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 |
Extra Space Storage
EXR
|
$90M |
| 2 |
Advanced Micro Devices
AMD
|
$76.6M |
| 3 |
Amphenol
APH
|
$71M |
| 4 |
Kenvue
KVUE
|
$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
$153M |
| 2 |
Johnson & Johnson
JNJ
|
$96.2M |
| 3 |
Coinbase
COIN
|
$94.4M |
| 4 |
Tesla
TSLA
|
$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
Butterfly Network
BFLY
$393M
| $1.11M | ﹤0.01% |
942,906
| – | – |
|
977
Rentokil
RTO
$12.8B
| $1.1M | ﹤0.01% |
29,812
+6,228
| +26% | +$231K |
|
978
Leggett & Platt
LEG
$1.35B
| $1.1M | ﹤0.01% |
43,100
| – | – |
|
979
First American
FAF
$6.83B
| $1.09M | ﹤0.01% |
+19,318
| New | +$1.09M |
|
980
Oceaneering
OII
$2.41B
| $1.09M | ﹤0.01% |
42,288
-2,822
| -6% | -$72.6K |
|
981
WEX
WEX
$5.87B
| $1.07M | ﹤0.01% |
5,707
-128
| -2% | -$24.1K |
|
982
Fortrea Holdings
FTRE
$1.06B
| $1.04M | ﹤0.01% |
+36,455
| New | +$1.04M |
|
983
Novo Nordisk
NVO
$245B
| $1.02M | ﹤0.01% |
11,236
+4,414
| +65% | +$401K |
|
984
Allison Transmission
ALSN
$7.53B
| $1.02M | ﹤0.01% |
+17,245
| New | +$1.02M |
|
|
AIV
985
Aimco
AIV
$1.11B
| $1.02M | ﹤0.01% |
149,516
-27,301
| -15% | -$186K |
|
986
Acuity Brands
AYI
$10.4B
| $1.01M | ﹤0.01% |
+5,930
| New | +$1.01M |
|
|
PDM
987
Piedmont Realty Trust, Inc.
PDM
$1.09B
| $997K | ﹤0.01% |
177,454
-3,419
| -2% | -$19.2K |
|
|
CSR
988
Centerspace
CSR
$1.01B
| $988K | ﹤0.01% |
16,389
-297
| -2% | -$17.9K |
|
989
Sarepta Therapeutics
SRPT
$1.96B
| $969K | ﹤0.01% |
7,992
+2,172
| +37% | +$263K |
|
990
ICICI Bank
IBN
$113B
| $965K | ﹤0.01% |
41,745
-11,356
| -21% | -$263K |
|
|
UMH
991
UMH Properties
UMH
$1.29B
| $952K | ﹤0.01% |
67,894
+8,652
| +15% | +$121K |
|
992
Sunoco
SUN
$6.95B
| $930K | ﹤0.01% |
19,000
| – | – |
|
|
AZEK
993
DELISTED
The AZEK Co
AZEK
| $928K | ﹤0.01% |
31,213
-9,125
| -23% | -$271K |
|
994
Helmerich & Payne
HP
$2.01B
| $911K | ﹤0.01% |
21,604
-5,887
| -21% | -$248K |
|
995
Stellus Capital Investment Corp
SCM
$421M
| $907K | ﹤0.01% |
66,711
| – | – |
|
|
HPP
996
Hudson Pacific Properties
HPP
$1.16B
| $906K | ﹤0.01% |
136,291
-6,163
| -4% | -$41K |
|
|
RPT
997
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $904K | ﹤0.01% |
85,577
-9,307
| -10% | -$98.3K |
|
998
News Corp Class B
NWS
$18.8B
| $872K | ﹤0.01% |
41,790
-1,601
| -4% | -$33.4K |
|
999
Magnolia Oil & Gas
MGY
$4.38B
| $857K | ﹤0.01% |
37,420
| – | – |
|
1000
Liberty Global Class A
LBTYA
$4.05B
| $851K | ﹤0.01% |
49,733
-345,890
| -87% | -$5.92M |
|