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 |
Roku
ROKU
|
$256M |
| 2 |
Zoom
ZM
|
$236M |
| 3 |
Robinhood
HOOD
|
$185M |
| 4 |
Twilio
TWLO
|
$164M |
| 5 |
Microsoft
MSFT
|
$152M |
Top Sells
| 1 |
Tesla
TSLA
|
$796M |
| 2 |
Meta Platforms (Facebook)
META
|
$472M |
| 3 |
Zillow
Z
|
$361M |
| 4 |
Apple
AAPL
|
$338M |
| 5 |
PayPal
PYPL
|
$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
XPO
XPO
$15.4B
| $1.85M | ﹤0.01% |
40,151
| – | – |
|
952
PennantPark Floating Rate Capital
PFLT
$1.02B
| $1.84M | ﹤0.01% |
144,417
| – | – |
|
953
Atkore
ATKR
$1.99B
| $1.84M | ﹤0.01% |
16,544
-900
| -5% | -$100K |
|
954
Sunoco
SUN
$6.95B
| $1.84M | ﹤0.01% |
45,000
-25,000
| -36% | -$1.02M |
|
955
Cactus
WHD
$2.93B
| $1.84M | ﹤0.01% |
48,152
-2,422
| -5% | -$92.3K |
|
956
Stellus Capital Investment Corp
SCM
$421M
| $1.82M | ﹤0.01% |
139,846
-21,212
| -13% | -$276K |
|
957
MDU Resources
MDU
$3.31B
| $1.8M | ﹤0.01% |
153,830
-30,564
| -17% | -$358K |
|
|
LTC
958
LTC Properties
LTC
$1.69B
| $1.8M | ﹤0.01% |
52,704
-2,481
| -4% | -$84.7K |
|
959
Texas Roadhouse
TXRH
$11.2B
| $1.79M | ﹤0.01% |
20,085
-4,530
| -18% | -$404K |
|
960
Empire State Realty Trust
ESRT
$1.35B
| $1.76M | ﹤0.01% |
198,188
-8,298
| -4% | -$73.9K |
|
961
Louisiana-Pacific
LPX
$6.9B
| $1.76M | ﹤0.01% |
22,492
-12,711
| -36% | -$996K |
|
|
SAFM
962
DELISTED
Sanderson Farms Inc
SAFM
| $1.75M | ﹤0.01% |
+9,132
| New | +$1.75M |
|
|
VIVS
963
VivoSim Labs, Inc. Common Stock
VIVS
$6.53M
| $1.74M | ﹤0.01% |
39,881
| – | – |
|
964
Warner Music
WMG
$17B
| $1.73M | ﹤0.01% |
39,996
-16,042
| -29% | -$693K |
|
965
AGCO
AGCO
$8.28B
| $1.7M | ﹤0.01% |
14,649
-1,265
| -8% | -$147K |
|
|
GTY
966
Getty Realty Corp
GTY
$1.63B
| $1.7M | ﹤0.01% |
52,880
-1,888
| -3% | -$60.6K |
|
|
UMH
967
UMH Properties
UMH
$1.29B
| $1.69M | ﹤0.01% |
61,818
-1,659
| -3% | -$45.3K |
|
|
OPI
968
Office Properties Income Trust
OPI
$16.7M
| $1.68M | ﹤0.01% |
67,752
-1,799
| -3% | -$44.7K |
|
|
API
969
Agora
API
$310M
| $1.68M | ﹤0.01% |
103,465
-742
| -0.7% | -$12K |
|
970
Apollo Global Management
APO
$75.3B
| $1.68M | ﹤0.01% |
23,154
-461,934
| -95% | -$33.5M |
|
|
VNET
971
VNET Group
VNET
$2.13B
| $1.67M | ﹤0.01% |
184,573
-2,859
| -2% | -$25.8K |
|
|
ONL
972
Orion Office REIT
ONL
$170M
| $1.64M | ﹤0.01% |
+87,564
| New | +$1.64M |
|
973
Acuity Brands
AYI
$10.4B
| $1.63M | ﹤0.01% |
+7,711
| New | +$1.63M |
|
974
Leggett & Platt
LEG
$1.35B
| $1.63M | ﹤0.01% |
39,600
-46,942
| -54% | -$1.93M |
|
|
MRO
975
DELISTED
Marathon Oil Corporation
MRO
| $1.61M | ﹤0.01% |
98,094
+75,972
| +343% | +$1.25M |
|