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 |
Walmart
WMT
|
$490M |
| 2 |
Tesla
TSLA
|
$198M |
| 3 |
Amazon
AMZN
|
$188M |
| 4 |
Roku
ROKU
|
$95M |
| 5 |
Unity
U
|
$74.2M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Four Corners Property Trust
FCPT
$2.69B
| $2.49M | ﹤0.01% |
101,942
-5,033
| -5% | -$123K |
|
877
SPDR Bloomberg High Yield Bond ETF
JNK
$8.04B
| $2.48M | ﹤0.01% |
+26,099
| New | +$2.48M |
|
878
Rayonier
RYN
$3.99B
| $2.48M | ﹤0.01% |
74,690
-1,419
| -2% | -$47.2K |
|
879
Generac Holdings
GNRC
$10.5B
| $2.46M | ﹤0.01% |
19,477
+2
| +0% | +$252 |
|
880
Autoliv
ALV
$9.45B
| $2.42M | ﹤0.01% |
20,057
-15,565
| -44% | -$1.87M |
|
881
Absci
ABSI
$353M
| $2.39M | ﹤0.01% |
+420,812
| New | +$2.39M |
|
882
Urban Edge Properties
UE
$2.58B
| $2.38M | ﹤0.01% |
137,800
-1,006
| -0.7% | -$17.4K |
|
883
Capital Southwest
CSWC
$1.27B
| $2.36M | ﹤0.01% |
94,701
+22,915
| +32% | +$572K |
|
884
Rentokil
RTO
$12.2B
| $2.35M | ﹤0.01% |
78,073
+13,673
| +21% | +$412K |
|
|
EQC
885
DELISTED
Equity Commonwealth
EQC
| $2.3M | ﹤0.01% |
122,011
+427
| +0.4% | +$8.06K |
|
886
iShares MSCI Brazil ETF
EWZ
$5.35B
| $2.28M | ﹤0.01% |
70,473
| – | – |
|
887
Unum
UNM
$11.7B
| $2.25M | ﹤0.01% |
41,905
-2,479
| -6% | -$133K |
|
888
DiamondRock Hospitality
DRH
$1.72B
| $2.25M | ﹤0.01% |
233,882
-12,598
| -5% | -$121K |
|
889
Voya Financial
VOYA
$7.15B
| $2.22M | ﹤0.01% |
30,025
| – | – |
|
890
Lindsay Corp
LNN
$1.48B
| $2.19M | ﹤0.01% |
18,578
-582
| -3% | -$68.5K |
|
891
Energy Transfer Partners
ET
$60.9B
| $2.14M | ﹤0.01% |
136,000
| – | – |
|
892
3D Systems Corporation
DDD
$283M
| $2.1M | ﹤0.01% |
473,812
-20,718
| -4% | -$92K |
|
893
SLR Investment Corp
SLRC
$907M
| $2.09M | ﹤0.01% |
136,065
-6,534
| -5% | -$100K |
|
894
RLJ Lodging Trust
RLJ
$1.14B
| $2.08M | ﹤0.01% |
176,131
-2,173
| -1% | -$25.7K |
|
895
Pebblebrook Hotel Trust
PEB
$1.3B
| $2.07M | ﹤0.01% |
134,258
-7,481
| -5% | -$115K |
|
896
Huntsman Corp
HUN
$1.88B
| $2M | ﹤0.01% |
76,812
+15,379
| +25% | +$400K |
|
|
GRP.U
897
Granite Real Estate Investment Trust
GRP.U
$3.37B
| $2M | ﹤0.01% |
34,992
-2,335
| -6% | -$133K |
|
898
Acadia Realty Trust
AKR
$2.6B
| $1.96M | ﹤0.01% |
115,520
+3,387
| +3% | +$57.6K |
|
899
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.2B
| $1.95M | ﹤0.01% |
17,907
-5,372
| -23% | -$585K |
|
900
SPDR Blackstone Senior Loan ETF
SRLN
$6.95B
| $1.94M | ﹤0.01% |
46,042
+15,444
| +50% | +$650K |
|