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 | |
|---|---|---|---|---|---|---|
|
DOYU
901
DouYu International Holdings
DOYU
$242M
| $2.56M | ﹤0.01% |
24,563
+4,539
| +23% | +$473K |
|
|
UNVR
902
DELISTED
Univar Solutions Inc.
UNVR
| $2.55M | ﹤0.01% |
118,462
+5,441
| +5% | +$117K |
|
903
Plains GP Holdings
PAGP
$3.64B
| $2.54M | ﹤0.01% |
270,000
| – | – |
|
904
Broadstone Net Lease
BNL
$3.51B
| $2.51M | ﹤0.01% |
137,241
+55,517
| +68% | +$1.02M |
|
905
Empire State Realty Trust
ESRT
$1.32B
| $2.48M | ﹤0.01% |
222,895
-28,787
| -11% | -$320K |
|
906
Independence Realty Trust
IRT
$4.18B
| $2.48M | ﹤0.01% |
162,922
-568
| -0.3% | -$8.63K |
|
907
iShares Mortgage Real Estate ETF
REM
$618M
| $2.45M | ﹤0.01% |
+69,556
| New | +$2.45M |
|
908
Fidus Investment
FDUS
$761M
| $2.44M | ﹤0.01% |
156,771
| – | – |
|
|
ILPT
909
Industrial Logistics Properties Trust
ILPT
$407M
| $2.42M | ﹤0.01% |
104,456
-7,773
| -7% | -$180K |
|
910
CACI
CACI
$10.4B
| $2.42M | ﹤0.01% |
9,791
-1,560
| -14% | -$385K |
|
911
RLX Technology
RLX
$3.3B
| $2.39M | ﹤0.01% |
+230,957
| New | +$2.39M |
|
912
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
| $2.39M | ﹤0.01% |
17,617
-27,603
| -61% | -$3.74M |
|
913
First Solar
FSLR
$21.8B
| $2.38M | ﹤0.01% |
27,301
+80
| +0.3% | +$6.98K |
|
914
MDU Resources
MDU
$3.29B
| $2.37M | ﹤0.01% |
197,241
+136,228
| +223% | +$1.64M |
|
915
Affirm
AFRM
$28B
| $2.33M | ﹤0.01% |
+32,881
| New | +$2.33M |
|
916
Caesars Entertainment
CZR
$5.49B
| $2.3M | ﹤0.01% |
26,293
+4,093
| +18% | +$358K |
|
917
Tanger
SKT
$3.93B
| $2.29M | ﹤0.01% |
151,204
-14,840
| -9% | -$225K |
|
918
Cheniere Energy
CQP
$25.9B
| $2.29M | ﹤0.01% |
55,000
+19,000
| +53% | +$789K |
|
|
RSX
919
DELISTED
VanEck Russia ETF
RSX
| $2.29M | ﹤0.01% |
88,546
+45,651
| +106% | +$1.18M |
|
920
Wyndham Hotels & Resorts
WH
$6.71B
| $2.25M | ﹤0.01% |
32,247
+2,432
| +8% | +$170K |
|
921
Black Stone Minerals
BSM
$2.53B
| $2.24M | ﹤0.01% |
257,000
-18,000
| -7% | -$157K |
|
922
Tetra Tech
TTEK
$9.38B
| $2.23M | ﹤0.01% |
82,315
-2,510
| -3% | -$68.1K |
|
923
Sunoco
SUN
$6.99B
| $2.23M | ﹤0.01% |
70,000
-11,000
| -14% | -$350K |
|
924
Banco Santander Chile
BSAC
$11.9B
| $2.18M | ﹤0.01% |
87,953
-44,100
| -33% | -$1.1M |
|
925
Macerich
MAC
$4.68B
| $2.15M | ﹤0.01% |
183,984
-12,405
| -6% | -$145K |
|