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 |
Broadcom
AVGO
|
+$192M |
| 2 |
Cencora
COR
|
+$123M |
| 3 |
IQVIA
IQV
|
+$60.2M |
| 4 |
CRH
CRH
|
+$58.6M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
+$56M |
Top Sells
| 1 |
Coinbase
COIN
|
+$416M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$184M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
NVIDIA
NVDA
|
+$125M |
| 5 |
VMW
VMware, Inc
VMW
|
+$107M |
Sector Composition
| 1 | Technology | 29.99% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
iShares Latin America 40 ETF
ILF
$1.77B
| $4.38M | ﹤0.01% |
150,579
+18,860
| +14% | +$548K |
|
827
Cousins Properties
CUZ
$4.81B
| $4.36M | ﹤0.01% |
179,037
+8,738
| +5% | +$213K |
|
828
EPR Properties
EPR
$4.21B
| $4.31M | ﹤0.01% |
88,929
+5,772
| +7% | +$280K |
|
829
GlobalFoundries
GFS
$17.8B
| $4.28M | ﹤0.01% |
70,675
+6,743
| +11% | +$409K |
|
830
BP
BP
$87.8B
| $4.28M | ﹤0.01% |
120,779
+4,615
| +4% | +$163K |
|
831
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.27B
| $4.23M | ﹤0.01% |
100,093
+91
| +0.1% | +$3.84K |
|
|
TDCX
832
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
| $4.21M | ﹤0.01% |
868,623
+357,278
| +70% | +$1.73M |
|
833
VanEck Preferred Securities ex Financials ETF
PFXF
$1.91B
| $4.19M | ﹤0.01% |
243,783
-986
| -0.4% | -$16.9K |
|
834
Apple Hospitality REIT
APLE
$2.99B
| $4.16M | ﹤0.01% |
250,566
+19,309
| +8% | +$321K |
|
835
Materials Select Sector SPDR Fund
XLB
$5.43B
| $4.13M | ﹤0.01% |
48,257
-2,031
| -4% | -$174K |
|
836
Pinnacle West Capital
PNW
$10.4B
| $4.13M | ﹤0.01% |
57,452
-275
| -0.5% | -$19.8K |
|
837
Independence Realty Trust
IRT
$4.18B
| $4.05M | ﹤0.01% |
264,564
+19,672
| +8% | +$301K |
|
838
iShares MSCI USA Value Factor ETF
VLUE
$7.19B
| $4.02M | ﹤0.01% |
39,780
+200
| +0.5% | +$20.2K |
|
839
Autoliv
ALV
$9.66B
| $3.93M | ﹤0.01% |
35,622
-5,521
| -13% | -$608K |
|
840
Macerich
MAC
$4.57B
| $3.92M | ﹤0.01% |
254,100
+13,420
| +6% | +$207K |
|
841
PagSeguro Digital
PAGS
$2.78B
| $3.9M | ﹤0.01% |
312,477
-26,309
| -8% | -$328K |
|
|
DQ
842
Daqo New Energy
DQ
$1.86B
| $3.88M | ﹤0.01% |
145,753
-1,768
| -1% | -$47K |
|
843
iQIYI
IQ
$2.69B
| $3.87M | ﹤0.01% |
793,401
-7,994
| -1% | -$39K |
|
844
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.76B
| $3.85M | ﹤0.01% |
243,658
+38,095
| +19% | +$603K |
|
845
Broadstone Net Lease
BNL
$3.51B
| $3.81M | ﹤0.01% |
221,129
+14,086
| +7% | +$243K |
|
846
Carlyle Secured Lending
CGBD
$999M
| $3.77M | ﹤0.01% |
252,247
-20,266
| -7% | -$303K |
|
|
DOC
847
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $3.75M | ﹤0.01% |
281,896
+19,378
| +7% | +$258K |
|
848
National Storage Affiliates Trust
NSA
$2.44B
| $3.69M | ﹤0.01% |
88,910
-3,712
| -4% | -$154K |
|
|
JOYY
849
JOYY Inc. American Depositary Shares
JOYY
$3.28B
| $3.55M | ﹤0.01% |
89,450
-950
| -1% | -$37.7K |
|
850
Graphic Packaging
GPK
$6.08B
| $3.49M | ﹤0.01% |
141,625
-30,408
| -18% | -$750K |
|