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 |
Apple
AAPL
|
$331M |
| 2 |
Amazon
AMZN
|
$131M |
| 3 |
Oracle
ORCL
|
$116M |
| 4 |
Visa
V
|
$116M |
| 5 |
TE Connectivity
TEL
|
$103M |
Top Sells
| 1 |
Tesla
TSLA
|
$263M |
| 2 |
Palantir
PLTR
|
$231M |
| 3 |
Robinhood
HOOD
|
$203M |
| 4 |
Stryker
SYK
|
$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1001
Caesars Entertainment
CZR
$5.36B
| $286K | ﹤0.01% |
8,566
+2,278
| +36% | +$76.1K |
|
1002
Invesco
IVZ
$9.79B
| $275K | ﹤0.01% |
15,710
+1,561
| +11% | +$27.3K |
|
1003
NorthWestern Energy
NWE
$3.54B
| $262K | ﹤0.01% |
+4,900
| New | +$262K |
|
1004
Alcoa
AA
$8.1B
| $261K | ﹤0.01% |
6,900
-14,500
| -68% | -$548K |
|
|
PARA
1005
DELISTED
Paramount Global Class B
PARA
| $260K | ﹤0.01% |
24,834
-1,017,926
| -98% | -$10.6M |
|
1006
DigitalOcean
DOCN
$2.92B
| $260K | ﹤0.01% |
7,619
| – | – |
|
|
TXNM
1007
TXNM Energy, Inc.
TXNM
$5.99B
| $259K | ﹤0.01% |
+5,260
| New | +$259K |
|
1008
AXIS Capital
AXS
$7.76B
| $248K | ﹤0.01% |
+2,800
| New | +$248K |
|
1009
Idacorp
IDA
$6.76B
| $248K | ﹤0.01% |
+2,270
| New | +$248K |
|
1010
American States Water
AWR
$2.86B
| $248K | ﹤0.01% |
+3,190
| New | +$248K |
|
1011
Flowers Foods
FLO
$3.09B
| $245K | ﹤0.01% |
+11,840
| New | +$245K |
|
1012
Mohawk Industries
MHK
$8.41B
| $243K | ﹤0.01% |
2,042
-9,244
| -82% | -$1.1M |
|
1013
Amkor Technology
AMKR
$6B
| $243K | ﹤0.01% |
9,463
+958
| +11% | +$24.6K |
|
1014
NMI Holdings
NMIH
$3.11B
| $243K | ﹤0.01% |
6,600
| – | – |
|
1015
Telephone and Data Systems
TDS
$4.54B
| $239K | ﹤0.01% |
+7,000
| New | +$239K |
|
1016
Banco Bradesco
BBD
$32.5B
| $237K | ﹤0.01% |
123,997
| – | – |
|
1017
Sarepta Therapeutics
SRPT
$1.93B
| $235K | ﹤0.01% |
1,930
+230
| +14% | +$28K |
|
1018
iShares MSCI South Korea ETF
EWY
$5.18B
| $233K | ﹤0.01% |
+4,571
| New | +$233K |
|
1019
Elastic
ESTC
$9B
| $231K | ﹤0.01% |
+2,330
| New | +$231K |
|
|
ONL
1020
Orion Office REIT
ONL
$166M
| $227K | ﹤0.01% |
61,240
| – | – |
|
|
SARO
1021
StandardAero, Inc.
SARO
$9.19B
| $224K | ﹤0.01% |
+9,048
| New | +$224K |
|
|
NXDT
1022
NexPoint Diversified Real Estate Trust
NXDT
$180M
| $220K | ﹤0.01% |
36,093
+31
| +0.1% | +$189 |
|
|
ILPT
1023
Industrial Logistics Properties Trust
ILPT
$409M
| $219K | ﹤0.01% |
59,927
-3,535
| -6% | -$12.9K |
|
1024
Bioceres Crop Solutions
BIOX
$172M
| $218K | ﹤0.01% |
35,919
-3,324
| -8% | -$20.2K |
|
1025
Crane Co
CR
$10.7B
| $218K | ﹤0.01% |
1,435
+105
| +8% | +$15.9K |
|