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 |
Apple
AAPL
|
$331M |
| 2 |
Amazon
AMZN
|
$131M |
| 3 |
Oracle
ORCL
|
$116M |
| 4 |
Visa
V
|
$116M |
| 5 |
TE Connectivity
TEL
|
$103M |
Top Sells
| 1 |
Tesla
TSLA
|
$263M |
| 2 |
Palantir
PLTR
|
$231M |
| 3 |
Robinhood
HOOD
|
$203M |
| 4 |
Stryker
SYK
|
$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
Liberty Media Series A
FWONA
$22.6B
| $584K | ﹤0.01% |
6,955
| – | – |
|
927
BWX Technologies
BWXT
$15B
| $579K | ﹤0.01% |
5,201
+885
| +21% | +$98.6K |
|
928
iShares MSCI Saudi Arabia ETF
KSA
$577M
| $574K | ﹤0.01% |
14,059
-1,412
| -9% | -$57.7K |
|
|
FPI
929
Farmland Partners
FPI
$473M
| $573K | ﹤0.01% |
48,697
-3,074
| -6% | -$36.2K |
|
930
Abercrombie & Fitch
ANF
$4.49B
| $568K | ﹤0.01% |
3,800
+2,100
| +124% | +$314K |
|
931
PennantPark Floating Rate Capital
PFLT
$1.02B
| $565K | ﹤0.01% |
51,655
| – | – |
|
932
Coherent
COHR
$15.2B
| $562K | ﹤0.01% |
5,934
+642
| +12% | +$60.8K |
|
933
US Foods
USFD
$17.5B
| $560K | ﹤0.01% |
+8,300
| New | +$560K |
|
934
CAVA Group
CAVA
$7.73B
| $553K | ﹤0.01% |
+4,900
| New | +$553K |
|
935
Tapestry
TPR
$21.7B
| $550K | ﹤0.01% |
8,423
+644
| +8% | +$42.1K |
|
|
GMRE
936
Global Medical REIT
GMRE
$508M
| $532K | ﹤0.01% |
68,862
-1,853
| -3% | -$14.3K |
|
|
SWI
937
DELISTED
SolarWinds Corporation Common Stock
SWI
| $530K | ﹤0.01% |
37,209
| – | – |
|
938
Woodward
WWD
$14.6B
| $526K | ﹤0.01% |
3,160
+416
| +15% | +$69.2K |
|
939
Alliance Resource Partners
ARLP
$2.94B
| $526K | ﹤0.01% |
20,000
| – | – |
|
|
UHT
940
Universal Health Realty Income Trust
UHT
$574M
| $523K | ﹤0.01% |
14,042
-409
| -3% | -$15.2K |
|
|
DHC
941
Diversified Healthcare Trust
DHC
$995M
| $518K | ﹤0.01% |
225,181
-5,916
| -3% | -$13.6K |
|
|
PDS
942
Precision Drilling
PDS
$754M
| $518K | ﹤0.01% |
8,477
+824
| +11% | +$50.3K |
|
|
CHCT
943
Community Healthcare Trust
CHCT
$444M
| $515K | ﹤0.01% |
26,796
-731
| -3% | -$14K |
|
944
Lattice Semiconductor
LSCC
$9.05B
| $510K | ﹤0.01% |
9,007
+1,064
| +13% | +$60.3K |
|
945
Taylor Morrison
TMHC
$7.1B
| $508K | ﹤0.01% |
8,300
+700
| +9% | +$42.8K |
|
946
Nextracker
NXT
$10.4B
| $506K | ﹤0.01% |
13,843
-706
| -5% | -$25.8K |
|
947
New York Times
NYT
$9.6B
| $494K | ﹤0.01% |
9,500
+1,500
| +19% | +$78.1K |
|
|
BFS
948
Saul Centers
BFS
$812M
| $489K | ﹤0.01% |
12,609
-1,132
| -8% | -$43.9K |
|
949
iShares MSCI Brazil ETF
EWZ
$5.47B
| $488K | ﹤0.01% |
21,670
-5,655
| -21% | -$127K |
|
950
VanEck Gold Miners ETF
GDX
$19.9B
| $485K | ﹤0.01% |
14,289
-1,749
| -11% | -$59.3K |
|