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 |
Edwards Lifesciences
EW
|
$165M |
| 5 |
AbbVie
ABBV
|
$158M |
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 | |
|---|---|---|---|---|---|---|
801
TIM SA
TIMB
$10.2B
| $4.48M | ﹤0.01% |
345,971
+95,500
| +38% | +$1.24M |
|
802
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
| $4.47M | ﹤0.01% |
54,994
+28,829
| +110% | +$2.34M |
|
803
Vanguard High Dividend Yield ETF
VYM
$63.5B
| $4.31M | ﹤0.01% |
+54,680
| New | +$4.31M |
|
804
BlackRock TCP Capital
TCPC
$609M
| $4.3M | ﹤0.01% |
470,373
+38,276
| +9% | +$350K |
|
805
Utilities Select Sector SPDR Fund
XLU
$20.8B
| $4.29M | ﹤0.01% |
+75,935
| New | +$4.29M |
|
|
HUYA
806
Huya Inc
HUYA
$812M
| $4.27M | ﹤0.01% |
228,667
-5,330
| -2% | -$99.5K |
|
807
Blue Owl Capital
OBDC
$7.29B
| $4.23M | ﹤0.01% |
343,008
+281,740
| +460% | +$3.47M |
|
808
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.25B
| $4.19M | ﹤0.01% |
+98,060
| New | +$4.19M |
|
|
ELME
809
Elme Communities
ELME
$1.5B
| $4.05M | ﹤0.01% |
182,434
+13,648
| +8% | +$303K |
|
|
BDN
810
Brandywine Realty Trust
BDN
$733M
| $4.03M | ﹤0.01% |
376,097
+7,330
| +2% | +$78.4K |
|
811
National Storage Affiliates Trust
NSA
$2.47B
| $4.01M | ﹤0.01% |
139,938
+16,168
| +13% | +$463K |
|
|
CRON
812
Cronos Group
CRON
$957M
| $4.01M | ﹤0.01% |
666,692
| – | – |
|
813
BP
BP
$89B
| $3.89M | ﹤0.01% |
166,777
-17,380
| -9% | -$405K |
|
|
DEA
814
Easterly Government Properties
DEA
$1.03B
| $3.85M | ﹤0.01% |
166,547
+12,196
| +8% | +$282K |
|
815
Oaktree Specialty Lending
OCSL
$1.22B
| $3.81M | ﹤0.01% |
852,277
+44,918
| +6% | +$201K |
|
816
Four Corners Property Trust
FCPT
$2.68B
| $3.78M | ﹤0.01% |
154,957
+10,526
| +7% | +$257K |
|
|
RDS.A
817
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $3.76M | ﹤0.01% |
115,157
-44,298
| -28% | -$1.45M |
|
|
ENIA
818
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
| $3.76M | ﹤0.01% |
500,628
+30,000
| +6% | +$225K |
|
819
Nice
NICE
$8.43B
| $3.66M | ﹤0.01% |
19,359
-2,104
| -10% | -$398K |
|
820
iShares MSCI Taiwan ETF
EWT
$6.12B
| $3.64M | ﹤0.01% |
90,605
+15,227
| +20% | +$612K |
|
821
CareTrust REIT
CTRE
$7.57B
| $3.58M | ﹤0.01% |
208,803
+10,828
| +5% | +$186K |
|
822
Innovative Industrial Properties
IIPR
$1.54B
| $3.58M | ﹤0.01% |
40,681
+5,935
| +17% | +$522K |
|
823
Vale
VALE
$43.5B
| $3.58M | ﹤0.01% |
346,820
+15,400
| +5% | +$159K |
|
824
Ryanair
RYAAY
$32.8B
| $3.49M | ﹤0.01% |
52,627
+33,738
| +179% | +$2.24M |
|
825
Carlyle Secured Lending
CGBD
$1.01B
| $3.45M | ﹤0.01% |
402,670
+40,734
| +11% | +$349K |
|