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 |
Invesco QQQ Trust
QQQ
|
$191M |
| 2 |
Palantir
PLTR
|
$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$85M |
| 4 |
Twilio
TWLO
|
$59.4M |
| 5 |
Synopsys
SNPS
|
$49M |
Top Sells
| 1 |
Apple
AAPL
|
$1.17B |
| 2 |
Microsoft
MSFT
|
$867M |
| 3 |
NVIDIA
NVDA
|
$580M |
| 4 |
Amazon
AMZN
|
$414M |
| 5 |
Meta Platforms (Facebook)
META
|
$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1026
Phreesia
PHR
$1.68B
| $737K | ﹤0.01% |
23,769
| – | – |
|
1027
Schwab US REIT ETF
SCHH
$8.38B
| $727K | ﹤0.01% |
37,206
+15,399
| +71% | +$301K |
|
1028
Itaú Unibanco
ITUB
$76.6B
| $711K | ﹤0.01% |
132,607
-64,711
| -33% | -$347K |
|
|
UBA
1029
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $690K | ﹤0.01% |
32,476
-2,428
| -7% | -$51.6K |
|
1030
Eletrobras Common Shares
EBR
$19B
| $688K | ﹤0.01% |
83,200
+2,550
| +3% | +$21.1K |
|
1031
B2Gold
BTG
$5.52B
| $680K | ﹤0.01% |
190,565
+140,473
| +280% | +$501K |
|
|
UHT
1032
Universal Health Realty Income Trust
UHT
$574M
| $678K | ﹤0.01% |
14,251
-413
| -3% | -$19.7K |
|
1033
Lennar Class B
LEN.B
$35.3B
| $668K | ﹤0.01% |
6,219
+628
| +11% | +$67.4K |
|
1034
Sarepta Therapeutics
SRPT
$1.96B
| $667K | ﹤0.01% |
5,820
-702
| -11% | -$80.4K |
|
|
EDR
1035
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $649K | ﹤0.01% |
27,124
-1,452
| -5% | -$34.7K |
|
|
FPI
1036
Farmland Partners
FPI
$473M
| $624K | ﹤0.01% |
51,136
-4,922
| -9% | -$60.1K |
|
1037
argenx
ARGX
$45.9B
| $624K | ﹤0.01% |
1,600
-106
| -6% | -$41.3K |
|
1038
Trip.com Group
TCOM
$47.6B
| $621K | ﹤0.01% |
17,736
-1,265,783
| -99% | -$44.3M |
|
|
DHC
1039
Diversified Healthcare Trust
DHC
$995M
| $620K | ﹤0.01% |
275,450
| – | – |
|
|
CBL
1040
CBL Properties
CBL
$990M
| $613K | ﹤0.01% |
27,829
+398
| +1% | +$8.77K |
|
|
GMRE
1041
Global Medical REIT
GMRE
$508M
| $607K | ﹤0.01% |
66,459
| – | – |
|
1042
InMode
INMD
$947M
| $602K | ﹤0.01% |
16,108
-1,300
| -7% | -$48.6K |
|
|
HPP
1043
Hudson Pacific Properties
HPP
$1.16B
| $601K | ﹤0.01% |
142,454
| – | – |
|
1044
Teekay Tankers
TNK
$1.8B
| $598K | ﹤0.01% |
15,653
| – | – |
|
1045
Levi Strauss
LEVI
$8.79B
| $597K | ﹤0.01% |
41,360
| – | – |
|
1046
Sprott Physical Gold
PHYS
$12.8B
| $597K | ﹤0.01% |
40,000
| – | – |
|
|
LAND
1047
Gladstone Land Corp
LAND
$325M
| $584K | ﹤0.01% |
35,918
| – | – |
|
1048
M/I Homes
MHO
$4.14B
| $575K | ﹤0.01% |
6,600
+1,500
| +29% | +$131K |
|
|
GOOD
1049
Gladstone Commercial Corp
GOOD
$616M
| $562K | ﹤0.01% |
45,426
| – | – |
|
|
BFS
1050
Saul Centers
BFS
$812M
| $560K | ﹤0.01% |
15,208
| – | – |
|