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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$152M |
| 2 |
Coca-Cola Europacific Partners
CCEP
|
+$114M |
| 3 |
Genpact
G
|
+$114M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$90.7M |
| 5 |
Broadcom
AVGO
|
+$88.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
XYZ
Block Inc
XYZ
|
+$249M |
| 2 |
Robinhood
HOOD
|
+$231M |
| 3 |
Palantir
PLTR
|
+$151M |
| 4 |
Coca-Cola
KO
|
+$121M |
| 5 |
SoFi Technologies
SOFI
|
+$73.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.01% |
| 2 | Financials | 13.18% |
| 3 | Healthcare | 11.38% |
| 4 | Consumer Discretionary | 10.28% |
| 5 | Communication Services | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
801
908 Devices
MASS
$289M
| $1.85M | ﹤0.01% |
412,574
-54,853
| -12% | -$162K |
|
802
Fidus Investment
FDUS
$752M
| $1.85M | ﹤0.01% |
90,486
+9,166
| +11% | +$201K |
|
803
Exelixis
EXEL
$14.1B
| $1.84M | ﹤0.01% |
+49,849
| New | +$1.78M |
|
|
BCPC
804
Balchem Corp
BCPC
$5.29B
| $1.83M | ﹤0.01% |
11,050
| – | – |
|
|
B
805
Barrick Mining
B
$62.1B
| $1.83M | ﹤0.01% |
94,324
-18,454
| -16% | -$323K |
|
806
TC Energy
TRP
$71.5B
| $1.81M | ﹤0.01% |
38,310
-2,092
| -5% | -$97.5K |
|
|
LTC
807
LTC Properties
LTC
$2.15B
| $1.76M | ﹤0.01% |
49,511
-33
| -0.1% | -$1.15K |
|
808
Global Net Lease
GNL
$1.89B
| $1.74M | ﹤0.01% |
215,847
-2,580
| -1% | -$19.4K |
|
809
3D Systems Corp
DDD
$430M
| $1.73M | ﹤0.01% |
814,994
+15,911
| +2% | +$54.1K |
|
810
Penumbra
PEN
$12.6B
| $1.72M | ﹤0.01% |
6,418
+148
| +2% | +$40K |
|
|
ELME
811
Elme Communities
ELME
$145M
| $1.71M | ﹤0.01% |
98,514
+5,142
| +6% | +$83K |
|
812
The Mosaic Company
MOS
$7.07B
| $1.71M | ﹤0.01% |
63,317
-564,483
| -90% | -$14.9M |
|
813
TIM SA
TIMB
$10.1B
| $1.71M | ﹤0.01% |
109,198
-23,000
| -17% | -$319K |
|
|
GTY
814
Getty Realty Corp
GTY
$2.13B
| $1.7M | ﹤0.01% |
54,626
-612
| -1% | -$18.8K |
|
815
Innovative Industrial Properties
IIPR
$1.79B
| $1.65M | ﹤0.01% |
30,503
-396
| -1% | -$27.4K |
|
|
SF
816
Stifel
SF
$12.5B
| $1.65M | ﹤0.01% |
+26,219
| New | +$1.85M |
|
817
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
| $1.61M | ﹤0.01% |
39,194
+1,067
| +3% | +$44.4K |
|
|
SNDK
818
Sandisk
SNDK
$187B
| $1.59M | ﹤0.01% |
+33,362
| New | +$1.66M |
|
|
SILA
819
DELISTED
Sila Realty Trust
SILA
| $1.58M | ﹤0.01% |
59,228
-528
| -0.9% | -$13.2K |
|
820
Plains GP Holdings
PAGP
$5.17B
| $1.56M | ﹤0.01% |
73,000
| – | – |
|
821
Viking Holdings
VIK
$44.6B
| $1.56M | ﹤0.01% |
39,200
-3,888
| -9% | -$179K |
|
822
KBR
KBR
$4.69B
| $1.56M | ﹤0.01% |
31,264
-12,224
| -28% | -$652K |
|
823
Banco Santander Chile
BSAC
$16.3B
| $1.54M | ﹤0.01% |
67,669
+4,000
| +6% | +$85.3K |
|
|
JBGS
824
JBG SMITH
JBGS
$843M
| $1.52M | ﹤0.01% |
94,256
-408
| -0.4% | -$6.2K |
|
825
AGCO
AGCO
$8.59B
| $1.51M | ﹤0.01% |
16,308
-6,023
| -27% | -$588K |
|
Similar funds
Sumitomo Mitsui Trust Group's Q1 2025 Portfolio in Review
As of Q1 2025, Sumitomo Mitsui Trust Group held 1,075 positions worth $141B, down 4.5% from $148B the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Sumitomo Mitsui Trust Group's Q1 2025 filing shows 34 new, 471 increased, 467 reduced and 44 closed positions. Its largest new stake was Genpact: 2,298,673 shares worth $116M. The largest sale was Block Inc, an estimated $249M.
By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 33% a quarter earlier, followed by Financials and Healthcare.
- Sumitomo Mitsui Trust Group's largest Q1 2025 buy was Genpact: 2,298,673 shares worth $116M.
- Sumitomo Mitsui Trust Group added most to Tesla in Q1 2025, an estimated $152M increase.
- Sumitomo Mitsui Trust Group's biggest Q1 2025 reduction was Block Inc, cutting an estimated $249M.
- Sumitomo Mitsui Trust Group fully exited Ferrari in Q1 2025, selling an estimated $60.1M.
- Sumitomo Mitsui Trust Group's ten largest holdings make up 28% of its $141B portfolio in Q1 2025.
- Sumitomo Mitsui Trust Group opened 34 new positions and closed 44 in Q1 2025.
- Sumitomo Mitsui Trust Group's portfolio value fell 4.5% quarter-over-quarter to $141B.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2025, filed 25 Apr 2025.