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 |
Amazon
AMZN
|
+$124M |
| 2 |
Microsoft
MSFT
|
+$108M |
| 3 |
Apple
AAPL
|
+$101M |
| 4 |
Nu Holdings
NU
|
+$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
+$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
+$218M |
| 2 |
Tesla
TSLA
|
+$119M |
| 3 |
TE Connectivity
TEL
|
+$108M |
| 4 |
Parker-Hannifin
PH
|
+$76.5M |
| 5 |
NVIDIA
NVDA
|
+$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
VRE
851
Veris Residential
VRE
$1.51B
| $1.6M | ﹤0.01% |
89,326
-1,159
| -1% | -$20.7K |
|
852
Rentokil
RTO
$13B
| $1.59M | ﹤0.01% |
63,837
-13,512
| -17% | -$337K |
|
|
ALEX
853
Alexander & Baldwin
ALEX
$1.39B
| $1.57M | ﹤0.01% |
81,560
+161
| +0.2% | +$3.09K |
|
854
Skechers
SKX
$9.5B
| $1.56M | ﹤0.01% |
23,351
-71
| -0.3% | -$4.75K |
|
855
Suncor Energy
SU
$48.8B
| $1.54M | ﹤0.01% |
41,787
-4,722
| -10% | -$174K |
|
856
Acuity Brands
AYI
$10.3B
| $1.54M | ﹤0.01% |
5,591
-838
| -13% | -$231K |
|
|
UNIT
857
Uniti Group
UNIT
$1.79B
| $1.54M | ﹤0.01% |
272,836
| – | – |
|
858
RLJ Lodging Trust
RLJ
$1.18B
| $1.53M | ﹤0.01% |
166,878
-1,805
| -1% | -$16.6K |
|
859
Materials Select Sector SPDR Fund
XLB
$5.52B
| $1.51M | ﹤0.01% |
15,719
+12,619
| +407% | +$1.22M |
|
860
Crescent Capital BDC
CCAP
$588M
| $1.49M | ﹤0.01% |
80,766
| – | – |
|
861
Allison Transmission
ALSN
$7.52B
| $1.48M | ﹤0.01% |
15,438
-122
| -0.8% | -$11.7K |
|
|
UMH
862
UMH Properties
UMH
$1.29B
| $1.48M | ﹤0.01% |
75,287
+2,254
| +3% | +$44.3K |
|
|
DEA
863
Easterly Government Properties
DEA
$1.06B
| $1.47M | ﹤0.01% |
43,218
-1,272
| -3% | -$43.2K |
|
864
ARK Innovation ETF
ARKK
$7.17B
| $1.46M | ﹤0.01% |
30,800
+3,000
| +11% | +$143K |
|
865
Energy Select Sector SPDR Fund
XLE
$26.5B
| $1.44M | ﹤0.01% |
16,383
-14,265
| -47% | -$1.25M |
|
|
AAT
866
American Assets Trust
AAT
$1.27B
| $1.42M | ﹤0.01% |
52,996
-2,352
| -4% | -$62.8K |
|
867
Fidus Investment
FDUS
$761M
| $1.39M | ﹤0.01% |
71,008
+5,302
| +8% | +$104K |
|
868
Viking Holdings
VIK
$28.3B
| $1.37M | ﹤0.01% |
39,307
+9,722
| +33% | +$339K |
|
|
PDM
869
Piedmont Realty Trust, Inc.
PDM
$1.09B
| $1.36M | ﹤0.01% |
134,431
| – | – |
|
870
Plains GP Holdings
PAGP
$3.64B
| $1.35M | ﹤0.01% |
73,000
| – | – |
|
|
SAFE
871
Safehold
SAFE
$1.17B
| $1.34M | ﹤0.01% |
51,190
+3,812
| +8% | +$100K |
|
872
Darling Ingredients
DAR
$5.07B
| $1.34M | ﹤0.01% |
36,010
-13,649
| -27% | -$507K |
|
|
AIV
873
Aimco
AIV
$1.1B
| $1.33M | ﹤0.01% |
147,152
-4,617
| -3% | -$41.7K |
|
874
Banco Santander Chile
BSAC
$11.9B
| $1.32M | ﹤0.01% |
63,669
| – | – |
|
875
Lindsay Corp
LNN
$1.52B
| $1.29M | ﹤0.01% |
10,346
-750
| -7% | -$93.5K |
|