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 |
Teladoc Health
TDOC
|
$200M |
| 2 |
Sea Limited
SE
|
$176M |
| 3 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
| 4 |
Twilio
TWLO
|
$153M |
| 5 |
TSMC
TSM
|
$129M |
Top Sells
| 1 |
Apple
AAPL
|
$701M |
| 2 |
Microsoft
MSFT
|
$440M |
| 3 |
Tesla
TSLA
|
$325M |
| 4 |
Amazon
AMZN
|
$316M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$192M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
EPR Properties
EPR
$4.03B
| $4.26M | ﹤0.01% |
154,991
-18,753
| -11% | -$516K |
|
|
ACCD
827
DELISTED
Accolade, Inc. Common Stock
ACCD
| $4.24M | ﹤0.01% |
+109,004
| New | +$4.24M |
|
|
TCO
828
DELISTED
Taubman Centers Inc.
TCO
| $4.23M | ﹤0.01% |
127,002
-9,042
| -7% | -$301K |
|
829
iShares MSCI Taiwan ETF
EWT
$6.14B
| $4.19M | ﹤0.01% |
93,322
+2,717
| +3% | +$122K |
|
830
National Storage Affiliates Trust
NSA
$2.48B
| $4.14M | ﹤0.01% |
126,521
-13,417
| -10% | -$439K |
|
|
NIU
831
Niu Technologies
NIU
$334M
| $4.11M | ﹤0.01% |
+213,864
| New | +$4.11M |
|
832
ICICI Bank
IBN
$113B
| $4.04M | ﹤0.01% |
411,356
-107,540
| -21% | -$1.06M |
|
|
RAVN
833
DELISTED
Raven Industries Inc
RAVN
| $4.04M | ﹤0.01% |
+187,886
| New | +$4.04M |
|
834
AngloGold Ashanti
AU
$29.5B
| $3.84M | ﹤0.01% |
145,605
-22,266
| -13% | -$587K |
|
835
TIM SA
TIMB
$10B
| $3.83M | ﹤0.01% |
331,971
-14,000
| -4% | -$161K |
|
|
VIVS
836
VivoSim Labs, Inc. Common Stock
VIVS
$5.56M
| $3.79M | ﹤0.01% |
39,881
-938
| -2% | -$89K |
|
837
iRhythm Technologies
IRTC
$5.85B
| $3.77M | ﹤0.01% |
15,819
-3,431
| -18% | -$817K |
|
838
Four Corners Property Trust
FCPT
$2.7B
| $3.76M | ﹤0.01% |
147,077
-7,880
| -5% | -$202K |
|
839
Invesco QQQ Trust
QQQ
$366B
| $3.72M | ﹤0.01% |
+13,400
| New | +$3.72M |
|
|
BDN
840
Brandywine Realty Trust
BDN
$740M
| $3.71M | ﹤0.01% |
358,443
-17,654
| -5% | -$183K |
|
|
DEA
841
Easterly Government Properties
DEA
$1.02B
| $3.7M | ﹤0.01% |
66,060
-559
| -0.8% | -$31.3K |
|
842
Leggett & Platt
LEG
$1.31B
| $3.66M | ﹤0.01% |
88,867
-5,176
| -6% | -$213K |
|
843
CareTrust REIT
CTRE
$7.58B
| $3.52M | ﹤0.01% |
197,994
-10,809
| -5% | -$192K |
|
844
MidCap Financial Investment
MFIC
$1.21B
| $3.51M | ﹤0.01% |
424,783
-51,621
| -11% | -$427K |
|
845
Carlyle Secured Lending
CGBD
$1B
| $3.47M | ﹤0.01% |
389,832
-12,838
| -3% | -$114K |
|
|
PDM
846
Piedmont Realty Trust, Inc.
PDM
$1.06B
| $3.47M | ﹤0.01% |
255,968
-24,321
| -9% | -$330K |
|
|
ELME
847
Elme Communities
ELME
$1.5B
| $3.44M | ﹤0.01% |
170,999
-11,435
| -6% | -$230K |
|
|
GRP.U
848
Granite Real Estate Investment Trust
GRP.U
| $3.36M | ﹤0.01% |
57,943
-5,240
| -8% | -$304K |
|
|
CRON
849
Cronos Group
CRON
$957M
| $3.36M | ﹤0.01% |
668,775
+2,083
| +0.3% | +$10.5K |
|
850
Nice
NICE
$8.6B
| $3.25M | ﹤0.01% |
14,331
-5,028
| -26% | -$1.14M |
|