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 | +$122M | |
| 2 | +$118M | |
| 3 | +$116M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$98.8M |
| 5 |
Amazon
AMZN
|
+$74.5M |
Top Sells
| 1 | +$202M | |
| 2 | +$182M | |
| 3 | +$145M | |
| 4 |
Coca-Cola
KO
|
+$130M |
| 5 |
TransUnion
TRU
|
+$65.2M |
Sector Composition
| 1 | Technology | 30.03% |
| 2 | Financials | 13.18% |
| 3 | Healthcare | 11.38% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Communication Services | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
801
908 Devices
MASS
$313M
| $1.85M | ﹤0.01% |
412,574
-54,853
|
|
||
802
Fidus Investment
FDUS
$699M
| $1.85M | ﹤0.01% |
90,486
+9,166
|
|
||
803
Exelixis
EXEL
$10.6B
| $1.84M | ﹤0.01% |
+49,849
|
|
||
|
BCPC
804
Balchem Corp
BCPC
$4.72B
| $1.83M | ﹤0.01% |
11,050
|
|
||
|
B
805
Barrick Mining
B
$60.8B
| $1.83M | ﹤0.01% |
94,324
-18,454
|
|
||
806
TC Energy
TRP
$53.5B
| $1.81M | ﹤0.01% |
38,310
-2,092
|
|
||
|
LTC
807
LTC Properties
LTC
$1.59B
| $1.76M | ﹤0.01% |
49,511
-33
|
|
||
808
Global Net Lease
GNL
$1.72B
| $1.74M | ﹤0.01% |
215,847
-2,580
|
|
||
809
3D Systems Corp
DDD
$418M
| $1.73M | ﹤0.01% |
814,994
+15,911
|
|
||
810
Penumbra
PEN
$9.9B
| $1.72M | ﹤0.01% |
6,418
+148
|
|
||
|
ELME
811
Elme Communities
ELME
$1.48B
| $1.71M | ﹤0.01% |
98,514
+5,142
|
|
||
812
The Mosaic Company
MOS
$9.34B
| $1.71M | ﹤0.01% |
63,317
-564,483
|
|
||
813
TIM SA
TIMB
$10.3B
| $1.71M | ﹤0.01% |
109,198
-23,000
|
|
||
|
GTY
814
Getty Realty Corp
GTY
$1.52B
| $1.7M | ﹤0.01% |
54,626
-612
|
|
||
815
Innovative Industrial Properties
IIPR
$1.51B
| $1.65M | ﹤0.01% |
30,503
-396
|
|
||
816
Stifel
SF
$11.1B
| $1.65M | ﹤0.01% |
+17,479
|
|
||
817
SPDR Blackstone Senior Loan ETF
SRLN
$6.86B
| $1.61M | ﹤0.01% |
39,194
+1,067
|
|
||
|
SNDK
818
Sandisk
SNDK
$21.1B
| $1.59M | ﹤0.01% |
+33,362
|
|
||
|
SILA
819
Sila Realty Trust
SILA
$1.31B
| $1.58M | ﹤0.01% |
59,228
-528
|
|
||
820
Plains GP Holdings
PAGP
$3.35B
| $1.56M | ﹤0.01% |
73,000
|
|
||
821
Viking Holdings
VIK
$26.7B
| $1.56M | ﹤0.01% |
39,200
-3,888
|
|
||
822
KBR
KBR
$5.64B
| $1.56M | ﹤0.01% |
31,264
-12,224
|
|
||
823
Banco Santander Chile
BSAC
$13B
| $1.54M | ﹤0.01% |
67,669
+4,000
|
|
||
|
JBGS
824
JBG SMITH
JBGS
$1.25B
| $1.52M | ﹤0.01% |
94,256
-408
|
|
||
825
AGCO
AGCO
$8.13B
| $1.51M | ﹤0.01% |
16,308
-6,023
|
|