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 |
GE Vernova
GEV
|
+$104M |
| 2 |
Curtiss-Wright
CW
|
+$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$68.6M |
| 4 |
Roblox
RBLX
|
+$55.5M |
| 5 |
10x Genomics
TXG
|
+$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$605M |
| 2 |
Microsoft
MSFT
|
+$537M |
| 3 |
Apple
AAPL
|
+$515M |
| 4 |
Royal Bank of Canada
RY
|
+$328M |
| 5 |
Toronto Dominion Bank
TD
|
+$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NTST
876
NETSTREIT Corp
NTST
$1.74B
| $1.28M | ﹤0.01% |
79,503
+23
| +0% | +$370 |
|
877
Fidus Investment
FDUS
$757M
| $1.28M | ﹤0.01% |
65,706
| – | – |
|
|
AIV
878
Aimco
AIV
$1.1B
| $1.26M | ﹤0.01% |
151,769
+3,916
| +3% | +$32.5K |
|
879
TC Energy
TRP
$53.9B
| $1.24M | ﹤0.01% |
32,755
-2,411,573
| -99% | -$91.4M |
|
|
AAT
880
American Assets Trust
AAT
$1.25B
| $1.24M | ﹤0.01% |
55,348
-2,929
| -5% | -$65.6K |
|
881
ARK Innovation ETF
ARKK
$7.13B
| $1.22M | ﹤0.01% |
27,800
| – | – |
|
882
News Corp Class B
NWS
$18.5B
| $1.22M | ﹤0.01% |
42,995
-7
| -0% | -$199 |
|
883
Cactus
WHD
$2.9B
| $1.21M | ﹤0.01% |
22,850
-11,117
| -33% | -$586K |
|
884
Banco Santander Chile
BSAC
$12.1B
| $1.2M | ﹤0.01% |
63,669
-2,000
| -3% | -$37.7K |
|
885
Allison Transmission
ALSN
$7.44B
| $1.18M | ﹤0.01% |
15,560
-972
| -6% | -$73.8K |
|
886
Enel Chile
ENIC
$5.05B
| $1.17M | ﹤0.01% |
417,347
+11,000
| +3% | +$30.8K |
|
|
UMH
887
UMH Properties
UMH
$1.29B
| $1.17M | ﹤0.01% |
73,033
+3,081
| +4% | +$49.3K |
|
888
Penumbra
PEN
$11.2B
| $1.15M | ﹤0.01% |
6,399
-394
| -6% | -$70.9K |
|
|
CSR
889
Centerspace
CSR
$1.01B
| $1.14M | ﹤0.01% |
16,910
-801
| -5% | -$54.2K |
|
890
Commercial Metals
CMC
$6.54B
| $1.14M | ﹤0.01% |
+20,730
| New | +$1.14M |
|
|
AZEK
891
DELISTED
The AZEK Co
AZEK
| $1.12M | ﹤0.01% |
26,694
| – | – |
|
892
Black Stone Minerals
BSM
$2.58B
| $1.07M | ﹤0.01% |
68,000
| – | – |
|
|
LSXMK
893
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.05M | ﹤0.01% |
47,390
-337,642
| -88% | -$7.48M |
|
894
Personalis
PSNL
$469M
| $1.04M | ﹤0.01% |
885,417
-92,217
| -9% | -$108K |
|
895
Allegro MicroSystems
ALGM
$5.63B
| $1.03M | ﹤0.01% |
36,447
+2,053
| +6% | +$58K |
|
|
NXRT
896
NexPoint Residential Trust
NXRT
$872M
| $1.01M | ﹤0.01% |
25,629
-1,567
| -6% | -$61.9K |
|
897
Viking Holdings
VIK
$28.3B
| $1M | ﹤0.01% |
+29,585
| New | +$1M |
|
898
Wyndham Hotels & Resorts
WH
$6.7B
| $996K | ﹤0.01% |
13,459
-4,224
| -24% | -$313K |
|
899
TechnipFMC
FTI
$16.4B
| $995K | ﹤0.01% |
38,044
-8,569
| -18% | -$224K |
|
900
AngloGold Ashanti
AU
$31B
| $978K | ﹤0.01% |
38,919
-278,012
| -88% | -$6.99M |
|