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 |
Broadcom
AVGO
|
+$192M |
| 2 |
Cencora
COR
|
+$123M |
| 3 |
IQVIA
IQV
|
+$60.2M |
| 4 |
CRH
CRH
|
+$58.6M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
+$56M |
Top Sells
| 1 |
Coinbase
COIN
|
+$416M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$184M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
NVIDIA
NVDA
|
+$125M |
| 5 |
VMW
VMware, Inc
VMW
|
+$107M |
Sector Composition
| 1 | Technology | 29.99% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
RLJ Lodging Trust
RLJ
$1.16B
| $2.09M | ﹤0.01% |
178,304
+8,145
| +5% | +$95.5K |
|
902
Energy Select Sector SPDR Fund
XLE
$26.8B
| $2.08M | ﹤0.01% |
24,861
+5,926
| +31% | +$497K |
|
903
BlackRock TCP Capital
TCPC
$613M
| $2.03M | ﹤0.01% |
175,950
-15,322
| -8% | -$177K |
|
904
InvenTrust Properties
IVT
$2.27B
| $2.01M | ﹤0.01% |
79,477
+6,962
| +10% | +$176K |
|
905
Unum
UNM
$12.5B
| $2.01M | ﹤0.01% |
44,384
+36,984
| +500% | +$1.67M |
|
906
TIM SA
TIMB
$10.1B
| $2.01M | ﹤0.01% |
108,648
-26,500
| -20% | -$489K |
|
907
Sprott Physical Gold
PHYS
$13B
| $1.98M | ﹤0.01% |
124,400
+84,400
| +211% | +$1.34M |
|
908
Telefônica Brasil
VIV
$19.9B
| $1.97M | ﹤0.01% |
180,212
-60,092
| -25% | -$657K |
|
909
JD.com
JD
$47.4B
| $1.95M | ﹤0.01% |
67,561
-32,616
| -33% | -$942K |
|
910
Acadia Realty Trust
AKR
$2.56B
| $1.91M | ﹤0.01% |
112,133
+6,772
| +6% | +$115K |
|
911
Energy Transfer Partners
ET
$59.1B
| $1.88M | ﹤0.01% |
136,000
| – | – |
|
912
Rentokil
RTO
$12.9B
| $1.84M | ﹤0.01% |
64,400
+34,588
| +116% | +$990K |
|
913
NetEase
NTES
$91.2B
| $1.83M | ﹤0.01% |
19,649
+73
| +0.4% | +$6.8K |
|
|
GTM
914
ZoomInfo Technologies
GTM
$3.42B
| $1.82M | ﹤0.01% |
98,590
-602,411
| -86% | -$11.1M |
|
915
Ambev
ABEV
$34.8B
| $1.73M | ﹤0.01% |
619,122
-20,000
| -3% | -$56K |
|
916
Spirit AeroSystems
SPR
$4.78B
| $1.71M | ﹤0.01% |
53,834
-82,086
| -60% | -$2.61M |
|
917
Penumbra
PEN
$11.2B
| $1.7M | ﹤0.01% |
6,766
-16
| -0.2% | -$4.03K |
|
918
Capital Southwest
CSWC
$1.28B
| $1.7M | ﹤0.01% |
71,786
+39,219
| +120% | +$929K |
|
919
OneMain Financial
OMF
$7.27B
| $1.68M | ﹤0.01% |
34,169
-4,760
| -12% | -$234K |
|
|
JBGS
920
JBG SMITH
JBGS
$1.42B
| $1.67M | ﹤0.01% |
98,050
-4,276
| -4% | -$72.7K |
|
921
Vanguard Total Stock Market ETF
VTI
$529B
| $1.66M | ﹤0.01% |
7,000
-700
| -9% | -$166K |
|
922
Old Republic International
ORI
$9.98B
| $1.64M | ﹤0.01% |
55,816
-485
| -0.9% | -$14.3K |
|
|
UNIT
923
Uniti Group
UNIT
$1.78B
| $1.64M | ﹤0.01% |
283,546
+21,795
| +8% | +$126K |
|
|
ALEX
924
Alexander & Baldwin
ALEX
$1.38B
| $1.63M | ﹤0.01% |
85,731
+6,303
| +8% | +$120K |
|
925
Neogen
NEOG
$1.26B
| $1.62M | ﹤0.01% |
80,581
+1,066
| +1% | +$21.4K |
|