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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Coinbase
COIN
|
$62.8M |
| 4 |
Tesla
TSLA
|
$59M |
| 5 |
iShares Gold Trust Micro
IAUM
|
$57.4M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Outfront Media
OUT
$3.05B
| $18.4M | 0.01% |
1,125,136
-1,024,036
| -48% | -$16.7M |
|
727
Bloom Energy
BE
$13.4B
| $18.3M | 0.01% |
958,568
+570
| +0.1% | +$10.9K |
|
728
Highwoods Properties
HIW
$3.44B
| $18M | 0.01% |
645,063
-8,437
| -1% | -$236K |
|
729
SITE Centers
SITC
$490M
| $18M | 0.01% |
1,692,618
-575,453
| -25% | -$6.13M |
|
730
Bentley Systems
BSY
$16.3B
| $17.9M | 0.01% |
483,731
-197
| -0% | -$7.28K |
|
|
LSXMK
731
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $17.9M | 0.01% |
589,598
-16,706
| -3% | -$506K |
|
732
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$645M
| $17.8M | 0.01% |
632,830
+243,490
| +63% | +$6.86M |
|
733
Sensata Technologies
ST
$4.66B
| $17.8M | 0.01% |
441,359
-5,299
| -1% | -$214K |
|
|
NIU
734
Niu Technologies
NIU
$338M
| $17.7M | 0.01% |
3,377,939
-2,101,935
| -38% | -$11M |
|
|
ROIC
735
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $17.6M | 0.01% |
1,169,786
+147,778
| +14% | +$2.22M |
|
|
SRTA
736
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$332M
| $17.3M | 0.01% |
4,841,415
-32,366
| -0.7% | -$116K |
|
737
Dropbox
DBX
$8.06B
| $17.3M | 0.01% |
771,758
-36,848
| -5% | -$825K |
|
738
Shoals Technologies Group
SHLS
$1.2B
| $17.3M | 0.01% |
699,417
-1,221
| -0.2% | -$30.1K |
|
739
Gildan
GIL
$8.27B
| $16.7M | 0.01% |
608,827
-5,095
| -0.8% | -$140K |
|
740
Carlyle Group
CG
$23.1B
| $16.5M | 0.01% |
554,421
-13,709
| -2% | -$409K |
|
741
Iovance Biotherapeutics
IOVA
$901M
| $16.5M | 0.01% |
2,587,618
-111,795
| -4% | -$714K |
|
742
BCE
BCE
$23.1B
| $16.3M | 0.01% |
371,384
+16,550
| +5% | +$727K |
|
743
RB Global
RBA
$21.4B
| $16.2M | 0.01% |
280,789
-983
| -0.3% | -$56.8K |
|
744
U-Haul Holding Co Series N
UHAL.B
$10B
| $15.9M | 0.01% |
+289,460
| New | +$15.9M |
|
745
CAE Inc
CAE
$8.53B
| $15.9M | 0.01% |
819,107
-304
| -0% | -$5.89K |
|
746
Liberty Global Class C
LBTYK
$4.12B
| $15.9M | 0.01% |
815,950
-92,963
| -10% | -$1.81M |
|
747
ICL Group
ICL
$7.85B
| $15.8M | 0.01% |
+2,190,611
| New | +$15.8M |
|
748
Ares Capital
ARCC
$15.8B
| $15.8M | 0.01% |
854,276
+23,166
| +3% | +$428K |
|
749
Mohawk Industries
MHK
$8.65B
| $15.8M | 0.01% |
154,132
-470
| -0.3% | -$48K |
|
750
Delta Air Lines
DAL
$39.9B
| $15.5M | 0.01% |
472,441
-3,095
| -0.7% | -$102K |
|