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
|
$331M |
| 2 |
Amazon
AMZN
|
$131M |
| 3 |
Oracle
ORCL
|
$116M |
| 4 |
Visa
V
|
$116M |
| 5 |
TE Connectivity
TEL
|
$103M |
Top Sells
| 1 |
Tesla
TSLA
|
$263M |
| 2 |
Palantir
PLTR
|
$231M |
| 3 |
Robinhood
HOOD
|
$203M |
| 4 |
Stryker
SYK
|
$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Sonoco
SON
$4.56B
| $829K | ﹤0.01% |
16,970
+4,860
| +40% | +$237K |
|
902
Energy Select Sector SPDR Fund
XLE
$26.7B
| $802K | ﹤0.01% |
9,362
-7,021
| -43% | -$601K |
|
903
FMC
FMC
$4.72B
| $801K | ﹤0.01% |
16,482
-2,023
| -11% | -$98.3K |
|
904
BJs Wholesale Club
BJ
$12.8B
| $790K | ﹤0.01% |
8,840
-243
| -3% | -$21.7K |
|
905
e.l.f. Beauty
ELF
$7.6B
| $787K | ﹤0.01% |
6,268
-10,016
| -62% | -$1.26M |
|
906
Permian Resources
PR
$9.75B
| $786K | ﹤0.01% |
54,688
+8,187
| +18% | +$118K |
|
907
Lantheus
LNTH
$3.72B
| $784K | ﹤0.01% |
8,764
+2,127
| +32% | +$190K |
|
|
GOOD
908
Gladstone Commercial Corp
GOOD
$616M
| $783K | ﹤0.01% |
48,239
+6,724
| +16% | +$109K |
|
909
SITE Centers
SITC
$490M
| $773K | ﹤0.01% |
50,524
-213,932
| -81% | -$3.27M |
|
910
Gates Industrial
GTES
$6.68B
| $760K | ﹤0.01% |
36,952
-6,694
| -15% | -$138K |
|
|
PLYM
911
Plymouth Industrial REIT
PLYM
$998M
| $736K | ﹤0.01% |
41,353
+952
| +2% | +$16.9K |
|
912
Doximity
DOCS
$13B
| $718K | ﹤0.01% |
13,445
-2,005
| -13% | -$107K |
|
913
AngloGold Ashanti
AU
$30.2B
| $715K | ﹤0.01% |
30,982
-4,514
| -13% | -$104K |
|
914
Vanguard Russell 2000 ETF
VTWO
$12.8B
| $679K | ﹤0.01% |
7,600
+1,000
| +15% | +$89.3K |
|
915
iShares Mortgage Real Estate ETF
REM
$618M
| $678K | ﹤0.01% |
31,762
| – | – |
|
|
WSR
916
Whitestone REIT
WSR
$672M
| $676K | ﹤0.01% |
47,683
-271
| -0.6% | -$3.84K |
|
917
Allegro MicroSystems
ALGM
$5.66B
| $671K | ﹤0.01% |
30,691
| – | – |
|
918
Neogen
NEOG
$1.25B
| $644K | ﹤0.01% |
53,015
-4,906
| -8% | -$59.6K |
|
919
GDS Holdings
GDS
$6.35B
| $643K | ﹤0.01% |
27,076
+407
| +2% | +$9.67K |
|
920
NetEase
NTES
$85B
| $641K | ﹤0.01% |
7,190
+114
| +2% | +$10.2K |
|
|
NGD
921
New Gold Inc
NGD
$4.99B
| $641K | ﹤0.01% |
258,309
-7,132
| -3% | -$17.7K |
|
922
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.8B
| $635K | ﹤0.01% |
5,939
-786
| -12% | -$84K |
|
923
Liberty Energy
LBRT
$1.7B
| $623K | ﹤0.01% |
31,299
+6,777
| +28% | +$135K |
|
|
CTO
924
CTO Realty Growth
CTO
$574M
| $604K | ﹤0.01% |
30,644
+6,662
| +28% | +$131K |
|
925
Autoliv
ALV
$9.58B
| $595K | ﹤0.01% |
+6,340
| New | +$595K |
|