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 |
Extra Space Storage
EXR
|
$90M |
| 2 |
Advanced Micro Devices
AMD
|
$76.6M |
| 3 |
Amphenol
APH
|
$71M |
| 4 |
Kenvue
KVUE
|
$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
$153M |
| 2 |
Johnson & Johnson
JNJ
|
$96.2M |
| 3 |
Coinbase
COIN
|
$94.4M |
| 4 |
Tesla
TSLA
|
$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Commercial Metals
CMC
$6.63B
| $1.36M | ﹤0.01% |
27,602
+22,210
| +412% | +$1.1M |
|
|
ELME
952
Elme Communities
ELME
$1.52B
| $1.35M | ﹤0.01% |
99,175
+4,364
| +5% | +$59.5K |
|
953
Primerica
PRI
$8.85B
| $1.34M | ﹤0.01% |
+6,888
| New | +$1.34M |
|
|
ALEX
954
Alexander & Baldwin
ALEX
$1.41B
| $1.33M | ﹤0.01% |
79,428
-2,208
| -3% | -$36.9K |
|
955
Atkore
ATKR
$1.99B
| $1.32M | ﹤0.01% |
8,856
+5,988
| +209% | +$893K |
|
956
Personalis
PSNL
$465M
| $1.31M | ﹤0.01% |
1,083,685
| – | – |
|
957
Oshkosh
OSK
$8.93B
| $1.31M | ﹤0.01% |
+13,720
| New | +$1.31M |
|
958
Warner Music
WMG
$17B
| $1.3M | ﹤0.01% |
41,290
| – | – |
|
959
Banco Santander Chile
BSAC
$12.1B
| $1.3M | ﹤0.01% |
70,629
-5,510
| -7% | -$101K |
|
960
iShares MSCI South Korea ETF
EWY
$5.22B
| $1.25M | ﹤0.01% |
21,182
+535
| +3% | +$31.5K |
|
|
UNIT
961
Uniti Group
UNIT
$1.59B
| $1.24M | ﹤0.01% |
+261,751
| New | +$1.24M |
|
962
SPDR Blackstone Senior Loan ETF
SRLN
$6.97B
| $1.23M | ﹤0.01% |
29,313
-3,199
| -10% | -$134K |
|
963
iShares MSCI Taiwan ETF
EWT
$6.25B
| $1.22M | ﹤0.01% |
27,378
| – | – |
|
964
Fidus Investment
FDUS
$757M
| $1.22M | ﹤0.01% |
63,406
| – | – |
|
|
DEA
965
Easterly Government Properties
DEA
$1.05B
| $1.2M | ﹤0.01% |
42,034
-1,514
| -3% | -$43.3K |
|
966
Plains GP Holdings
PAGP
$3.64B
| $1.18M | ﹤0.01% |
73,000
| – | – |
|
967
Black Stone Minerals
BSM
$2.53B
| $1.17M | ﹤0.01% |
68,000
| – | – |
|
|
NTST
968
NETSTREIT Corp
NTST
$1.72B
| $1.16M | ﹤0.01% |
74,485
+9,332
| +14% | +$145K |
|
969
Texas Roadhouse
TXRH
$11.2B
| $1.16M | ﹤0.01% |
12,036
| – | – |
|
970
New York Times
NYT
$9.6B
| $1.16M | ﹤0.01% |
+28,049
| New | +$1.16M |
|
971
Allegro MicroSystems
ALGM
$5.66B
| $1.15M | ﹤0.01% |
36,029
-6,592
| -15% | -$211K |
|
|
AAT
972
American Assets Trust
AAT
$1.26B
| $1.15M | ﹤0.01% |
58,966
-1,896
| -3% | -$36.9K |
|
973
Huntsman Corp
HUN
$1.95B
| $1.14M | ﹤0.01% |
46,859
-3,324
| -7% | -$81.1K |
|
974
Enel Chile
ENIC
$5.12B
| $1.14M | ﹤0.01% |
385,347
-89,000
| -19% | -$263K |
|
975
Empire State Realty Trust
ESRT
$1.35B
| $1.12M | ﹤0.01% |
139,134
-6,480
| -4% | -$52.1K |
|