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 |
Alphabet (Google) Class C
GOOG
|
$1.67B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.63B |
| 3 |
Tesla
TSLA
|
$1.62B |
| 4 |
Palo Alto Networks
PANW
|
$102M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Coinbase
COIN
|
$90.5M |
| 5 |
Microsoft
MSFT
|
$61.8M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
Four Corners Property Trust
FCPT
$2.7B
| $2.33M | ﹤0.01% |
96,378
-257
| -0.3% | -$6.22K |
|
927
Pebblebrook Hotel Trust
PEB
$1.32B
| $2.27M | ﹤0.01% |
156,402
-2,402
| -2% | -$34.8K |
|
928
Repare Therapeutics
RPTX
$73M
| $2.27M | ﹤0.01% |
+187,037
| New | +$2.27M |
|
|
JBGS
929
JBG SMITH
JBGS
$1.32B
| $2.18M | ﹤0.01% |
117,333
-13,154
| -10% | -$244K |
|
930
CareTrust REIT
CTRE
$7.66B
| $2.16M | ﹤0.01% |
119,224
+4,212
| +4% | +$76.3K |
|
931
Williams-Sonoma
WSM
$22.9B
| $2.13M | ﹤0.01% |
18,060
+219
| +1% | +$25.8K |
|
932
Macerich
MAC
$4.65B
| $2.07M | ﹤0.01% |
260,693
+10,172
| +4% | +$80.8K |
|
933
ASML
ASML
$285B
| $2.03M | ﹤0.01% |
4,885
+475
| +11% | +$197K |
|
934
Zions Bancorporation
ZION
$8.56B
| $2.02M | ﹤0.01% |
39,698
-984
| -2% | -$50K |
|
935
XPO
XPO
$15.3B
| $1.99M | ﹤0.01% |
44,731
+20,874
| +87% | +$929K |
|
936
SSR Mining
SSRM
$4.05B
| $1.99M | ﹤0.01% |
134,909
-9,113
| -6% | -$134K |
|
937
Ryanair
RYAAY
$33.7B
| $1.94M | ﹤0.01% |
33,252
-1,273
| -4% | -$74.4K |
|
938
Pinnacle West Capital
PNW
$10.7B
| $1.94M | ﹤0.01% |
30,093
+123
| +0.4% | +$7.93K |
|
939
DiamondRock Hospitality
DRH
$1.75B
| $1.94M | ﹤0.01% |
258,250
+8,769
| +4% | +$65.8K |
|
940
Butterfly Network
BFLY
$405M
| $1.93M | ﹤0.01% |
+411,568
| New | +$1.93M |
|
941
iShares MSCI Brazil ETF
EWZ
$5.35B
| $1.92M | ﹤0.01% |
+64,664
| New | +$1.92M |
|
942
Barings BDC
BBDC
$1.04B
| $1.9M | ﹤0.01% |
229,174
| – | – |
|
943
iQIYI
IQ
$2.58B
| $1.89M | ﹤0.01% |
695,924
+58,506
| +9% | +$159K |
|
944
Flex
FLEX
$20.1B
| $1.88M | ﹤0.01% |
112,841
| – | – |
|
945
Toro Company
TTC
$8B
| $1.88M | ﹤0.01% |
21,734
| – | – |
|
|
XHR
946
Xenia Hotels & Resorts
XHR
$1.35B
| $1.88M | ﹤0.01% |
136,058
-1,987
| -1% | -$27.4K |
|
|
ELME
947
Elme Communities
ELME
$1.51B
| $1.88M | ﹤0.01% |
106,795
+4,805
| +5% | +$84.4K |
|
|
UNVR
948
DELISTED
Univar Solutions Inc.
UNVR
| $1.87M | ﹤0.01% |
82,340
-14,266
| -15% | -$324K |
|
949
Organon & Co
OGN
$2.45B
| $1.86M | ﹤0.01% |
79,475
-13,299
| -14% | -$311K |
|
950
Petrobras
PBR
$80B
| $1.86M | ﹤0.01% |
150,317
-74,344
| -33% | -$917K |
|