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 |
Extra Space Storage
EXR
|
+$90M |
| 2 |
Advanced Micro Devices
AMD
|
+$76.6M |
| 3 |
Amphenol
APH
|
+$71M |
| 4 |
Kenvue
KVUE
|
+$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
+$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
+$153M |
| 2 |
Johnson & Johnson
JNJ
|
+$96.2M |
| 3 |
Coinbase
COIN
|
+$94.4M |
| 4 |
Tesla
TSLA
|
+$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
| $5.45M | ﹤0.01% |
61,500
+10,400
| +20% | +$921K |
|
827
Goldman Sachs BDC
GSBD
$1.3B
| $5.44M | ﹤0.01% |
373,312
+6,969
| +2% | +$101K |
|
828
Autohome
ATHM
$3.38B
| $5.36M | ﹤0.01% |
176,753
-4,000
| -2% | -$121K |
|
829
Terreno Realty
TRNO
$6.07B
| $5.26M | ﹤0.01% |
92,546
+8,648
| +10% | +$491K |
|
830
AngloGold Ashanti
AU
$31.4B
| $5.12M | ﹤0.01% |
318,594
+271,480
| +576% | +$4.37M |
|
831
Vale
VALE
$44.6B
| $5.1M | ﹤0.01% |
380,756
-26,980
| -7% | -$362K |
|
832
Clarivate
CLVT
$2.96B
| $5.05M | ﹤0.01% |
751,871
-14,835
| -2% | -$99.5K |
|
833
Alamos Gold
AGI
$13.8B
| $4.55M | ﹤0.01% |
402,622
-14,984
| -4% | -$169K |
|
834
BP
BP
$87.3B
| $4.5M | ﹤0.01% |
116,164
-6,276
| -5% | -$243K |
|
835
Technology Select Sector SPDR Fund
XLK
$84.6B
| $4.48M | ﹤0.01% |
27,305
-584
| -2% | -$95.7K |
|
|
DQ
836
Daqo New Energy
DQ
$1.88B
| $4.47M | ﹤0.01% |
147,521
+5,639
| +4% | +$171K |
|
837
AstraZeneca
AZN
$253B
| $4.44M | ﹤0.01% |
65,584
+12,249
| +23% | +$830K |
|
838
Phillips Edison & Co
PECO
$4.49B
| $4.42M | ﹤0.01% |
131,639
-3,228
| -2% | -$108K |
|
839
Plug Power
PLUG
$1.66B
| $4.35M | ﹤0.01% |
572,665
-275,156
| -32% | -$2.09M |
|
840
Valmont Industries
VMI
$7.49B
| $4.33M | ﹤0.01% |
18,029
+3,815
| +27% | +$916K |
|
841
Oaktree Specialty Lending
OCSL
$1.23B
| $4.29M | ﹤0.01% |
213,252
-10,119
| -5% | -$204K |
|
842
Pinnacle West Capital
PNW
$10.5B
| $4.25M | ﹤0.01% |
57,727
+21,526
| +59% | +$1.59M |
|
843
908 Devices
MASS
$204M
| $4.2M | ﹤0.01% |
629,994
+18,492
| +3% | +$123K |
|
844
New Mountain Finance
NMFC
$1.12B
| $4.18M | ﹤0.01% |
322,821
-20,137
| -6% | -$261K |
|
845
Chewy
CHWY
$17.2B
| $4.13M | ﹤0.01% |
226,122
+22,212
| +11% | +$406K |
|
846
VanEck Preferred Securities ex Financials ETF
PFXF
$1.97B
| $4.11M | ﹤0.01% |
244,769
-14,607
| -6% | -$246K |
|
847
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
| $4.1M | ﹤0.01% |
100,002
-9,530
| -9% | -$391K |
|
848
Vornado Realty Trust
VNO
$7.81B
| $3.98M | ﹤0.01% |
175,472
-1,074,621
| -86% | -$24.4M |
|
849
Autoliv
ALV
$9.74B
| $3.97M | ﹤0.01% |
41,143
-241
| -0.6% | -$23.3K |
|
850
Carlyle Secured Lending
CGBD
$1.01B
| $3.95M | ﹤0.01% |
272,513
-53,413
| -16% | -$774K |
|