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 |
Amazon
AMZN
|
+$124M |
| 2 |
Microsoft
MSFT
|
+$108M |
| 3 |
Apple
AAPL
|
+$101M |
| 4 |
Nu Holdings
NU
|
+$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
+$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
+$218M |
| 2 |
Tesla
TSLA
|
+$119M |
| 3 |
TE Connectivity
TEL
|
+$108M |
| 4 |
Parker-Hannifin
PH
|
+$76.5M |
| 5 |
NVIDIA
NVDA
|
+$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
TC Energy
TRP
$53.9B
| $2.06M | ﹤0.01% |
43,392
+10,637
| +32% | +$506K |
|
827
United Airlines
UAL
$34.2B
| $2.05M | ﹤0.01% |
35,901
+2,065
| +6% | +$118K |
|
828
DiamondRock Hospitality
DRH
$1.71B
| $2.03M | ﹤0.01% |
232,917
-2,057
| -0.9% | -$18K |
|
829
TIM SA
TIMB
$10.1B
| $2M | ﹤0.01% |
116,198
-3,100
| -3% | -$53.4K |
|
830
Unum
UNM
$12.5B
| $1.97M | ﹤0.01% |
33,208
+27,008
| +436% | +$1.61M |
|
831
Canadian Natural Resources
CNQ
$64.3B
| $1.97M | ﹤0.01% |
59,435
-6,743
| -10% | -$224K |
|
832
CACI
CACI
$10.5B
| $1.95M | ﹤0.01% |
+3,874
| New | +$1.95M |
|
833
Sprouts Farmers Market
SFM
$13.3B
| $1.94M | ﹤0.01% |
+17,592
| New | +$1.94M |
|
834
SiriusXM
SIRI
$8.17B
| $1.93M | ﹤0.01% |
81,739
+58,559
| +253% | +$1.38M |
|
835
SPDR Blackstone Senior Loan ETF
SRLN
$6.98B
| $1.91M | ﹤0.01% |
45,711
+3,894
| +9% | +$163K |
|
836
Rayonier
RYN
$4.04B
| $1.82M | ﹤0.01% |
59,437
-4,310
| -7% | -$132K |
|
837
Mohawk Industries
MHK
$8.42B
| $1.81M | ﹤0.01% |
11,286
-287
| -2% | -$46.1K |
|
838
Pebblebrook Hotel Trust
PEB
$1.36B
| $1.79M | ﹤0.01% |
135,174
| – | – |
|
839
Huntsman Corp
HUN
$1.95B
| $1.78M | ﹤0.01% |
73,454
+4,735
| +7% | +$115K |
|
840
e.l.f. Beauty
ELF
$7.88B
| $1.78M | ﹤0.01% |
16,284
+15,184
| +1,380% | +$1.66M |
|
841
Global Net Lease
GNL
$1.81B
| $1.77M | ﹤0.01% |
210,386
-11,035
| -5% | -$92.9K |
|
842
BlackRock TCP Capital
TCPC
$611M
| $1.76M | ﹤0.01% |
212,872
-6,009
| -3% | -$49.8K |
|
843
BorgWarner
BWA
$9.45B
| $1.74M | ﹤0.01% |
47,899
-26,898
| -36% | -$976K |
|
|
LTC
844
LTC Properties
LTC
$1.68B
| $1.74M | ﹤0.01% |
47,345
-552
| -1% | -$20.3K |
|
845
908 Devices
MASS
$204M
| $1.72M | ﹤0.01% |
495,222
-580
| -0.1% | -$2.01K |
|
|
ELME
846
Elme Communities
ELME
$1.51B
| $1.71M | ﹤0.01% |
97,336
-1,091
| -1% | -$19.2K |
|
|
GTY
847
Getty Realty Corp
GTY
$1.62B
| $1.7M | ﹤0.01% |
53,450
| – | – |
|
|
CMPS
848
Compass Pathways
CMPS
$496M
| $1.7M | ﹤0.01% |
269,369
-19,090
| -7% | -$120K |
|
849
Empire State Realty Trust
ESRT
$1.29B
| $1.63M | ﹤0.01% |
146,878
| – | – |
|
|
JBGS
850
JBG SMITH
JBGS
$1.43B
| $1.6M | ﹤0.01% |
91,751
| – | – |
|