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 |
Amazon
AMZN
|
$124M |
| 2 |
Microsoft
MSFT
|
$108M |
| 3 |
Apple
AAPL
|
$101M |
| 4 |
Nu Holdings
NU
|
$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
$218M |
| 2 |
Tesla
TSLA
|
$119M |
| 3 |
TE Connectivity
TEL
|
$108M |
| 4 |
Parker-Hannifin
PH
|
$76.5M |
| 5 |
NVIDIA
NVDA
|
$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
Lantheus
LNTH
$3.72B
| $728K | ﹤0.01% |
+6,637
| New | +$728K |
|
927
Allegro MicroSystems
ALGM
$5.66B
| $715K | ﹤0.01% |
30,691
-5,756
| -16% | -$134K |
|
|
GMRE
928
Global Medical REIT
GMRE
$508M
| $701K | ﹤0.01% |
70,715
| – | – |
|
929
ICICI Bank
IBN
$113B
| $682K | ﹤0.01% |
22,847
-2,483
| -10% | -$74.1K |
|
|
GOOD
930
Gladstone Commercial Corp
GOOD
$616M
| $674K | ﹤0.01% |
41,515
-1,218
| -3% | -$19.8K |
|
931
Doximity
DOCS
$13B
| $673K | ﹤0.01% |
15,450
| – | – |
|
932
Global X Blockchain ETF
BKCH
$228M
| $667K | ﹤0.01% |
+14,200
| New | +$667K |
|
933
NetEase
NTES
$85B
| $662K | ﹤0.01% |
7,076
-6,974
| -50% | -$652K |
|
934
Sonoco
SON
$4.56B
| $662K | ﹤0.01% |
12,110
-4,150
| -26% | -$227K |
|
|
UHT
935
Universal Health Realty Income Trust
UHT
$574M
| $661K | ﹤0.01% |
14,451
| – | – |
|
936
iShares MSCI Saudi Arabia ETF
KSA
$577M
| $661K | ﹤0.01% |
15,471
-871
| -5% | -$37.2K |
|
|
WSR
937
Whitestone REIT
WSR
$672M
| $649K | ﹤0.01% |
47,954
-3,139
| -6% | -$42.5K |
|
938
Vaxcyte
PCVX
$4.29B
| $646K | ﹤0.01% |
5,649
+1,120
| +25% | +$128K |
|
939
VanEck Gold Miners ETF
GDX
$19.9B
| $639K | ﹤0.01% |
16,038
-104
| -0.6% | -$4.14K |
|
940
Permian Resources
PR
$9.75B
| $633K | ﹤0.01% |
+46,501
| New | +$633K |
|
941
Cactus
WHD
$2.93B
| $612K | ﹤0.01% |
10,258
-12,592
| -55% | -$751K |
|
942
SITE Centers
SITC
$490M
| $609K | ﹤0.01% |
264,456
+13,460
| +5% | +$31K |
|
943
Oceaneering
OII
$2.41B
| $604K | ﹤0.01% |
24,295
-2,032
| -8% | -$50.5K |
|
944
PennantPark Floating Rate Capital
PFLT
$1.02B
| $598K | ﹤0.01% |
51,655
-4,221
| -8% | -$48.8K |
|
|
ALX
945
Alexander's
ALX
$1.2B
| $592K | ﹤0.01% |
2,444
| – | – |
|
946
Vanguard Russell 2000 ETF
VTWO
$12.8B
| $590K | ﹤0.01% |
6,600
+2,300
| +53% | +$206K |
|
|
BFS
947
Saul Centers
BFS
$812M
| $577K | ﹤0.01% |
13,741
| – | – |
|
948
Powell Industries
POWL
$3.24B
| $575K | ﹤0.01% |
+2,590
| New | +$575K |
|
949
Nextracker
NXT
$10.4B
| $545K | ﹤0.01% |
14,549
-1,115
| -7% | -$41.8K |
|
950
GDS Holdings
GDS
$6.35B
| $544K | ﹤0.01% |
+26,669
| New | +$544K |
|