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 | |
|---|---|---|---|---|---|---|
1026
Franco-Nevada
FNV
$36.6B
| $211K | ﹤0.01% |
1,796
-140
| -7% | -$16.5K |
|
|
EQC
1027
DELISTED
Equity Commonwealth
EQC
| $209K | ﹤0.01% |
117,964
+2,966
| +3% | +$5.25K |
|
|
PINE
1028
Alpine Income Property Trust
PINE
$215M
| $208K | ﹤0.01% |
12,396
| – | – |
|
|
CIO
1029
City Office REIT
CIO
$281M
| $207K | ﹤0.01% |
37,554
-385
| -1% | -$2.13K |
|
1030
iShares MSCI South Africa ETF
EZA
$413M
| $206K | ﹤0.01% |
4,910
+700
| +17% | +$29.3K |
|
1031
Cirrus Logic
CRUS
$5.92B
| $203K | ﹤0.01% |
2,039
-1,305
| -39% | -$130K |
|
1032
Coeur Mining
CDE
$9.06B
| $192K | ﹤0.01% |
+33,500
| New | +$192K |
|
|
BRT
1033
BRT Apartments
BRT
$284M
| $191K | ﹤0.01% |
10,617
-1,604
| -13% | -$28.9K |
|
|
MDV
1034
Modiv Industrial
MDV
$156M
| $172K | ﹤0.01% |
+11,569
| New | +$172K |
|
|
BHR
1035
Braemar Hotels & Resorts
BHR
$201M
| $172K | ﹤0.01% |
57,342
| – | – |
|
|
FSP
1036
Franklin Street Properties
FSP
$174M
| $153K | ﹤0.01% |
83,380
-20,292
| -20% | -$37.1K |
|
1037
Repare Therapeutics
RPTX
$72.6M
| $152K | ﹤0.01% |
116,249
-132,966
| -53% | -$174K |
|
|
ALTM
1038
DELISTED
Arcadium Lithium plc
ALTM
| $139K | ﹤0.01% |
27,011
+2,169
| +9% | +$11.1K |
|
|
OPI
1039
Office Properties Income Trust
OPI
$16.2M
| $54.5K | ﹤0.01% |
54,495
| – | – |
|
1040
Itaú Unibanco
ITUB
$75.4B
| $52.8K | ﹤0.01% |
11,715
-36,850
| -76% | -$166K |
|
1041
Gerdau
GGB
$6.15B
| $39.9K | ﹤0.01% |
13,862
| – | – |
|
1042
Ambev
ABEV
$34.1B
| – | – |
-55,400
| Closed | -$135K |
|
1043
Alkermes
ALKS
$4.77B
| – | – |
-11,400
| Closed | -$319K |
|
1044
Bath & Body Works
BBWI
$6.57B
| – | – |
-414,042
| Closed | -$13.2M |
|
1045
Celsius Holdings
CELH
$15.7B
| – | – |
-283,061
| Closed | -$8.88M |
|
1046
Chord Energy
CHRD
$6.15B
| – | – |
-117,273
| Closed | -$15.3M |
|
1047
Commercial Metals
CMC
$6.51B
| – | – |
-20,674
| Closed | -$1.14M |
|
1048
Cemex
CX
$13.4B
| – | – |
-14,200
| Closed | -$86.6K |
|
1049
Genworth Financial
GNW
$3.55B
| – | – |
-29,767
| Closed | -$204K |
|
1050
Harmony Gold Mining
HMY
$8.72B
| – | – |
-20,668
| Closed | -$210K |
|