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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Ciena
CIEN
$16.5B
| $10.5M | 0.01% |
+192,060
| New | +$10.5M |
|
777
Alerian MLP ETF
AMLP
$10.5B
| $10.5M | 0.01% |
343,000
-25,000
| -7% | -$763K |
|
|
HPP
778
Hudson Pacific Properties
HPP
$1.16B
| $10.4M | 0.01% |
383,353
+108,980
| +40% | +$2.96M |
|
|
LSI
779
DELISTED
Life Storage, Inc.
LSI
| $10.4M | 0.01% |
120,770
-346,473
| -74% | -$29.8M |
|
780
Ryman Hospitality Properties
RHP
$6.35B
| $10.3M | 0.01% |
133,433
-14,929
| -10% | -$1.16M |
|
781
Highwoods Properties
HIW
$3.44B
| $10.3M | 0.01% |
240,534
-889,584
| -79% | -$38.2M |
|
782
Workhorse Group
WKHS
$19.4M
| $10.2M | 0.01% |
2,958
+1,084
| +58% | +$3.73M |
|
|
DQ
783
Daqo New Energy
DQ
$1.96B
| $9.82M | 0.01% |
+130,008
| New | +$9.82M |
|
784
Brixmor Property Group
BRX
$8.63B
| $9.69M | 0.01% |
479,184
-45,722
| -9% | -$925K |
|
785
Toll Brothers
TOL
$14.2B
| $9.67M | 0.01% |
+170,427
| New | +$9.67M |
|
|
SRTA
786
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$332M
| $9.62M | 0.01% |
934,956
+919,355
| +5,893% | +$9.46M |
|
787
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $9.48M | 0.01% |
108,720
-3,947
| -4% | -$344K |
|
788
Prospect Capital
PSEC
$1.34B
| $9.35M | 0.01% |
1,219,308
-221,061
| -15% | -$1.7M |
|
|
WRI
789
DELISTED
Weingarten Realty Investors
WRI
| $9.31M | 0.01% |
345,972
-1,402,328
| -80% | -$37.7M |
|
790
Vale
VALE
$44.4B
| $9.09M | 0.01% |
523,226
-23,549
| -4% | -$409K |
|
|
MBT
791
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $9.09M | 0.01% |
1,089,465
-38,830
| -3% | -$324K |
|
792
EastGroup Properties
EGP
$8.97B
| $9.08M | 0.01% |
63,344
-6,897
| -10% | -$988K |
|
793
TotalEnergies
TTE
$133B
| $9.06M | 0.01% |
194,684
-179
| -0.1% | -$8.33K |
|
794
Enterprise Products Partners
EPD
$68.6B
| $8.94M | 0.01% |
406,000
-8,000
| -2% | -$176K |
|
795
STAG Industrial
STAG
$6.9B
| $8.53M | 0.01% |
253,732
-12,567
| -5% | -$422K |
|
|
HR
796
DELISTED
Healthcare Realty Trust Incorporated
HR
| $8.53M | 0.01% |
281,241
-20,085
| -7% | -$609K |
|
797
Douglas Emmett
DEI
$2.83B
| $8.35M | 0.01% |
265,776
-1,375,449
| -84% | -$43.2M |
|
798
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
| $8.21M | 0.01% |
257,232
-21,823
| -8% | -$697K |
|
799
Sixth Street Specialty
TSLX
$2.32B
| $8.2M | 0.01% |
389,697
-116,071
| -23% | -$2.44M |
|
800
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.27B
| $8.18M | 0.01% |
178,588
-19,454
| -10% | -$891K |
|