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 |
Invesco QQQ Trust
QQQ
|
+$191M |
| 2 |
Palantir
PLTR
|
+$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$85M |
| 4 |
Twilio
TWLO
|
+$59.4M |
| 5 |
Synopsys
SNPS
|
+$49M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.17B |
| 2 |
Microsoft
MSFT
|
+$867M |
| 3 |
NVIDIA
NVDA
|
+$580M |
| 4 |
Amazon
AMZN
|
+$414M |
| 5 |
Meta Platforms (Facebook)
META
|
+$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Gentex
GNTX
$6.19B
| $3.18M | ﹤0.01% |
108,763
+51,956
| +91% | +$1.52M |
|
877
LXP Industrial Trust
LXP
$2.68B
| $3.18M | ﹤0.01% |
326,361
+17,895
| +6% | +$174K |
|
878
Codexis
CDXS
$221M
| $3.15M | ﹤0.01% |
1,124,015
+10,963
| +1% | +$30.7K |
|
879
Consumers Staples Select Sector SPDR Fund
XLP
$16.1B
| $3.12M | ﹤0.01% |
+42,113
| New | +$3.12M |
|
|
TDCX
880
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
| $3.11M | ﹤0.01% |
392,554
+106,482
| +37% | +$842K |
|
881
COPT Defense Properties
CDP
$3.44B
| $3.08M | ﹤0.01% |
129,562
-465,213
| -78% | -$11M |
|
882
JD.com
JD
$48B
| $3.07M | ﹤0.01% |
89,912
-5,369
| -6% | -$183K |
|
883
Reinsurance Group of America
RGA
$12.6B
| $2.95M | ﹤0.01% |
21,264
+1,129
| +6% | +$157K |
|
884
Pinnacle West Capital
PNW
$10.4B
| $2.95M | ﹤0.01% |
36,201
+7,083
| +24% | +$577K |
|
885
Quantum-Si Incorporated
QSI
$233M
| $2.91M | ﹤0.01% |
1,626,985
+502,283
| +45% | +$899K |
|
886
PotlatchDeltic
PCH
$3.22B
| $2.85M | ﹤0.01% |
53,871
+8,318
| +18% | +$440K |
|
|
XHR
887
Xenia Hotels & Resorts
XHR
$1.37B
| $2.83M | ﹤0.01% |
229,543
+27,271
| +13% | +$336K |
|
888
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.6B
| $2.82M | ﹤0.01% |
26,123
-1,873
| -7% | -$203K |
|
889
Macerich
MAC
$4.57B
| $2.76M | ﹤0.01% |
245,301
-4,371
| -2% | -$49.3K |
|
890
Graphic Packaging
GPK
$6.08B
| $2.76M | ﹤0.01% |
114,709
-118,021
| -51% | -$2.84M |
|
891
MINISO
MNSO
$7.91B
| $2.74M | ﹤0.01% |
161,050
-2,215
| -1% | -$37.6K |
|
892
NetEase
NTES
$91.1B
| $2.7M | ﹤0.01% |
27,927
+20
| +0.1% | +$1.93K |
|
893
Enterprise Products Partners
EPD
$68.3B
| $2.66M | ﹤0.01% |
101,000
| – | – |
|
894
SITE Centers
SITC
$476M
| $2.65M | ﹤0.01% |
256,709
-6,477
| -2% | -$66.8K |
|
895
Tanger
SKT
$3.9B
| $2.57M | ﹤0.01% |
116,225
-5,477
| -5% | -$121K |
|
|
EQC
896
DELISTED
Equity Commonwealth
EQC
| $2.55M | ﹤0.01% |
125,909
+2,747
| +2% | +$55.7K |
|
897
Brink's
BCO
$4.82B
| $2.55M | ﹤0.01% |
+37,606
| New | +$2.55M |
|
898
Compañía de Minas Buenaventura
BVN
$4.98B
| $2.55M | ﹤0.01% |
347,011
| – | – |
|
899
Douglas Emmett
DEI
$2.7B
| $2.49M | ﹤0.01% |
198,004
-1,028,650
| -84% | -$12.9M |
|
900
Four Corners Property Trust
FCPT
$2.72B
| $2.46M | ﹤0.01% |
96,707
+376
| +0.4% | +$9.55K |
|