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 |
Walmart
WMT
|
$490M |
| 2 |
Tesla
TSLA
|
$198M |
| 3 |
Amazon
AMZN
|
$188M |
| 4 |
Roku
ROKU
|
$95M |
| 5 |
Unity
U
|
$74.2M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
PagSeguro Digital
PAGS
$2.63B
| $4.25M | ﹤0.01% |
297,691
-14,786
| -5% | -$211K |
|
827
908 Devices
MASS
$214M
| $4.25M | ﹤0.01% |
562,294
-19,740
| -3% | -$149K |
|
828
Carlyle Secured Lending
CGBD
$1.01B
| $4.21M | ﹤0.01% |
258,774
+6,527
| +3% | +$106K |
|
829
Macerich
MAC
$4.58B
| $4.2M | ﹤0.01% |
243,943
-10,157
| -4% | -$175K |
|
830
Shoals Technologies Group
SHLS
$1.12B
| $4.18M | ﹤0.01% |
374,121
-3,067
| -0.8% | -$34.3K |
|
831
Cousins Properties
CUZ
$4.89B
| $4.12M | ﹤0.01% |
171,379
-7,658
| -4% | -$184K |
|
832
Independence Realty Trust
IRT
$4.12B
| $4.09M | ﹤0.01% |
253,647
-10,917
| -4% | -$176K |
|
833
SL Green Realty
SLG
$4.01B
| $4.02M | ﹤0.01% |
72,950
-3,025
| -4% | -$167K |
|
834
Reinsurance Group of America
RGA
$12.9B
| $3.98M | ﹤0.01% |
20,620
+1,650
| +9% | +$318K |
|
835
iShares Latin America 40 ETF
ILF
$1.76B
| $3.96M | ﹤0.01% |
139,245
-11,334
| -8% | -$322K |
|
836
Apple Hospitality REIT
APLE
$3.04B
| $3.92M | ﹤0.01% |
239,342
-11,224
| -4% | -$184K |
|
837
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.24B
| $3.87M | ﹤0.01% |
90,959
-9,134
| -9% | -$389K |
|
838
Sabra Healthcare REIT
SBRA
$4.62B
| $3.87M | ﹤0.01% |
261,971
-886,675
| -77% | -$13.1M |
|
839
Rio Tinto
RIO
$101B
| $3.87M | ﹤0.01% |
60,657
-4,212
| -6% | -$268K |
|
840
VanEck Preferred Securities ex Financials ETF
PFXF
$1.94B
| $3.81M | ﹤0.01% |
215,527
-28,256
| -12% | -$500K |
|
841
EPR Properties
EPR
$4.05B
| $3.76M | ﹤0.01% |
88,618
-311
| -0.3% | -$13.2K |
|
842
Bain Capital Specialty
BCSF
$1.01B
| $3.72M | ﹤0.01% |
237,126
+6,536
| +3% | +$102K |
|
843
iShares MSCI USA Value Factor ETF
VLUE
$7.06B
| $3.7M | ﹤0.01% |
34,130
-5,650
| -14% | -$612K |
|
844
Sunstone Hotel Investors
SHO
$1.77B
| $3.64M | ﹤0.01% |
327,075
+91,852
| +39% | +$1.02M |
|
845
Ryanair
RYAAY
$32.3B
| $3.64M | ﹤0.01% |
25,025
-1,148
| -4% | -$167K |
|
846
CareTrust REIT
CTRE
$7.65B
| $3.58M | ﹤0.01% |
146,936
+9,350
| +7% | +$228K |
|
847
Flex
FLEX
$20.1B
| $3.57M | ﹤0.01% |
124,762
-10,500
| -8% | -$300K |
|
848
Tanger
SKT
$3.79B
| $3.52M | ﹤0.01% |
119,231
-5,059
| -4% | -$149K |
|
849
Oaktree Specialty Lending
OCSL
$1.22B
| $3.47M | ﹤0.01% |
176,261
-54,529
| -24% | -$1.07M |
|
850
Amdocs
DOX
$9.29B
| $3.42M | ﹤0.01% |
37,790
| – | – |
|