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 |
GE Vernova
GEV
|
+$104M |
| 2 |
Curtiss-Wright
CW
|
+$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$68.6M |
| 4 |
Roblox
RBLX
|
+$55.5M |
| 5 |
10x Genomics
TXG
|
+$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$605M |
| 2 |
Microsoft
MSFT
|
+$537M |
| 3 |
Apple
AAPL
|
+$515M |
| 4 |
Royal Bank of Canada
RY
|
+$328M |
| 5 |
Toronto Dominion Bank
TD
|
+$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PDM
901
Piedmont Realty Trust, Inc.
PDM
$1.1B
| $975K | ﹤0.01% |
134,431
-42,714
| -24% | -$310K |
|
|
GRAL
902
GRAIL, Inc. Common Stock
GRAL
$1.38B
| $972K | ﹤0.01% |
+63,264
| New | +$972K |
|
903
Neogen
NEOG
$1.23B
| $971K | ﹤0.01% |
62,116
-14,365
| -19% | -$225K |
|
904
iShares MSCI Brazil ETF
EWZ
$5.46B
| $967K | ﹤0.01% |
35,371
-35,102
| -50% | -$959K |
|
|
SVC
905
Service Properties Trust
SVC
$469M
| $928K | ﹤0.01% |
180,458
-4,848
| -3% | -$24.9K |
|
906
Repare Therapeutics
RPTX
$73.5M
| $915K | ﹤0.01% |
277,168
-31,281
| -10% | -$103K |
|
|
SAFE
907
Safehold
SAFE
$1.18B
| $914K | ﹤0.01% |
47,378
-918
| -2% | -$17.7K |
|
908
Wingstop
WING
$8.51B
| $909K | ﹤0.01% |
2,150
+1,140
| +113% | +$482K |
|
909
Alcoa
AA
$8.3B
| $891K | ﹤0.01% |
22,400
+9,900
| +79% | +$394K |
|
910
Lennar Class B
LEN.B
$35.4B
| $890K | ﹤0.01% |
6,717
| – | – |
|
|
BDN
911
Brandywine Realty Trust
BDN
$768M
| $880K | ﹤0.01% |
196,412
-11,721
| -6% | -$52.5K |
|
912
Stellus Capital Investment Corp
SCM
$427M
| $871K | ﹤0.01% |
63,407
| – | – |
|
|
PGRE
913
Paramount Group
PGRE
$1.65B
| $869K | ﹤0.01% |
187,597
-6,945
| -4% | -$32.2K |
|
914
Liberty Global Class A
LBTYA
$3.99B
| $867K | ﹤0.01% |
49,733
| – | – |
|
|
PLYM
915
Plymouth Industrial REIT
PLYM
$990M
| $864K | ﹤0.01% |
40,401
-2,513
| -6% | -$53.7K |
|
916
Aramark
ARMK
$10.1B
| $857K | ﹤0.01% |
25,196
-11,442
| -31% | -$389K |
|
917
Ginkgo Bioworks
DNA
$662M
| $850K | ﹤0.01% |
63,550
-1,333,076
| -95% | -$17.8M |
|
918
Gates Industrial
GTES
$6.58B
| $849K | ﹤0.01% |
53,695
-13,488
| -20% | -$213K |
|
919
Invesco PHLX Semiconductor ETF
SOXQ
$522M
| $845K | ﹤0.01% |
+19,600
| New | +$845K |
|
920
Phreesia
PHR
$1.6B
| $835K | ﹤0.01% |
39,386
| – | – |
|
921
Norwegian Cruise Line
NCLH
$11.1B
| $831K | ﹤0.01% |
44,236
+33,866
| +327% | +$636K |
|
922
Dropbox
DBX
$8.19B
| $825K | ﹤0.01% |
36,712
-536,722
| -94% | -$12.1M |
|
923
Sonoco
SON
$4.55B
| $825K | ﹤0.01% |
16,260
-650
| -4% | -$33K |
|
|
UNIT
924
Uniti Group
UNIT
$1.79B
| $797K | ﹤0.01% |
272,836
+10,523
| +4% | +$30.7K |
|
|
AHH
925
Armada Hoffler Properties
AHH
$587M
| $778K | ﹤0.01% |
70,121
-3,001
| -4% | -$33.3K |
|