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 |
Amazon
AMZN
|
+$124M |
| 2 |
Microsoft
MSFT
|
+$108M |
| 3 |
Apple
AAPL
|
+$101M |
| 4 |
Nu Holdings
NU
|
+$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
+$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
+$218M |
| 2 |
Tesla
TSLA
|
+$119M |
| 3 |
TE Connectivity
TEL
|
+$108M |
| 4 |
Parker-Hannifin
PH
|
+$76.5M |
| 5 |
NVIDIA
NVDA
|
+$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Reinsurance Group of America
RGA
$12.5B
| $3.92M | ﹤0.01% |
17,992
-2,411
| -12% | -$525K |
|
777
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
| $3.85M | ﹤0.01% |
88,614
+5,852
| +7% | +$254K |
|
778
Highwoods Properties
HIW
$3.43B
| $3.84M | ﹤0.01% |
114,518
-3,767
| -3% | -$126K |
|
779
Medical Properties Trust
MPW
$2.78B
| $3.8M | ﹤0.01% |
649,523
-22,638
| -3% | -$132K |
|
780
VanEck Preferred Securities ex Financials ETF
PFXF
$1.91B
| $3.77M | ﹤0.01% |
206,290
+4,709
| +2% | +$86K |
|
781
National Storage Affiliates Trust
NSA
$2.46B
| $3.69M | ﹤0.01% |
76,529
-422
| -0.5% | -$20.3K |
|
782
Apple Hospitality REIT
APLE
$2.98B
| $3.62M | ﹤0.01% |
243,436
-7,911
| -3% | -$117K |
|
783
Carlyle Secured Lending
CGBD
$995M
| $3.59M | ﹤0.01% |
211,666
-33,602
| -14% | -$570K |
|
784
iShares MSCI Taiwan ETF
EWT
$6.53B
| $3.57M | ﹤0.01% |
66,261
-611
| -0.9% | -$32.9K |
|
785
Absci
ABSI
$383M
| $3.4M | ﹤0.01% |
889,844
+158,086
| +22% | +$604K |
|
786
Alamos Gold
AGI
$13.8B
| $3.37M | ﹤0.01% |
168,795
-22,409
| -12% | -$447K |
|
787
Oaktree Specialty Lending
OCSL
$1.22B
| $3.27M | ﹤0.01% |
200,670
+13,883
| +7% | +$226K |
|
788
PagSeguro Digital
PAGS
$2.75B
| $3.25M | ﹤0.01% |
+377,030
| New | +$3.25M |
|
789
Douglas Emmett
DEI
$2.72B
| $3.19M | ﹤0.01% |
181,601
-6,408
| -3% | -$113K |
|
790
Utilities Select Sector SPDR Fund
XLU
$20.9B
| $3.13M | ﹤0.01% |
38,728
+9,836
| +34% | +$795K |
|
791
Teck Resources
TECK
$19.5B
| $3.05M | ﹤0.01% |
58,373
-6,819
| -10% | -$356K |
|
792
Graphic Packaging
GPK
$6.06B
| $3.02M | ﹤0.01% |
102,182
-24,853
| -20% | -$735K |
|
|
B
793
Barrick Mining Corporation
B
$50.4B
| $2.97M | ﹤0.01% |
149,305
+6,499
| +5% | +$129K |
|
794
Enterprise Products Partners
EPD
$68.5B
| $2.94M | ﹤0.01% |
101,000
| – | – |
|
795
AGCO
AGCO
$8.06B
| $2.9M | ﹤0.01% |
29,631
-1,148
| -4% | -$112K |
|
796
Four Corners Property Trust
FCPT
$2.69B
| $2.9M | ﹤0.01% |
98,881
-704
| -0.7% | -$20.6K |
|
797
Agnico Eagle Mines
AEM
$77.4B
| $2.87M | ﹤0.01% |
35,564
-10,968
| -24% | -$884K |
|
|
MKFG
798
DELISTED
Markforged Holding Corporation
MKFG
| $2.86M | ﹤0.01% |
599,128
-67,404
| -10% | -$322K |
|
799
Urban Edge Properties
UE
$2.65B
| $2.84M | ﹤0.01% |
132,676
+4,080
| +3% | +$87.3K |
|
800
NIO
NIO
$12.8B
| $2.83M | ﹤0.01% |
424,322
-2,929,058
| -87% | -$19.6M |
|