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 |
Broadcom
AVGO
|
$192M |
| 2 |
Cencora
COR
|
$123M |
| 3 |
IQVIA
IQV
|
$60.2M |
| 4 |
CRH
CRH
|
$58.6M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
$56M |
Top Sells
| 1 |
Coinbase
COIN
|
$416M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
$184M |
| 3 |
Apple
AAPL
|
$142M |
| 4 |
NVIDIA
NVDA
|
$125M |
| 5 |
VMW
VMware, Inc
VMW
|
$107M |
Sector Composition
| 1 | Technology | 29.99% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Fidus Investment
FDUS
$757M
| $1.25M | ﹤0.01% |
63,406
| – | – |
|
952
First American
FAF
$6.83B
| $1.24M | ﹤0.01% |
19,318
| – | – |
|
|
SAFE
953
Safehold
SAFE
$1.17B
| $1.24M | ﹤0.01% |
53,113
+5,460
| +11% | +$128K |
|
954
iShares MSCI Taiwan ETF
EWT
$6.25B
| $1.24M | ﹤0.01% |
26,969
-409
| -1% | -$18.8K |
|
955
Banco Santander Chile
BSAC
$12.1B
| $1.23M | ﹤0.01% |
63,169
-7,460
| -11% | -$145K |
|
956
Acuity Brands
AYI
$10.4B
| $1.21M | ﹤0.01% |
5,930
| – | – |
|
957
Fabrinet
FN
$13.2B
| $1.21M | ﹤0.01% |
+6,353
| New | +$1.21M |
|
958
Enel Chile
ENIC
$5.12B
| $1.2M | ﹤0.01% |
369,347
-16,000
| -4% | -$51.8K |
|
959
Novo Nordisk
NVO
$245B
| $1.19M | ﹤0.01% |
11,551
+315
| +3% | +$32.6K |
|
|
RPT
960
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $1.19M | ﹤0.01% |
92,942
+7,365
| +9% | +$94.5K |
|
961
Plains GP Holdings
PAGP
$3.64B
| $1.16M | ﹤0.01% |
73,000
| – | – |
|
|
AIV
962
Aimco
AIV
$1.11B
| $1.16M | ﹤0.01% |
147,853
-1,663
| -1% | -$13K |
|
963
Allegro MicroSystems
ALGM
$5.66B
| $1.14M | ﹤0.01% |
37,812
+1,783
| +5% | +$54K |
|
964
TechnipFMC
FTI
$16B
| $1.14M | ﹤0.01% |
56,758
-11,542
| -17% | -$232K |
|
965
Sunoco
SUN
$6.95B
| $1.14M | ﹤0.01% |
19,000
| – | – |
|
966
Texas Roadhouse
TXRH
$11.2B
| $1.14M | ﹤0.01% |
9,312
-2,724
| -23% | -$333K |
|
967
Leggett & Platt
LEG
$1.35B
| $1.13M | ﹤0.01% |
43,100
| – | – |
|
|
BDN
968
Brandywine Realty Trust
BDN
$759M
| $1.11M | ﹤0.01% |
205,414
+19,662
| +11% | +$106K |
|
969
News Corp Class B
NWS
$18.8B
| $1.11M | ﹤0.01% |
43,012
+1,222
| +3% | +$31.4K |
|
970
Black Stone Minerals
BSM
$2.53B
| $1.09M | ﹤0.01% |
68,000
| – | – |
|
971
Lufax Holding
LU
$2.61B
| $1.06M | ﹤0.01% |
346,062
-2
| -0% | -$6 |
|
|
CSR
972
Centerspace
CSR
$1.01B
| $1.05M | ﹤0.01% |
18,055
+1,666
| +10% | +$97K |
|
973
Vanguard S&P 500 ETF
VOO
$728B
| $1.04M | ﹤0.01% |
2,390
+1,120
| +88% | +$489K |
|
|
UMH
974
UMH Properties
UMH
$1.29B
| $1.04M | ﹤0.01% |
67,894
| – | – |
|
|
PGRE
975
Paramount Group
PGRE
$1.66B
| $1.03M | ﹤0.01% |
198,500
+20,120
| +11% | +$104K |
|