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 |
Apple
AAPL
|
+$331M |
| 2 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
Top Sells
| 1 |
Tesla
TSLA
|
+$263M |
| 2 |
Palantir
PLTR
|
+$231M |
| 3 |
Robinhood
HOOD
|
+$203M |
| 4 |
Stryker
SYK
|
+$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Douglas Emmett
DEI
$2.7B
| $3.39M | ﹤0.01% |
182,461
+860
| +0.5% | +$16K |
|
777
Ryanair
RYAAY
$31.7B
| $3.28M | ﹤0.01% |
75,354
+47,673
| +172% | +$2.08M |
|
778
Broadstone Net Lease
BNL
$3.51B
| $3.28M | ﹤0.01% |
206,866
-850,794
| -80% | -$13.5M |
|
779
Park Hotels & Resorts
PK
$2.34B
| $3.22M | ﹤0.01% |
228,739
-806,343
| -78% | -$11.3M |
|
780
Rio Tinto
RIO
$101B
| $3.21M | ﹤0.01% |
54,581
-7,933
| -13% | -$467K |
|
781
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.27B
| $3.17M | ﹤0.01% |
74,487
-14,127
| -16% | -$602K |
|
782
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
| $3.11M | ﹤0.01% |
+56,900
| New | +$3.11M |
|
783
Etsy
ETSY
$5.55B
| $3.11M | ﹤0.01% |
58,815
-17,829
| -23% | -$943K |
|
784
VanEck Preferred Securities ex Financials ETF
PFXF
$1.91B
| $3.11M | ﹤0.01% |
180,102
-26,188
| -13% | -$452K |
|
785
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
| $3.01M | ﹤0.01% |
+67,100
| New | +$3.01M |
|
786
Absci
ABSI
$380M
| $3M | ﹤0.01% |
1,143,829
+253,985
| +29% | +$665K |
|
787
Urban Edge Properties
UE
$2.65B
| $2.92M | ﹤0.01% |
135,762
+3,086
| +2% | +$66.3K |
|
788
Enterprise Products Partners
EPD
$68.3B
| $2.92M | ﹤0.01% |
93,000
-8,000
| -8% | -$251K |
|
789
Four Corners Property Trust
FCPT
$2.72B
| $2.89M | ﹤0.01% |
106,360
+7,479
| +8% | +$203K |
|
790
National Storage Affiliates Trust
NSA
$2.44B
| $2.85M | ﹤0.01% |
75,185
-1,344
| -2% | -$51K |
|
791
Alamos Gold
AGI
$13.7B
| $2.77M | ﹤0.01% |
149,994
-18,801
| -11% | -$347K |
|
792
Global X MLP & Energy Infrastructure ETF
MLPX
$2.56B
| $2.72M | ﹤0.01% |
+44,970
| New | +$2.72M |
|
793
Globe Life
GL
$11.4B
| $2.7M | ﹤0.01% |
24,225
+21,269
| +720% | +$2.37M |
|
794
Energy Transfer Partners
ET
$58.9B
| $2.66M | ﹤0.01% |
136,000
| – | – |
|
795
3D Systems Corporation
DDD
$269M
| $2.62M | ﹤0.01% |
799,083
-194,062
| -20% | -$637K |
|
796
Medical Properties Trust
MPW
$2.77B
| $2.58M | ﹤0.01% |
653,831
+4,308
| +0.7% | +$17K |
|
797
Utilities Select Sector SPDR Fund
XLU
$20.7B
| $2.58M | ﹤0.01% |
34,091
-4,637
| -12% | -$351K |
|
798
InvenTrust Properties
IVT
$2.26B
| $2.56M | ﹤0.01% |
84,921
+3,451
| +4% | +$104K |
|
799
Chart Industries
GTLS
$8.96B
| $2.55M | ﹤0.01% |
13,359
-7,440
| -36% | -$1.42M |
|
|
XHR
800
Xenia Hotels & Resorts
XHR
$1.37B
| $2.54M | ﹤0.01% |
170,909
-2,693
| -2% | -$40K |
|