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 |
XYZ
Block, Inc.
XYZ
|
+$311M |
| 2 |
Shopify
SHOP
|
+$305M |
| 3 |
Teladoc Health
TDOC
|
+$284M |
| 4 |
Zoom
ZM
|
+$259M |
| 5 |
DraftKings
DKNG
|
+$209M |
Top Sells
| 1 |
TSMC
TSM
|
+$291M |
| 2 |
Apple
AAPL
|
+$267M |
| 3 |
Amazon
AMZN
|
+$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
+$207M |
| 5 |
Microsoft
MSFT
|
+$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DOC
826
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $5.98M | ﹤0.01% |
338,561
-36,401
| -10% | -$643K |
|
827
Carlyle Secured Lending
CGBD
$1.01B
| $5.93M | ﹤0.01% |
449,180
+2,312
| +0.5% | +$30.5K |
|
|
RDS.A
828
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $5.89M | ﹤0.01% |
150,304
-7,875
| -5% | -$309K |
|
829
Sabra Healthcare REIT
SBRA
$4.6B
| $5.89M | ﹤0.01% |
339,301
-27,761
| -8% | -$482K |
|
|
VNET
830
VNET Group
VNET
$2.07B
| $5.86M | ﹤0.01% |
+181,332
| New | +$5.86M |
|
831
Lyft
LYFT
$7.35B
| $5.7M | ﹤0.01% |
90,222
+69,757
| +341% | +$4.41M |
|
|
JBGS
832
JBG SMITH
JBGS
$1.4B
| $5.69M | ﹤0.01% |
178,889
-17,314
| -9% | -$550K |
|
833
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $5.63M | ﹤0.01% |
51,765
-39,674
| -43% | -$4.32M |
|
834
EPR Properties
EPR
$4.05B
| $5.62M | ﹤0.01% |
120,687
-13,512
| -10% | -$630K |
|
835
Compañía de Minas Buenaventura
BVN
$5.08B
| $5.6M | ﹤0.01% |
558,139
-158,950
| -22% | -$1.59M |
|
836
Lufax Holding
LU
$2.53B
| $5.56M | ﹤0.01% |
95,685
+2,347
| +3% | +$136K |
|
|
TTM
837
DELISTED
Tata Motors Limited
TTM
| $5.5M | ﹤0.01% |
264,389
| – | – |
|
|
EQC
838
DELISTED
Equity Commonwealth
EQC
| $5.45M | ﹤0.01% |
196,149
-22,811
| -10% | -$634K |
|
839
MidCap Financial Investment
MFIC
$1.21B
| $5.38M | ﹤0.01% |
391,872
| – | – |
|
|
JOBS
840
DELISTED
51job, Inc.
JOBS
| $5.34M | ﹤0.01% |
85,304
-5,623
| -6% | -$352K |
|
841
National Health Investors
NHI
$3.72B
| $5.22M | ﹤0.01% |
72,185
-7,925
| -10% | -$573K |
|
842
TIM SA
TIMB
$10.1B
| $5.18M | ﹤0.01% |
456,156
+19,935
| +5% | +$226K |
|
|
ENIA
843
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
| $5.13M | ﹤0.01% |
605,190
-47,000
| -7% | -$399K |
|
844
iShares MSCI Taiwan ETF
EWT
$6.33B
| $5.12M | ﹤0.01% |
85,316
-4,922
| -5% | -$295K |
|
845
DigitalBridge
DBRG
$2.08B
| $5.1M | ﹤0.01% |
196,657
-16,575
| -8% | -$430K |
|
846
Pebblebrook Hotel Trust
PEB
$1.37B
| $5.07M | ﹤0.01% |
208,826
-849,515
| -80% | -$20.6M |
|
|
KC
847
Kingsoft Cloud Holdings
KC
$3.86B
| $5.07M | ﹤0.01% |
128,924
-9,005
| -7% | -$354K |
|
848
Telefônica Brasil
VIV
$19.9B
| $5M | ﹤0.01% |
635,046
+5,500
| +0.9% | +$43.3K |
|
|
PSB
849
DELISTED
PS Business Parks, Inc.
PSB
| $4.99M | ﹤0.01% |
32,305
-3,708
| -10% | -$573K |
|
850
LXP Industrial Trust
LXP
$2.69B
| $4.96M | ﹤0.01% |
446,624
-50,535
| -10% | -$561K |
|