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 |
iShares Gold Trust
IAU
|
+$997M |
| 2 |
UiPath
PATH
|
+$437M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
+$334M |
| 4 |
Coinbase
COIN
|
+$326M |
| 5 |
GE Aerospace
GE
|
+$198M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
+$146M |
| 3 |
Spotify
SPOT
|
+$133M |
| 4 |
CERN
Cerner Corp
CERN
|
+$122M |
| 5 |
AT&T
T
|
+$118M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NTST
901
NETSTREIT Corp
NTST
$1.75B
| $3.38M | ﹤0.01% |
179,073
+6,670
| +4% | +$126K |
|
902
Personalis
PSNL
$477M
| $3.3M | ﹤0.01% |
957,385
-44,039
| -4% | -$152K |
|
903
Essential Properties Realty Trust
EPRT
$5.89B
| $3.28M | ﹤0.01% |
152,649
-5,367
| -3% | -$115K |
|
904
Recursion Pharmaceuticals
RXRX
$1.98B
| $3.26M | ﹤0.01% |
+399,901
| New | +$3.26M |
|
905
Energy Transfer Partners
ET
$59.8B
| $3.24M | ﹤0.01% |
325,000
| – | – |
|
906
BlackRock TCP Capital
TCPC
$602M
| $3.18M | ﹤0.01% |
253,644
-13,291
| -5% | -$167K |
|
907
SLR Investment Corp
SLRC
$907M
| $3.14M | ﹤0.01% |
214,488
+28,214
| +15% | +$413K |
|
908
MidCap Financial Investment
MFIC
$1.17B
| $3.14M | ﹤0.01% |
291,235
-31,001
| -10% | -$334K |
|
909
Organon & Co
OGN
$2.67B
| $3.13M | ﹤0.01% |
+92,774
| New | +$3.13M |
|
910
iShares Global Energy ETF
IXC
$1.85B
| $3.13M | ﹤0.01% |
92,287
-112,101
| -55% | -$3.8M |
|
911
Reinsurance Group of America
RGA
$12.7B
| $3.13M | ﹤0.01% |
26,651
-3,312
| -11% | -$388K |
|
|
JBGS
912
JBG SMITH
JBGS
$1.43B
| $3.09M | ﹤0.01% |
130,487
-19,778
| -13% | -$468K |
|
913
Quantum-Si Incorporated
QSI
$225M
| $2.95M | ﹤0.01% |
+1,269,588
| New | +$2.95M |
|
|
ENIA
914
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
| $2.89M | ﹤0.01% |
636,050
-7,500
| -1% | -$34.1K |
|
915
iShares 20+ Year Treasury Bond ETF
TLT
$49.5B
| $2.77M | ﹤0.01% |
24,150
+4,526
| +23% | +$520K |
|
916
Lamb Weston
LW
$7.78B
| $2.72M | ﹤0.01% |
38,010
-15,541
| -29% | -$1.11M |
|
917
Compañía de Minas Buenaventura
BVN
$5.08B
| $2.7M | ﹤0.01% |
409,739
+13,600
| +3% | +$89.8K |
|
918
Alamos Gold
AGI
$13.9B
| $2.7M | ﹤0.01% |
384,562
+33,440
| +10% | +$235K |
|
919
iQIYI
IQ
$2.51B
| $2.68M | ﹤0.01% |
637,418
+37,534
| +6% | +$158K |
|
920
MPLX
MPLX
$50.8B
| $2.65M | ﹤0.01% |
+91,000
| New | +$2.65M |
|
921
Pebblebrook Hotel Trust
PEB
$1.36B
| $2.63M | ﹤0.01% |
158,804
-11,249
| -7% | -$186K |
|
922
Petrobras
PBR
$82.2B
| $2.62M | ﹤0.01% |
224,661
+1,062
| +0.5% | +$12.4K |
|
923
Sabesp
SBS
$15.8B
| $2.61M | ﹤0.01% |
326,814
-38,300
| -10% | -$306K |
|
924
Four Corners Property Trust
FCPT
$2.69B
| $2.57M | ﹤0.01% |
96,635
-6,423
| -6% | -$171K |
|
|
HPP
925
Hudson Pacific Properties
HPP
$1.1B
| $2.57M | ﹤0.01% |
172,862
-155,253
| -47% | -$2.3M |
|