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 | |
|---|---|---|---|---|---|---|
|
PTRA
1026
DELISTED
Proterra Inc. Common Stock
PTRA
| $1.05M | ﹤0.01% |
210,945
+48,242
| +30% | +$240K |
|
1027
iShares MSCI Mexico ETF
EWW
$1.8B
| $1.05M | ﹤0.01% |
23,666
+12,366
| +109% | +$547K |
|
1028
Sarepta Therapeutics
SRPT
$1.77B
| $1.04M | ﹤0.01% |
9,386
-2,096
| -18% | -$232K |
|
1029
First American
FAF
$6.54B
| $1.04M | ﹤0.01% |
22,467
| – | – |
|
1030
Flowers Foods
FLO
$3.12B
| $1.04M | ﹤0.01% |
41,968
-6,600
| -14% | -$163K |
|
1031
iShares MSCI Malaysia ETF
EWM
$238M
| $1.04M | ﹤0.01% |
51,243
+24,032
| +88% | +$485K |
|
1032
AGNC Investment
AGNC
$10.1B
| $1.02M | ﹤0.01% |
121,225
| – | – |
|
1033
Leggett & Platt
LEG
$1.27B
| $1.02M | ﹤0.01% |
30,600
| – | – |
|
|
UMH
1034
UMH Properties
UMH
$1.29B
| $1.01M | ﹤0.01% |
62,253
+4,148
| +7% | +$67K |
|
1035
PotlatchDeltic
PCH
$3.14B
| $946K | ﹤0.01% |
+23,062
| New | +$946K |
|
|
VIVS
1036
VivoSim Labs, Inc. Common Stock
VIVS
$6.34M
| $946K | ﹤0.01% |
461,376
-3,050
| -0.7% | -$6.25K |
|
1037
Toll Brothers
TOL
$13.3B
| $944K | ﹤0.01% |
22,470
+17,170
| +324% | +$721K |
|
1038
Banco Santander Chile
BSAC
$11.3B
| $939K | ﹤0.01% |
66,995
| – | – |
|
|
SAFE
1039
Safehold
SAFE
$1.15B
| $934K | ﹤0.01% |
+100,879
| New | +$934K |
|
1040
Affiliated Managers Group
AMG
$6.46B
| $932K | ﹤0.01% |
8,333
| – | – |
|
1041
Vanguard S&P 500 ETF
VOO
$714B
| $929K | ﹤0.01% |
+2,830
| New | +$929K |
|
1042
Helmerich & Payne
HP
$2.07B
| $920K | ﹤0.01% |
24,875
-4,712
| -16% | -$174K |
|
1043
Post Holdings
POST
$6.11B
| $919K | ﹤0.01% |
+11,218
| New | +$919K |
|
1044
Utz Brands
UTZ
$1.15B
| $912K | ﹤0.01% |
60,422
+21,305
| +54% | +$322K |
|
1045
Banco Bradesco
BBD
$31.9B
| $911K | ﹤0.01% |
247,628
-126,737
| -34% | -$466K |
|
|
RTL
1046
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
| $909K | ﹤0.01% |
154,654
-4,452
| -3% | -$26.2K |
|
1047
Nice
NICE
$8.35B
| $905K | ﹤0.01% |
4,808
| – | – |
|
1048
Rocket Lab Corporation Common Stock
RKLB
$22.5B
| $905K | ﹤0.01% |
+222,300
| New | +$905K |
|
1049
Envista
NVST
$3.43B
| $897K | ﹤0.01% |
27,336
| – | – |
|
|
INN
1050
Summit Hotel Properties
INN
$586M
| $890K | ﹤0.01% |
132,478
+10,897
| +9% | +$73.2K |
|