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 |
Broadcom
AVGO
|
+$192M |
| 2 |
Cencora
COR
|
+$123M |
| 3 |
IQVIA
IQV
|
+$60.2M |
| 4 |
CRH
CRH
|
+$58.6M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
+$56M |
Top Sells
| 1 |
Coinbase
COIN
|
+$416M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$184M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
NVIDIA
NVDA
|
+$125M |
| 5 |
VMW
VMware, Inc
VMW
|
+$107M |
Sector Composition
| 1 | Technology | 29.99% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Enterprise Products Partners
EPD
$68.3B
| $2.66M | ﹤0.01% |
101,000
| – | – |
|
877
Aramark
ARMK
$10.1B
| $2.63M | ﹤0.01% |
93,542
-824,508
| -90% | -$23.2M |
|
878
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.6B
| $2.58M | ﹤0.01% |
23,279
-766
| -3% | -$84.8K |
|
879
Rayonier
RYN
$4.04B
| $2.54M | ﹤0.01% |
79,985
+16,681
| +26% | +$530K |
|
880
Urban Edge Properties
UE
$2.65B
| $2.54M | ﹤0.01% |
138,806
-44,168
| -24% | -$808K |
|
881
Sunstone Hotel Investors
SHO
$1.78B
| $2.52M | ﹤0.01% |
235,223
+12,133
| +5% | +$130K |
|
882
Generac Holdings
GNRC
$10.7B
| $2.52M | ﹤0.01% |
19,475
-136,858
| -88% | -$17.7M |
|
883
MidCap Financial Investment
MFIC
$1.16B
| $2.48M | ﹤0.01% |
181,073
+13,562
| +8% | +$186K |
|
884
Lindsay Corp
LNN
$1.5B
| $2.47M | ﹤0.01% |
19,160
+240
| +1% | +$31K |
|
885
iShares MSCI Brazil ETF
EWZ
$5.45B
| $2.46M | ﹤0.01% |
70,473
-19,996
| -22% | -$699K |
|
886
Dentsply Sirona
XRAY
$2.77B
| $2.4M | ﹤0.01% |
67,499
-457,064
| -87% | -$16.3M |
|
887
Repare Therapeutics
RPTX
$74.3M
| $2.38M | ﹤0.01% |
326,011
| – | – |
|
|
EQC
888
DELISTED
Equity Commonwealth
EQC
| $2.33M | ﹤0.01% |
121,584
-1,958
| -2% | -$37.6K |
|
889
DiamondRock Hospitality
DRH
$1.71B
| $2.31M | ﹤0.01% |
246,480
-6,786
| -3% | -$63.7K |
|
890
Global Net Lease
GNL
$1.81B
| $2.28M | ﹤0.01% |
229,120
+12,950
| +6% | +$129K |
|
891
Personalis
PSNL
$478M
| $2.28M | ﹤0.01% |
1,083,685
| – | – |
|
892
Pebblebrook Hotel Trust
PEB
$1.36B
| $2.26M | ﹤0.01% |
141,739
+7,693
| +6% | +$123K |
|
893
Weibo
WB
$3B
| $2.23M | ﹤0.01% |
203,584
+24,000
| +13% | +$263K |
|
894
Barings BDC
BBDC
$991M
| $2.19M | ﹤0.01% |
255,487
| – | – |
|
895
Voya Financial
VOYA
$7.28B
| $2.19M | ﹤0.01% |
30,025
| – | – |
|
|
GRP.U
896
Granite Real Estate Investment Trust
GRP.U
$3.47B
| $2.16M | ﹤0.01% |
37,327
+776
| +2% | +$44.8K |
|
897
SLR Investment Corp
SLRC
$911M
| $2.14M | ﹤0.01% |
142,599
| – | – |
|
898
Emcor
EME
$27.9B
| $2.12M | ﹤0.01% |
9,841
+768
| +8% | +$165K |
|
899
Arrow Electronics
ARW
$6.5B
| $2.11M | ﹤0.01% |
17,231
-189,323
| -92% | -$23.1M |
|
900
Whirlpool
WHR
$5.24B
| $2.09M | ﹤0.01% |
17,166
-116,661
| -87% | -$14.2M |
|