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 |
L3Harris
LHX
|
$193M |
| 2 |
Tesla
TSLA
|
$177M |
| 3 |
Illumina
ILMN
|
$157M |
| 4 |
Fidelity National Information Services
FIS
|
$143M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$103M |
Top Sells
| 1 |
RHT
Red Hat Inc
RHT
|
$158M |
| 2 |
WP
Worldpay, Inc.
WP
|
$140M |
| 3 |
APC
Anadarko Petroleum
APC
|
$135M |
| 4 |
iShares Gold Trust
IAU
|
$130M |
| 5 |
Apple
AAPL
|
$83.2M |
Sector Composition
| 1 | Technology | 18.79% |
| 2 | Financials | 15.47% |
| 3 | Healthcare | 12.69% |
| 4 | Consumer Discretionary | 10.72% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Financial Select Sector SPDR Fund
XLF
$53.2B
| $10.2M | 0.01% |
366,000
| – | – |
|
727
BP
BP
$87.4B
| $10.2M | 0.01% |
267,350
-32,696
| -11% | -$1.24M |
|
728
Compañía de Minas Buenaventura
BVN
$5.08B
| $10.1M | 0.01% |
666,378
+11,584
| +2% | +$176K |
|
729
Kilroy Realty
KRC
$5.05B
| $9.92M | 0.01% |
127,349
+11,313
| +10% | +$881K |
|
730
Americold
COLD
$3.98B
| $9.75M | 0.01% |
262,910
+45,609
| +21% | +$1.69M |
|
731
Douglas Emmett
DEI
$2.83B
| $9.65M | 0.01% |
225,306
+36,136
| +19% | +$1.55M |
|
732
Methanex
MEOH
$2.99B
| $9.56M | 0.01% |
269,129
-23,924
| -8% | -$849K |
|
|
JOYY
733
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $9.55M | 0.01% |
169,852
+3,650
| +2% | +$205K |
|
734
Fomento Económico Mexicano
FMX
$29.6B
| $9.39M | 0.01% |
102,545
+85,300
| +495% | +$7.81M |
|
735
iShares MSCI Emerging Markets ETF
EEM
$19.2B
| $9.37M | 0.01% |
+229,198
| New | +$9.37M |
|
736
BlackBerry
BB
$2.31B
| $9.23M | 0.01% |
1,760,591
-26,300
| -1% | -$138K |
|
737
CubeSmart
CUBE
$9.52B
| $9.17M | 0.01% |
262,784
+43,590
| +20% | +$1.52M |
|
738
Vermilion Energy
VET
$1.12B
| $9.13M | 0.01% |
547,443
+3,910
| +0.7% | +$65.2K |
|
|
ACC
739
DELISTED
American Campus Communities, Inc.
ACC
| $9.07M | 0.01% |
188,695
+32,004
| +20% | +$1.54M |
|
740
Park Hotels & Resorts
PK
$2.4B
| $8.44M | 0.01% |
338,099
+95,750
| +40% | +$2.39M |
|
|
JOBS
741
DELISTED
51job, Inc.
JOBS
| $8.43M | 0.01% |
113,964
-2,680
| -2% | -$198K |
|
742
GDS Holdings
GDS
$6.35B
| $8.42M | 0.01% |
210,118
-2,800
| -1% | -$112K |
|
|
CBMG
743
DELISTED
Cellular Biomedicine Group, Inc.
CBMG
| $8.29M | 0.01% |
557,752
+29,334
| +6% | +$436K |
|
744
Brixmor Property Group
BRX
$8.63B
| $8.24M | 0.01% |
406,201
+62,578
| +18% | +$1.27M |
|
745
B2Gold
BTG
$5.52B
| $8.2M | 0.01% |
2,533,014
+332,954
| +15% | +$1.08M |
|
746
Healthcare Realty
HR
$6.35B
| $8.19M | 0.01% |
278,644
+44,390
| +19% | +$1.3M |
|
747
EPR Properties
EPR
$4.05B
| $8.18M | 0.01% |
106,446
+20,811
| +24% | +$1.6M |
|
748
Cousins Properties
CUZ
$4.95B
| $8.13M | 0.01% |
216,236
+45,323
| +27% | +$1.7M |
|
749
HUTCHMED
HCM
$2.74B
| $8.13M | 0.01% |
455,588
+127,979
| +39% | +$2.28M |
|
750
Kratos Defense & Security Solutions
KTOS
$10.9B
| $8.11M | 0.01% |
436,102
+102,340
| +31% | +$1.9M |
|