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 |
Accenture
ACN
|
+$918M |
| 2 |
Linde
LIN
|
+$504M |
| 3 |
Medtronic
MDT
|
+$482M |
| 4 |
Chubb
CB
|
+$336M |
| 5 |
Spotify
SPOT
|
+$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$1.17B |
| 2 |
Coinbase
COIN
|
+$1.12B |
| 3 |
UiPath
PATH
|
+$760M |
| 4 |
Apple
AAPL
|
+$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AIV
1001
Aimco
AIV
$1.07B
| $1.42M | ﹤0.01% |
193,358
-7,229
| -4% | -$52.9K |
|
|
LAND
1002
Gladstone Land Corp
LAND
$321M
| $1.4M | ﹤0.01% |
38,424
-1,874
| -5% | -$68.2K |
|
|
IMAB
1003
I-MAB
IMAB
$318M
| $1.38M | ﹤0.01% |
84,883
+5,578
| +7% | +$90.6K |
|
1004
Leggett & Platt
LEG
$1.34B
| $1.38M | ﹤0.01% |
39,600
| – | – |
|
1005
Affiliated Managers Group
AMG
$6.6B
| $1.38M | ﹤0.01% |
9,765
| – | – |
|
1006
United Airlines
UAL
$35.4B
| $1.37M | ﹤0.01% |
29,604
-296
| -1% | -$13.7K |
|
1007
Emcor
EME
$28.4B
| $1.35M | ﹤0.01% |
11,977
| – | – |
|
1008
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.9B
| $1.34M | ﹤0.01% |
13,721
-45,570
| -77% | -$4.45M |
|
1009
Flowers Foods
FLO
$3.02B
| $1.33M | ﹤0.01% |
+51,726
| New | +$1.33M |
|
|
INN
1010
Summit Hotel Properties
INN
$613M
| $1.33M | ﹤0.01% |
132,986
-16,951
| -11% | -$169K |
|
1011
Dick's Sporting Goods
DKS
$20.7B
| $1.31M | ﹤0.01% |
13,130
-5,500
| -30% | -$550K |
|
|
CIXX
1012
DELISTED
CI Financial Corp.
CIXX
| $1.31M | ﹤0.01% |
82,398
-13,300
| -14% | -$212K |
|
|
RTL
1013
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
| $1.31M | ﹤0.01% |
165,472
+7,395
| +5% | +$58.5K |
|
|
GMRE
1014
Global Medical REIT
GMRE
$511M
| $1.3M | ﹤0.01% |
79,513
-1,733
| -2% | -$28.3K |
|
1015
Vanguard Total Stock Market ETF
VTI
$537B
| $1.3M | ﹤0.01% |
5,700
+1,700
| +43% | +$387K |
|
1016
ASGN Inc
ASGN
$2.23B
| $1.29M | ﹤0.01% |
11,072
| – | – |
|
|
CHCT
1017
Community Healthcare Trust
CHCT
$440M
| $1.28M | ﹤0.01% |
30,380
-634
| -2% | -$26.8K |
|
|
CD
1018
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
| $1.28M | ﹤0.01% |
202,721
-5,111
| -2% | -$32.3K |
|
1019
National Fuel Gas
NFG
$7.95B
| $1.28M | ﹤0.01% |
+18,569
| New | +$1.28M |
|
1020
Atkore
ATKR
$2.04B
| $1.27M | ﹤0.01% |
12,944
-3,600
| -22% | -$354K |
|
1021
Nice
NICE
$8.77B
| $1.27M | ﹤0.01% |
5,808
-2,141
| -27% | -$469K |
|
1022
Envista
NVST
$3.45B
| $1.27M | ﹤0.01% |
26,075
| – | – |
|
1023
Oil States International
OIS
$341M
| $1.27M | ﹤0.01% |
182,788
+24,929
| +16% | +$173K |
|
1024
WESCO International
WCC
$10.7B
| $1.27M | ﹤0.01% |
9,752
| – | – |
|
1025
Helmerich & Payne
HP
$2.07B
| $1.26M | ﹤0.01% |
29,418
+5,548
| +23% | +$237K |
|