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
|
$200M |
| 2 |
NVIDIA
NVDA
|
$184M |
| 3 |
Amazon
AMZN
|
$173M |
| 4 |
Mastercard
MA
|
$123M |
| 5 |
Apple
AAPL
|
$120M |
Top Sells
| 1 |
Robinhood
HOOD
|
$293M |
| 2 |
Palantir
PLTR
|
$174M |
| 3 |
iShares Gold Trust
IAU
|
$136M |
| 4 |
Roblox
RBLX
|
$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$649M
| $2.52M | ﹤0.01% |
97,293
-36,000
| -27% | -$931K |
|
777
National Storage Affiliates Trust
NSA
$2.51B
| $2.48M | ﹤0.01% |
77,383
-834
| -1% | -$26.7K |
|
778
Flowserve
FLS
$7.28B
| $2.44M | ﹤0.01% |
46,633
-42,761
| -48% | -$2.24M |
|
779
InvenTrust Properties
IVT
$2.29B
| $2.39M | ﹤0.01% |
87,263
+3,182
| +4% | +$87.2K |
|
780
Viking Holdings
VIK
$28.3B
| $2.39M | ﹤0.01% |
44,847
+5,647
| +14% | +$301K |
|
781
Globe Life
GL
$11.4B
| $2.35M | ﹤0.01% |
18,901
+11,169
| +144% | +$1.39M |
|
782
VanEck Preferred Securities ex Financials ETF
PFXF
$1.97B
| $2.34M | ﹤0.01% |
136,426
-54,315
| -28% | -$930K |
|
783
Enterprise Products Partners
EPD
$68.1B
| $2.33M | ﹤0.01% |
75,000
-14,000
| -16% | -$434K |
|
784
Southwest Airlines
LUV
$16.7B
| $2.32M | ﹤0.01% |
71,670
-261,291
| -78% | -$8.48M |
|
|
B
785
Barrick Mining Corporation
B
$49.5B
| $2.31M | ﹤0.01% |
111,006
+16,682
| +18% | +$347K |
|
786
The Mosaic Company
MOS
$10.3B
| $2.3M | ﹤0.01% |
63,019
-298
| -0.5% | -$10.9K |
|
787
Park Hotels & Resorts
PK
$2.37B
| $2.25M | ﹤0.01% |
220,271
-6,387
| -3% | -$65.3K |
|
788
Kinross Gold
KGC
$27.5B
| $2.21M | ﹤0.01% |
141,090
-18,588
| -12% | -$291K |
|
789
Energy Transfer Partners
ET
$58.9B
| $2.19M | ﹤0.01% |
121,000
-10,000
| -8% | -$181K |
|
790
Chart Industries
GTLS
$8.98B
| $2.15M | ﹤0.01% |
13,079
| – | – |
|
791
Darling Ingredients
DAR
$4.94B
| $2.13M | ﹤0.01% |
56,126
+25,636
| +84% | +$973K |
|
792
Teck Resources
TECK
$17.2B
| $2.13M | ﹤0.01% |
52,698
-918
| -2% | -$37.1K |
|
793
Exelixis
EXEL
$10.1B
| $2.08M | ﹤0.01% |
47,222
-2,627
| -5% | -$116K |
|
|
XHR
794
Xenia Hotels & Resorts
XHR
$1.37B
| $2.07M | ﹤0.01% |
164,954
-4,150
| -2% | -$52.2K |
|
795
Canadian Natural Resources
CNQ
$63B
| $2.05M | ﹤0.01% |
65,168
-288
| -0.4% | -$9.04K |
|
796
Vale
VALE
$44.6B
| $2.02M | ﹤0.01% |
208,435
-3,262
| -2% | -$31.7K |
|
797
Reinsurance Group of America
RGA
$12.7B
| $2.01M | ﹤0.01% |
10,110
-6,482
| -39% | -$1.29M |
|
798
BP
BP
$87.3B
| $2M | ﹤0.01% |
66,822
-9,489
| -12% | -$284K |
|
799
TC Energy
TRP
$53.9B
| $1.96M | ﹤0.01% |
40,078
+1,768
| +5% | +$86.3K |
|
800
BlackRock TCP Capital
TCPC
$617M
| $1.95M | ﹤0.01% |
253,357
-7,505
| -3% | -$57.8K |
|