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 |
Walmart
WMT
|
$490M |
| 2 |
Tesla
TSLA
|
$198M |
| 3 |
Amazon
AMZN
|
$188M |
| 4 |
Roku
ROKU
|
$95M |
| 5 |
Unity
U
|
$74.2M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
New Mountain Finance
NMFC
$1.12B
| $3.38M | ﹤0.01% |
267,087
-5,810
| -2% | -$73.6K |
|
852
iQIYI
IQ
$2.58B
| $3.36M | ﹤0.01% |
793,401
| – | – |
|
853
Alamos Gold
AGI
$13.4B
| $3.35M | ﹤0.01% |
227,169
-144,503
| -39% | -$2.13M |
|
854
PotlatchDeltic
PCH
$3.15B
| $3.35M | ﹤0.01% |
71,193
+4,559
| +7% | +$214K |
|
855
National Storage Affiliates Trust
NSA
$2.44B
| $3.34M | ﹤0.01% |
85,418
-3,492
| -4% | -$137K |
|
856
Emcor
EME
$27.8B
| $3.31M | ﹤0.01% |
9,450
-391
| -4% | -$137K |
|
857
iShares MSCI South Korea ETF
EWY
$5.1B
| $3.29M | ﹤0.01% |
48,960
+27,509
| +128% | +$1.85M |
|
858
Innovative Industrial Properties
IIPR
$1.53B
| $3.28M | ﹤0.01% |
31,670
-1,415
| -4% | -$147K |
|
859
iShares MSCI Taiwan ETF
EWT
$6.03B
| $3.26M | ﹤0.01% |
66,872
+39,903
| +148% | +$1.94M |
|
860
Valmont Industries
VMI
$7.23B
| $3.16M | ﹤0.01% |
13,825
-434
| -3% | -$99.1K |
|
861
COPT Defense Properties
CDP
$3.28B
| $3.08M | ﹤0.01% |
127,467
-5,644
| -4% | -$136K |
|
862
Materials Select Sector SPDR Fund
XLB
$5.49B
| $3.01M | ﹤0.01% |
32,398
-15,859
| -33% | -$1.47M |
|
863
LXP Industrial Trust
LXP
$2.62B
| $2.99M | ﹤0.01% |
330,943
-14,632
| -4% | -$132K |
|
864
SITE Centers
SITC
$471M
| $2.96M | ﹤0.01% |
202,287
-9,758
| -5% | -$143K |
|
865
Enterprise Products Partners
EPD
$69.3B
| $2.95M | ﹤0.01% |
101,000
| – | – |
|
|
XHR
866
Xenia Hotels & Resorts
XHR
$1.36B
| $2.91M | ﹤0.01% |
193,694
-36,920
| -16% | -$554K |
|
|
VLD
867
DELISTED
Velo3D, Inc.
VLD
| $2.86M | ﹤0.01% |
6,277,275
-534,298
| -8% | -$243K |
|
|
BCPC
868
Balchem Corporation
BCPC
$5.21B
| $2.81M | ﹤0.01% |
18,153
-683
| -4% | -$106K |
|
869
MidCap Financial Investment
MFIC
$1.22B
| $2.74M | ﹤0.01% |
182,130
+1,057
| +0.6% | +$15.9K |
|
|
CMPS
870
Compass Pathways
CMPS
$434M
| $2.72M | ﹤0.01% |
327,204
-37,758
| -10% | -$314K |
|
871
Pinnacle West Capital
PNW
$10.6B
| $2.72M | ﹤0.01% |
36,400
-21,052
| -37% | -$1.57M |
|
872
Energy Select Sector SPDR Fund
XLE
$27.7B
| $2.63M | ﹤0.01% |
27,899
+3,038
| +12% | +$287K |
|
873
Toll Brothers
TOL
$13.3B
| $2.62M | ﹤0.01% |
20,239
+10,439
| +107% | +$1.35M |
|
874
Douglas Emmett
DEI
$2.71B
| $2.61M | ﹤0.01% |
187,883
-983,831
| -84% | -$13.6M |
|
875
KBR
KBR
$6.47B
| $2.59M | ﹤0.01% |
40,726
-47,260
| -54% | -$3.01M |
|