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 |
Microsoft
MSFT
|
$200M |
| 2 |
NVIDIA
NVDA
|
$184M |
| 3 |
Amazon
AMZN
|
$173M |
| 4 |
Mastercard
MA
|
$123M |
| 5 |
Apple
AAPL
|
$120M |
Top Sells
| 1 |
Robinhood
HOOD
|
$293M |
| 2 |
Palantir
PLTR
|
$174M |
| 3 |
iShares Gold Trust
IAU
|
$136M |
| 4 |
Roblox
RBLX
|
$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SAFE
876
Safehold
SAFE
$1.17B
| $769K | ﹤0.01% |
49,453
+338
| +0.7% | +$5.26K |
|
|
PLYM
877
Plymouth Industrial REIT
PLYM
$998M
| $765K | ﹤0.01% |
47,644
+7,010
| +17% | +$113K |
|
878
FMC
FMC
$4.72B
| $754K | ﹤0.01% |
+18,065
| New | +$754K |
|
879
Enphase Energy
ENPH
$5.18B
| $752K | ﹤0.01% |
18,962
+8,195
| +76% | +$325K |
|
880
Assurant
AIZ
$10.7B
| $749K | ﹤0.01% |
3,791
-112,540
| -97% | -$22.2M |
|
881
Westlake Corp
WLK
$11.5B
| $745K | ﹤0.01% |
9,817
-69,272
| -88% | -$5.26M |
|
882
Lantheus
LNTH
$3.72B
| $745K | ﹤0.01% |
9,098
+821
| +10% | +$67.2K |
|
883
Etsy
ETSY
$5.36B
| $736K | ﹤0.01% |
14,680
+8,940
| +156% | +$448K |
|
884
US Foods
USFD
$17.5B
| $732K | ﹤0.01% |
9,500
| – | – |
|
885
Doximity
DOCS
$13B
| $715K | ﹤0.01% |
11,661
+354
| +3% | +$21.7K |
|
|
GOOD
886
Gladstone Commercial Corp
GOOD
$616M
| $709K | ﹤0.01% |
49,456
+849
| +2% | +$12.2K |
|
887
MP Materials
MP
$11.2B
| $704K | ﹤0.01% |
21,158
-4,362
| -17% | -$145K |
|
888
Coherent
COHR
$15.2B
| $684K | ﹤0.01% |
7,671
+834
| +12% | +$74.4K |
|
889
Wheaton Precious Metals
WPM
$47.3B
| $684K | ﹤0.01% |
7,617
-492
| -6% | -$44.2K |
|
|
INR
890
Infinity Natural Resources, Inc.
INR
$215M
| $682K | ﹤0.01% |
37,239
-742
| -2% | -$13.6K |
|
891
Charles River Laboratories
CRL
$8.07B
| $680K | ﹤0.01% |
4,481
+2,340
| +109% | +$355K |
|
892
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.8B
| $677K | ﹤0.01% |
6,177
+238
| +4% | +$26.1K |
|
893
iShares Mortgage Real Estate ETF
REM
$618M
| $669K | ﹤0.01% |
31,279
+1,738
| +6% | +$37.2K |
|
894
Vanguard Russell 2000 ETF
VTWO
$12.8B
| $663K | ﹤0.01% |
7,600
| – | – |
|
895
Liberty Media Series A
FWONA
$22.6B
| $660K | ﹤0.01% |
6,955
| – | – |
|
896
Global X Blockchain ETF
BKCH
$228M
| $659K | ﹤0.01% |
12,500
-1,320
| -10% | -$69.5K |
|
897
Antero Resources
AR
$10.1B
| $640K | ﹤0.01% |
15,900
+2,600
| +20% | +$105K |
|
898
Autoliv
ALV
$9.58B
| $622K | ﹤0.01% |
5,558
+316
| +6% | +$35.4K |
|
899
Penumbra
PEN
$11B
| $621K | ﹤0.01% |
2,420
-3,998
| -62% | -$1.03M |
|
|
CMPS
900
Compass Pathways
CMPS
$493M
| $615K | ﹤0.01% |
219,651
-10,479
| -5% | -$29.3K |
|