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 |
Microsoft
MSFT
|
$200M |
| 2 |
NVIDIA
NVDA
|
$184M |
| 3 |
Amazon
AMZN
|
$173M |
| 4 |
Mastercard
MA
|
$123M |
| 5 |
Apple
AAPL
|
$120M |
Top Sells
| 1 |
Robinhood
HOOD
|
$293M |
| 2 |
Palantir
PLTR
|
$174M |
| 3 |
iShares Gold Trust
IAU
|
$136M |
| 4 |
Roblox
RBLX
|
$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Wingstop
WING
$8.65B
| $602K | ﹤0.01% |
1,789
-1,781
| -50% | -$600K |
|
|
INN
902
Summit Hotel Properties
INN
$614M
| $601K | ﹤0.01% |
118,080
-2,931
| -2% | -$14.9K |
|
903
Taylor Morrison
TMHC
$7.1B
| $577K | ﹤0.01% |
9,400
+200
| +2% | +$12.3K |
|
|
PKST
904
Peakstone Realty Trust
PKST
$500M
| $575K | ﹤0.01% |
43,496
-1,500
| -3% | -$19.8K |
|
905
Equinox Gold
EQX
$7.65B
| $573K | ﹤0.01% |
+99,644
| New | +$573K |
|
|
AHH
906
Armada Hoffler Properties
AHH
$585M
| $572K | ﹤0.01% |
83,253
| – | – |
|
|
WSR
907
Whitestone REIT
WSR
$672M
| $570K | ﹤0.01% |
45,639
-1,602
| -3% | -$20K |
|
908
SITE Centers
SITC
$490M
| $565K | ﹤0.01% |
49,964
+22
| +0% | +$249 |
|
909
Oceaneering
OII
$2.41B
| $562K | ﹤0.01% |
27,135
-540
| -2% | -$11.2K |
|
|
UHT
910
Universal Health Realty Income Trust
UHT
$574M
| $561K | ﹤0.01% |
14,042
| – | – |
|
911
TKO Group
TKO
$15.9B
| $556K | ﹤0.01% |
3,056
+17
| +0.6% | +$3.09K |
|
|
FPI
912
Farmland Partners
FPI
$473M
| $553K | ﹤0.01% |
48,075
-622
| -1% | -$7.16K |
|
913
Gildan
GIL
$8.27B
| $552K | ﹤0.01% |
11,207
+493
| +5% | +$24.3K |
|
914
Permian Resources
PR
$9.75B
| $546K | ﹤0.01% |
40,124
-14,776
| -27% | -$201K |
|
915
Atlanta Braves Holdings Series B
BATRK
$2.66B
| $544K | ﹤0.01% |
11,628
+513
| +5% | +$24K |
|
916
DigitalOcean
DOCN
$2.98B
| $539K | ﹤0.01% |
18,884
+2,155
| +13% | +$61.5K |
|
917
Eletrobras Common Shares
EBR
$19B
| $537K | ﹤0.01% |
72,300
| – | – |
|
918
Pinnacle West Capital
PNW
$10.6B
| $535K | ﹤0.01% |
5,977
+1,327
| +29% | +$119K |
|
|
ALX
919
Alexander's
ALX
$1.2B
| $533K | ﹤0.01% |
2,367
| – | – |
|
|
HPP
920
Hudson Pacific Properties
HPP
$1.16B
| $533K | ﹤0.01% |
194,556
+42,437
| +28% | +$116K |
|
|
CTO
921
CTO Realty Growth
CTO
$574M
| $532K | ﹤0.01% |
30,806
+458
| +2% | +$7.91K |
|
922
BellRing Brands
BRBR
$4.97B
| $526K | ﹤0.01% |
9,083
+200
| +2% | +$11.6K |
|
923
MACOM Technology Solutions
MTSI
$9.67B
| $526K | ﹤0.01% |
3,671
+391
| +12% | +$56K |
|
924
Alliance Resource Partners
ARLP
$2.94B
| $523K | ﹤0.01% |
20,000
| – | – |
|
925
Lattice Semiconductor
LSCC
$9.05B
| $514K | ﹤0.01% |
10,499
+705
| +7% | +$34.5K |
|