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 |
Microsoft
MSFT
|
$200M |
| 2 |
NVIDIA
NVDA
|
$184M |
| 3 |
Amazon
AMZN
|
$173M |
| 4 |
Mastercard
MA
|
$123M |
| 5 |
Apple
AAPL
|
$120M |
Top Sells
| 1 |
Robinhood
HOOD
|
$293M |
| 2 |
Palantir
PLTR
|
$174M |
| 3 |
iShares Gold Trust
IAU
|
$136M |
| 4 |
Roblox
RBLX
|
$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Sunstone Hotel Investors
SHO
$1.79B
| $1.88M | ﹤0.01% |
217,131
-4,212
| -2% | -$36.6K |
|
|
BCPC
802
Balchem Corporation
BCPC
$5.26B
| $1.79M | ﹤0.01% |
11,253
+203
| +2% | +$32.3K |
|
803
Ingredion
INGR
$8.22B
| $1.79M | ﹤0.01% |
13,193
+8,416
| +176% | +$1.14M |
|
804
Innovative Industrial Properties
IIPR
$1.59B
| $1.76M | ﹤0.01% |
31,949
+1,446
| +5% | +$79.8K |
|
|
LTC
805
LTC Properties
LTC
$1.69B
| $1.7M | ﹤0.01% |
49,140
-371
| -0.7% | -$12.8K |
|
806
MasTec
MTZ
$13.9B
| $1.69M | ﹤0.01% |
9,899
-969
| -9% | -$165K |
|
807
Telefônica Brasil
VIV
$19.9B
| $1.65M | ﹤0.01% |
+144,687
| New | +$1.65M |
|
808
TIM SA
TIMB
$10.1B
| $1.61M | ﹤0.01% |
80,202
-28,996
| -27% | -$583K |
|
809
Valmont Industries
VMI
$7.49B
| $1.61M | ﹤0.01% |
4,928
-241
| -5% | -$78.7K |
|
810
Global Net Lease
GNL
$1.82B
| $1.6M | ﹤0.01% |
212,278
-3,569
| -2% | -$26.9K |
|
811
Sprott Physical Gold
PHYS
$13B
| $1.59M | ﹤0.01% |
62,900
+51,550
| +454% | +$1.31M |
|
812
News Corp Class B
NWS
$19.1B
| $1.58M | ﹤0.01% |
46,080
+838
| +2% | +$28.8K |
|
813
AXIS Capital
AXS
$7.67B
| $1.58M | ﹤0.01% |
15,211
+12,611
| +485% | +$1.31M |
|
814
Crescent Capital BDC
CCAP
$588M
| $1.56M | ﹤0.01% |
110,423
+29,657
| +37% | +$418K |
|
|
RAL
815
Ralliant Corporation
RAL
$4.77B
| $1.56M | ﹤0.01% |
+32,079
| New | +$1.56M |
|
|
ELME
816
Elme Communities
ELME
$1.52B
| $1.55M | ﹤0.01% |
97,381
-1,133
| -1% | -$18K |
|
|
GTY
817
Getty Realty Corp
GTY
$1.62B
| $1.5M | ﹤0.01% |
54,128
-498
| -0.9% | -$13.8K |
|
|
SILA
818
Sila Realty Trust, Inc.
SILA
$1.41B
| $1.49M | ﹤0.01% |
62,820
+3,592
| +6% | +$85K |
|
|
SNDK
819
Sandisk Corporation Common Stock
SNDK
$10.3B
| $1.48M | ﹤0.01% |
32,554
-808
| -2% | -$36.6K |
|
820
Plains GP Holdings
PAGP
$3.64B
| $1.42M | ﹤0.01% |
73,000
| – | – |
|
821
Banco Santander Chile
BSAC
$11.9B
| $1.4M | ﹤0.01% |
55,669
-12,000
| -18% | -$303K |
|
|
JBGS
822
JBG SMITH
JBGS
$1.42B
| $1.39M | ﹤0.01% |
80,221
-14,035
| -15% | -$243K |
|
|
VRE
823
Veris Residential
VRE
$1.51B
| $1.38M | ﹤0.01% |
92,490
+6,318
| +7% | +$94.1K |
|
|
ALEX
824
Alexander & Baldwin
ALEX
$1.39B
| $1.37M | ﹤0.01% |
76,865
-1,127
| -1% | -$20.1K |
|
|
UMH
825
UMH Properties
UMH
$1.29B
| $1.35M | ﹤0.01% |
80,606
+1,115
| +1% | +$18.7K |
|