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 |
GE Vernova
GEV
|
+$104M |
| 2 |
Curtiss-Wright
CW
|
+$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$68.6M |
| 4 |
Roblox
RBLX
|
+$55.5M |
| 5 |
10x Genomics
TXG
|
+$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$605M |
| 2 |
Microsoft
MSFT
|
+$537M |
| 3 |
Apple
AAPL
|
+$515M |
| 4 |
Royal Bank of Canada
RY
|
+$328M |
| 5 |
Toronto Dominion Bank
TD
|
+$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
SLR Investment Corp
SLRC
$912M
| $2.22M | ﹤0.01% |
137,962
+1,897
| +1% | +$30.5K |
|
827
Energy Transfer Partners
ET
$59.1B
| $2.21M | ﹤0.01% |
136,000
| – | – |
|
828
Autoliv
ALV
$9.66B
| $2.15M | ﹤0.01% |
20,057
| – | – |
|
829
Voya Financial
VOYA
$7.36B
| $2.14M | ﹤0.01% |
30,025
| – | – |
|
830
Vail Resorts
MTN
$5.53B
| $2.09M | ﹤0.01% |
11,578
-76,418
| -87% | -$13.8M |
|
831
iShares Latin America 40 ETF
ILF
$1.78B
| $2.04M | ﹤0.01% |
82,393
-56,852
| -41% | -$1.41M |
|
832
Texas Roadhouse
TXRH
$11.1B
| $2.03M | ﹤0.01% |
11,833
-505
| -4% | -$86.7K |
|
833
Robert Half
RHI
$3.68B
| $2.02M | ﹤0.01% |
31,593
-241,751
| -88% | -$15.5M |
|
834
Acadia Realty Trust
AKR
$2.57B
| $1.99M | ﹤0.01% |
111,063
-4,457
| -4% | -$79.9K |
|
835
DiamondRock Hospitality
DRH
$1.72B
| $1.99M | ﹤0.01% |
234,974
+1,092
| +0.5% | +$9.23K |
|
836
Utilities Select Sector SPDR Fund
XLU
$20.6B
| $1.97M | ﹤0.01% |
+28,892
| New | +$1.97M |
|
837
OneMain Financial
OMF
$7.27B
| $1.94M | ﹤0.01% |
39,969
+3,433
| +9% | +$166K |
|
838
Jazz Pharmaceuticals
JAZZ
$7.79B
| $1.93M | ﹤0.01% |
18,119
-141,198
| -89% | -$15.1M |
|
839
Telefônica Brasil
VIV
$19.9B
| $1.89M | ﹤0.01% |
230,212
+46,000
| +25% | +$378K |
|
840
InvenTrust Properties
IVT
$2.27B
| $1.89M | ﹤0.01% |
76,249
+1,500
| +2% | +$37.1K |
|
841
Pebblebrook Hotel Trust
PEB
$1.37B
| $1.86M | ﹤0.01% |
135,174
+916
| +0.7% | +$12.6K |
|
842
Liberty Broadband Class C
LBRDK
$8.63B
| $1.86M | ﹤0.01% |
33,848
-243,052
| -88% | -$13.3M |
|
843
Darling Ingredients
DAR
$4.98B
| $1.82M | ﹤0.01% |
49,659
-388,742
| -89% | -$14.3M |
|
844
Suncor Energy
SU
$49.8B
| $1.77M | ﹤0.01% |
46,509
-3,036,590
| -98% | -$116M |
|
845
Barings BDC
BBDC
$994M
| $1.77M | ﹤0.01% |
181,796
-10,770
| -6% | -$105K |
|
846
Rayonier
RYN
$4.05B
| $1.76M | ﹤0.01% |
63,747
-14,746
| -19% | -$408K |
|
847
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.6B
| $1.76M | ﹤0.01% |
16,395
-1,512
| -8% | -$162K |
|
848
SPDR Blackstone Senior Loan ETF
SRLN
$6.98B
| $1.75M | ﹤0.01% |
41,817
-4,225
| -9% | -$177K |
|
|
CMPS
849
Compass Pathways
CMPS
$492M
| $1.74M | ﹤0.01% |
288,459
-38,745
| -12% | -$234K |
|
850
Vanguard Total Stock Market ETF
VTI
$529B
| $1.74M | ﹤0.01% |
6,500
-100
| -2% | -$26.8K |
|