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 |
Walmart
WMT
|
$490M |
| 2 |
Tesla
TSLA
|
$198M |
| 3 |
Amazon
AMZN
|
$188M |
| 4 |
Roku
ROKU
|
$95M |
| 5 |
Unity
U
|
$74.2M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
Schwab US REIT ETF
SCHH
$8.37B
| $866K | ﹤0.01% |
42,667
+4,037
| +10% | +$82K |
|
977
Liberty Global Class A
LBTYA
$4B
| $841K | ﹤0.01% |
49,733
| – | – |
|
978
Vanguard S&P 500 ETF
VOO
$726B
| $836K | ﹤0.01% |
1,740
-650
| -27% | -$312K |
|
|
INN
979
Summit Hotel Properties
INN
$596M
| $831K | ﹤0.01% |
127,613
+402
| +0.3% | +$2.62K |
|
980
Stellus Capital Investment Corp
SCM
$413M
| $829K | ﹤0.01% |
63,407
-3,304
| -5% | -$43.2K |
|
981
Levi Strauss
LEVI
$8.85B
| $827K | ﹤0.01% |
41,360
| – | – |
|
982
Leggett & Platt
LEG
$1.3B
| $825K | ﹤0.01% |
43,100
| – | – |
|
983
Helmerich & Payne
HP
$2.08B
| $811K | ﹤0.01% |
19,290
-1,178
| -6% | -$49.5K |
|
|
CHCT
984
Community Healthcare Trust
CHCT
$437M
| $790K | ﹤0.01% |
29,755
+527
| +2% | +$14K |
|
985
iShares Mortgage Real Estate ETF
REM
$598M
| $788K | ﹤0.01% |
33,900
-1,308
| -4% | -$30.4K |
|
|
AGR
986
DELISTED
Avangrid, Inc.
AGR
| $765K | ﹤0.01% |
20,998
| – | – |
|
987
Oceaneering
OII
$2.45B
| $763K | ﹤0.01% |
32,588
-1,229
| -4% | -$28.8K |
|
|
AHH
988
Armada Hoffler Properties
AHH
$584M
| $760K | ﹤0.01% |
73,122
-7,761
| -10% | -$80.7K |
|
989
Teekay Tankers
TNK
$1.7B
| $733K | ﹤0.01% |
12,553
-2,200
| -15% | -$129K |
|
990
iShares MSCI Saudi Arabia ETF
KSA
$579M
| $722K | ﹤0.01% |
16,342
-2,100
| -11% | -$92.7K |
|
991
Medpace
MEDP
$13.4B
| $710K | ﹤0.01% |
1,756
-300
| -15% | -$121K |
|
992
ICICI Bank
IBN
$113B
| $694K | ﹤0.01% |
26,281
-15,424
| -37% | -$407K |
|
993
Eletrobras Common Shares
EBR
$18.5B
| $690K | ﹤0.01% |
82,600
| – | – |
|
994
Liberty Energy
LBRT
$1.82B
| $682K | ﹤0.01% |
32,931
-1,723
| -5% | -$35.7K |
|
|
LSXMA
995
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $669K | ﹤0.01% |
22,535
| – | – |
|
|
GOOD
996
Gladstone Commercial Corp
GOOD
$626M
| $661K | ﹤0.01% |
47,793
+7,088
| +17% | +$98.1K |
|
997
Lucid Motors
LCID
$6.08B
| $658K | ﹤0.01% |
231,025
-1,806,860
| -89% | -$5.15M |
|
|
WSR
998
Whitestone REIT
WSR
$671M
| $658K | ﹤0.01% |
52,432
| – | – |
|
|
PKST
999
Peakstone Realty Trust
PKST
$468M
| $645K | ﹤0.01% |
40,001
-1,165
| -3% | -$18.8K |
|
1000
argenx
ARGX
$43.6B
| $644K | ﹤0.01% |
1,635
-115
| -7% | -$45.3K |
|