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 |
Amazon
AMZN
|
$124M |
| 2 |
Microsoft
MSFT
|
$108M |
| 3 |
Apple
AAPL
|
$101M |
| 4 |
Nu Holdings
NU
|
$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
$218M |
| 2 |
Tesla
TSLA
|
$119M |
| 3 |
TE Connectivity
TEL
|
$108M |
| 4 |
Parker-Hannifin
PH
|
$76.5M |
| 5 |
NVIDIA
NVDA
|
$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FPI
951
Farmland Partners
FPI
$475M
| $541K | ﹤0.01% |
51,771
| – | – |
|
952
Kinross Gold
KGC
$26.2B
| $540K | ﹤0.01% |
57,727
+17,677
| +44% | +$165K |
|
953
Taylor Morrison
TMHC
$6.93B
| $534K | ﹤0.01% |
7,600
| – | – |
|
954
Lennar Class B
LEN.B
$34.2B
| $531K | ﹤0.01% |
3,232
-3,485
| -52% | -$573K |
|
|
PKST
955
Peakstone Realty Trust
PKST
$498M
| $529K | ﹤0.01% |
38,841
| – | – |
|
956
Eletrobras Common Shares
EBR
$18.6B
| $523K | ﹤0.01% |
72,300
-10,300
| -12% | -$74.5K |
|
957
Nutanix
NTNX
$18.4B
| $510K | ﹤0.01% |
8,600
+3,700
| +76% | +$219K |
|
958
MP Materials
MP
$11.4B
| $507K | ﹤0.01% |
28,725
-2,798
| -9% | -$49.4K |
|
959
VanEck Oil Services ETF
OIH
$890M
| $502K | ﹤0.01% |
1,770
+900
| +103% | +$255K |
|
|
NLOP
960
Net Lease Office Properties
NLOP
$436M
| $501K | ﹤0.01% |
16,351
| – | – |
|
961
Alliance Resource Partners
ARLP
$2.92B
| $500K | ﹤0.01% |
20,000
| – | – |
|
|
CHCT
962
Community Healthcare Trust
CHCT
$441M
| $500K | ﹤0.01% |
27,527
-743
| -3% | -$13.5K |
|
963
Liberty Media Series A
FWONA
$22.5B
| $497K | ﹤0.01% |
6,955
| – | – |
|
964
CNA Financial
CNA
$13.2B
| $489K | ﹤0.01% |
9,987
| – | – |
|
965
N-able
NABL
$1.47B
| $486K | ﹤0.01% |
37,209
| – | – |
|
|
SWI
966
DELISTED
SolarWinds Corporation Common Stock
SWI
| $486K | ﹤0.01% |
37,209
| – | – |
|
|
CHX
967
DELISTED
ChampionX
CHX
| $479K | ﹤0.01% |
15,879
-1,041
| -6% | -$31.4K |
|
968
Onto Innovation
ONTO
$5B
| $478K | ﹤0.01% |
+2,305
| New | +$478K |
|
969
Atlas Energy Solutions
AESI
$1.38B
| $475K | ﹤0.01% |
21,786
| – | – |
|
970
Nice
NICE
$8.56B
| $474K | ﹤0.01% |
2,732
-1,418
| -34% | -$246K |
|
|
PDS
971
Precision Drilling
PDS
$774M
| $472K | ﹤0.01% |
+7,653
| New | +$472K |
|
972
Woodward
WWD
$14.7B
| $471K | ﹤0.01% |
2,744
-400
| -13% | -$68.6K |
|
973
Coherent
COHR
$14.9B
| $471K | ﹤0.01% |
5,292
+762
| +17% | +$67.7K |
|
974
BWX Technologies
BWXT
$15B
| $469K | ﹤0.01% |
4,316
| – | – |
|
975
Liberty Energy
LBRT
$1.74B
| $468K | ﹤0.01% |
24,522
-2,388
| -9% | -$45.6K |
|