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 |
Coinbase
COIN
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
GE Aerospace
GE
|
$86.4M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
Independence Realty Trust
IRT
$4.16B
| $4.07M | ﹤0.01% |
253,849
+5,257
| +2% | +$84.3K |
|
852
Rio Tinto
RIO
$101B
| $4.06M | ﹤0.01% |
59,150
+3,429
| +6% | +$235K |
|
853
National Storage Affiliates Trust
NSA
$2.51B
| $4.05M | ﹤0.01% |
96,951
-3,407
| -3% | -$142K |
|
854
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.83B
| $4.03M | ﹤0.01% |
207,812
+31,312
| +18% | +$607K |
|
855
Essential Properties Realty Trust
EPRT
$6.09B
| $4.03M | ﹤0.01% |
162,077
+4,011
| +3% | +$99.7K |
|
|
DOC
856
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $3.88M | ﹤0.01% |
260,037
+5,868
| +2% | +$87.6K |
|
857
Prospect Capital
PSEC
$1.33B
| $3.87M | ﹤0.01% |
556,395
| – | – |
|
|
CMPS
858
Compass Pathways
CMPS
$489M
| $3.83M | ﹤0.01% |
385,921
+66,923
| +21% | +$665K |
|
859
ASML
ASML
$296B
| $3.78M | ﹤0.01% |
5,546
+122
| +2% | +$83K |
|
860
Cousins Properties
CUZ
$4.91B
| $3.67M | ﹤0.01% |
171,785
+2,883
| +2% | +$61.6K |
|
861
Alamos Gold
AGI
$13.3B
| $3.62M | ﹤0.01% |
296,054
-10,784
| -4% | -$132K |
|
862
GlobalFoundries
GFS
$18.5B
| $3.62M | ﹤0.01% |
50,109
+940
| +2% | +$67.8K |
|
863
Bain Capital Specialty
BCSF
$1.02B
| $3.41M | ﹤0.01% |
286,373
-8,000
| -3% | -$95.4K |
|
864
Broadstone Net Lease
BNL
$3.5B
| $3.4M | ﹤0.01% |
199,707
+6,606
| +3% | +$112K |
|
865
Autoliv
ALV
$9.63B
| $3.4M | ﹤0.01% |
36,386
+15,869
| +77% | +$1.48M |
|
866
Recursion Pharmaceuticals
RXRX
$1.97B
| $3.35M | ﹤0.01% |
501,977
+47,455
| +10% | +$317K |
|
867
EPR Properties
EPR
$4.05B
| $3.28M | ﹤0.01% |
86,105
+2,405
| +3% | +$91.6K |
|
868
iShares MSCI Taiwan ETF
EWT
$6.16B
| $3.22M | ﹤0.01% |
+71,006
| New | +$3.22M |
|
869
PagSeguro Digital
PAGS
$2.7B
| $3.19M | ﹤0.01% |
372,348
-3,207
| -0.9% | -$27.5K |
|
870
LXP Industrial Trust
LXP
$2.69B
| $3.18M | ﹤0.01% |
308,466
-924
| -0.3% | -$9.53K |
|
871
Weibo
WB
$2.83B
| $3.13M | ﹤0.01% |
156,071
| – | – |
|
872
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.6B
| $3.07M | ﹤0.01% |
27,996
-9,740
| -26% | -$1.07M |
|
873
Amdocs
DOX
$9.31B
| $2.96M | ﹤0.01% |
30,846
+158
| +0.5% | +$15.2K |
|
874
Ryanair
RYAAY
$32B
| $2.96M | ﹤0.01% |
78,398
-2,147
| -3% | -$81K |
|
|
NTST
875
NETSTREIT Corp
NTST
$1.71B
| $2.96M | ﹤0.01% |
161,736
-1,470
| -0.9% | -$26.9K |
|