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 |
Invesco QQQ Trust
QQQ
|
$191M |
| 2 |
Palantir
PLTR
|
$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$85M |
| 4 |
Twilio
TWLO
|
$59.4M |
| 5 |
Synopsys
SNPS
|
$49M |
Top Sells
| 1 |
Apple
AAPL
|
$1.17B |
| 2 |
Microsoft
MSFT
|
$867M |
| 3 |
NVIDIA
NVDA
|
$580M |
| 4 |
Amazon
AMZN
|
$414M |
| 5 |
Meta Platforms (Facebook)
META
|
$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
United Airlines
UAL
$34.5B
| $2.44M | ﹤0.01% |
44,477
+16,805
| +61% | +$922K |
|
902
Sunstone Hotel Investors
SHO
$1.81B
| $2.44M | ﹤0.01% |
240,912
+5,508
| +2% | +$55.7K |
|
903
Manhattan Associates
MANH
$13B
| $2.43M | ﹤0.01% |
12,149
| – | – |
|
904
Telefônica Brasil
VIV
$20.1B
| $2.42M | ﹤0.01% |
264,924
+98,650
| +59% | +$901K |
|
|
JOYY
905
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $2.42M | ﹤0.01% |
78,681
-750
| -0.9% | -$23K |
|
906
DiamondRock Hospitality
DRH
$1.76B
| $2.36M | ﹤0.01% |
294,853
+23,284
| +9% | +$187K |
|
907
BlackRock TCP Capital
TCPC
$616M
| $2.34M | ﹤0.01% |
214,431
-56,232
| -21% | -$613K |
|
908
Innovative Industrial Properties
IIPR
$1.61B
| $2.33M | ﹤0.01% |
31,940
-589
| -2% | -$43K |
|
909
SLR Investment Corp
SLRC
$911M
| $2.29M | ﹤0.01% |
160,625
-17,916
| -10% | -$256K |
|
910
MidCap Financial Investment
MFIC
$1.22B
| $2.29M | ﹤0.01% |
182,285
-27,922
| -13% | -$351K |
|
911
Lindsay Corp
LNN
$1.53B
| $2.28M | ﹤0.01% |
19,100
+328
| +2% | +$39.1K |
|
912
CareTrust REIT
CTRE
$7.56B
| $2.27M | ﹤0.01% |
114,096
-938
| -0.8% | -$18.6K |
|
913
Unum
UNM
$12.6B
| $2.23M | ﹤0.01% |
46,678
+3,720
| +9% | +$177K |
|
914
iShares MSCI India ETF
INDA
$9.26B
| $2.21M | ﹤0.01% |
50,564
+35,364
| +233% | +$1.55M |
|
915
TIM SA
TIMB
$10.3B
| $2.19M | ﹤0.01% |
142,956
+11,000
| +8% | +$168K |
|
|
GRP.U
916
Granite Real Estate Investment Trust
GRP.U
$3.43B
| $2.18M | ﹤0.01% |
36,846
+1,607
| +5% | +$95.2K |
|
917
Butterfly Network
BFLY
$393M
| $2.17M | ﹤0.01% |
942,906
+578,560
| +159% | +$1.33M |
|
918
SL Green Realty
SLG
$4.4B
| $2.16M | ﹤0.01% |
71,904
+559
| +0.8% | +$16.8K |
|
919
Voya Financial
VOYA
$7.38B
| $2.15M | ﹤0.01% |
30,025
+5,646
| +23% | +$405K |
|
920
Ambev
ABEV
$34.8B
| $2.1M | ﹤0.01% |
661,522
+57,700
| +10% | +$183K |
|
921
Toll Brothers
TOL
$14.2B
| $2.09M | ﹤0.01% |
26,433
+3,100
| +13% | +$245K |
|
922
Personalis
PSNL
$465M
| $2.04M | ﹤0.01% |
1,083,685
+64,972
| +6% | +$122K |
|
|
BCPC
923
Balchem Corporation
BCPC
$5.23B
| $2.03M | ﹤0.01% |
15,042
+5,104
| +51% | +$688K |
|
924
Weibo
WB
$2.87B
| $2.03M | ﹤0.01% |
154,584
-1,487
| -1% | -$19.5K |
|
925
Barings BDC
BBDC
$987M
| $2M | ﹤0.01% |
255,487
| – | – |
|