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 |
Dow Inc
DOW
|
$171M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$102M |
| 3 |
Corteva
CTVA
|
$101M |
| 4 |
NVTA
Invitae Corporation
NVTA
|
$99.2M |
| 5 |
Alibaba
BABA
|
$88.9M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$477M |
| 2 |
SPDR Gold Trust
GLD
|
$116M |
| 3 |
LendingTree
TREE
|
$104M |
| 4 |
MDSO
Medidata Solutions, Inc.
MDSO
|
$91.6M |
| 5 |
L3Harris
LHX
|
$78.5M |
Sector Composition
| 1 | Technology | 18.4% |
| 2 | Financials | 15.53% |
| 3 | Healthcare | 12.87% |
| 4 | Consumer Discretionary | 10.81% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
Fox Factory Holding Corp
FOXF
$1.21B
| $526K | ﹤0.01% | +6,370 | New | +$526K |
|
927
Genesis Energy
GEL
$2.08B
| $526K | ﹤0.01% | 24,000 -9,000 | -27% | -$197K |
|
928
Bruker
BRKR
$5.16B
| $519K | ﹤0.01% | +10,391 | New | +$519K |
|
929
Ciena
CIEN
$13.3B
| $509K | ﹤0.01% | +12,379 | New | +$509K |
|
|
CIO
930
City Office REIT
CIO
$280M
| $507K | ﹤0.01% | 42,263 +20,193 | +91% | +$242K |
|
|
UMH
931
UMH Properties
UMH
$1.33B
| $507K | ﹤0.01% | 40,817 +19,041 | +87% | +$237K |
|
932
Etsy
ETSY
$5.25B
| $501K | ﹤0.01% | 8,165 -2,186 | -21% | -$134K |
|
933
Lattice Semiconductor
LSCC
$9.09B
| $496K | ﹤0.01% | +33,981 | New | +$496K |
|
934
Trade Desk
TTD
$26.7B
| $496K | ﹤0.01% | +2,177 | New | +$496K |
|
935
Zscaler
ZS
$43.1B
| $492K | ﹤0.01% | +6,424 | New | +$492K |
|
936
Workiva
WK
$4.61B
| $491K | ﹤0.01% | +8,453 | New | +$491K |
|
|
OLP
937
One Liberty Properties
OLP
$516M
| $486K | ﹤0.01% | 16,789 +8,014 | +91% | +$232K |
|
938
Upbound Group
UPBD
$1.47B
| $475K | ﹤0.01% | +17,819 | New | +$475K |
|
939
CareDx
CDNA
$727M
| $472K | ﹤0.01% | +13,103 | New | +$472K |
|
940
Euronet Worldwide
EEFT
$3.82B
| $469K | ﹤0.01% | +2,788 | New | +$469K |
|
941
Fair Isaac
FICO
$36.5B
| $469K | ﹤0.01% | +1,494 | New | +$469K |
|
942
OSI Systems
OSIS
$3.87B
| $467K | ﹤0.01% | +4,150 | New | +$467K |
|
943
Omnicell
OMCL
$1.5B
| $464K | ﹤0.01% | +5,394 | New | +$464K |
|
944
Monro
MNRO
$497M
| $453K | ﹤0.01% | +5,316 | New | +$453K |
|
945
Grupo Cibest S.A. American Depositary Shares (each representing four (4) Preferred Shares)
CIB
$12.1B
| $452K | ﹤0.01% | 8,860 +4,200 | +90% | +$214K |
|
946
Cable One
CABO
$909M
| $446K | ﹤0.01% | +381 | New | +$446K |
|
|
PSXP
947
DELISTED
PHILLIPS 66 PARTNERS LP
PSXP
| $444K | ﹤0.01% | 9,000 | – | – |
|
948
Grupo Aeroportuario del Pacifico
PAC
$12.2B
| $437K | ﹤0.01% | 4,192 +1,400 | +50% | +$146K |
|
|
ANDX
949
DELISTED
Andeavor Logistics LP
ANDX
| $436K | ﹤0.01% | 12,000 | – | – |
|
|
ZNGA
950
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $433K | ﹤0.01% | +70,574 | New | +$433K |
|