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 |
Apple
AAPL
|
$331M |
| 2 |
Amazon
AMZN
|
$131M |
| 3 |
Oracle
ORCL
|
$116M |
| 4 |
Visa
V
|
$116M |
| 5 |
TE Connectivity
TEL
|
$103M |
Top Sells
| 1 |
Tesla
TSLA
|
$263M |
| 2 |
Palantir
PLTR
|
$231M |
| 3 |
Robinhood
HOOD
|
$203M |
| 4 |
Stryker
SYK
|
$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BDN
876
Brandywine Realty Trust
BDN
$759M
| $1.07M | ﹤0.01% |
190,920
-5,349
| -3% | -$30K |
|
|
AZEK
877
DELISTED
The AZEK Co
AZEK
| $1.07M | ﹤0.01% |
22,440
| – | – |
|
|
PGRE
878
Paramount Group
PGRE
$1.66B
| $1.05M | ﹤0.01% |
211,838
+24,241
| +13% | +$120K |
|
879
908 Devices
MASS
$196M
| $1.03M | ﹤0.01% |
467,427
-27,795
| -6% | -$61.1K |
|
|
NXRT
880
NexPoint Residential Trust
NXRT
$879M
| $1.02M | ﹤0.01% |
24,336
-1,293
| -5% | -$54K |
|
881
Black Stone Minerals
BSM
$2.53B
| $993K | ﹤0.01% |
68,000
| – | – |
|
882
Lindsay Corp
LNN
$1.53B
| $975K | ﹤0.01% |
8,239
-2,107
| -20% | -$249K |
|
883
Aramark
ARMK
$10.2B
| $973K | ﹤0.01% |
26,066
+3,312
| +15% | +$124K |
|
884
argenx
ARGX
$45.9B
| $970K | ﹤0.01% |
1,578
-55
| -3% | -$33.8K |
|
885
Comfort Systems
FIX
$24.9B
| $958K | ﹤0.01% |
2,260
+300
| +15% | +$127K |
|
|
CMPS
886
Compass Pathways
CMPS
$493M
| $958K | ﹤0.01% |
253,345
-16,024
| -6% | -$60.6K |
|
887
Wyndham Hotels & Resorts
WH
$6.59B
| $956K | ﹤0.01% |
9,487
-2,069
| -18% | -$209K |
|
888
iShares MSCI Malaysia ETF
EWM
$240M
| $928K | ﹤0.01% |
37,843
+4,200
| +12% | +$103K |
|
|
AMTM
889
Amentum Holdings, Inc.
AMTM
$5.9B
| $927K | ﹤0.01% |
44,085
+5,703
| +15% | +$120K |
|
890
Materials Select Sector SPDR Fund
XLB
$5.52B
| $921K | ﹤0.01% |
10,950
-4,769
| -30% | -$401K |
|
|
SAFE
891
Safehold
SAFE
$1.17B
| $915K | ﹤0.01% |
49,493
-1,697
| -3% | -$31.4K |
|
892
Wingstop
WING
$8.65B
| $901K | ﹤0.01% |
3,170
+400
| +14% | +$114K |
|
893
Fabrinet
FN
$13.2B
| $881K | ﹤0.01% |
4,008
+2,571
| +179% | +$565K |
|
894
Stellus Capital Investment Corp
SCM
$421M
| $872K | ﹤0.01% |
63,407
| – | – |
|
895
Zillow
ZG
$20.5B
| $866K | ﹤0.01% |
12,219
| – | – |
|
896
Darling Ingredients
DAR
$5.07B
| $861K | ﹤0.01% |
25,557
-10,453
| -29% | -$352K |
|
897
Hasbro
HAS
$11.2B
| $857K | ﹤0.01% |
15,334
+3,402
| +29% | +$190K |
|
898
News Corp Class B
NWS
$18.8B
| $852K | ﹤0.01% |
27,999
-15,637
| -36% | -$476K |
|
|
AHH
899
Armada Hoffler Properties
AHH
$585M
| $843K | ﹤0.01% |
82,425
+12,304
| +18% | +$126K |
|
|
INN
900
Summit Hotel Properties
INN
$614M
| $835K | ﹤0.01% |
121,895
-2,641
| -2% | -$18.1K |
|