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 |
Amazon
AMZN
|
$124M |
| 2 |
Microsoft
MSFT
|
$108M |
| 3 |
Apple
AAPL
|
$101M |
| 4 |
Nu Holdings
NU
|
$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
$218M |
| 2 |
Tesla
TSLA
|
$119M |
| 3 |
TE Connectivity
TEL
|
$108M |
| 4 |
Parker-Hannifin
PH
|
$76.5M |
| 5 |
NVIDIA
NVDA
|
$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
LAND
976
Gladstone Land Corp
LAND
$325M
| $467K | ﹤0.01% |
33,578
| – | – |
|
977
Credo Technology Group
CRDO
$24.4B
| $463K | ﹤0.01% |
15,033
| – | – |
|
978
StepStone Group
STEP
$4.78B
| $462K | ﹤0.01% |
+8,124
| New | +$462K |
|
|
OLP
979
One Liberty Properties
OLP
$511M
| $461K | ﹤0.01% |
16,736
| – | – |
|
|
CTO
980
CTO Realty Growth
CTO
$574M
| $456K | ﹤0.01% |
23,982
| – | – |
|
981
Jones Lang LaSalle
JLL
$14.8B
| $451K | ﹤0.01% |
+1,672
| New | +$451K |
|
982
Helmerich & Payne
HP
$2.01B
| $446K | ﹤0.01% |
14,651
-960
| -6% | -$29.2K |
|
983
New York Times
NYT
$9.6B
| $445K | ﹤0.01% |
+8,000
| New | +$445K |
|
|
CLDT
984
Chatham Lodging
CLDT
$363M
| $440K | ﹤0.01% |
51,624
| – | – |
|
985
Carvana
CVNA
$50.9B
| $439K | ﹤0.01% |
+2,520
| New | +$439K |
|
986
Atlanta Braves Holdings Series B
BATRK
$2.66B
| $434K | ﹤0.01% |
10,897
+13
| +0.1% | +$517 |
|
987
Teekay Tankers
TNK
$1.8B
| $428K | ﹤0.01% |
7,343
| – | – |
|
988
Patterson-UTI
PTEN
$2.18B
| $422K | ﹤0.01% |
55,135
+7,338
| +15% | +$56.1K |
|
989
Lattice Semiconductor
LSCC
$9.05B
| $422K | ﹤0.01% |
7,943
-264,174
| -97% | -$14M |
|
990
Cirrus Logic
CRUS
$5.94B
| $415K | ﹤0.01% |
+3,344
| New | +$415K |
|
991
Sabesp
SBS
$15.8B
| $407K | ﹤0.01% |
24,611
+6,450
| +36% | +$107K |
|
992
Meritage Homes
MTH
$5.89B
| $390K | ﹤0.01% |
3,800
| – | – |
|
993
Wheaton Precious Metals
WPM
$47.3B
| $387K | ﹤0.01% |
6,340
-341
| -5% | -$20.8K |
|
994
Scorpio Tankers
STNG
$2.71B
| $378K | ﹤0.01% |
+5,300
| New | +$378K |
|
995
Shoals Technologies Group
SHLS
$1.2B
| $376K | ﹤0.01% |
66,980
-6,102
| -8% | -$34.2K |
|
|
PSTL
996
Postal Realty Trust
PSTL
$393M
| $367K | ﹤0.01% |
25,099
| – | – |
|
|
CBL
997
CBL Properties
CBL
$990M
| $366K | ﹤0.01% |
14,518
-13,387
| -48% | -$337K |
|
998
Tapestry
TPR
$21.7B
| $365K | ﹤0.01% |
7,779
+2,326
| +43% | +$109K |
|
999
Phreesia
PHR
$1.68B
| $352K | ﹤0.01% |
15,458
-23,928
| -61% | -$545K |
|
1000
Tri Pointe Homes
TPH
$3.25B
| $352K | ﹤0.01% |
7,772
| – | – |
|