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 |
GE Vernova
GEV
|
+$104M |
| 2 |
Curtiss-Wright
CW
|
+$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$68.6M |
| 4 |
Roblox
RBLX
|
+$55.5M |
| 5 |
10x Genomics
TXG
|
+$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$605M |
| 2 |
Microsoft
MSFT
|
+$537M |
| 3 |
Apple
AAPL
|
+$515M |
| 4 |
Royal Bank of Canada
RY
|
+$328M |
| 5 |
Toronto Dominion Bank
TD
|
+$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AGR
926
DELISTED
Avangrid, Inc.
AGR
| $746K | ﹤0.01% |
20,998
| – | – |
|
|
INN
927
Summit Hotel Properties
INN
$608M
| $746K | ﹤0.01% |
124,536
-3,077
| -2% | -$18.4K |
|
928
American Airlines Group
AAL
$8.42B
| $739K | ﹤0.01% |
65,195
-39
| -0.1% | -$442 |
|
929
Nextracker
NXT
$9.52B
| $734K | ﹤0.01% |
15,664
+4,350
| +38% | +$204K |
|
930
ICICI Bank
IBN
$114B
| $730K | ﹤0.01% |
25,330
-951
| -4% | -$27.4K |
|
931
Medpace
MEDP
$13.6B
| $723K | ﹤0.01% |
1,756
| – | – |
|
|
DHC
932
Diversified Healthcare Trust
DHC
$1.03B
| $722K | ﹤0.01% |
236,795
-5,806
| -2% | -$17.7K |
|
933
Nice
NICE
$8.85B
| $714K | ﹤0.01% |
4,150
-658
| -14% | -$113K |
|
934
iShares Mortgage Real Estate ETF
REM
$618M
| $704K | ﹤0.01% |
31,762
-2,138
| -6% | -$47.4K |
|
935
argenx
ARGX
$46.9B
| $701K | ﹤0.01% |
1,630
-5
| -0.3% | -$2.15K |
|
|
WSR
936
Whitestone REIT
WSR
$654M
| $680K | ﹤0.01% |
51,093
-1,339
| -3% | -$17.8K |
|
937
iShares MSCI Saudi Arabia ETF
KSA
$570M
| $664K | ﹤0.01% |
16,342
| – | – |
|
|
HPP
938
Hudson Pacific Properties
HPP
$1.11B
| $663K | ﹤0.01% |
137,831
-1,806
| -1% | -$8.69K |
|
|
CHCT
939
Community Healthcare Trust
CHCT
$447M
| $661K | ﹤0.01% |
28,270
-1,485
| -5% | -$34.7K |
|
940
SiriusXM
SIRI
$8.17B
| $656K | ﹤0.01% |
23,180
-186,746
| -89% | -$5.28M |
|
|
CBL
941
CBL Properties
CBL
$990M
| $652K | ﹤0.01% |
27,905
+7
| +0% | +$164 |
|
942
PennantPark Floating Rate Capital
PFLT
$1.01B
| $645K | ﹤0.01% |
55,876
| – | – |
|
|
GMRE
943
Global Medical REIT
GMRE
$505M
| $642K | ﹤0.01% |
70,715
-1,910
| -3% | -$17.3K |
|
944
Butterfly Network
BFLY
$398M
| $627K | ﹤0.01% |
745,319
-58,628
| -7% | -$49.3K |
|
945
Oceaneering
OII
$2.39B
| $623K | ﹤0.01% |
26,327
-6,261
| -19% | -$148K |
|
946
Novo Nordisk
NVO
$241B
| $619K | ﹤0.01% |
4,339
-4,887
| -53% | -$698K |
|
|
GOOD
947
Gladstone Commercial Corp
GOOD
$605M
| $610K | ﹤0.01% |
42,733
-5,060
| -11% | -$72.2K |
|
948
Restaurant Brands International
QSR
$20.3B
| $605K | ﹤0.01% |
8,601
-686,677
| -99% | -$48.3M |
|
|
FPI
949
Farmland Partners
FPI
$473M
| $597K | ﹤0.01% |
51,771
-547
| -1% | -$6.31K |
|
950
Iris Energy
IREN
$8.21B
| $586K | ﹤0.01% |
51,910
-41,002
| -44% | -$463K |
|