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 |
Coinbase
COIN
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
GE Aerospace
GE
|
$86.4M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
Voya Financial
VOYA
$7.28B
| $1.74M | ﹤0.01% |
24,379
| – | – |
|
|
GTY
927
Getty Realty Corp
GTY
$1.6B
| $1.72M | ﹤0.01% |
47,820
-510
| -1% | -$18.4K |
|
928
Emcor
EME
$28.1B
| $1.72M | ﹤0.01% |
10,564
-74
| -0.7% | -$12K |
|
929
Ambev
ABEV
$33.5B
| $1.7M | ﹤0.01% |
603,822
+109,700
| +22% | +$309K |
|
930
Unum
UNM
$12.4B
| $1.7M | ﹤0.01% |
42,958
+1,858
| +5% | +$73.5K |
|
931
Energy Transfer Partners
ET
$60.3B
| $1.7M | ﹤0.01% |
136,000
| – | – |
|
932
SL Green Realty
SLG
$4.16B
| $1.68M | ﹤0.01% |
71,345
-451
| -0.6% | -$10.6K |
|
|
JBGS
933
JBG SMITH
JBGS
$1.33B
| $1.66M | ﹤0.01% |
110,402
-866
| -0.8% | -$13K |
|
934
Atkore
ATKR
$1.9B
| $1.65M | ﹤0.01% |
11,729
-2,371
| -17% | -$333K |
|
935
Commerce Bancshares
CBSH
$8.18B
| $1.63M | ﹤0.01% |
27,987
-1
| -0% | -$53 |
|
936
TIM SA
TIMB
$10.1B
| $1.63M | ﹤0.01% |
131,956
+42,166
| +47% | +$521K |
|
937
Clean Harbors
CLH
$12.9B
| $1.62M | ﹤0.01% |
11,395
-913
| -7% | -$130K |
|
938
Timken Company
TKR
$5.23B
| $1.62M | ﹤0.01% |
19,828
+11,686
| +144% | +$955K |
|
939
Gentex
GNTX
$6.07B
| $1.59M | ﹤0.01% |
56,807
| – | – |
|
940
Wyndham Hotels & Resorts
WH
$6.57B
| $1.59M | ﹤0.01% |
23,464
| – | – |
|
941
Repare Therapeutics
RPTX
$73.9M
| $1.59M | ﹤0.01% |
161,598
-12,435
| -7% | -$122K |
|
|
LTC
942
LTC Properties
LTC
$1.67B
| $1.58M | ﹤0.01% |
45,111
-72
| -0.2% | -$2.53K |
|
|
ALEX
943
Alexander & Baldwin
ALEX
$1.38B
| $1.55M | ﹤0.01% |
82,111
-509
| -0.6% | -$9.63K |
|
944
Comerica
CMA
$9B
| $1.53M | ﹤0.01% |
35,123
-15,933
| -31% | -$692K |
|
945
Acadia Realty Trust
AKR
$2.6B
| $1.52M | ﹤0.01% |
108,861
+4,908
| +5% | +$68.5K |
|
946
OneMain Financial
OMF
$7.37B
| $1.52M | ﹤0.01% |
40,864
-297
| -0.7% | -$11K |
|
947
Old Republic International
ORI
$10B
| $1.5M | ﹤0.01% |
60,272
+1,310
| +2% | +$32.7K |
|
948
VanEck Gold Miners ETF
GDX
$19.6B
| $1.5M | ﹤0.01% |
+46,266
| New | +$1.5M |
|
949
Global Net Lease
GNL
$1.74B
| $1.48M | ﹤0.01% |
115,201
-312
| -0.3% | -$4.01K |
|
|
BERY
950
DELISTED
Berry Global Group, Inc.
BERY
| $1.46M | ﹤0.01% |
24,817
-1,620
| -6% | -$95.4K |
|