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 | |
|---|---|---|---|---|---|---|
976
Old Republic International
ORI
$10B
| $1.61M | ﹤0.01% |
65,364
-5,597
| -8% | -$138K |
|
977
Affiliated Managers Group
AMG
$6.57B
| $1.61M | ﹤0.01% |
9,765
-1,060
| -10% | -$174K |
|
978
Utilities Select Sector SPDR Fund
XLU
$20.5B
| $1.59M | ﹤0.01% |
22,187
-2,694
| -11% | -$193K |
|
|
PLYM
979
Plymouth Industrial REIT
PLYM
$990M
| $1.59M | ﹤0.01% |
49,528
+5,747
| +13% | +$184K |
|
980
Performance Food Group
PFGC
$16.4B
| $1.58M | ﹤0.01% |
34,522
-1,636
| -5% | -$75.1K |
|
981
Plains GP Holdings
PAGP
$3.64B
| $1.55M | ﹤0.01% |
153,000
-117,000
| -43% | -$1.19M |
|
|
AIV
982
Aimco
AIV
$1.1B
| $1.55M | ﹤0.01% |
200,587
-10,953
| -5% | -$84.6K |
|
|
SAFE
983
DELISTED
Safehold Inc.
SAFE
| $1.54M | ﹤0.01% |
19,294
-567
| -3% | -$45.3K |
|
|
AZEK
984
DELISTED
The AZEK Co
AZEK
| $1.54M | ﹤0.01% |
33,313
+2,871
| +9% | +$133K |
|
985
Emcor
EME
$27.8B
| $1.53M | ﹤0.01% |
11,977
-1,374
| -10% | -$175K |
|
986
iShares 20+ Year Treasury Bond ETF
TLT
$49.5B
| $1.53M | ﹤0.01% |
10,294
-226
| -2% | -$33.5K |
|
|
RPT
987
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $1.5M | ﹤0.01% |
112,313
-1,538
| -1% | -$20.6K |
|
988
SLM Corp
SLM
$6.35B
| $1.5M | ﹤0.01% |
76,100
-22,100
| -23% | -$435K |
|
|
DADA
989
DELISTED
Dada Nexus
DADA
| $1.48M | ﹤0.01% |
112,687
-1,657
| -1% | -$21.8K |
|
|
CHCT
990
Community Healthcare Trust
CHCT
$447M
| $1.47M | ﹤0.01% |
31,014
-1,524
| -5% | -$72K |
|
|
INN
991
Summit Hotel Properties
INN
$608M
| $1.46M | ﹤0.01% |
149,937
-4,234
| -3% | -$41.3K |
|
992
Eagle Materials
EXP
$7.71B
| $1.46M | ﹤0.01% |
+8,769
| New | +$1.46M |
|
|
RTL
993
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
| $1.44M | ﹤0.01% |
158,077
-4,697
| -3% | -$42.9K |
|
|
GMRE
994
Global Medical REIT
GMRE
$509M
| $1.44M | ﹤0.01% |
81,246
-4,701
| -5% | -$83.4K |
|
995
Black Stone Minerals
BSM
$2.53B
| $1.41M | ﹤0.01% |
136,000
-81,000
| -37% | -$837K |
|
996
iShares Mortgage Real Estate ETF
REM
$616M
| $1.39M | ﹤0.01% |
40,346
-24,855
| -38% | -$858K |
|
|
CD
997
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
| $1.37M | ﹤0.01% |
207,832
+40,166
| +24% | +$265K |
|
998
ASGN Inc
ASGN
$2.3B
| $1.37M | ﹤0.01% |
+11,072
| New | +$1.37M |
|
|
LAND
999
Gladstone Land Corp
LAND
$326M
| $1.36M | ﹤0.01% |
40,298
+613
| +2% | +$20.7K |
|
1000
US Foods
USFD
$17.6B
| $1.35M | ﹤0.01% |
38,643
| – | – |
|