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 | |
|---|---|---|---|---|---|---|
801
3D Systems Corporation
DDD
$269M
| $2.82M | ﹤0.01% |
993,145
+116,158
| +13% | +$330K |
|
802
PotlatchDeltic
PCH
$3.3B
| $2.79M | ﹤0.01% |
61,927
-4,488
| -7% | -$202K |
|
803
KBR
KBR
$6.35B
| $2.75M | ﹤0.01% |
42,249
-1,472
| -3% | -$95.9K |
|
804
Vale
VALE
$44.2B
| $2.74M | ﹤0.01% |
234,490
-20,619
| -8% | -$241K |
|
805
Warner Music
WMG
$17.6B
| $2.72M | ﹤0.01% |
86,896
+3,919
| +5% | +$123K |
|
806
Acadia Realty Trust
AKR
$2.54B
| $2.7M | ﹤0.01% |
114,905
+3,842
| +3% | +$90.2K |
|
807
BP
BP
$87.8B
| $2.63M | ﹤0.01% |
83,806
-9,795
| -10% | -$307K |
|
808
JD.com
JD
$48B
| $2.62M | ﹤0.01% |
65,473
+152
| +0.2% | +$6.08K |
|
809
Capital Southwest
CSWC
$1.27B
| $2.6M | ﹤0.01% |
102,879
+4,117
| +4% | +$104K |
|
810
Chart Industries
GTLS
$8.98B
| $2.58M | ﹤0.01% |
20,799
-852
| -4% | -$106K |
|
|
XHR
811
Xenia Hotels & Resorts
XHR
$1.37B
| $2.56M | ﹤0.01% |
173,602
-1,533
| -0.9% | -$22.6K |
|
812
Inter&Co
INTR
$3.85B
| $2.5M | ﹤0.01% |
+375,962
| New | +$2.5M |
|
|
BCPC
813
Balchem Corporation
BCPC
$5.26B
| $2.49M | ﹤0.01% |
14,136
-1,304
| -8% | -$230K |
|
814
Barings BDC
BBDC
$991M
| $2.47M | ﹤0.01% |
252,518
+70,722
| +39% | +$693K |
|
815
MidCap Financial Investment
MFIC
$1.21B
| $2.42M | ﹤0.01% |
180,756
+946
| +0.5% | +$12.7K |
|
|
OBDE
816
DELISTED
Blue Owl Capital Corporation III
OBDE
| $2.4M | ﹤0.01% |
+167,278
| New | +$2.4M |
|
817
Valmont Industries
VMI
$7.49B
| $2.38M | ﹤0.01% |
8,201
-589
| -7% | -$171K |
|
818
Vanguard Total Stock Market ETF
VTI
$530B
| $2.35M | ﹤0.01% |
8,300
+1,800
| +28% | +$510K |
|
819
InvenTrust Properties
IVT
$2.29B
| $2.31M | ﹤0.01% |
81,470
+5,221
| +7% | +$148K |
|
820
Texas Roadhouse
TXRH
$11.1B
| $2.31M | ﹤0.01% |
13,054
+1,221
| +10% | +$216K |
|
|
EQC
821
DELISTED
Equity Commonwealth
EQC
| $2.29M | ﹤0.01% |
114,998
-2,039
| -2% | -$40.6K |
|
822
iQIYI
IQ
$2.69B
| $2.27M | ﹤0.01% |
793,401
| – | – |
|
823
Telefônica Brasil
VIV
$19.9B
| $2.22M | ﹤0.01% |
216,212
-14,000
| -6% | -$144K |
|
824
Energy Transfer Partners
ET
$58.9B
| $2.18M | ﹤0.01% |
136,000
| – | – |
|
825
SLR Investment Corp
SLRC
$911M
| $2.16M | ﹤0.01% |
143,242
+5,280
| +4% | +$79.5K |
|