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
|
$6.04B |
| 2 |
Tesla
TSLA
|
$1.36B |
| 3 |
Teladoc Health
TDOC
|
$200M |
| 4 |
Sea Limited
SE
|
$176M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
Top Sells
| 1 |
Microsoft
MSFT
|
$440M |
| 2 |
Amazon
AMZN
|
$316M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$192M |
| 4 |
NVIDIA
NVDA
|
$185M |
| 5 |
Intel
INTC
|
$175M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Sunoco
SUN
$7.05B
| $2.24M | ﹤0.01% |
92,000
| – | – |
|
877
Reliance Steel & Aluminium
RS
$15.3B
| $2.24M | ﹤0.01% |
21,976
+3
| +0% | +$306 |
|
878
SITE Centers
SITC
$471M
| $2.19M | ﹤0.01% |
303,546
-17,398
| -5% | -$125K |
|
|
XHR
879
Xenia Hotels & Resorts
XHR
$1.36B
| $2.12M | ﹤0.01% |
240,979
-19,513
| -7% | -$171K |
|
880
Sonoco
SON
$4.61B
| $2.07M | ﹤0.01% |
40,600
| – | – |
|
881
Black Stone Minerals
BSM
$2.58B
| $2.06M | ﹤0.01% |
336,000
| – | – |
|
882
Kite Realty
KRG
$4.97B
| $2.06M | ﹤0.01% |
177,993
-6,001
| -3% | -$69.5K |
|
883
Sabesp
SBS
$15.1B
| $2.06M | ﹤0.01% |
247,844
-9,800
| -4% | -$81.3K |
|
|
OPI
884
Office Properties Income Trust
OPI
$15.7M
| $2.06M | ﹤0.01% |
99,214
-10,950
| -10% | -$227K |
|
885
MGIC Investment
MTG
$6.42B
| $2.05M | ﹤0.01% |
231,155
-70,205
| -23% | -$622K |
|
|
CHCT
886
Community Healthcare Trust
CHCT
$430M
| $2.04M | ﹤0.01% |
43,626
-178
| -0.4% | -$8.32K |
|
887
DiamondRock Hospitality
DRH
$1.73B
| $2.04M | ﹤0.01% |
401,822
-47,520
| -11% | -$241K |
|
888
Sociedad Química y Minera de Chile
SQM
$12.4B
| $2.03M | ﹤0.01% |
62,718
-4,850
| -7% | -$157K |
|
|
NXRT
889
NexPoint Residential Trust
NXRT
$842M
| $2.02M | ﹤0.01% |
45,639
-4,112
| -8% | -$182K |
|
890
Parsons
PSN
$8.61B
| $2.02M | ﹤0.01% |
60,325
| – | – |
|
891
Barings BDC
BBDC
$1.03B
| $2.02M | ﹤0.01% |
252,666
-6,800
| -3% | -$54.4K |
|
892
CoreCivic
CXW
$2.15B
| $2.01M | ﹤0.01% |
250,687
-14,986
| -6% | -$120K |
|
|
BEST
893
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
| $1.99M | ﹤0.01% |
662,423
| – | – |
|
894
MDU Resources
MDU
$3.33B
| $1.97M | ﹤0.01% |
87,420
-10,268
| -11% | -$231K |
|
|
VEDL
895
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $1.96M | ﹤0.01% |
264,498
-8,194
| -3% | -$60.6K |
|
896
Acadia Realty Trust
AKR
$2.6B
| $1.93M | ﹤0.01% |
183,791
-3,965
| -2% | -$41.6K |
|
897
Plains GP Holdings
PAGP
$3.76B
| $1.92M | ﹤0.01% |
315,000
| – | – |
|
|
GTY
898
Getty Realty Corp
GTY
$1.6B
| $1.91M | ﹤0.01% |
73,456
-138
| -0.2% | -$3.59K |
|
|
UNVR
899
DELISTED
Univar Solutions Inc.
UNVR
| $1.88M | ﹤0.01% |
111,133
-5,562
| -5% | -$93.9K |
|
900
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$2.85B
| $1.88M | ﹤0.01% |
24,300
-3,000
| -11% | -$231K |
|