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 |
GE Vernova
GEV
|
$104M |
| 2 |
Curtiss-Wright
CW
|
$81.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$68.6M |
| 4 |
Roblox
RBLX
|
$55.5M |
| 5 |
10x Genomics
TXG
|
$49M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$605M |
| 2 |
Microsoft
MSFT
|
$537M |
| 3 |
Apple
AAPL
|
$515M |
| 4 |
Royal Bank of Canada
RY
|
$328M |
| 5 |
Toronto Dominion Bank
TD
|
$250M |
Sector Composition
| 1 | Technology | 32.91% |
| 2 | Healthcare | 11.84% |
| 3 | Financials | 11.44% |
| 4 | Consumer Discretionary | 9.91% |
| 5 | Communication Services | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1026
Lyft
LYFT
$6.91B
| $258K | ﹤0.01% |
+18,300
| New | +$258K |
|
1027
Flowers Foods
FLO
$3.13B
| $258K | ﹤0.01% |
11,600
-750
| -6% | -$16.7K |
|
1028
Franco-Nevada
FNV
$37.3B
| $250K | ﹤0.01% |
2,113
-525,952
| -100% | -$62.3M |
|
1029
Hexcel
HXL
$5.16B
| $250K | ﹤0.01% |
+4,000
| New | +$250K |
|
1030
Sabesp
SBS
$15.8B
| $244K | ﹤0.01% |
18,161
-6,400
| -26% | -$86.1K |
|
1031
Ubiquiti
UI
$34.9B
| $241K | ﹤0.01% |
+1,652
| New | +$241K |
|
1032
Itron
ITRI
$5.51B
| $235K | ﹤0.01% |
+2,376
| New | +$235K |
|
1033
Hasbro
HAS
$11.2B
| $234K | ﹤0.01% |
4,002
-271,934
| -99% | -$15.9M |
|
|
ILPT
1034
Industrial Logistics Properties Trust
ILPT
$407M
| $234K | ﹤0.01% |
63,462
-2,731
| -4% | -$10.1K |
|
1035
Tapestry
TPR
$21.7B
| $233K | ﹤0.01% |
5,453
-14
| -0.3% | -$599 |
|
1036
e.l.f. Beauty
ELF
$7.6B
| $232K | ﹤0.01% |
+1,100
| New | +$232K |
|
1037
Catalyst Pharmaceutical
CPRX
$2.48B
| $229K | ﹤0.01% |
14,800
-11,900
| -45% | -$184K |
|
1038
Tennant Co
TNC
$1.53B
| $229K | ﹤0.01% |
2,326
| – | – |
|
1039
Moog
MOG.A
$6.17B
| $227K | ﹤0.01% |
+1,356
| New | +$227K |
|
1040
NMI Holdings
NMIH
$3.1B
| $225K | ﹤0.01% |
6,600
| – | – |
|
1041
Marqeta
MQ
$2.76B
| $223K | ﹤0.01% |
40,651
| – | – |
|
1042
Elastic
ESTC
$9.21B
| $223K | ﹤0.01% |
1,954
-15,663
| -89% | -$1.78M |
|
1043
BellRing Brands
BRBR
$4.97B
| $222K | ﹤0.01% |
+3,883
| New | +$222K |
|
1044
Sarepta Therapeutics
SRPT
$1.96B
| $221K | ﹤0.01% |
1,400
-2,981
| -68% | -$471K |
|
|
ONL
1045
Orion Office REIT
ONL
$170M
| $220K | ﹤0.01% |
61,240
-4,802
| -7% | -$17.2K |
|
1046
GitLab
GTLB
$7.63B
| $214K | ﹤0.01% |
+4,300
| New | +$214K |
|
|
BRT
1047
BRT Apartments
BRT
$282M
| $214K | ﹤0.01% |
12,221
| – | – |
|
|
NXDT
1048
NexPoint Diversified Real Estate Trust
NXDT
$180M
| $195K | ﹤0.01% |
35,238
+1,982
| +6% | +$11K |
|
1049
Petrobras
PBR
$78.7B
| $194K | ﹤0.01% |
13,412
-8,366
| -38% | -$121K |
|
1050
Invesco
IVZ
$9.81B
| $194K | ﹤0.01% |
12,982
+2,815
| +28% | +$42.1K |
|