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
|
$6.04B |
| 2 |
Tesla
TSLA
|
$1.36B |
| 3 |
Teladoc Health
TDOC
|
$200M |
| 4 |
Sea Limited
SE
|
$176M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
Top Sells
| 1 |
Microsoft
MSFT
|
$440M |
| 2 |
Amazon
AMZN
|
$316M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$192M |
| 4 |
NVIDIA
NVDA
|
$185M |
| 5 |
Intel
INTC
|
$175M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
AGCO
AGCO
$7.99B
| $1.84M | ﹤0.01% |
+24,803
| New | +$1.84M |
|
902
TFI International
TFII
$7.81B
| $1.84M | ﹤0.01% |
+43,961
| New | +$1.84M |
|
|
SAFE
903
DELISTED
Safehold Inc.
SAFE
| $1.82M | ﹤0.01% |
29,347
+1,307
| +5% | +$81.1K |
|
904
Cloudflare
NET
$72B
| $1.78M | ﹤0.01% |
43,324
| – | – |
|
905
First American
FAF
$6.55B
| $1.78M | ﹤0.01% |
+34,881
| New | +$1.78M |
|
906
Suburban Propane Partners
SPH
$1.22B
| $1.78M | ﹤0.01% |
109,000
| – | – |
|
|
CSR
907
Centerspace
CSR
$989M
| $1.75M | ﹤0.01% |
26,811
+574
| +2% | +$37.4K |
|
908
YPF
YPF
$11.4B
| $1.74M | ﹤0.01% |
488,113
-112,100
| -19% | -$400K |
|
|
DHC
909
Diversified Healthcare Trust
DHC
$920M
| $1.73M | ﹤0.01% |
492,351
-29,878
| -6% | -$105K |
|
910
Telecom Argentina
TEO
$3.69B
| $1.73M | ﹤0.01% |
264,802
-11,981
| -4% | -$78.4K |
|
|
HRC
911
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $1.71M | ﹤0.01% |
+20,421
| New | +$1.71M |
|
912
Allison Transmission
ALSN
$7.19B
| $1.63M | ﹤0.01% |
46,500
-17,900
| -28% | -$629K |
|
913
Atkore
ATKR
$1.91B
| $1.62M | ﹤0.01% |
71,062
+23,312
| +49% | +$530K |
|
914
Lithia Motors
LAD
$8.56B
| $1.61M | ﹤0.01% |
+7,067
| New | +$1.61M |
|
915
Tandem Diabetes Care
TNDM
$870M
| $1.6M | ﹤0.01% |
14,102
-4,436
| -24% | -$504K |
|
916
Ingevity
NGVT
$2.1B
| $1.55M | ﹤0.01% |
31,425
| – | – |
|
917
Fidus Investment
FDUS
$760M
| $1.54M | ﹤0.01% |
156,771
-400
| -0.3% | -$3.94K |
|
918
Macerich
MAC
$4.59B
| $1.54M | ﹤0.01% |
226,105
-33,198
| -13% | -$225K |
|
919
Cheniere Energy
CQP
$26.6B
| $1.53M | ﹤0.01% |
46,000
| – | – |
|
920
Werner Enterprises
WERN
$1.7B
| $1.52M | ﹤0.01% |
+36,300
| New | +$1.52M |
|
921
Wyndham Hotels & Resorts
WH
$6.58B
| $1.51M | ﹤0.01% |
29,815
-1,219
| -4% | -$61.6K |
|
922
Flowers Foods
FLO
$3.14B
| $1.5M | ﹤0.01% |
61,784
+152
| +0.2% | +$3.7K |
|
923
Freshpet
FRPT
$2.7B
| $1.49M | ﹤0.01% |
13,367
-6,587
| -33% | -$735K |
|
924
Tetra Tech
TTEK
$9.54B
| $1.49M | ﹤0.01% |
15,584
-1,853
| -11% | -$177K |
|
|
UHT
925
Universal Health Realty Income Trust
UHT
$564M
| $1.49M | ﹤0.01% |
26,050
-2,138
| -8% | -$122K |
|