
579,961
+337,727
| +139% | +$4.01M |
|
778
Wipro
WIT
$28.6B
| $6.87M | ﹤0.01% |
4,152,524
| – | – |
|
779
Arcturus Therapeutics
ARCT
$455M
| $6.84M | ﹤0.01% |
146,352
-108,714
| -43% | -$5.08M |
|
780
SLR Investment Corp
SLRC
$911M
| $6.78M | ﹤0.01% |
423,582
+14,555
| +4% | +$233K |
|
781
VanEck Preferred Securities ex Financials ETF
PFXF
$1.94B
| $6.68M | ﹤0.01% |
+368,969
| New | +$6.68M |
|
782
LXP Industrial Trust
LXP
$2.69B
| $6.45M | ﹤0.01% |
611,642
+101,634
| +20% | +$1.07M |
|
783
iShares TIPS Bond ETF
TIP
$13.6B
| $6.45M | ﹤0.01% |
52,400
-79,100
| -60% | -$9.73M |
|
784
Compañía de Minas Buenaventura
BVN
$5.03B
| $6.24M | ﹤0.01% |
682,116
| – | – |
|
785
Essential Properties Realty Trust
EPRT
$6.09B
| $6.12M | ﹤0.01% |
412,219
-48,543
| -11% | -$720K |
|
786
Dr. Reddy's Laboratories
RDY
$11.8B
| $6.08M | ﹤0.01% |
577,550
| – | – |
|
787
Telefônica Brasil
VIV
$19.9B
| $6.02M | ﹤0.01% |
687,846
+138,000
| +25% | +$1.21M |
|
|
PSB
788
DELISTED
PS Business Parks, Inc.
PSB
| $5.92M | ﹤0.01% |
44,712
+4,187
| +10% | +$554K |
|
789
National Health Investors
NHI
$3.67B
| $5.84M | ﹤0.01% |
96,231
+6,622
| +7% | +$402K |
|
790
Apple Hospitality REIT
APLE
$3.09B
| $5.81M | ﹤0.01% |
601,441
+164,413
| +38% | +$1.59M |
|
791
EPR Properties
EPR
$4.05B
| $5.76M | ﹤0.01% |
173,744
+15,336
| +10% | +$508K |
|
792
Ryman Hospitality Properties
RHP
$6.36B
| $5.53M | ﹤0.01% |
159,901
+8,310
| +5% | +$288K |
|
793
Goldman Sachs BDC
GSBD
$1.31B
| $5.42M | ﹤0.01% |
333,731
| – | – |
|
|
VIVS
794
VivoSim Labs, Inc. Common Stock
VIVS
$5.88M
| $5.39M | ﹤0.01% |
40,819
-12,547
| -24% | -$1.66M |
|
|
TCO
795
DELISTED
Taubman Centers Inc.
TCO
| $5.14M | ﹤0.01% |
136,044
+9,213
| +7% | +$348K |
|
796
Bain Capital Specialty
BCSF
$1.02B
| $5.06M | ﹤0.01% |
456,390
+91,269
| +25% | +$1.01M |
|
797
AngloGold Ashanti
AU
$29.2B
| $4.95M | ﹤0.01% |
167,871
-17,686
| -10% | -$522K |
|
798
ICICI Bank
IBN
$114B
| $4.82M | ﹤0.01% |
518,896
-104,068
| -17% | -$967K |
|
|
PDM
799
Piedmont Realty Trust, Inc.
PDM
$1.07B
| $4.66M | ﹤0.01% |
280,289
+22,727
| +9% | +$378K |
|
800
MidCap Financial Investment
MFIC
$1.22B
| $4.56M | ﹤0.01% |
476,404
-30,644
| -6% | -$293K |
|