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 |
Amazon
AMZN
|
$124M |
| 2 |
Microsoft
MSFT
|
$108M |
| 3 |
Apple
AAPL
|
$101M |
| 4 |
Nu Holdings
NU
|
$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
$218M |
| 2 |
Tesla
TSLA
|
$119M |
| 3 |
TE Connectivity
TEL
|
$108M |
| 4 |
Parker-Hannifin
PH
|
$76.5M |
| 5 |
NVIDIA
NVDA
|
$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Oshkosh
OSK
$8.93B
| $1.28M | ﹤0.01% |
12,791
-295
| -2% | -$29.6K |
|
877
Invesco PHLX Semiconductor ETF
SOXQ
$518M
| $1.26M | ﹤0.01% |
31,000
+11,400
| +58% | +$464K |
|
878
Ryanair
RYAAY
$32.1B
| $1.25M | ﹤0.01% |
27,681
-35,412
| -56% | -$1.6M |
|
|
AMTM
879
Amentum Holdings, Inc.
AMTM
$5.9B
| $1.24M | ﹤0.01% |
+38,382
| New | +$1.24M |
|
880
TFI International
TFII
$8.01B
| $1.23M | ﹤0.01% |
9,001
-105
| -1% | -$14.4K |
|
881
Penumbra
PEN
$11B
| $1.23M | ﹤0.01% |
6,337
-62
| -1% | -$12K |
|
882
FMC
FMC
$4.72B
| $1.22M | ﹤0.01% |
18,505
-37,564
| -67% | -$2.48M |
|
883
News Corp Class B
NWS
$18.8B
| $1.22M | ﹤0.01% |
43,636
+641
| +1% | +$17.9K |
|
|
CSR
884
Centerspace
CSR
$1.01B
| $1.19M | ﹤0.01% |
16,910
| – | – |
|
885
Commault Systems
CVLT
$7.96B
| $1.17M | ﹤0.01% |
+7,588
| New | +$1.17M |
|
886
Enel Chile
ENIC
$5.12B
| $1.16M | ﹤0.01% |
417,347
| – | – |
|
887
Wingstop
WING
$8.65B
| $1.15M | ﹤0.01% |
2,770
+620
| +29% | +$258K |
|
888
Commercial Metals
CMC
$6.63B
| $1.14M | ﹤0.01% |
20,674
-56
| -0.3% | -$3.08K |
|
|
NXRT
889
NexPoint Residential Trust
NXRT
$879M
| $1.13M | ﹤0.01% |
25,629
| – | – |
|
890
OneMain Financial
OMF
$7.31B
| $1.11M | ﹤0.01% |
23,491
-16,478
| -41% | -$776K |
|
891
Toll Brothers
TOL
$14.2B
| $1.07M | ﹤0.01% |
6,950
+2,600
| +60% | +$402K |
|
|
BDN
892
Brandywine Realty Trust
BDN
$759M
| $1.07M | ﹤0.01% |
196,269
-143
| -0.1% | -$778 |
|
|
AZEK
893
DELISTED
The AZEK Co
AZEK
| $1.05M | ﹤0.01% |
22,440
-4,254
| -16% | -$199K |
|
894
Black Stone Minerals
BSM
$2.53B
| $1.03M | ﹤0.01% |
68,000
| – | – |
|
895
Dropbox
DBX
$8.06B
| $979K | ﹤0.01% |
38,512
+1,800
| +5% | +$45.8K |
|
896
Neogen
NEOG
$1.25B
| $974K | ﹤0.01% |
57,921
-4,195
| -7% | -$70.5K |
|
|
DHC
897
Diversified Healthcare Trust
DHC
$995M
| $968K | ﹤0.01% |
231,097
-5,698
| -2% | -$23.9K |
|
898
AngloGold Ashanti
AU
$30.2B
| $945K | ﹤0.01% |
35,496
-3,423
| -9% | -$91.2K |
|
|
PGRE
899
Paramount Group
PGRE
$1.66B
| $923K | ﹤0.01% |
187,597
| – | – |
|
900
iShares Core US REIT ETF
USRT
$3.11B
| $921K | ﹤0.01% |
+14,961
| New | +$921K |
|