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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
Edwards Lifesciences
EW
|
$165M |
| 5 |
AbbVie
ABBV
|
$158M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Sonoco
SON
$4.61B
| $2.12M | ﹤0.01% |
40,600
-30,646
| -43% | -$1.6M |
|
877
Kite Realty
KRG
$5B
| $2.11M | ﹤0.01% |
183,994
+2,511
| +1% | +$28.9K |
|
878
Sunoco
SUN
$7.1B
| $2.1M | ﹤0.01% |
92,000
+79,000
| +608% | +$1.8M |
|
879
Virgin Galactic
SPCE
$177M
| $2.1M | ﹤0.01% |
128,247
+112,900
| +736% | +$1.85M |
|
880
Petrobras
PBR
$79.5B
| $2.09M | ﹤0.01% |
253,248
-8,914
| -3% | -$73.7K |
|
881
Reliance Steel & Aluminium
RS
$15.2B
| $2.09M | ﹤0.01% |
21,973
-237
| -1% | -$22.5K |
|
882
Builders FirstSource
BLDR
$15.2B
| $2.07M | ﹤0.01% |
100,200
| – | – |
|
883
Barings BDC
BBDC
$1.04B
| $2.06M | ﹤0.01% |
259,466
| – | – |
|
884
Williams-Sonoma
WSM
$23.2B
| $2.04M | ﹤0.01% |
24,859
+16,409
| +194% | +$1.35M |
|
885
Universal Display
OLED
$6.49B
| $1.98M | ﹤0.01% |
+13,258
| New | +$1.98M |
|
|
UNVR
886
DELISTED
Univar Solutions Inc.
UNVR
| $1.97M | ﹤0.01% |
116,695
+35,539
| +44% | +$599K |
|
|
ERUS
887
DELISTED
iShares MSCI Russia ETF
ERUS
| $1.94M | ﹤0.01% |
57,800
-10,800
| -16% | -$362K |
|
888
iShares MSCI South Korea ETF
EWY
$5.11B
| $1.91M | ﹤0.01% |
33,398
+324
| +1% | +$18.5K |
|
889
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$2.85B
| $1.89M | ﹤0.01% |
27,300
-4,300
| -14% | -$297K |
|
|
CSR
890
Centerspace
CSR
$990M
| $1.85M | ﹤0.01% |
26,237
+612
| +2% | +$43.1K |
|
891
Tandem Diabetes Care
TNDM
$870M
| $1.83M | ﹤0.01% |
18,538
+6
| +0% | +$594 |
|
|
RTL
892
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
| $1.83M | ﹤0.01% |
232,535
+19,649
| +9% | +$154K |
|
|
TTM
893
DELISTED
Tata Motors Limited
TTM
| $1.81M | ﹤0.01% |
275,891
| – | – |
|
894
Itaú Unibanco
ITUB
$75.8B
| $1.8M | ﹤0.01% |
383,984
| – | – |
|
|
CHCT
895
Community Healthcare Trust
CHCT
$438M
| $1.79M | ﹤0.01% |
43,804
+2,945
| +7% | +$120K |
|
896
Sociedad Química y Minera de Chile
SQM
$12.3B
| $1.76M | ﹤0.01% |
67,568
| – | – |
|
|
NXRT
897
NexPoint Residential Trust
NXRT
$859M
| $1.76M | ﹤0.01% |
49,751
+710
| +1% | +$25.1K |
|
898
iShares MSCI Saudi Arabia ETF
KSA
$577M
| $1.75M | ﹤0.01% |
66,283
-15,210
| -19% | -$400K |
|
899
America Movil
AMX
$59.6B
| $1.74M | ﹤0.01% |
136,960
| – | – |
|
900
Sprouts Farmers Market
SFM
$13.5B
| $1.74M | ﹤0.01% |
67,800
+18,000
| +36% | +$461K |
|