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 |
Accenture
ACN
|
+$918M |
| 2 |
Linde
LIN
|
+$504M |
| 3 |
Medtronic
MDT
|
+$482M |
| 4 |
Chubb
CB
|
+$336M |
| 5 |
Spotify
SPOT
|
+$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$1.17B |
| 2 |
Coinbase
COIN
|
+$1.12B |
| 3 |
UiPath
PATH
|
+$760M |
| 4 |
Apple
AAPL
|
+$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
OPI
976
Office Properties Income Trust
OPI
$22.8M
| $1.66M | ﹤0.01% |
64,544
-3,208
| -5% | -$82.6K |
|
977
ManpowerGroup
MAN
$1.75B
| $1.66M | ﹤0.01% |
17,652
+10,952
| +163% | +$1.03M |
|
978
Gentex
GNTX
$6.15B
| $1.66M | ﹤0.01% |
56,807
| – | – |
|
979
Utilities Select Sector SPDR Fund
XLU
$21.1B
| $1.65M | ﹤0.01% |
22,187
| – | – |
|
980
iShares Latin America 40 ETF
ILF
$1.81B
| $1.65M | ﹤0.01% |
+54,204
| New | +$1.65M |
|
981
Itaú Unibanco
ITUB
$76.2B
| $1.64M | ﹤0.01% |
314,980
+179,866
| +133% | +$934K |
|
982
Banco Santander Chile
BSAC
$12.2B
| $1.63M | ﹤0.01% |
72,136
+4,000
| +6% | +$90.4K |
|
983
AutoNation
AN
$8.42B
| $1.62M | ﹤0.01% |
16,296
| – | – |
|
984
Liberty Energy
LBRT
$1.76B
| $1.62M | ﹤0.01% |
109,235
-23,311
| -18% | -$345K |
|
985
TechnipFMC
FTI
$16.8B
| $1.6M | ﹤0.01% |
+206,349
| New | +$1.6M |
|
986
WEX
WEX
$5.81B
| $1.58M | ﹤0.01% |
8,861
-227
| -2% | -$40.5K |
|
987
Autoliv
ALV
$9.63B
| $1.57M | ﹤0.01% |
20,517
| – | – |
|
988
PennantPark Floating Rate Capital
PFLT
$1.01B
| $1.55M | ﹤0.01% |
114,434
-29,983
| -21% | -$405K |
|
989
Banco Bradesco
BBD
$33B
| $1.53M | ﹤0.01% |
363,151
+174,447
| +92% | +$736K |
|
990
Warner Music
WMG
$17.6B
| $1.51M | ﹤0.01% |
39,996
| – | – |
|
991
Exelixis
EXEL
$10.1B
| $1.5M | ﹤0.01% |
+65,943
| New | +$1.5M |
|
992
iShares MSCI Brazil ETF
EWZ
$5.55B
| $1.49M | ﹤0.01% |
+39,446
| New | +$1.49M |
|
993
Performance Food Group
PFGC
$16.3B
| $1.49M | ﹤0.01% |
29,270
-5,252
| -15% | -$267K |
|
|
RPT
994
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $1.49M | ﹤0.01% |
108,075
-4,238
| -4% | -$58.4K |
|
995
Texas Roadhouse
TXRH
$11B
| $1.48M | ﹤0.01% |
17,685
-2,400
| -12% | -$201K |
|
|
GTY
996
Getty Realty Corp
GTY
$1.6B
| $1.48M | ﹤0.01% |
51,580
-1,300
| -2% | -$37.2K |
|
997
Acuity Brands
AYI
$10.1B
| $1.46M | ﹤0.01% |
7,711
| – | – |
|
998
Allegro MicroSystems
ALGM
$5.65B
| $1.46M | ﹤0.01% |
51,309
| – | – |
|
999
US Foods
USFD
$17.5B
| $1.45M | ﹤0.01% |
38,643
| – | – |
|
|
UMH
1000
UMH Properties
UMH
$1.28B
| $1.44M | ﹤0.01% |
58,443
-3,375
| -5% | -$83K |
|