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 |
Accenture
ACN
|
+$918M |
| 2 |
Linde
LIN
|
+$504M |
| 3 |
Medtronic
MDT
|
+$482M |
| 4 |
Chubb
CB
|
+$336M |
| 5 |
Spotify
SPOT
|
+$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$1.17B |
| 2 |
Coinbase
COIN
|
+$1.12B |
| 3 |
UiPath
PATH
|
+$760M |
| 4 |
Apple
AAPL
|
+$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
Amdocs
DOX
$9.39B
| $2.52M | ﹤0.01% |
+30,688
| New | +$2.52M |
|
927
Williams-Sonoma
WSM
$24.8B
| $2.52M | ﹤0.01% |
34,710
| – | – |
|
928
Acadia Realty Trust
AKR
$2.59B
| $2.47M | ﹤0.01% |
113,877
-3,619
| -3% | -$78.4K |
|
|
PBCT
929
DELISTED
People's United Financial Inc
PBCT
| $2.47M | ﹤0.01% |
123,400
+3,562
| +3% | +$71.2K |
|
930
CareTrust REIT
CTRE
$7.62B
| $2.44M | ﹤0.01% |
126,642
-4,520
| -3% | -$87.2K |
|
931
Cactus
WHD
$2.86B
| $2.4M | ﹤0.01% |
42,322
-5,830
| -12% | -$331K |
|
|
PNNT
932
Pennant Park Investment Corp
PNNT
$464M
| $2.4M | ﹤0.01% |
308,432
-12,780
| -4% | -$99.4K |
|
933
PagSeguro Digital
PAGS
$2.77B
| $2.36M | ﹤0.01% |
+117,799
| New | +$2.36M |
|
|
PGRE
934
Paramount Group
PGRE
$1.59B
| $2.34M | ﹤0.01% |
214,694
-11,890
| -5% | -$130K |
|
935
Stantec
STN
$12.8B
| $2.34M | ﹤0.01% |
46,536
+35,336
| +316% | +$1.78M |
|
936
Louisiana-Pacific
LPX
$6.81B
| $2.29M | ﹤0.01% |
36,821
+14,329
| +64% | +$890K |
|
937
Darling Ingredients
DAR
$5.05B
| $2.27M | ﹤0.01% |
28,250
-26,371
| -48% | -$2.12M |
|
938
Barings BDC
BBDC
$995M
| $2.27M | ﹤0.01% |
219,194
| – | – |
|
939
Tanger
SKT
$3.91B
| $2.24M | ﹤0.01% |
130,259
-11,269
| -8% | -$194K |
|
940
Huntsman Corp
HUN
$1.94B
| $2.23M | ﹤0.01% |
59,515
-4,624
| -7% | -$173K |
|
941
XPO
XPO
$15.8B
| $2.23M | ﹤0.01% |
51,523
+11,372
| +28% | +$492K |
|
942
AngloGold Ashanti
AU
$33.1B
| $2.21M | ﹤0.01% |
93,280
-7,314
| -7% | -$173K |
|
943
Watsco
WSO
$16.1B
| $2.2M | ﹤0.01% |
7,219
| – | – |
|
944
Deckers Outdoor
DECK
$17.5B
| $2.17M | ﹤0.01% |
47,502
+9,246
| +24% | +$422K |
|
945
AGCO
AGCO
$8.15B
| $2.14M | ﹤0.01% |
14,649
| – | – |
|
946
Global Net Lease
GNL
$1.84B
| $2.12M | ﹤0.01% |
134,751
-4,758
| -3% | -$74.9K |
|
|
ALEX
947
Alexander & Baldwin
ALEX
$1.37B
| $2.12M | ﹤0.01% |
91,379
-8,831
| -9% | -$205K |
|
948
Flex
FLEX
$21.6B
| $2.09M | ﹤0.01% |
+149,740
| New | +$2.09M |
|
949
Fidus Investment
FDUS
$761M
| $2M | ﹤0.01% |
99,312
-10,091
| -9% | -$204K |
|
950
Manhattan Associates
MANH
$13.3B
| $2M | ﹤0.01% |
14,430
| – | – |
|