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 | |
|---|---|---|---|---|---|---|
801
KBR
KBR
$6.35B
| $2.8M | ﹤0.01% |
43,721
+2,995
| +7% | +$192K |
|
802
Energy Select Sector SPDR Fund
XLE
$26.6B
| $2.79M | ﹤0.01% |
30,648
+2,749
| +10% | +$251K |
|
|
MKFG
803
DELISTED
Markforged Holding Corporation
MKFG
| $2.73M | ﹤0.01% |
666,532
-24,127
| -3% | -$98.9K |
|
804
MidCap Financial Investment
MFIC
$1.21B
| $2.72M | ﹤0.01% |
179,810
-2,320
| -1% | -$35.1K |
|
805
3D Systems Corporation
DDD
$278M
| $2.69M | ﹤0.01% |
876,987
+403,175
| +85% | +$1.24M |
|
806
PotlatchDeltic
PCH
$3.3B
| $2.62M | ﹤0.01% |
66,415
-4,778
| -7% | -$188K |
|
807
Generac Holdings
GNRC
$10.8B
| $2.61M | ﹤0.01% |
19,752
+275
| +1% | +$36.4K |
|
808
Capital Southwest
CSWC
$1.28B
| $2.58M | ﹤0.01% |
98,762
+4,061
| +4% | +$106K |
|
809
Guardant Health
GH
$7.5B
| $2.56M | ﹤0.01% |
88,694
-229,000
| -72% | -$6.61M |
|
810
908 Devices
MASS
$204M
| $2.55M | ﹤0.01% |
495,802
-66,492
| -12% | -$342K |
|
811
Warner Music
WMG
$17.6B
| $2.54M | ﹤0.01% |
82,977
+41,687
| +101% | +$1.28M |
|
|
TEM
812
Tempus AI, Inc. Class A Common Stock
TEM
$13.9B
| $2.52M | ﹤0.01% |
+72,001
| New | +$2.52M |
|
|
XHR
813
Xenia Hotels & Resorts
XHR
$1.37B
| $2.51M | ﹤0.01% |
175,135
-18,559
| -10% | -$266K |
|
814
Douglas Emmett
DEI
$2.77B
| $2.5M | ﹤0.01% |
188,009
+126
| +0.1% | +$1.68K |
|
815
Four Corners Property Trust
FCPT
$2.73B
| $2.46M | ﹤0.01% |
99,585
-2,357
| -2% | -$58.1K |
|
816
Valmont Industries
VMI
$7.49B
| $2.41M | ﹤0.01% |
8,790
-5,035
| -36% | -$1.38M |
|
817
BorgWarner
BWA
$9.61B
| $2.41M | ﹤0.01% |
74,797
-588,703
| -89% | -$19M |
|
|
B
818
Barrick Mining Corporation
B
$49.5B
| $2.38M | ﹤0.01% |
142,806
-4,730,407
| -97% | -$78.9M |
|
|
BCPC
819
Balchem Corporation
BCPC
$5.26B
| $2.38M | ﹤0.01% |
15,440
-2,713
| -15% | -$418K |
|
820
Urban Edge Properties
UE
$2.66B
| $2.38M | ﹤0.01% |
128,596
-9,204
| -7% | -$170K |
|
821
BlackRock TCP Capital
TCPC
$617M
| $2.36M | ﹤0.01% |
218,881
+63,509
| +41% | +$686K |
|
822
Canadian Natural Resources
CNQ
$63B
| $2.36M | ﹤0.01% |
66,178
-4,992,724
| -99% | -$178M |
|
823
Rentokil
RTO
$13B
| $2.29M | ﹤0.01% |
77,349
-724
| -0.9% | -$21.5K |
|
|
EQC
824
DELISTED
Equity Commonwealth
EQC
| $2.27M | ﹤0.01% |
117,037
-4,974
| -4% | -$96.5K |
|
825
Absci
ABSI
$375M
| $2.25M | ﹤0.01% |
731,758
+310,946
| +74% | +$958K |
|