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 |
Dow Inc
DOW
|
$171M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$102M |
| 3 |
Corteva
CTVA
|
$101M |
| 4 |
NVTA
Invitae Corporation
NVTA
|
$99.2M |
| 5 |
Alibaba
BABA
|
$88.9M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$125M |
| 2 |
SPDR Gold Trust
GLD
|
$116M |
| 3 |
LendingTree
TREE
|
$104M |
| 4 |
MDSO
Medidata Solutions, Inc.
MDSO
|
$91.6M |
| 5 |
L3Harris
LHX
|
$78.5M |
Sector Composition
| 1 | Technology | 18.4% |
| 2 | Financials | 15.53% |
| 3 | Healthcare | 12.87% |
| 4 | Consumer Discretionary | 10.81% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
iShares TIPS Bond ETF
TIP
$13.6B
| $8.87M | 0.01% |
76,800
-85,389
| -53% | -$9.86M |
|
|
JOBS
727
DELISTED
51job, Inc.
JOBS
| $8.81M | 0.01% |
116,644
-7,124
| -6% | -$538K |
|
728
Banco Macro
BMA
$2.88B
| $8.76M | 0.01% |
+120,241
| New | +$8.76M |
|
|
CBMG
729
DELISTED
Cellular Biomedicine Group, Inc.
CBMG
| $8.74M | 0.01% |
528,418
+145,616
| +38% | +$2.41M |
|
|
AIV
730
Aimco
AIV
$1.1B
| $8.63M | 0.01% |
1,292,086
+533,351
| +70% | +$3.56M |
|
731
Kilroy Realty
KRC
$5.05B
| $8.57M | 0.01% |
116,036
+53,356
| +85% | +$3.94M |
|
732
iShares MSCI USA Value Factor ETF
VLUE
$7.11B
| $8.48M | 0.01% |
104,400
+1,900
| +2% | +$154K |
|
|
BZUN
733
Baozun
BZUN
$227M
| $8.07M | 0.01% |
161,771
-826
| -0.5% | -$41.2K |
|
734
GDS Holdings
GDS
$6.42B
| $8M | 0.01% |
212,918
+37,865
| +22% | +$1.42M |
|
735
Medical Properties Trust
MPW
$2.75B
| $7.83M | 0.01% |
448,848
+208,871
| +87% | +$3.64M |
|
736
Plains All American Pipeline
PAA
$12.1B
| $7.72M | 0.01% |
317,000
-14,000
| -4% | -$341K |
|
737
Kratos Defense & Security Solutions
KTOS
$10.8B
| $7.64M | 0.01% |
333,762
-136,173
| -29% | -$3.12M |
|
|
STOR
738
DELISTED
STORE Capital Corporation
STOR
| $7.59M | 0.01% |
228,550
+106,955
| +88% | +$3.55M |
|
739
Douglas Emmett
DEI
$2.77B
| $7.54M | 0.01% |
189,170
+85,525
| +83% | +$3.41M |
|
|
CONE
740
DELISTED
CyrusOne Inc Common Stock
CONE
| $7.43M | 0.01% |
128,741
+59,867
| +87% | +$3.46M |
|
741
Weibo
WB
$2.82B
| $7.36M | 0.01% |
169,103
+1,447
| +0.9% | +$63K |
|
742
CubeSmart
CUBE
$9.38B
| $7.33M | 0.01% |
219,194
+99,658
| +83% | +$3.33M |
|
|
ACC
743
DELISTED
American Campus Communities, Inc.
ACC
| $7.23M | 0.01% |
156,691
+68,677
| +78% | +$3.17M |
|
744
HUTCHMED
HCM
$2.77B
| $7.21M | 0.01% |
327,609
-107,919
| -25% | -$2.37M |
|
745
American Homes 4 Rent
AMH
$12.9B
| $7.17M | 0.01% |
294,803
+128,653
| +77% | +$3.13M |
|
746
Americold
COLD
$3.85B
| $7.05M | 0.01% |
217,301
+123,854
| +133% | +$4.02M |
|
747
Pampa Energía
PAM
$3.08B
| $6.98M | 0.01% |
+201,253
| New | +$6.98M |
|
748
Zai Lab
ZLAB
$3.49B
| $6.97M | 0.01% |
199,903
+1,297
| +0.7% | +$45.2K |
|
749
AngloGold Ashanti
AU
$31.4B
| $6.88M | 0.01% |
386,538
-117,361
| -23% | -$2.09M |
|
750
Park Hotels & Resorts
PK
$2.37B
| $6.68M | 0.01% |
242,349
+106,371
| +78% | +$2.93M |
|