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 |
Bristol-Myers Squibb
BMY
|
$200M |
| 2 |
Alibaba
BABA
|
$176M |
| 3 |
Blackstone
BX
|
$127M |
| 4 |
Truist Financial
TFC
|
$127M |
| 5 |
Mercado Libre
MELI
|
$54.4M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$289M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$116M |
| 3 |
Tesla
TSLA
|
$92.4M |
| 4 |
Apple
AAPL
|
$90.7M |
| 5 |
NVIDIA
NVDA
|
$52.7M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
HUTCHMED
HCM
$2.74B
| $11.7M | 0.01% |
468,494
+12,906
| +3% | +$324K |
|
727
Zscaler
ZS
$42B
| $11.6M | 0.01% |
250,376
+245,278
| +4,811% | +$11.4M |
|
728
BlackBerry
BB
$2.29B
| $11.6M | 0.01% |
1,795,599
+35,008
| +2% | +$225K |
|
729
GDS Holdings
GDS
$6.35B
| $11.5M | 0.01% |
223,584
+13,466
| +6% | +$695K |
|
730
Westlake Corp
WLK
$11.4B
| $11.5M | 0.01% |
163,307
+2,741
| +2% | +$192K |
|
|
ACC
731
DELISTED
American Campus Communities, Inc.
ACC
| $11.3M | 0.01% |
240,731
+52,036
| +28% | +$2.45M |
|
732
Financial Select Sector SPDR Fund
XLF
$53.2B
| $11.3M | 0.01% |
366,000
| – | – |
|
733
Healthcare Realty
HR
$6.29B
| $11M | 0.01% |
364,135
+85,491
| +31% | +$2.59M |
|
734
Brixmor Property Group
BRX
$8.65B
| $11M | 0.01% |
517,189
+110,988
| +27% | +$2.37M |
|
735
Park Hotels & Resorts
PK
$2.41B
| $11M | 0.01% |
423,317
+85,218
| +25% | +$2.2M |
|
736
CubeSmart
CUBE
$9.49B
| $10.9M | 0.01% |
347,048
+84,264
| +32% | +$2.65M |
|
737
Weibo
WB
$2.85B
| $10.9M | 0.01% |
234,471
+68,391
| +41% | +$3.17M |
|
738
Methanex
MEOH
$2.96B
| $10.6M | 0.01% |
273,022
+3,893
| +1% | +$150K |
|
739
Personalis
PSNL
$459M
| $10.5M | 0.01% |
960,830
+158,412
| +20% | +$1.73M |
|
740
Cousins Properties
CUZ
$4.93B
| $10.4M | 0.01% |
254,113
+37,877
| +18% | +$1.55M |
|
|
HPP
741
Hudson Pacific Properties
HPP
$1.13B
| $10.3M | 0.01% |
273,546
+62,082
| +29% | +$2.34M |
|
742
Compañía de Minas Buenaventura
BVN
$5.1B
| $10.2M | 0.01% |
678,016
+11,638
| +2% | +$176K |
|
|
JOYY
743
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $9.97M | 0.01% |
188,918
+19,066
| +11% | +$1.01M |
|
744
B2Gold
BTG
$5.5B
| $9.88M | 0.01% |
2,461,797
-71,217
| -3% | -$286K |
|
745
Fomento Económico Mexicano
FMX
$29.7B
| $9.7M | 0.01% |
102,663
+118
| +0.1% | +$11.2K |
|
746
EPR Properties
EPR
$4.01B
| $9.68M | 0.01% |
137,061
+30,615
| +29% | +$2.16M |
|
|
JOBS
747
DELISTED
51job, Inc.
JOBS
| $9.27M | 0.01% |
109,161
-4,803
| -4% | -$408K |
|
748
iShares MSCI Emerging Markets ETF
EEM
$19.2B
| $9.2M | 0.01% |
204,929
-24,269
| -11% | -$1.09M |
|
749
First Industrial Realty Trust
FR
$6.91B
| $9.1M | 0.01% |
219,156
+47,734
| +28% | +$1.98M |
|
750
EastGroup Properties
EGP
$8.98B
| $8.93M | 0.01% |
67,334
+15,738
| +31% | +$2.09M |
|