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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
Edwards Lifesciences
EW
|
$165M |
| 5 |
AbbVie
ABBV
|
$158M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
iShares Core US REIT ETF
USRT
$3.09B
| $823K | ﹤0.01% |
+18,922
| New | +$823K |
|
977
Enel Chile
ENIC
$4.83B
| $813K | ﹤0.01% |
215,582
+15,000
| +7% | +$56.6K |
|
978
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.4B
| $811K | ﹤0.01% |
+8,544
| New | +$811K |
|
979
Kohl's
KSS
$1.69B
| $809K | ﹤0.01% |
38,939
-608,799
| -94% | -$12.6M |
|
980
Wingstop
WING
$9.16B
| $800K | ﹤0.01% |
+5,755
| New | +$800K |
|
981
iShares MSCI Brazil ETF
EWZ
$5.45B
| $779K | ﹤0.01% |
27,100
+2,800
| +12% | +$80.5K |
|
982
Penumbra
PEN
$10.6B
| $777K | ﹤0.01% |
4,346
-100
| -2% | -$17.9K |
|
|
BFS
983
Saul Centers
BFS
$833M
| $774K | ﹤0.01% |
23,997
+2,419
| +11% | +$78K |
|
984
WhiteHorse Finance
WHF
$199M
| $771K | ﹤0.01% |
74,813
| – | – |
|
|
APTS
985
DELISTED
Preferred Apartment Communities, Inc.
APTS
| $766K | ﹤0.01% |
100,751
+3,100
| +3% | +$23.6K |
|
986
Chegg
CHGG
$159M
| $749K | ﹤0.01% |
11,135
-1,185
| -10% | -$79.7K |
|
|
SNP
987
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
| $748K | ﹤0.01% |
17,837
-1,787
| -9% | -$74.9K |
|
|
UBA
988
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $742K | ﹤0.01% |
62,842
+7,062
| +13% | +$83.4K |
|
989
Graphic Packaging
GPK
$6.6B
| $741K | ﹤0.01% |
53,000
+27,500
| +108% | +$384K |
|
990
WD-40
WDFC
$2.92B
| $736K | ﹤0.01% |
+3,714
| New | +$736K |
|
991
Exponent
EXPO
$3.6B
| $731K | ﹤0.01% |
+9,028
| New | +$731K |
|
992
SPS Commerce
SPSC
$4.18B
| $724K | ﹤0.01% |
+9,639
| New | +$724K |
|
993
Phreesia
PHR
$1.88B
| $719K | ﹤0.01% |
+25,419
| New | +$719K |
|
|
PRSP
994
DELISTED
Perspecta Inc. Common Stock
PRSP
| $711K | ﹤0.01% |
30,600
| – | – |
|
995
Lattice Semiconductor
LSCC
$9.09B
| $702K | ﹤0.01% |
24,725
-434
| -2% | -$12.3K |
|
996
Plains All American Pipeline
PAA
$12.7B
| $698K | ﹤0.01% |
79,000
-102,000
| -56% | -$901K |
|
|
WSR
997
Whitestone REIT
WSR
$671M
| $691K | ﹤0.01% |
95,575
+18,423
| +24% | +$133K |
|
998
Southwest Gas
SWX
$5.75B
| $686K | ﹤0.01% |
9,932
-1,927
| -16% | -$133K |
|
|
DCP
999
DELISTED
DCP Midstream, LP
DCP
| $667K | ﹤0.01% |
59,000
+37,000
| +168% | +$418K |
|
1000
Toyota
TM
$254B
| $658K | ﹤0.01% |
5,237
-1,925
| -27% | -$242K |
|