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 |
Extra Space Storage
EXR
|
$90M |
| 2 |
Advanced Micro Devices
AMD
|
$76.6M |
| 3 |
Amphenol
APH
|
$71M |
| 4 |
Kenvue
KVUE
|
$65.7M |
| 5 |
Ryan Specialty Holdings
RYAN
|
$58.1M |
Top Sells
| 1 |
Apple
AAPL
|
$153M |
| 2 |
Johnson & Johnson
JNJ
|
$96.2M |
| 3 |
Coinbase
COIN
|
$94.4M |
| 4 |
Tesla
TSLA
|
$92.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$69M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 12.11% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Communication Services | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1051
Vanguard S&P 500 ETF
VOO
$727B
| $499K | ﹤0.01% |
1,270
-7,000
| -85% | -$2.75M |
|
|
BFS
1052
Saul Centers
BFS
$823M
| $494K | ﹤0.01% |
14,019
-1,189
| -8% | -$41.9K |
|
|
WSR
1053
Whitestone REIT
WSR
$662M
| $494K | ﹤0.01% |
51,293
-405
| -0.8% | -$3.9K |
|
|
DHC
1054
Diversified Healthcare Trust
DHC
$917M
| $483K | ﹤0.01% |
248,946
-26,504
| -10% | -$51.4K |
|
1055
N-able
NABL
$1.43B
| $480K | ﹤0.01% |
37,209
| – | – |
|
1056
Vanguard Russell 2000 ETF
VTWO
$12.6B
| $464K | ﹤0.01% |
6,500
| – | – |
|
1057
Western Union
WU
$2.79B
| $458K | ﹤0.01% |
34,757
| – | – |
|
1058
Chegg
CHGG
$165M
| $457K | ﹤0.01% |
51,276
+2,600
| +5% | +$23.2K |
|
1059
Dolby
DLB
$6.89B
| $455K | ﹤0.01% |
5,740
-17,569
| -75% | -$1.39M |
|
1060
Alliance Resource Partners
ARLP
$2.95B
| $451K | ﹤0.01% |
20,000
| – | – |
|
1061
CNO Financial Group
CNO
$3.88B
| $445K | ﹤0.01% |
18,739
-1,100
| -6% | -$26.1K |
|
1062
CarGurus
CARG
$3.5B
| $440K | ﹤0.01% |
+25,111
| New | +$440K |
|
1063
Itaú Unibanco
ITUB
$74.7B
| $435K | ﹤0.01% |
89,033
-43,574
| -33% | -$213K |
|
1064
Yelp
YELP
$1.98B
| $426K | ﹤0.01% |
10,236
-1,600
| -14% | -$66.5K |
|
1065
H&R Block
HRB
$6.78B
| $425K | ﹤0.01% |
+9,867
| New | +$425K |
|
1066
WillScot Mobile Mini Holdings
WSC
$4.24B
| $420K | ﹤0.01% |
10,100
| – | – |
|
|
HT
1067
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $397K | ﹤0.01% |
40,235
-1,161
| -3% | -$11.4K |
|
1068
Shutterstock
SSTK
$720M
| $395K | ﹤0.01% |
10,387
+700
| +7% | +$26.6K |
|
1069
Liberty Media Series A
FWONA
$22.5B
| $393K | ﹤0.01% |
+6,955
| New | +$393K |
|
1070
CNA Financial
CNA
$13.3B
| $393K | ﹤0.01% |
9,987
| – | – |
|
1071
KB Home
KBH
$4.43B
| $379K | ﹤0.01% |
8,184
+3,084
| +60% | +$143K |
|
|
ALX
1072
Alexander's
ALX
$1.16B
| $378K | ﹤0.01% |
2,075
-150
| -7% | -$27.3K |
|
1073
Organon & Co
OGN
$2.52B
| $376K | ﹤0.01% |
21,648
-70,355
| -76% | -$1.22M |
|
1074
Taylor Morrison
TMHC
$6.84B
| $375K | ﹤0.01% |
8,800
| – | – |
|
1075
MYR Group
MYRG
$2.83B
| $374K | ﹤0.01% |
2,778
| – | – |
|