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 |
GE Vernova
GEV
|
$104M |
| 2 |
Curtiss-Wright
CW
|
$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$68.6M |
| 4 |
Roblox
RBLX
|
$55.5M |
| 5 |
10x Genomics
TXG
|
$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$605M |
| 2 |
Microsoft
MSFT
|
$537M |
| 3 |
Apple
AAPL
|
$515M |
| 4 |
Royal Bank of Canada
RY
|
$328M |
| 5 |
Toronto Dominion Bank
TD
|
$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SWI
976
DELISTED
SolarWinds Corporation Common Stock
SWI
| $448K | ﹤0.01% |
37,209
| – | – |
|
977
Liberty Media Series A
FWONA
$22.6B
| $447K | ﹤0.01% |
6,955
| – | – |
|
|
CLDT
978
Chatham Lodging
CLDT
$363M
| $440K | ﹤0.01% |
51,624
| – | – |
|
979
Atlas Energy Solutions
AESI
$1.34B
| $434K | ﹤0.01% |
21,786
+8,195
| +60% | +$163K |
|
980
Doximity
DOCS
$13B
| $432K | ﹤0.01% |
15,450
| – | – |
|
981
Atlanta Braves Holdings Series B
BATRK
$2.66B
| $429K | ﹤0.01% |
10,884
+5,341
| +96% | +$211K |
|
982
Taylor Morrison
TMHC
$7.1B
| $421K | ﹤0.01% |
7,600
| – | – |
|
|
CTO
983
CTO Realty Growth
CTO
$574M
| $419K | ﹤0.01% |
23,982
-994
| -4% | -$17.4K |
|
|
PKST
984
Peakstone Realty Trust
PKST
$500M
| $412K | ﹤0.01% |
38,841
-1,160
| -3% | -$12.3K |
|
985
BWX Technologies
BWXT
$15B
| $410K | ﹤0.01% |
4,316
+1,830
| +74% | +$174K |
|
|
NLOP
986
Net Lease Office Properties
NLOP
$435M
| $403K | ﹤0.01% |
16,351
-5,014
| -23% | -$123K |
|
987
MP Materials
MP
$11.2B
| $401K | ﹤0.01% |
31,523
-5,854
| -16% | -$74.5K |
|
|
OLP
988
One Liberty Properties
OLP
$511M
| $393K | ﹤0.01% |
16,736
-496
| -3% | -$11.6K |
|
989
Ironwood Pharmaceuticals
IRWD
$188M
| $391K | ﹤0.01% |
59,967
+4,100
| +7% | +$26.7K |
|
990
Sonos
SONO
$1.78B
| $381K | ﹤0.01% |
25,800
| – | – |
|
991
Uranium Energy
UEC
$4.96B
| $378K | ﹤0.01% |
62,939
| – | – |
|
992
Energy Fuels
UUUU
$2.67B
| $378K | ﹤0.01% |
62,374
| – | – |
|
993
John Wiley & Sons Class A
WLY
$2.13B
| $376K | ﹤0.01% |
9,231
| – | – |
|
994
Denison Mines
DNN
$2.11B
| $373K | ﹤0.01% |
187,436
| – | – |
|
|
BNR
995
Burning Rock Biotech
BNR
$89.4M
| $363K | ﹤0.01% |
56,246
-2,897
| -5% | -$18.7K |
|
996
Vanguard Russell 2000 ETF
VTWO
$12.8B
| $352K | ﹤0.01% |
4,300
| – | – |
|
997
Wheaton Precious Metals
WPM
$47.3B
| $350K | ﹤0.01% |
6,681
-1,231,122
| -99% | -$64.5M |
|
998
Vanguard S&P 500 ETF
VOO
$728B
| $350K | ﹤0.01% |
700
-1,040
| -60% | -$520K |
|
999
NexGen Energy
NXE
$4.46B
| $350K | ﹤0.01% |
50,135
| – | – |
|
1000
Vaxcyte
PCVX
$4.29B
| $342K | ﹤0.01% |
+4,529
| New | +$342K |
|