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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
Edwards Lifesciences
EW
|
$165M |
| 5 |
AbbVie
ABBV
|
$158M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
SITE Centers
SITC
$471M
| $2.6M | ﹤0.01% |
320,944
-308,922
| -49% | -$2.5M |
|
|
SWI
852
DELISTED
SolarWinds Corporation Common Stock
SWI
| $2.57M | ﹤0.01% |
145,400
| – | – |
|
|
SVC
853
Service Properties Trust
SVC
$439M
| $2.56M | ﹤0.01% |
361,133
+24,612
| +7% | +$174K |
|
854
CoreCivic
CXW
$2.15B
| $2.49M | ﹤0.01% |
265,673
+18,836
| +8% | +$176K |
|
855
DiamondRock Hospitality
DRH
$1.73B
| $2.49M | ﹤0.01% |
449,342
+32,409
| +8% | +$179K |
|
|
RSX
856
DELISTED
VanEck Russia ETF
RSX
| $2.48M | ﹤0.01% |
+119,437
| New | +$2.48M |
|
857
Telecom Argentina
TEO
$3.67B
| $2.48M | ﹤0.01% |
276,783
-32,140
| -10% | -$288K |
|
858
MGIC Investment
MTG
$6.42B
| $2.47M | ﹤0.01% |
301,360
-1,636
| -0.5% | -$13.4K |
|
859
Acadia Realty Trust
AKR
$2.6B
| $2.44M | ﹤0.01% |
187,756
+4,575
| +2% | +$59.4K |
|
860
Stantec
STN
$12.3B
| $2.44M | ﹤0.01% |
+79,130
| New | +$2.44M |
|
|
XHR
861
Xenia Hotels & Resorts
XHR
$1.36B
| $2.43M | ﹤0.01% |
260,492
+25,282
| +11% | +$236K |
|
862
Floor & Decor
FND
$8.51B
| $2.37M | ﹤0.01% |
41,175
| – | – |
|
863
Allison Transmission
ALSN
$7.34B
| $2.37M | ﹤0.01% |
64,400
-1,300
| -2% | -$47.8K |
|
864
Independence Realty Trust
IRT
$4.12B
| $2.35M | ﹤0.01% |
206,632
+29,798
| +17% | +$339K |
|
865
Macerich
MAC
$4.58B
| $2.33M | ﹤0.01% |
259,303
+29,541
| +13% | +$265K |
|
|
DHC
866
Diversified Healthcare Trust
DHC
$910M
| $2.31M | ﹤0.01% |
522,229
+20,953
| +4% | +$92.7K |
|
867
Cibus
CBUS
$69.9M
| $2.29M | ﹤0.01% |
465,189
-33,898
| -7% | -$167K |
|
868
PennantPark Floating Rate Capital
PFLT
$1.01B
| $2.28M | ﹤0.01% |
273,933
| – | – |
|
|
UHT
869
Universal Health Realty Income Trust
UHT
$564M
| $2.24M | ﹤0.01% |
28,188
+2,550
| +10% | +$203K |
|
870
iRhythm Technologies
IRTC
$5.5B
| $2.23M | ﹤0.01% |
19,250
+4,615
| +32% | +$535K |
|
871
Parsons
PSN
$8.61B
| $2.19M | ﹤0.01% |
60,325
| – | – |
|
872
Black Stone Minerals
BSM
$2.58B
| $2.18M | ﹤0.01% |
336,000
+217,000
| +182% | +$1.41M |
|
|
GTY
873
Getty Realty Corp
GTY
$1.6B
| $2.18M | ﹤0.01% |
73,594
+5,494
| +8% | +$163K |
|
874
MDU Resources
MDU
$3.33B
| $2.17M | ﹤0.01% |
97,688
| – | – |
|
875
Carlisle Companies
CSL
$16.2B
| $2.17M | ﹤0.01% |
+18,102
| New | +$2.17M |
|