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 |
Microsoft
MSFT
|
$200M |
| 2 |
NVIDIA
NVDA
|
$184M |
| 3 |
Amazon
AMZN
|
$173M |
| 4 |
Mastercard
MA
|
$123M |
| 5 |
Apple
AAPL
|
$120M |
Top Sells
| 1 |
Robinhood
HOOD
|
$293M |
| 2 |
Palantir
PLTR
|
$174M |
| 3 |
iShares Gold Trust
IAU
|
$136M |
| 4 |
Roblox
RBLX
|
$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
iShares MSCI Saudi Arabia ETF
KSA
$579M
| $408K | ﹤0.01% |
10,596
-5,253
| -33% | -$202K |
|
952
ARK Innovation ETF
ARKK
$7.46B
| $408K | ﹤0.01% |
5,800
| – | – |
|
953
Qorvo
QRVO
$8.54B
| $403K | ﹤0.01% |
4,751
-1,220
| -20% | -$104K |
|
954
ZIM Integrated Shipping Services
ZIM
$1.61B
| $396K | ﹤0.01% |
+24,600
| New | +$396K |
|
955
Yelp
YELP
$2B
| $395K | ﹤0.01% |
+11,519
| New | +$395K |
|
|
SVC
956
Service Properties Trust
SVC
$462M
| $394K | ﹤0.01% |
164,970
-5,663
| -3% | -$13.5K |
|
957
Saic
SAIC
$4.98B
| $390K | ﹤0.01% |
3,460
+300
| +9% | +$33.8K |
|
958
Lyft
LYFT
$6.97B
| $384K | ﹤0.01% |
+24,370
| New | +$384K |
|
959
AES
AES
$9.12B
| $384K | ﹤0.01% |
36,463
+917
| +3% | +$9.65K |
|
|
OLP
960
One Liberty Properties
OLP
$509M
| $381K | ﹤0.01% |
15,957
| – | – |
|
961
Moog
MOG.A
$6.22B
| $380K | ﹤0.01% |
2,101
+280
| +15% | +$50.7K |
|
962
MarketAxess Holdings
MKTX
$6.73B
| $379K | ﹤0.01% |
1,698
+40
| +2% | +$8.93K |
|
|
PARA
963
DELISTED
Paramount Global Class B
PARA
| $369K | ﹤0.01% |
28,591
+3,756
| +15% | +$48.5K |
|
964
Wynn Resorts
WYNN
$12.8B
| $368K | ﹤0.01% |
3,932
-182,274
| -98% | -$17.1M |
|
|
WBA
965
DELISTED
Walgreens Boots Alliance
WBA
| $367K | ﹤0.01% |
31,927
-1,440,293
| -98% | -$16.5M |
|
966
Banco Bradesco
BBD
$32.5B
| $365K | ﹤0.01% |
118,279
-3,595
| -3% | -$11.1K |
|
967
MGM Resorts International
MGM
$10.1B
| $359K | ﹤0.01% |
10,428
-420,679
| -98% | -$14.5M |
|
968
Generac Holdings
GNRC
$10.5B
| $356K | ﹤0.01% |
2,486
-23
| -0.9% | -$3.29K |
|
969
Ero Copper
ERO
$1.52B
| $355K | ﹤0.01% |
21,045
+45
| +0.2% | +$758 |
|
970
B2Gold
BTG
$5.34B
| $353K | ﹤0.01% |
97,810
+210
| +0.2% | +$758 |
|
971
nVent Electric
NVT
$14.8B
| $352K | ﹤0.01% |
+4,800
| New | +$352K |
|
972
NMI Holdings
NMIH
$3.11B
| $350K | ﹤0.01% |
8,300
+500
| +6% | +$21.1K |
|
973
Vital Farms
VITL
$2.31B
| $344K | ﹤0.01% |
+8,920
| New | +$344K |
|
|
CLDT
974
Chatham Lodging
CLDT
$369M
| $342K | ﹤0.01% |
49,000
+49
| +0.1% | +$342 |
|
975
Andersons Inc
ANDE
$1.42B
| $340K | ﹤0.01% |
+9,257
| New | +$340K |
|