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 |
Alphabet (Google) Class C
GOOG
|
$1.67B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.63B |
| 3 |
Tesla
TSLA
|
$1.62B |
| 4 |
Palo Alto Networks
PANW
|
$102M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Coinbase
COIN
|
$90.5M |
| 5 |
Microsoft
MSFT
|
$61.8M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BERY
1001
DELISTED
Berry Global Group, Inc.
BERY
| $1.27M | ﹤0.01% |
+27,258
| New | +$1.27M |
|
|
CSR
1002
Centerspace
CSR
$978M
| $1.26M | ﹤0.01% |
18,703
+930
| +5% | +$62.6K |
|
1003
WESCO International
WCC
$10.7B
| $1.25M | ﹤0.01% |
10,468
+716
| +7% | +$85.5K |
|
1004
Old Republic International
ORI
$9.94B
| $1.25M | ﹤0.01% |
59,588
| – | – |
|
1005
Sunoco
SUN
$7.05B
| $1.25M | ﹤0.01% |
32,000
| – | – |
|
1006
OneMain Financial
OMF
$7.26B
| $1.24M | ﹤0.01% |
42,015
-15,872
| -27% | -$468K |
|
|
NXRT
1007
NexPoint Residential Trust
NXRT
$842M
| $1.24M | ﹤0.01% |
26,724
-732
| -3% | -$33.8K |
|
|
PGRE
1008
Paramount Group
PGRE
$1.6B
| $1.23M | ﹤0.01% |
197,056
-1,699
| -0.9% | -$10.6K |
|
1009
Fidus Investment
FDUS
$758M
| $1.19M | ﹤0.01% |
69,018
| – | – |
|
1010
Liberty Energy
LBRT
$1.79B
| $1.18M | ﹤0.01% |
93,149
-753
| -0.8% | -$9.55K |
|
1011
Texas Roadhouse
TXRH
$11.4B
| $1.16M | ﹤0.01% |
13,328
-6,732
| -34% | -$587K |
|
|
CHX
1012
DELISTED
ChampionX
CHX
| $1.16M | ﹤0.01% |
59,045
-11,233
| -16% | -$220K |
|
|
SURF
1013
DELISTED
Surface Oncology, Inc. Common Stock
SURF
| $1.15M | ﹤0.01% |
+1,104,230
| New | +$1.15M |
|
1014
RLX Technology
RLX
$3.08B
| $1.15M | ﹤0.01% |
1,092,186
| – | – |
|
1015
Rayonier
RYN
$3.98B
| $1.15M | ﹤0.01% |
+38,202
| New | +$1.15M |
|
1016
Allegro MicroSystems
ALGM
$5.64B
| $1.12M | ﹤0.01% |
51,309
| – | – |
|
|
CELL
1017
DELISTED
PhenomeX Inc. Common Stock
CELL
| $1.11M | ﹤0.01% |
388,792
-7,602
| -2% | -$21.7K |
|
1018
AngloGold Ashanti
AU
$29.3B
| $1.11M | ﹤0.01% |
80,149
-15,254
| -16% | -$211K |
|
1019
National Fuel Gas
NFG
$7.87B
| $1.11M | ﹤0.01% |
17,992
-577
| -3% | -$35.5K |
|
1020
Vanguard Total Stock Market ETF
VTI
$522B
| $1.1M | ﹤0.01% |
6,150
+350
| +6% | +$62.8K |
|
1021
PennantPark Floating Rate Capital
PFLT
$1.01B
| $1.1M | ﹤0.01% |
114,434
| – | – |
|
1022
Empire State Realty Trust
ESRT
$1.28B
| $1.08M | ﹤0.01% |
164,410
-4,988
| -3% | -$32.7K |
|
1023
ASGN Inc
ASGN
$2.36B
| $1.07M | ﹤0.01% |
11,801
+729
| +7% | +$65.9K |
|
|
SVC
1024
Service Properties Trust
SVC
$439M
| $1.06M | ﹤0.01% |
204,004
+11,966
| +6% | +$62.1K |
|
|
VRE
1025
Veris Residential
VRE
$1.44B
| $1.05M | ﹤0.01% |
92,404
-3,056
| -3% | -$34.8K |
|