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 |
Coinbase
COIN
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
Automatic Data Processing
ADP
|
$82M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GMRE
1051
Global Medical REIT
GMRE
$491M
| $605K | ﹤0.01% |
66,459
+437
| +0.7% | +$3.98K |
|
|
FPI
1052
Farmland Partners
FPI
$474M
| $600K | ﹤0.01% |
56,058
+1,201
| +2% | +$12.9K |
|
|
CLDT
1053
Chatham Lodging
CLDT
$367M
| $599K | ﹤0.01% |
57,136
-233
| -0.4% | -$2.44K |
|
1054
iShares MSCI India ETF
INDA
$9.23B
| $598K | ﹤0.01% |
15,200
-205,667
| -93% | -$8.1M |
|
|
LAND
1055
Gladstone Land Corp
LAND
$325M
| $598K | ﹤0.01% |
35,918
+277
| +0.8% | +$4.61K |
|
|
BFS
1056
Saul Centers
BFS
$827M
| $593K | ﹤0.01% |
15,208
-75
| -0.5% | -$2.93K |
|
1057
Coherent
COHR
$13.5B
| $585K | ﹤0.01% |
15,364
-27
| -0.2% | -$1.03K |
|
|
GOOD
1058
Gladstone Commercial Corp
GOOD
$622M
| $574K | ﹤0.01% |
45,426
-299
| -0.7% | -$3.78K |
|
1059
InMode
INMD
$919M
| $556K | ﹤0.01% |
17,408
+1,100
| +7% | +$35.2K |
|
1060
Eletrobras Common Shares
EBR
$18.6B
| $535K | ﹤0.01% |
80,650
+5,300
| +7% | +$35.1K |
|
1061
CNO Financial Group
CNO
$3.76B
| $531K | ﹤0.01% |
23,939
| – | – |
|
1062
AXIS Capital
AXS
$7.66B
| $523K | ﹤0.01% |
9,600
-300
| -3% | -$16.4K |
|
1063
Doximity
DOCS
$12.5B
| $510K | ﹤0.01% |
15,745
| – | – |
|
|
WSR
1064
Whitestone REIT
WSR
$662M
| $498K | ﹤0.01% |
54,142
+1,288
| +2% | +$11.9K |
|
1065
Vanguard Russell 2000 ETF
VTWO
$12.5B
| $497K | ﹤0.01% |
6,900
+600
| +10% | +$43.2K |
|
1066
N-able
NABL
$1.49B
| $491K | ﹤0.01% |
37,209
| – | – |
|
1067
iShares MSCI Malaysia ETF
EWM
$238M
| $488K | ﹤0.01% |
22,000
| – | – |
|
1068
Lattice Semiconductor
LSCC
$8.95B
| $485K | ﹤0.01% |
5,079
-4,900
| -49% | -$468K |
|
|
ONL
1069
Orion Office REIT
ONL
$166M
| $478K | ﹤0.01% |
71,375
+11,062
| +18% | +$74.1K |
|
1070
Lennar Class B
LEN.B
$32.7B
| $475K | ﹤0.01% |
5,315
| – | – |
|
1071
RXO
RXO
$2.62B
| $469K | ﹤0.01% |
23,857
| – | – |
|
|
BKCC
1072
DELISTED
BlackRock Capital Investment Corporation
BKCC
| $468K | ﹤0.01% |
135,632
| – | – |
|
1073
Sociedad Química y Minera de Chile
SQM
$12.4B
| $465K | ﹤0.01% |
5,731
+80
| +1% | +$6.49K |
|
|
ALX
1074
Alexander's
ALX
$1.16B
| $452K | ﹤0.01% |
2,333
+39
| +2% | +$7.56K |
|
|
OLP
1075
One Liberty Properties
OLP
$512M
| $446K | ﹤0.01% |
19,442
+753
| +4% | +$17.3K |
|