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 |
Extra Space Storage
EXR
|
$90M |
| 2 |
Advanced Micro Devices
AMD
|
$76.6M |
| 3 |
Amphenol
APH
|
$71M |
| 4 |
Kenvue
KVUE
|
$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
$153M |
| 2 |
Johnson & Johnson
JNJ
|
$96.2M |
| 3 |
Coinbase
COIN
|
$94.4M |
| 4 |
Tesla
TSLA
|
$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
Materials Select Sector SPDR Fund
XLB
$5.52B
| $3.95M | ﹤0.01% |
+50,288
| New | +$3.95M |
|
852
Repare Therapeutics
RPTX
$72.6M
| $3.94M | ﹤0.01% |
326,011
+3,395
| +1% | +$41K |
|
853
Bain Capital Specialty
BCSF
$1.02B
| $3.92M | ﹤0.01% |
255,899
-16,574
| -6% | -$254K |
|
854
Graphic Packaging
GPK
$6.38B
| $3.83M | ﹤0.01% |
172,033
+57,324
| +50% | +$1.28M |
|
855
Rio Tinto
RIO
$104B
| $3.81M | ﹤0.01% |
59,811
-2,971
| -5% | -$189K |
|
856
iQIYI
IQ
$2.61B
| $3.8M | ﹤0.01% |
801,395
+76,293
| +11% | +$362K |
|
857
Essential Properties Realty Trust
EPRT
$6.1B
| $3.72M | ﹤0.01% |
172,043
+4,741
| +3% | +$103K |
|
858
GlobalFoundries
GFS
$18.5B
| $3.72M | ﹤0.01% |
63,932
+11,195
| +21% | +$651K |
|
859
ASML
ASML
$307B
| $3.7M | ﹤0.01% |
6,292
+1,718
| +38% | +$1.01M |
|
860
3D Systems Corporation
DDD
$272M
| $3.6M | ﹤0.01% |
734,018
-2,936,135
| -80% | -$14.4M |
|
861
iShares MSCI USA Value Factor ETF
VLUE
$7.14B
| $3.59M | ﹤0.01% |
39,580
+310
| +0.8% | +$28.1K |
|
862
Apple Hospitality REIT
APLE
$3.09B
| $3.55M | ﹤0.01% |
231,257
-12,710
| -5% | -$195K |
|
863
Cousins Properties
CUZ
$4.95B
| $3.47M | ﹤0.01% |
170,299
-3,630
| -2% | -$73.9K |
|
864
EPR Properties
EPR
$4.05B
| $3.45M | ﹤0.01% |
83,157
-1,941
| -2% | -$80.6K |
|
865
Flex
FLEX
$20.8B
| $3.45M | ﹤0.01% |
169,806
-14,696
| -8% | -$299K |
|
866
Independence Realty Trust
IRT
$4.22B
| $3.45M | ﹤0.01% |
244,892
-12,397
| -5% | -$174K |
|
|
JOYY
867
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $3.45M | ﹤0.01% |
90,400
+11,719
| +15% | +$447K |
|
868
RenaissanceRe
RNR
$11.3B
| $3.4M | ﹤0.01% |
17,168
-8,906
| -34% | -$1.76M |
|
869
iShares Latin America 40 ETF
ILF
$1.78B
| $3.37M | ﹤0.01% |
+131,719
| New | +$3.37M |
|
870
Guardant Health
GH
$7.5B
| $3.31M | ﹤0.01% |
111,841
-102
| -0.1% | -$3.02K |
|
|
DOC
871
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $3.2M | ﹤0.01% |
262,518
-6,250
| -2% | -$76.2K |
|
872
Amdocs
DOX
$9.46B
| $3.19M | ﹤0.01% |
37,790
| – | – |
|
873
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.81B
| $3.16M | ﹤0.01% |
205,563
-808
| -0.4% | -$12.4K |
|
874
Reinsurance Group of America
RGA
$12.8B
| $3.13M | ﹤0.01% |
21,536
+272
| +1% | +$39.5K |
|
|
TDCX
875
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
| $3.02M | ﹤0.01% |
511,345
+118,791
| +30% | +$702K |
|