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 |
Apple
AAPL
|
+$331M |
| 2 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
Top Sells
| 1 |
Tesla
TSLA
|
+$263M |
| 2 |
Palantir
PLTR
|
+$231M |
| 3 |
Robinhood
HOOD
|
+$203M |
| 4 |
Stryker
SYK
|
+$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SILA
851
Sila Realty Trust, Inc.
SILA
$1.4B
| $1.45M | ﹤0.01% |
+59,756
| New | +$1.45M |
|
|
UNIT
852
Uniti Group
UNIT
$1.76B
| $1.45M | ﹤0.01% |
263,489
-9,347
| -3% | -$51.4K |
|
|
VRE
853
Veris Residential
VRE
$1.51B
| $1.45M | ﹤0.01% |
86,952
-2,374
| -3% | -$39.5K |
|
|
ELME
854
Elme Communities
ELME
$1.51B
| $1.43M | ﹤0.01% |
93,372
-3,964
| -4% | -$60.5K |
|
|
ALEX
855
Alexander & Baldwin
ALEX
$1.37B
| $1.4M | ﹤0.01% |
79,074
-2,486
| -3% | -$44.1K |
|
|
AAT
856
American Assets Trust
AAT
$1.23B
| $1.38M | ﹤0.01% |
52,388
-608
| -1% | -$16K |
|
857
Rayonier
RYN
$4.04B
| $1.35M | ﹤0.01% |
51,767
-7,670
| -13% | -$200K |
|
858
Plains GP Holdings
PAGP
$3.66B
| $1.34M | ﹤0.01% |
73,000
| – | – |
|
|
AIV
859
Aimco
AIV
$1.09B
| $1.31M | ﹤0.01% |
144,597
-2,555
| -2% | -$23.2K |
|
860
Astera Labs
ALAB
$35.7B
| $1.28M | ﹤0.01% |
+9,699
| New | +$1.28M |
|
861
Suncor Energy
SU
$49.7B
| $1.26M | ﹤0.01% |
35,239
-6,548
| -16% | -$234K |
|
862
SiriusXM
SIRI
$8.17B
| $1.25M | ﹤0.01% |
54,945
-26,794
| -33% | -$611K |
|
863
Commault Systems
CVLT
$8.23B
| $1.24M | ﹤0.01% |
8,208
+620
| +8% | +$93.6K |
|
|
CSR
864
Centerspace
CSR
$999M
| $1.24M | ﹤0.01% |
18,678
+1,768
| +10% | +$117K |
|
865
Enel Chile
ENIC
$5.04B
| $1.2M | ﹤0.01% |
417,347
| – | – |
|
866
Banco Santander Chile
BSAC
$12.1B
| $1.2M | ﹤0.01% |
63,669
| – | – |
|
|
DEA
867
Easterly Government Properties
DEA
$1.03B
| $1.19M | ﹤0.01% |
42,050
-1,168
| -3% | -$33.2K |
|
|
PDM
868
Piedmont Realty Trust, Inc.
PDM
$1.07B
| $1.19M | ﹤0.01% |
129,688
-4,743
| -4% | -$43.4K |
|
869
OneMain Financial
OMF
$7.23B
| $1.18M | ﹤0.01% |
22,582
-909
| -4% | -$47.4K |
|
870
Norwegian Cruise Line
NCLH
$11.5B
| $1.17M | ﹤0.01% |
45,634
+877
| +2% | +$22.6K |
|
871
Dropbox
DBX
$8.42B
| $1.17M | ﹤0.01% |
39,083
+571
| +1% | +$17.2K |
|
872
TFI International
TFII
$7.68B
| $1.17M | ﹤0.01% |
8,649
-352
| -4% | -$47.6K |
|
873
Huntsman Corp
HUN
$1.95B
| $1.13M | ﹤0.01% |
62,777
-10,677
| -15% | -$193K |
|
874
First American
FAF
$6.8B
| $1.11M | ﹤0.01% |
+17,712
| New | +$1.11M |
|
875
Kinross Gold
KGC
$27.3B
| $1.1M | ﹤0.01% |
118,197
+60,470
| +105% | +$561K |
|