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 |
Roku
ROKU
|
+$256M |
| 2 |
Zoom
ZM
|
+$236M |
| 3 |
Robinhood
HOOD
|
+$185M |
| 4 |
Twilio
TWLO
|
+$164M |
| 5 |
Microsoft
MSFT
|
+$152M |
Top Sells
| 1 |
Tesla
TSLA
|
+$796M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Zillow
Z
|
+$361M |
| 4 |
Apple
AAPL
|
+$338M |
| 5 |
PayPal
PYPL
|
+$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Jones Lang LaSalle
JLL
$14.8B
| $3.12M | ﹤0.01% |
11,598
-1,062
| -8% | -$286K |
|
877
Four Corners Property Trust
FCPT
$2.73B
| $3.12M | ﹤0.01% |
106,158
+311
| +0.3% | +$9.15K |
|
|
BDN
878
Brandywine Realty Trust
BDN
$768M
| $3.12M | ﹤0.01% |
232,377
-10,606
| -4% | -$142K |
|
|
PDM
879
Piedmont Realty Trust, Inc.
PDM
$1.1B
| $3.1M | ﹤0.01% |
168,567
-16,090
| -9% | -$296K |
|
880
BlackRock TCP Capital
TCPC
$617M
| $3.06M | ﹤0.01% |
226,549
| – | – |
|
881
Allogene Therapeutics
ALLO
$253M
| $3.05M | ﹤0.01% |
+204,156
| New | +$3.05M |
|
882
CareTrust REIT
CTRE
$7.68B
| $2.99M | ﹤0.01% |
131,162
-5,265
| -4% | -$120K |
|
883
Reinsurance Group of America
RGA
$12.7B
| $2.97M | ﹤0.01% |
27,078
-487
| -2% | -$53.3K |
|
|
ELME
884
Elme Communities
ELME
$1.52B
| $2.96M | ﹤0.01% |
114,497
-4,967
| -4% | -$128K |
|
885
Williams-Sonoma
WSM
$24.8B
| $2.94M | ﹤0.01% |
+34,710
| New | +$2.94M |
|
886
Alamos Gold
AGI
$13.8B
| $2.91M | ﹤0.01% |
378,105
-44,360
| -11% | -$341K |
|
887
Compañía de Minas Buenaventura
BVN
$5.08B
| $2.9M | ﹤0.01% |
396,139
| – | – |
|
|
DEA
888
Easterly Government Properties
DEA
$1.06B
| $2.88M | ﹤0.01% |
50,230
+1,945
| +4% | +$111K |
|
|
TDCX
889
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
| $2.87M | ﹤0.01% |
+149,595
| New | +$2.87M |
|
890
iQIYI
IQ
$2.62B
| $2.86M | ﹤0.01% |
626,944
-3,975
| -0.6% | -$18.1K |
|
|
MNR
891
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $2.83M | ﹤0.01% |
134,686
-5,241
| -4% | -$110K |
|
892
Cibus
CBUS
$68.3M
| $2.83M | ﹤0.01% |
26,525
-12,077
| -31% | -$1.29M |
|
893
Sociedad Química y Minera de Chile
SQM
$13B
| $2.82M | ﹤0.01% |
55,815
+766
| +1% | +$38.6K |
|
|
XHR
894
Xenia Hotels & Resorts
XHR
$1.37B
| $2.81M | ﹤0.01% |
155,123
-6,816
| -4% | -$123K |
|
|
DIDI
895
DELISTED
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
| $2.79M | ﹤0.01% |
559,940
-11,681
| -2% | -$58.2K |
|
896
Sabesp
SBS
$15.9B
| $2.77M | ﹤0.01% |
377,694
+11,000
| +3% | +$80.7K |
|
897
Kohl's
KSS
$1.86B
| $2.77M | ﹤0.01% |
55,977
-32,524
| -37% | -$1.61M |
|
898
DiamondRock Hospitality
DRH
$1.73B
| $2.73M | ﹤0.01% |
284,161
-15,339
| -5% | -$147K |
|
899
Tanger
SKT
$3.93B
| $2.73M | ﹤0.01% |
141,528
-5,073
| -3% | -$97.8K |
|
|
AAT
900
American Assets Trust
AAT
$1.27B
| $2.71M | ﹤0.01% |
72,155
-3,539
| -5% | -$133K |
|