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 |
Coinbase
COIN
|
$830M |
| 2 |
UiPath
PATH
|
$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$337M |
| 4 |
Twilio
TWLO
|
$292M |
| 5 |
Tesla
TSLA
|
$234M |
Top Sells
| 1 |
Alibaba
BABA
|
$1.18B |
| 2 |
Apple
AAPL
|
$757M |
| 3 |
Microsoft
MSFT
|
$477M |
| 4 |
Intellia Therapeutics
NTLA
|
$272M |
| 5 |
Amazon
AMZN
|
$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
Sarepta Therapeutics
SRPT
$1.96B
| $2.49M | ﹤0.01% |
32,016
-415,139
| -93% | -$32.3M |
|
927
Global Net Lease
GNL
$1.77B
| $2.47M | ﹤0.01% |
133,332
-8,899
| -6% | -$165K |
|
|
ILPT
928
Industrial Logistics Properties Trust
ILPT
$407M
| $2.46M | ﹤0.01% |
94,097
-10,359
| -10% | -$271K |
|
929
Texas Roadhouse
TXRH
$11.2B
| $2.45M | ﹤0.01% |
25,483
+6,866
| +37% | +$660K |
|
930
Zions Bancorporation
ZION
$8.34B
| $2.45M | ﹤0.01% |
46,279
-1,298
| -3% | -$68.6K |
|
931
Empire State Realty Trust
ESRT
$1.35B
| $2.44M | ﹤0.01% |
203,251
-19,644
| -9% | -$236K |
|
932
iShares Mortgage Real Estate ETF
REM
$618M
| $2.42M | ﹤0.01% |
65,201
-4,355
| -6% | -$162K |
|
933
SSR Mining
SSRM
$4.28B
| $2.39M | ﹤0.01% |
153,301
-640,077
| -81% | -$9.98M |
|
|
OCFT
934
OneConnect Financial Technology
OCFT
$281M
| $2.38M | ﹤0.01% |
+19,780
| New | +$2.38M |
|
|
PGRE
935
Paramount Group
PGRE
$1.66B
| $2.35M | ﹤0.01% |
233,671
-36,211
| -13% | -$365K |
|
936
Black Stone Minerals
BSM
$2.53B
| $2.33M | ﹤0.01% |
217,000
-40,000
| -16% | -$430K |
|
937
Wyndham Hotels & Resorts
WH
$6.59B
| $2.33M | ﹤0.01% |
32,247
| – | – |
|
938
Gentex
GNTX
$6.25B
| $2.33M | ﹤0.01% |
70,390
-12,800
| -15% | -$424K |
|
939
Hawaiian Electric Industries
HE
$2.12B
| $2.26M | ﹤0.01% |
53,500
+19,506
| +57% | +$825K |
|
940
MDU Resources
MDU
$3.31B
| $2.24M | ﹤0.01% |
188,339
-8,902
| -5% | -$106K |
|
941
AngloGold Ashanti
AU
$30.2B
| $2.24M | ﹤0.01% |
120,686
-6,982
| -5% | -$130K |
|
|
BERY
942
DELISTED
Berry Global Group, Inc.
BERY
| $2.24M | ﹤0.01% |
+37,432
| New | +$2.24M |
|
943
AstraZeneca
AZN
$253B
| $2.23M | ﹤0.01% |
37,240
+8,549
| +30% | +$512K |
|
944
Cheniere Energy
CQP
$26.1B
| $2.22M | ﹤0.01% |
50,000
-5,000
| -9% | -$222K |
|
|
VRE
945
Veris Residential
VRE
$1.52B
| $2.15M | ﹤0.01% |
125,183
-13,602
| -10% | -$233K |
|
|
PNNT
946
Pennant Park Investment Corp
PNNT
$471M
| $2.15M | ﹤0.01% |
321,212
| – | – |
|
947
Warner Music
WMG
$17B
| $2.12M | ﹤0.01% |
58,691
+5,976
| +11% | +$215K |
|
948
iShares TIPS Bond ETF
TIP
$13.6B
| $2.11M | ﹤0.01% |
16,500
-148,400
| -90% | -$19M |
|
|
LTC
949
LTC Properties
LTC
$1.69B
| $2.08M | ﹤0.01% |
54,289
-8,394
| -13% | -$322K |
|
950
Commerce Bancshares
CBSH
$8.08B
| $2.07M | ﹤0.01% |
33,762
| – | – |
|