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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GTY
951
Getty Realty Corp
GTY
$1.62B
| $1.66M | ﹤0.01% |
58,558
-3,732
| -6% | -$106K |
|
952
Cactus
WHD
$2.88B
| $1.65M | ﹤0.01% |
53,819
-8,654
| -14% | -$265K |
|
953
Performance Food Group
PFGC
$16.4B
| $1.63M | ﹤0.01% |
+28,290
| New | +$1.63M |
|
|
NXRT
954
NexPoint Residential Trust
NXRT
$876M
| $1.63M | ﹤0.01% |
35,314
-2,519
| -7% | -$116K |
|
955
iShares Core US REIT ETF
USRT
$3.1B
| $1.6M | ﹤0.01% |
30,532
+13,910
| +84% | +$729K |
|
|
SAFE
956
DELISTED
Safehold Inc.
SAFE
| $1.59M | ﹤0.01% |
22,646
-2,575
| -10% | -$180K |
|
957
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $1.56M | ﹤0.01% |
28,465
-5,922
| -17% | -$324K |
|
958
ManpowerGroup
MAN
$1.78B
| $1.55M | ﹤0.01% |
+15,704
| New | +$1.55M |
|
959
Allison Transmission
ALSN
$7.52B
| $1.55M | ﹤0.01% |
37,900
-1,700
| -4% | -$69.4K |
|
960
The GEO Group
GEO
$2.93B
| $1.55M | ﹤0.01% |
199,145
-22,178
| -10% | -$172K |
|
|
AIV
961
Aimco
AIV
$1.1B
| $1.53M | ﹤0.01% |
249,546
-13,356
| -5% | -$82K |
|
|
RPT
962
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $1.51M | ﹤0.01% |
132,473
-5,118
| -4% | -$58.4K |
|
963
Hawaiian Electric Industries
HE
$2.05B
| $1.51M | ﹤0.01% |
33,994
-3,800
| -10% | -$169K |
|
|
VEDL
964
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $1.5M | ﹤0.01% |
119,564
-56,156
| -32% | -$706K |
|
965
YPF
YPF
$10.3B
| $1.5M | ﹤0.01% |
363,894
-5,559
| -2% | -$22.9K |
|
966
Kohl's
KSS
$1.86B
| $1.48M | ﹤0.01% |
24,896
-9,844
| -28% | -$587K |
|
967
Werner Enterprises
WERN
$1.71B
| $1.46M | ﹤0.01% |
30,900
-1,400
| -4% | -$66.1K |
|
|
UHT
968
Universal Health Realty Income Trust
UHT
$568M
| $1.45M | ﹤0.01% |
21,404
-1,451
| -6% | -$98.4K |
|
|
EVA
969
DELISTED
Enviva Inc.
EVA
| $1.45M | ﹤0.01% |
30,000
| – | – |
|
970
AquaBounty Technologies
AQB
$4.85M
| $1.45M | ﹤0.01% |
10,809
+970
| +10% | +$130K |
|
971
AstraZeneca
AZN
$253B
| $1.43M | ﹤0.01% |
+28,691
| New | +$1.43M |
|
972
Viper Energy
VNOM
$6.32B
| $1.43M | ﹤0.01% |
98,000
-8,000
| -8% | -$116K |
|
|
CSR
973
Centerspace
CSR
$1.01B
| $1.41M | ﹤0.01% |
20,788
-2,951
| -12% | -$201K |
|
974
First Horizon
FHN
$11.3B
| $1.4M | ﹤0.01% |
82,576
-8,298
| -9% | -$140K |
|
975
Valmont Industries
VMI
$7.49B
| $1.4M | ﹤0.01% |
+5,872
| New | +$1.4M |
|