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 |
Coinbase
COIN
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
Automatic Data Processing
ADP
|
$82M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AZEK
1001
DELISTED
The AZEK Co
AZEK
| $950K | ﹤0.01% |
40,338
| – | – |
|
|
HPP
1002
Hudson Pacific Properties
HPP
$1.07B
| $947K | ﹤0.01% |
142,454
-1,369
| -1% | -$9.1K |
|
1003
Empire State Realty Trust
ESRT
$1.28B
| $945K | ﹤0.01% |
145,614
+2,875
| +2% | +$18.7K |
|
|
RTL
1004
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
| $941K | ﹤0.01% |
149,888
-724
| -0.5% | -$4.55K |
|
1005
Gates Industrial
GTES
$6.46B
| $933K | ﹤0.01% |
67,183
| – | – |
|
1006
Infosys
INFY
$70B
| $933K | ﹤0.01% |
+53,500
| New | +$933K |
|
|
CSR
1007
Centerspace
CSR
$978M
| $933K | ﹤0.01% |
17,079
-265
| -2% | -$14.5K |
|
1008
Oil States International
OIS
$336M
| $931K | ﹤0.01% |
111,801
-76,780
| -41% | -$640K |
|
1009
Enel Chile
ENIC
$4.84B
| $910K | ﹤0.01% |
337,047
-202,000
| -37% | -$545K |
|
|
BDN
1010
Brandywine Realty Trust
BDN
$736M
| $910K | ﹤0.01% |
192,304
+395
| +0.2% | +$1.87K |
|
1011
Helmerich & Payne
HP
$2.11B
| $909K | ﹤0.01% |
25,416
-18,450
| -42% | -$660K |
|
1012
Sarepta Therapeutics
SRPT
$1.77B
| $899K | ﹤0.01% |
6,522
-2,783
| -30% | -$384K |
|
|
AHH
1013
Armada Hoffler Properties
AHH
$570M
| $893K | ﹤0.01% |
75,597
-1,045
| -1% | -$12.3K |
|
1014
Deckers Outdoor
DECK
$18.2B
| $889K | ﹤0.01% |
1,977
+467
| +31% | +$210K |
|
|
UMH
1015
UMH Properties
UMH
$1.29B
| $876K | ﹤0.01% |
59,242
+841
| +1% | +$12.4K |
|
1016
Itaú Unibanco
ITUB
$75.6B
| $874K | ﹤0.01% |
179,380
-68,465
| -28% | -$333K |
|
|
INN
1017
Summit Hotel Properties
INN
$588M
| $857K | ﹤0.01% |
122,435
-1,038
| -0.8% | -$7.27K |
|
|
PGRE
1018
Paramount Group
PGRE
$1.6B
| $851K | ﹤0.01% |
186,519
-2,644
| -1% | -$12.1K |
|
1019
Sunoco
SUN
$7.05B
| $834K | ﹤0.01% |
19,000
| – | – |
|
1020
Immersion
IMMR
$226M
| $833K | ﹤0.01% |
93,225
-2,878
| -3% | -$25.7K |
|
1021
Oceaneering
OII
$2.44B
| $819K | ﹤0.01% |
46,451
-44,198
| -49% | -$779K |
|
1022
Magnolia Oil & Gas
MGY
$4.68B
| $819K | ﹤0.01% |
37,420
| – | – |
|
1023
iShares MSCI Australia ETF
EWA
$1.52B
| $805K | ﹤0.01% |
35,100
-1,100
| -3% | -$25.2K |
|
1024
Remitly
RELY
$3.9B
| $769K | ﹤0.01% |
45,373
| – | – |
|
1025
Phreesia
PHR
$1.87B
| $768K | ﹤0.01% |
23,769
-5,612
| -19% | -$181K |
|