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 |
Amazon
AMZN
|
$124M |
| 2 |
Microsoft
MSFT
|
$108M |
| 3 |
Apple
AAPL
|
$101M |
| 4 |
Nu Holdings
NU
|
$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
$218M |
| 2 |
Tesla
TSLA
|
$119M |
| 3 |
TE Connectivity
TEL
|
$108M |
| 4 |
Parker-Hannifin
PH
|
$76.5M |
| 5 |
NVIDIA
NVDA
|
$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Norwegian Cruise Line
NCLH
$11.6B
| $918K | ﹤0.01% |
44,757
+521
| +1% | +$10.7K |
|
|
PLYM
902
Plymouth Industrial REIT
PLYM
$998M
| $913K | ﹤0.01% |
40,401
| – | – |
|
903
iShares MSCI Malaysia ETF
EWM
$240M
| $910K | ﹤0.01% |
+33,643
| New | +$910K |
|
904
Wyndham Hotels & Resorts
WH
$6.59B
| $903K | ﹤0.01% |
11,556
-1,903
| -14% | -$149K |
|
905
argenx
ARGX
$45.9B
| $885K | ﹤0.01% |
1,633
+3
| +0.2% | +$1.63K |
|
906
Aramark
ARMK
$10.2B
| $881K | ﹤0.01% |
22,754
-2,442
| -10% | -$94.6K |
|
907
Stellus Capital Investment Corp
SCM
$421M
| $868K | ﹤0.01% |
63,407
| – | – |
|
908
Hasbro
HAS
$11.2B
| $863K | ﹤0.01% |
11,932
+7,930
| +198% | +$573K |
|
909
Repare Therapeutics
RPTX
$72.6M
| $857K | ﹤0.01% |
249,215
-27,953
| -10% | -$96.2K |
|
|
INN
910
Summit Hotel Properties
INN
$614M
| $854K | ﹤0.01% |
124,536
| – | – |
|
911
Schwab US REIT ETF
SCHH
$8.38B
| $829K | ﹤0.01% |
35,798
+9,080
| +34% | +$210K |
|
912
Alcoa
AA
$8.24B
| $826K | ﹤0.01% |
21,400
-1,000
| -4% | -$38.6K |
|
|
SVC
913
Service Properties Trust
SVC
$481M
| $823K | ﹤0.01% |
180,458
| – | – |
|
914
iShares MSCI Brazil ETF
EWZ
$5.47B
| $806K | ﹤0.01% |
27,325
-8,046
| -23% | -$237K |
|
915
Generac Holdings
GNRC
$10.6B
| $772K | ﹤0.01% |
4,862
-14,890
| -75% | -$2.37M |
|
916
Gates Industrial
GTES
$6.68B
| $766K | ﹤0.01% |
43,646
-10,049
| -19% | -$176K |
|
917
Comfort Systems
FIX
$24.9B
| $765K | ﹤0.01% |
+1,960
| New | +$765K |
|
|
NGD
918
New Gold Inc
NGD
$4.99B
| $764K | ﹤0.01% |
265,441
+30,366
| +13% | +$87.5K |
|
919
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.8B
| $760K | ﹤0.01% |
6,725
-9,670
| -59% | -$1.09M |
|
|
AHH
920
Armada Hoffler Properties
AHH
$585M
| $759K | ﹤0.01% |
70,121
| – | – |
|
921
Zillow
ZG
$20.5B
| $757K | ﹤0.01% |
12,219
| – | – |
|
922
iShares Mortgage Real Estate ETF
REM
$618M
| $754K | ﹤0.01% |
31,762
| – | – |
|
|
AGR
923
DELISTED
Avangrid, Inc.
AGR
| $752K | ﹤0.01% |
20,998
| – | – |
|
924
BJs Wholesale Club
BJ
$12.8B
| $749K | ﹤0.01% |
+9,083
| New | +$749K |
|
|
HPP
925
Hudson Pacific Properties
HPP
$1.16B
| $738K | ﹤0.01% |
154,433
+16,602
| +12% | +$79.4K |
|