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 |
GE Vernova
GEV
|
+$104M |
| 2 |
Curtiss-Wright
CW
|
+$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$68.6M |
| 4 |
Roblox
RBLX
|
+$55.5M |
| 5 |
10x Genomics
TXG
|
+$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$605M |
| 2 |
Microsoft
MSFT
|
+$537M |
| 3 |
Apple
AAPL
|
+$515M |
| 4 |
Royal Bank of Canada
RY
|
+$328M |
| 5 |
Toronto Dominion Bank
TD
|
+$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
VanEck Preferred Securities ex Financials ETF
PFXF
$1.91B
| $3.49M | ﹤0.01% |
201,581
-13,946
| -6% | -$241K |
|
777
Park Hotels & Resorts
PK
$2.34B
| $3.48M | ﹤0.01% |
232,143
-705,214
| -75% | -$10.6M |
|
778
Innovative Industrial Properties
IIPR
$1.59B
| $3.43M | ﹤0.01% |
31,448
-222
| -0.7% | -$24.2K |
|
779
BP
BP
$87.8B
| $3.38M | ﹤0.01% |
93,601
-19,320
| -17% | -$697K |
|
780
SPDR Bloomberg High Yield Bond ETF
JNK
$8.09B
| $3.34M | ﹤0.01% |
35,399
+9,300
| +36% | +$877K |
|
781
Graphic Packaging
GPK
$6.08B
| $3.33M | ﹤0.01% |
127,035
-75,692
| -37% | -$1.98M |
|
782
Tanger
SKT
$3.9B
| $3.23M | ﹤0.01% |
119,239
+8
| +0% | +$217 |
|
783
FMC
FMC
$4.6B
| $3.23M | ﹤0.01% |
56,069
-299,070
| -84% | -$17.2M |
|
784
Lear
LEA
$5.91B
| $3.23M | ﹤0.01% |
28,241
-145,345
| -84% | -$16.6M |
|
785
iShares MSCI South Korea ETF
EWY
$5.32B
| $3.22M | ﹤0.01% |
48,665
-295
| -0.6% | -$19.5K |
|
786
National Storage Affiliates Trust
NSA
$2.44B
| $3.17M | ﹤0.01% |
76,951
-8,467
| -10% | -$349K |
|
787
Chart Industries
GTLS
$8.96B
| $3.13M | ﹤0.01% |
21,651
-30,224
| -58% | -$4.36M |
|
788
Teck Resources
TECK
$19.1B
| $3.12M | ﹤0.01% |
65,192
-1,108,565
| -94% | -$53.1M |
|
789
Highwoods Properties
HIW
$3.44B
| $3.11M | ﹤0.01% |
118,285
-312,690
| -73% | -$8.21M |
|
790
Agnico Eagle Mines
AEM
$76.7B
| $3.04M | ﹤0.01% |
46,532
-1,323,435
| -97% | -$86.6M |
|
791
AGCO
AGCO
$8.03B
| $3.01M | ﹤0.01% |
30,779
-20,470
| -40% | -$2M |
|
792
Alamos Gold
AGI
$13.7B
| $3M | ﹤0.01% |
191,204
-35,965
| -16% | -$564K |
|
793
Amdocs
DOX
$9.43B
| $2.98M | ﹤0.01% |
37,790
| – | – |
|
794
Ryanair
RYAAY
$31.7B
| $2.94M | ﹤0.01% |
63,093
+530
| +0.8% | +$24.7K |
|
795
Enterprise Products Partners
EPD
$68.3B
| $2.93M | ﹤0.01% |
101,000
| – | – |
|
796
iQIYI
IQ
$2.69B
| $2.91M | ﹤0.01% |
793,401
| – | – |
|
797
Medical Properties Trust
MPW
$2.77B
| $2.9M | ﹤0.01% |
672,161
-3,228,520
| -83% | -$13.9M |
|
798
Vale
VALE
$44.2B
| $2.85M | ﹤0.01% |
255,109
-94,162
| -27% | -$1.05M |
|
799
SITE Centers
SITC
$476M
| $2.84M | ﹤0.01% |
250,996
-8,285
| -3% | -$93.7K |
|
800
Pinnacle West Capital
PNW
$10.4B
| $2.81M | ﹤0.01% |
36,743
+343
| +0.9% | +$26.2K |
|