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 |
XYZ
Block, Inc.
XYZ
|
+$311M |
| 2 |
Shopify
SHOP
|
+$305M |
| 3 |
Teladoc Health
TDOC
|
+$284M |
| 4 |
Zoom
ZM
|
+$259M |
| 5 |
DraftKings
DKNG
|
+$209M |
Top Sells
| 1 |
TSMC
TSM
|
+$291M |
| 2 |
Apple
AAPL
|
+$267M |
| 3 |
Amazon
AMZN
|
+$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
+$207M |
| 5 |
Microsoft
MSFT
|
+$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
Ryanair
RYAAY
$31.7B
| $4.83M | ﹤0.01% |
104,893
-6,720
| -6% | -$309K |
|
852
Darling Ingredients
DAR
$5.01B
| $4.77M | ﹤0.01% |
64,888
+44,266
| +215% | +$3.26M |
|
|
VIVS
853
VivoSim Labs, Inc. Common Stock
VIVS
$7.75M
| $4.61M | ﹤0.01% |
39,881
| – | – |
|
854
AGCO
AGCO
$8.03B
| $4.48M | ﹤0.01% |
31,161
-745
| -2% | -$107K |
|
855
Spirit AeroSystems
SPR
$4.8B
| $4.31M | ﹤0.01% |
88,519
+79,861
| +922% | +$3.88M |
|
856
BlackRock TCP Capital
TCPC
$611M
| $4.18M | ﹤0.01% |
302,427
-61,992
| -17% | -$857K |
|
857
RLJ Lodging Trust
RLJ
$1.14B
| $4.14M | ﹤0.01% |
267,405
-24,839
| -8% | -$384K |
|
858
BP
BP
$87.8B
| $4.14M | ﹤0.01% |
169,870
-8,940
| -5% | -$218K |
|
859
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$2.94B
| $4.12M | ﹤0.01% |
44,461
-10,339
| -19% | -$958K |
|
860
SPDR Blackstone Senior Loan ETF
SRLN
$6.98B
| $4.05M | ﹤0.01% |
+88,638
| New | +$4.05M |
|
861
National Storage Affiliates Trust
NSA
$2.44B
| $4.04M | ﹤0.01% |
101,285
-11,020
| -10% | -$440K |
|
862
Goldman Sachs BDC
GSBD
$1.3B
| $3.94M | ﹤0.01% |
204,059
-53,457
| -21% | -$1.03M |
|
|
NOAH
863
Noah Holdings
NOAH
$794M
| $3.91M | ﹤0.01% |
88,049
+1
| +0% | +$44 |
|
|
CELL
864
DELISTED
PhenomeX Inc. Common Stock
CELL
| $3.87M | ﹤0.01% |
77,065
+8,423
| +12% | +$423K |
|
865
SLR Investment Corp
SLRC
$911M
| $3.82M | ﹤0.01% |
215,096
-81,567
| -27% | -$1.45M |
|
866
Alamos Gold
AGI
$13.7B
| $3.71M | ﹤0.01% |
475,155
-24,924
| -5% | -$195K |
|
867
SITE Centers
SITC
$476M
| $3.68M | ﹤0.01% |
347,689
+4,522
| +1% | +$47.8K |
|
|
XHR
868
Xenia Hotels & Resorts
XHR
$1.37B
| $3.61M | ﹤0.01% |
185,229
-15,878
| -8% | -$310K |
|
869
CareTrust REIT
CTRE
$7.55B
| $3.61M | ﹤0.01% |
154,823
-13,198
| -8% | -$307K |
|
|
BDN
870
Brandywine Realty Trust
BDN
$743M
| $3.6M | ﹤0.01% |
278,847
-23,858
| -8% | -$308K |
|
871
DiamondRock Hospitality
DRH
$1.71B
| $3.46M | ﹤0.01% |
336,299
-18,812
| -5% | -$194K |
|
872
Leggett & Platt
LEG
$1.32B
| $3.46M | ﹤0.01% |
75,855
+2,149
| +3% | +$98.1K |
|
|
PDM
873
Piedmont Realty Trust, Inc.
PDM
$1.07B
| $3.46M | ﹤0.01% |
199,033
-27,524
| -12% | -$478K |
|
874
Boston Beer
SAM
$2.43B
| $3.44M | ﹤0.01% |
2,855
-757
| -21% | -$913K |
|
875
Four Corners Property Trust
FCPT
$2.72B
| $3.3M | ﹤0.01% |
120,438
-8,362
| -6% | -$229K |
|