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 | |
|---|---|---|---|---|---|---|
|
GTY
901
Getty Realty Corp
GTY
$1.6B
| $1.89M | ﹤0.01% |
57,629
+11,878
| +26% | +$390K |
|
902
Skechers
SKX
$9.48B
| $1.83M | ﹤0.01% |
42,267
-2,396
| -5% | -$104K |
|
|
SAFM
903
DELISTED
Sanderson Farms Inc
SAFM
| $1.8M | ﹤0.01% |
10,200
+3,000
| +42% | +$529K |
|
|
NS
904
DELISTED
NuStar Energy L.P.
NS
| $1.75M | ﹤0.01% |
67,850
+51,000
| +303% | +$1.32M |
|
905
Viper Energy
VNOM
$6.73B
| $1.73M | ﹤0.01% |
70,000
+12,000
| +21% | +$296K |
|
|
TECD
906
DELISTED
Tech Data Corp
TECD
| $1.73M | ﹤0.01% |
12,015
-691
| -5% | -$99.2K |
|
907
Cactus
WHD
$2.84B
| $1.72M | ﹤0.01% |
50,214
-6,878
| -12% | -$236K |
|
908
Berkshire Hathaway Class A
BRK.A
$1.08T
| $1.7M | ﹤0.01% |
5
| – | – |
|
|
NXRT
909
NexPoint Residential Trust
NXRT
$852M
| $1.7M | ﹤0.01% |
37,668
+7,737
| +26% | +$348K |
|
910
FTI Consulting
FCN
$5.45B
| $1.68M | ﹤0.01% |
15,206
-617
| -4% | -$68.3K |
|
|
CIT
911
DELISTED
CIT Group Inc.
CIT
| $1.66M | ﹤0.01% |
36,471
-417,211
| -92% | -$19M |
|
912
SPDR Bloomberg High Yield Bond ETF
JNK
$8.04B
| $1.62M | ﹤0.01% |
+14,800
| New | +$1.62M |
|
913
AGCO
AGCO
$7.92B
| $1.61M | ﹤0.01% |
20,843
-1,600
| -7% | -$124K |
|
914
Affiliated Managers Group
AMG
$6.47B
| $1.58M | ﹤0.01% |
18,652
-218,690
| -92% | -$18.5M |
|
915
Black Stone Minerals
BSM
$2.58B
| $1.58M | ﹤0.01% |
124,000
+71,000
| +134% | +$903K |
|
916
Carter's
CRI
$1.05B
| $1.57M | ﹤0.01% |
14,326
-1,000
| -7% | -$109K |
|
|
SNP
917
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
| $1.54M | ﹤0.01% |
25,677
-3,569
| -12% | -$215K |
|
918
Innovative Industrial Properties
IIPR
$1.54B
| $1.52M | ﹤0.01% |
20,086
+4,248
| +27% | +$322K |
|
919
Tandem Diabetes Care
TNDM
$857M
| $1.5M | ﹤0.01% |
25,235
+20,257
| +407% | +$1.21M |
|
|
FSP
920
Franklin Street Properties
FSP
$172M
| $1.5M | ﹤0.01% |
175,055
+31,191
| +22% | +$267K |
|
|
CLDT
921
Chatham Lodging
CLDT
$367M
| $1.48M | ﹤0.01% |
80,434
+18,741
| +30% | +$344K |
|
922
Cirrus Logic
CRUS
$5.74B
| $1.46M | ﹤0.01% |
+17,767
| New | +$1.46M |
|
923
iShares MSCI Turkey ETF
TUR
$168M
| $1.45M | ﹤0.01% |
53,600
+41,500
| +343% | +$1.12M |
|
924
Marriott Vacations Worldwide
VAC
$2.64B
| $1.45M | ﹤0.01% |
+11,250
| New | +$1.45M |
|
925
Progress Software
PRGS
$1.92B
| $1.43M | ﹤0.01% |
34,500
-1,600
| -4% | -$66.5K |
|