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 |
iShares Gold Trust
IAU
|
+$997M |
| 2 |
UiPath
PATH
|
+$437M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
+$334M |
| 4 |
Coinbase
COIN
|
+$326M |
| 5 |
GE Aerospace
GE
|
+$198M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
+$146M |
| 3 |
Spotify
SPOT
|
+$133M |
| 4 |
CERN
Cerner Corp
CERN
|
+$122M |
| 5 |
AT&T
T
|
+$118M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
EQT Corp
EQT
$31.3B
| $30.1M | 0.02% |
+873,971
| New | +$30.1M |
|
652
Pinterest
PINS
$24.8B
| $30M | 0.02% |
1,650,294
+83,077
| +5% | +$1.51M |
|
653
Gaming and Leisure Properties
GLPI
$13.5B
| $29.9M | 0.02% |
652,211
+349,272
| +115% | +$16M |
|
654
Las Vegas Sands
LVS
$37.1B
| $29.7M | 0.02% |
884,065
+52,354
| +6% | +$1.76M |
|
655
MarketAxess Holdings
MKTX
$7.03B
| $29.7M | 0.02% |
115,937
+5,502
| +5% | +$1.41M |
|
656
MGM Resorts International
MGM
$9.88B
| $29.4M | 0.02% |
1,014,448
+11,812
| +1% | +$342K |
|
|
JNPR
657
DELISTED
Juniper Networks
JNPR
| $29.3M | 0.02% |
1,026,707
+51,941
| +5% | +$1.48M |
|
658
NRG Energy
NRG
$28.8B
| $29.2M | 0.02% |
765,785
+24,745
| +3% | +$945K |
|
659
Qorvo
QRVO
$8.47B
| $29.2M | 0.02% |
309,799
-167,122
| -35% | -$15.8M |
|
|
ROIC
660
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $29M | 0.02% |
1,839,847
+305,808
| +20% | +$4.83M |
|
661
Essential Utilities
WTRG
$10.7B
| $29M | 0.02% |
632,580
+37,769
| +6% | +$1.73M |
|
662
SITE Centers
SITC
$479M
| $29M | 0.02% |
2,755,656
+552,233
| +25% | +$5.8M |
|
663
Globe Life
GL
$11.4B
| $29M | 0.02% |
297,023
+9,237
| +3% | +$900K |
|
664
American Financial Group
AFG
$11.5B
| $28.9M | 0.02% |
208,464
+9,224
| +5% | +$1.28M |
|
665
DaVita
DVA
$9.67B
| $28.9M | 0.02% |
360,981
+27,826
| +8% | +$2.22M |
|
666
Ferrari
RACE
$85.2B
| $28.8M | 0.02% |
156,804
-12,509
| -7% | -$2.3M |
|
667
Equitable Holdings
EQH
$16B
| $28.4M | 0.02% |
1,087,696
+92,004
| +9% | +$2.4M |
|
668
Nordson
NDSN
$12.5B
| $28.2M | 0.02% |
139,179
+10,148
| +8% | +$2.05M |
|
669
ZTO Express
ZTO
$15.2B
| $27.8M | 0.02% |
1,013,279
+30,612
| +3% | +$840K |
|
|
GTM
670
ZoomInfo Technologies
GTM
$3.42B
| $27.8M | 0.02% |
836,370
+73,908
| +10% | +$2.46M |
|
671
Neurocrine Biosciences
NBIX
$14.1B
| $27.6M | 0.02% |
283,040
+3,122
| +1% | +$304K |
|
672
Whirlpool
WHR
$5.31B
| $27.5M | 0.02% |
177,341
+5,263
| +3% | +$815K |
|
673
Jazz Pharmaceuticals
JAZZ
$7.79B
| $27.4M | 0.02% |
175,741
-5,424
| -3% | -$846K |
|
674
Vail Resorts
MTN
$5.53B
| $27.2M | 0.02% |
124,840
+16,009
| +15% | +$3.49M |
|
675
Open Text
OTEX
$8.68B
| $27.1M | 0.02% |
715,555
+44,303
| +7% | +$1.68M |
|