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 |
Alphabet (Google) Class C
GOOG
|
$1.67B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.63B |
| 3 |
Tesla
TSLA
|
$1.62B |
| 4 |
Palo Alto Networks
PANW
|
$102M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Coinbase
COIN
|
$90.5M |
| 5 |
Microsoft
MSFT
|
$61.8M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
Jones Lang LaSalle
JLL
$14.3B
| $1.53M | ﹤0.01% |
10,128
-582
| -5% | -$87.9K |
|
977
H&R Block
HRB
$6.74B
| $1.52M | ﹤0.01% |
35,804
-10,500
| -23% | -$447K |
|
978
Hawaiian Electric Industries
HE
$2.12B
| $1.51M | ﹤0.01% |
43,500
| – | – |
|
979
Itaú Unibanco
ITUB
$75.6B
| $1.48M | ﹤0.01% |
286,345
| – | – |
|
980
Voya Financial
VOYA
$7.18B
| $1.48M | ﹤0.01% |
24,379
| – | – |
|
981
Acadia Realty Trust
AKR
$2.6B
| $1.47M | ﹤0.01% |
116,142
+8,012
| +7% | +$101K |
|
|
ALEX
982
Alexander & Baldwin
ALEX
$1.38B
| $1.46M | ﹤0.01% |
88,016
+2,771
| +3% | +$45.9K |
|
983
Wyndham Hotels & Resorts
WH
$6.59B
| $1.44M | ﹤0.01% |
23,464
| – | – |
|
984
iShares MBS ETF
MBB
$40.7B
| $1.42M | ﹤0.01% |
+15,505
| New | +$1.42M |
|
985
Warner Music
WMG
$17.3B
| $1.41M | ﹤0.01% |
60,549
-1,180
| -2% | -$27.4K |
|
986
Huntsman Corp
HUN
$1.91B
| $1.4M | ﹤0.01% |
57,221
-10,873
| -16% | -$267K |
|
987
Vanguard High Dividend Yield ETF
VYM
$63.8B
| $1.39M | ﹤0.01% |
14,648
-1,856
| -11% | -$176K |
|
988
iShares Core US REIT ETF
USRT
$3.04B
| $1.37M | ﹤0.01% |
+28,822
| New | +$1.37M |
|
|
GTY
989
Getty Realty Corp
GTY
$1.6B
| $1.36M | ﹤0.01% |
50,712
+2,204
| +5% | +$59.3K |
|
990
Clean Harbors
CLH
$12.9B
| $1.36M | ﹤0.01% |
12,335
| – | – |
|
991
Gentex
GNTX
$6.1B
| $1.35M | ﹤0.01% |
56,807
| – | – |
|
|
BDN
992
Brandywine Realty Trust
BDN
$736M
| $1.35M | ﹤0.01% |
200,496
-3,398
| -2% | -$22.9K |
|
993
Emcor
EME
$27.8B
| $1.35M | ﹤0.01% |
11,681
+800
| +7% | +$92.4K |
|
994
Exelixis
EXEL
$10B
| $1.33M | ﹤0.01% |
85,105
+7,700
| +10% | +$121K |
|
995
Lithia Motors
LAD
$8.53B
| $1.33M | ﹤0.01% |
6,183
| – | – |
|
996
Global Net Lease
GNL
$1.73B
| $1.31M | ﹤0.01% |
122,694
-2,082
| -2% | -$22.2K |
|
|
AIV
997
Aimco
AIV
$1.1B
| $1.29M | ﹤0.01% |
176,686
-3,718
| -2% | -$27.1K |
|
998
TechnipFMC
FTI
$15.4B
| $1.29M | ﹤0.01% |
152,046
-55,376
| -27% | -$468K |
|
999
Plains GP Holdings
PAGP
$3.76B
| $1.28M | ﹤0.01% |
117,000
| – | – |
|
1000
Atkore
ATKR
$1.93B
| $1.27M | ﹤0.01% |
16,366
+2,222
| +16% | +$173K |
|