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 |
Microsoft
MSFT
|
$200M |
| 2 |
O'Reilly Automotive
ORLY
|
$185M |
| 3 |
NVIDIA
NVDA
|
$184M |
| 4 |
Amazon
AMZN
|
$173M |
| 5 |
Mastercard
MA
|
$123M |
Top Sells
| 1 |
Robinhood
HOOD
|
$293M |
| 2 |
Palantir
PLTR
|
$174M |
| 3 |
iShares Gold Trust
IAU
|
$136M |
| 4 |
Roblox
RBLX
|
$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1001
Leonardo DRS
DRS
$11.1B
| $260K | ﹤0.01% | +5,600 | New | +$260K |
|
1002
First Watch Restaurant Group
FWRG
$1.15B
| $258K | ﹤0.01% | 16,070 +488 | +3% | +$7.83K |
|
1003
Amkor Technology
AMKR
$5.98B
| $256K | ﹤0.01% | 12,192 +1,306 | +12% | +$27.4K |
|
|
PRMB
1004
Primo Brands Corporation
PRMB
$9.38B
| $255K | ﹤0.01% | +8,600 | New | +$255K |
|
1005
Procore
PCOR
$10.4B
| $254K | ﹤0.01% | 3,709 +113 | +3% | +$7.73K |
|
1006
Chewy
CHWY
$16.9B
| $247K | ﹤0.01% | 5,806 -26,337 | -82% | -$1.12M |
|
1007
Clean Harbors
CLH
$13B
| $247K | ﹤0.01% | 1,068 -215 | -17% | -$49.7K |
|
1008
Ovintiv
OVV
$10.8B
| $244K | ﹤0.01% | 6,400 -498,154 | -99% | -$19M |
|
1009
Onto Innovation
ONTO
$5.19B
| $243K | ﹤0.01% | 2,412 +238 | +11% | +$24K |
|
1010
Mohawk Industries
MHK
$8.24B
| $242K | ﹤0.01% | 2,304 +262 | +13% | +$27.5K |
|
1011
Corcept Therapeutics
CORT
$7.35B
| $230K | ﹤0.01% | 3,129 +230 | +8% | +$16.9K |
|
1012
Carpenter Technology
CRS
$12B
| $228K | ﹤0.01% | +825 | New | +$228K |
|
1013
VanEck Gold Miners ETF
GDX
$19B
| $227K | ﹤0.01% | +4,364 | New | +$227K |
|
1014
Kontoor Brands
KTB
$4.29B
| $224K | ﹤0.01% | +3,400 | New | +$224K |
|
1015
MYR Group
MYRG
$2.91B
| $218K | ﹤0.01% | +1,200 | New | +$218K |
|
1016
iShares MSCI UAE ETF
UAE
$168M
| $216K | ﹤0.01% | +11,513 | New | +$216K |
|
1017
Sterling Infrastructure
STRL
$8.47B
| $208K | ﹤0.01% | +900 | New | +$208K |
|
|
CIO
1018
City Office REIT
CIO
$280M
| $201K | ﹤0.01% | 37,554 | – | – |
|
1019
VanEck Digital Transformation ETF
DAPP
$303M
| $199K | ﹤0.01% | +12,000 | New | +$199K |
|
|
FVR
1020
FrontView REIT, Inc.
FVR
$274M
| $195K | ﹤0.01% | 16,237 +554 | +4% | +$6.65K |
|
|
PINE
1021
Alpine Income Property Trust
PINE
$216M
| $171K | ﹤0.01% | 11,611 -57 | -0.5% | -$838 |
|
|
BRT
1022
BRT Apartments
BRT
$288M
| $165K | ﹤0.01% | 10,550 +363 | +4% | +$5.68K |
|
|
MDV
1023
Modiv Industrial
MDV
$154M
| $163K | ﹤0.01% | 11,569 | – | – |
|
1024
Repare Therapeutics
RPTX
$71.7M
| $162K | ﹤0.01% | 116,249 | – | – |
|
|
NXDT
1025
NexPoint Diversified Real Estate Trust
NXDT
$186M
| $155K | ﹤0.01% | 37,031 +2,507 | +7% | +$10.5K |
|