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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Coinbase
COIN
|
$62.8M |
| 4 |
Tesla
TSLA
|
$59M |
| 5 |
iShares Gold Trust Micro
IAUM
|
$57.4M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
Spirit AeroSystems
SPR
$4.8B
| $4.59M | ﹤0.01% |
154,956
-2,408
| -2% | -$71.3K |
|
852
Affirm
AFRM
$28.4B
| $4.55M | ﹤0.01% |
470,493
+1,441
| +0.3% | +$13.9K |
|
853
Valmont Industries
VMI
$7.46B
| $4.35M | ﹤0.01% |
13,148
+2,669
| +25% | +$883K |
|
854
AstraZeneca
AZN
$253B
| $4.28M | ﹤0.01% |
63,073
+5,391
| +9% | +$366K |
|
855
Cousins Properties
CUZ
$4.95B
| $4.27M | ﹤0.01% |
168,902
-14,505
| -8% | -$367K |
|
856
908 Devices
MASS
$196M
| $4.26M | ﹤0.01% |
559,120
-36,761
| -6% | -$280K |
|
857
Terreno Realty
TRNO
$6.1B
| $4.23M | ﹤0.01% |
74,396
-6,011
| -7% | -$342K |
|
858
Independence Realty Trust
IRT
$4.22B
| $4.19M | ﹤0.01% |
248,592
-14,633
| -6% | -$247K |
|
|
NVEI
859
DELISTED
Nuvei Corporation Subordinate Voting Shares
NVEI
| $4.18M | ﹤0.01% |
164,384
+704
| +0.4% | +$17.9K |
|
860
iShares MSCI USA Value Factor ETF
VLUE
$7.14B
| $4.18M | ﹤0.01% |
45,830
+980
| +2% | +$89.3K |
|
861
Phillips Edison & Co
PECO
$4.54B
| $4.16M | ﹤0.01% |
130,546
-10,489
| -7% | -$334K |
|
862
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.8B
| $3.98M | ﹤0.01% |
37,736
+1,301
| +4% | +$137K |
|
863
Rio Tinto
RIO
$104B
| $3.97M | ﹤0.01% |
55,721
+1,974
| +4% | +$141K |
|
864
Coupang
CPNG
$52.7B
| $3.94M | ﹤0.01% |
268,131
+104,668
| +64% | +$1.54M |
|
865
Prospect Capital
PSEC
$1.34B
| $3.89M | ﹤0.01% |
556,395
-55,359
| -9% | -$387K |
|
866
Rocket Lab Corporation Common Stock
RKLB
$22.1B
| $3.89M | ﹤0.01% |
1,030,825
+808,525
| +364% | +$3.05M |
|
|
ONC
867
BeOne Medicines Ltd. American Depositary Shares
ONC
$37.6B
| $3.86M | ﹤0.01% |
17,529
-101,851
| -85% | -$22.4M |
|
868
Essential Properties Realty Trust
EPRT
$6.1B
| $3.71M | ﹤0.01% |
158,066
-11,276
| -7% | -$265K |
|
869
Invesco S&P 500 Pure Value ETF
RPV
$1.36B
| $3.69M | ﹤0.01% |
+47,298
| New | +$3.69M |
|
870
iShares MSCI Indonesia ETF
EIDO
$333M
| $3.69M | ﹤0.01% |
164,591
+96,400
| +141% | +$2.16M |
|
|
DOC
871
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $3.68M | ﹤0.01% |
254,169
-17,173
| -6% | -$248K |
|
872
National Storage Affiliates Trust
NSA
$2.56B
| $3.62M | ﹤0.01% |
100,358
-6,846
| -6% | -$247K |
|
873
iShares US Aerospace & Defense ETF
ITA
$9.3B
| $3.6M | ﹤0.01% |
+32,204
| New | +$3.6M |
|
874
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.81B
| $3.59M | ﹤0.01% |
176,500
-43,914
| -20% | -$894K |
|
875
ZIM Integrated Shipping Services
ZIM
$1.62B
| $3.55M | ﹤0.01% |
206,801
+1,277
| +0.6% | +$22K |
|