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
|
$370M |
| 2 |
Apple
AAPL
|
$280M |
| 3 |
Amazon
AMZN
|
$263M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$254M |
| 5 |
Equinix
EQIX
|
$248M |
Top Sells
| 1 |
RTX Corp
RTX
|
$536M |
| 2 |
iShares Gold Trust
IAU
|
$133M |
| 3 |
SPDR Gold Trust
GLD
|
$129M |
| 4 |
Teladoc Health
TDOC
|
$110M |
| 5 |
Eventbrite
EB
|
$78M |
Sector Composition
| 1 | Technology | 21.94% |
| 2 | Healthcare | 14.25% |
| 3 | Financials | 13.05% |
| 4 | Consumer Discretionary | 10.64% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GOOD
951
Gladstone Commercial Corp
GOOD
$616M
| $887K | ﹤0.01% |
61,746
+10,150
| +20% | +$146K |
|
|
UNVR
952
DELISTED
Univar Solutions Inc.
UNVR
| $870K | ﹤0.01% |
81,156
-7,458
| -8% | -$80K |
|
953
Liberty Energy
LBRT
$1.7B
| $868K | ﹤0.01% |
322,807
+2,328
| +0.7% | +$6.26K |
|
954
Toyota
TM
$260B
| $859K | ﹤0.01% |
+7,162
| New | +$859K |
|
955
Southwest Gas
SWX
$5.66B
| $825K | ﹤0.01% |
+11,859
| New | +$825K |
|
956
KB Home
KBH
$4.63B
| $820K | ﹤0.01% |
45,300
+23,500
| +108% | +$425K |
|
957
Compañía de Cervecerías Unidas
CCU
$2.29B
| $801K | ﹤0.01% |
61,683
+2,400
| +4% | +$31.2K |
|
|
CIO
958
City Office REIT
CIO
$280M
| $779K | ﹤0.01% |
110,054
+13,695
| +14% | +$96.9K |
|
959
Fair Isaac
FICO
$36.8B
| $778K | ﹤0.01% |
2,528
+608
| +32% | +$187K |
|
960
Plains GP Holdings
PAGP
$3.64B
| $773K | ﹤0.01% |
137,766
-61,881
| -31% | -$347K |
|
|
UBA
961
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $769K | ﹤0.01% |
55,780
+6,370
| +13% | +$87.8K |
|
962
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.8B
| $767K | ﹤0.01% |
3,500
-6,500
| -65% | -$1.42M |
|
963
Cheniere Energy
CQP
$26.1B
| $756K | ﹤0.01% |
28,000
+3,000
| +12% | +$81K |
|
|
UMH
964
UMH Properties
UMH
$1.29B
| $755K | ﹤0.01% |
69,555
+8,671
| +14% | +$94.1K |
|
965
Etsy
ETSY
$5.36B
| $751K | ﹤0.01% |
+19,542
| New | +$751K |
|
966
Pluri
PLUR
$39.5M
| $750K | ﹤0.01% |
25,545
-1,507
| -6% | -$44.2K |
|
|
GMRE
967
Global Medical REIT
GMRE
$508M
| $719K | ﹤0.01% |
71,095
+5,796
| +9% | +$58.6K |
|
968
Penumbra
PEN
$11B
| $717K | ﹤0.01% |
+4,446
| New | +$717K |
|
969
Blue Owl Capital
OBDC
$7.33B
| $707K | ﹤0.01% |
+61,268
| New | +$707K |
|
|
APTS
970
DELISTED
Preferred Apartment Communities, Inc.
APTS
| $701K | ﹤0.01% |
97,651
+24,836
| +34% | +$178K |
|
|
BFS
971
Saul Centers
BFS
$812M
| $696K | ﹤0.01% |
21,578
+1,461
| +7% | +$47.1K |
|
972
FIVE9
FIVN
$2.06B
| $677K | ﹤0.01% |
8,848
+4,187
| +90% | +$320K |
|
|
SRG
973
Seritage Growth Properties
SRG
$211M
| $672K | ﹤0.01% |
73,800
+15,895
| +27% | +$145K |
|
974
Enel Chile
ENIC
$5.12B
| $666K | ﹤0.01% |
200,582
-70,197
| -26% | -$233K |
|
975
Meritage Homes
MTH
$5.89B
| $661K | ﹤0.01% |
36,200
-6,600
| -15% | -$121K |
|