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 |
Apple
AAPL
|
+$331M |
| 2 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
Top Sells
| 1 |
Tesla
TSLA
|
+$263M |
| 2 |
Palantir
PLTR
|
+$231M |
| 3 |
Robinhood
HOOD
|
+$203M |
| 4 |
Stryker
SYK
|
+$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Pebblebrook Hotel Trust
PEB
$1.36B
| $1.76M | ﹤0.01% |
129,987
-5,187
| -4% | -$70.3K |
|
|
B
827
Barrick Mining Corporation
B
$49.7B
| $1.75M | ﹤0.01% |
112,778
-36,527
| -24% | -$566K |
|
828
Vale
VALE
$44.2B
| $1.71M | ﹤0.01% |
193,182
-41,308
| -18% | -$366K |
|
|
LTC
829
LTC Properties
LTC
$1.68B
| $1.71M | ﹤0.01% |
49,544
+2,199
| +5% | +$76K |
|
830
Fidus Investment
FDUS
$758M
| $1.71M | ﹤0.01% |
81,320
+10,312
| +15% | +$217K |
|
831
Telefônica Brasil
VIV
$19.9B
| $1.7M | ﹤0.01% |
225,212
+9,000
| +4% | +$68K |
|
|
GTY
832
Getty Realty Corp
GTY
$1.62B
| $1.66M | ﹤0.01% |
55,238
+1,788
| +3% | +$53.9K |
|
833
RLJ Lodging Trust
RLJ
$1.14B
| $1.65M | ﹤0.01% |
162,045
-4,833
| -3% | -$49.3K |
|
834
iShares Core US REIT ETF
USRT
$3.12B
| $1.64M | ﹤0.01% |
28,644
+13,683
| +91% | +$784K |
|
835
Allison Transmission
ALSN
$7.41B
| $1.62M | ﹤0.01% |
15,028
-410
| -3% | -$44.3K |
|
836
Global Net Lease
GNL
$1.81B
| $1.59M | ﹤0.01% |
218,427
+8,041
| +4% | +$58.7K |
|
837
SPDR Blackstone Senior Loan ETF
SRLN
$6.98B
| $1.59M | ﹤0.01% |
38,127
-7,584
| -17% | -$316K |
|
838
Canadian Natural Resources
CNQ
$64.3B
| $1.58M | ﹤0.01% |
51,171
-8,264
| -14% | -$255K |
|
839
Empire State Realty Trust
ESRT
$1.29B
| $1.57M | ﹤0.01% |
152,165
+5,287
| +4% | +$54.6K |
|
840
Rentokil
RTO
$12.9B
| $1.56M | ﹤0.01% |
61,680
-2,157
| -3% | -$54.6K |
|
841
TIM SA
TIMB
$10.1B
| $1.55M | ﹤0.01% |
132,198
+16,000
| +14% | +$188K |
|
842
Crescent Capital BDC
CCAP
$586M
| $1.55M | ﹤0.01% |
80,766
| – | – |
|
843
BorgWarner
BWA
$9.45B
| $1.54M | ﹤0.01% |
48,349
+450
| +0.9% | +$14.3K |
|
844
Skechers
SKX
$9.51B
| $1.53M | ﹤0.01% |
22,684
-667
| -3% | -$44.8K |
|
845
Inter&Co
INTR
$3.85B
| $1.52M | ﹤0.01% |
359,386
-16,576
| -4% | -$70K |
|
|
UMH
846
UMH Properties
UMH
$1.29B
| $1.5M | ﹤0.01% |
79,674
+4,387
| +6% | +$82.8K |
|
847
Penumbra
PEN
$11.2B
| $1.49M | ﹤0.01% |
6,270
-67
| -1% | -$15.9K |
|
848
MasTec
MTZ
$13.8B
| $1.48M | ﹤0.01% |
+10,868
| New | +$1.48M |
|
849
ARK Innovation ETF
ARKK
$7.21B
| $1.46M | ﹤0.01% |
25,800
-5,000
| -16% | -$284K |
|
|
JBGS
850
JBG SMITH
JBGS
$1.43B
| $1.45M | ﹤0.01% |
94,664
+2,913
| +3% | +$44.8K |
|