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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$312M |
| 2 |
Oracle
ORCL
|
+$124M |
| 3 |
Amazon
AMZN
|
+$122M |
| 4 |
Visa
V
|
+$110M |
| 5 |
TE Connectivity
TEL
|
+$108M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$210M |
| 2 |
Palantir
PLTR
|
+$178M |
| 3 |
Robinhood
HOOD
|
+$176M |
| 4 |
Stryker
SYK
|
+$139M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$128M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.66% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.11% |
| 4 | Healthcare | 10.49% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1001
Caesars Entertainment
CZR
$6.1B
| $286K | ﹤0.01% |
8,566
+2,278
| +36% | +$90.2K |
|
1002
Invesco
IVZ
$13.3B
| $275K | ﹤0.01% |
15,710
+1,561
| +11% | +$27.8K |
|
1003
NorthWestern Energy
NWE
$4.48B
| $262K | ﹤0.01% |
+4,900
| New | +$266K |
|
1004
Alcoa
AA
$11.7B
| $261K | ﹤0.01% |
6,900
-14,500
| -68% | -$602K |
|
|
PARA
1005
DELISTED
Paramount Global Class B
PARA
| $260K | ﹤0.01% |
24,834
-1,017,926
| -98% | -$10.9M |
|
1006
DigitalOcean
DOCN
$14.4B
| $260K | ﹤0.01% |
7,619
| – | – |
|
|
TXNM
1007
TXNM Energy Inc
TXNM
$6.47B
| $259K | ﹤0.01% |
+5,260
| New | +$243K |
|
1008
AXIS Capital
AXS
$8.59B
| $248K | ﹤0.01% |
+2,800
| New | +$240K |
|
1009
Idacorp
IDA
$8.23B
| $248K | ﹤0.01% |
+2,270
| New | +$249K |
|
1010
American States Water
AWR
$3.39B
| $248K | ﹤0.01% |
+3,190
| New | +$266K |
|
1011
Flowers Foods
FLO
$1.64B
| $245K | ﹤0.01% |
+11,840
| New | +$260K |
|
1012
Mohawk Industries
MHK
$6.9B
| $243K | ﹤0.01% |
2,042
-9,244
| -82% | -$1.29M |
|
1013
Amkor Technology
AMKR
$16.1B
| $243K | ﹤0.01% |
9,463
+958
| +11% | +$26.4K |
|
1014
NMI Holdings
NMIH
$3.25B
| $243K | ﹤0.01% |
6,600
| – | – |
|
1015
Telephone and Data Systems
TDS
$3.91B
| $239K | ﹤0.01% |
+7,000
| New | +$213K |
|
1016
Banco Bradesco
BBD
$38.1B
| $237K | ﹤0.01% |
123,997
| – | – |
|
1017
Sarepta Therapeutics
SRPT
$1.66B
| $235K | ﹤0.01% |
1,930
+230
| +14% | +$28.2K |
|
1018
iShares MSCI South Korea ETF
EWY
$21.7B
| $233K | ﹤0.01% |
+4,571
| New | +$266K |
|
1019
Elastic
ESTC
$6.1B
| $231K | ﹤0.01% |
+2,330
| New | +$215K |
|
|
ONL
1020
Orion Office REIT
ONL
$148M
| $227K | ﹤0.01% |
61,240
| – | – |
|
|
SARO
1021
StandardAero Inc
SARO
$9.54B
| $224K | ﹤0.01% |
+9,048
| New | +$262K |
|
|
NXDT
1022
NexPoint Diversified Real Estate Trust
NXDT
$281M
| $220K | ﹤0.01% |
36,093
+31
| +0.1% | +$182 |
|
|
ILPT
1023
Industrial Logistics Properties Trust
ILPT
$613M
| $219K | ﹤0.01% |
59,927
-3,535
| -6% | -$13.6K |
|
1024
Bioceres Crop Solutions
BIOX
$21.9M
| $218K | ﹤0.01% |
35,919
-3,324
| -8% | -$22.7K |
|
1025
Crane Co
CR
$13.1B
| $218K | ﹤0.01% |
1,435
+105
| +8% | +$17.3K |
|
Similar funds
Sumitomo Mitsui Trust Group's Q4 2024 Portfolio in Review
As of Q4 2024, Sumitomo Mitsui Trust Group held 1,078 positions worth $148B, up 2.7% from $144B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Sumitomo Mitsui Trust Group's Q4 2024 filing shows 26 new, 463 increased, 512 reduced and 37 closed positions. Its largest new stake was Curbline Properties: 788,956 shares worth $18.3M. The largest sale was Tesla, an estimated $210M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 32% a quarter earlier, followed by Financials and Consumer Discretionary.
- Sumitomo Mitsui Trust Group's largest Q4 2024 buy was Curbline Properties: 788,956 shares worth $18.3M.
- Sumitomo Mitsui Trust Group added most to Apple in Q4 2024, an estimated $312M increase.
- Sumitomo Mitsui Trust Group's biggest Q4 2024 reduction was Tesla, cutting an estimated $210M.
- Sumitomo Mitsui Trust Group fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $33.1M.
- Sumitomo Mitsui Trust Group's ten largest holdings make up 31% of its $148B portfolio in Q4 2024.
- Sumitomo Mitsui Trust Group opened 26 new positions and closed 37 in Q4 2024.
- Sumitomo Mitsui Trust Group's portfolio value rose 2.7% quarter-over-quarter to $148B.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2024, filed 28 Jan 2025.