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 | |
|---|---|---|---|---|---|---|
926
Amdocs
DOX
$9.33B
| $2.56M | ﹤0.01% |
30,688
| – | – |
|
927
HUTCHMED
HCM
$2.73B
| $2.55M | ﹤0.01% |
202,041
-47,538
| -19% | -$601K |
|
928
Sunstone Hotel Investors
SHO
$1.78B
| $2.46M | ﹤0.01% |
247,981
-39,970
| -14% | -$397K |
|
|
PDM
929
Piedmont Realty Trust, Inc.
PDM
$1.07B
| $2.42M | ﹤0.01% |
184,515
+22,014
| +14% | +$289K |
|
930
SSR Mining
SSRM
$4.41B
| $2.41M | ﹤0.01% |
144,022
+26,472
| +23% | +$442K |
|
|
UNVR
931
DELISTED
Univar Solutions Inc.
UNVR
| $2.4M | ﹤0.01% |
96,606
+716
| +0.7% | +$17.8K |
|
932
Seres Therapeutics
MCRB
$174M
| $2.39M | ﹤0.01% |
34,839
-1,524
| -4% | -$105K |
|
|
GRP.U
933
Granite Real Estate Investment Trust
GRP.U
$3.47B
| $2.38M | ﹤0.01% |
38,831
-3,188
| -8% | -$196K |
|
934
RLX Technology
RLX
$3.3B
| $2.33M | ﹤0.01% |
1,092,186
+29,800
| +3% | +$63.5K |
|
935
Ryanair
RYAAY
$31.3B
| $2.32M | ﹤0.01% |
86,313
-1,187
| -1% | -$31.9K |
|
936
Reliance Steel & Aluminium
RS
$15.4B
| $2.26M | ﹤0.01% |
13,308
-2,064
| -13% | -$351K |
|
|
BNR
937
Burning Rock Biotech
BNR
$95.3M
| $2.19M | ﹤0.01% |
75,300
-137,351
| -65% | -$4M |
|
938
Pinnacle West Capital
PNW
$10.4B
| $2.19M | ﹤0.01% |
29,970
-4,695
| -14% | -$343K |
|
939
Macerich
MAC
$4.59B
| $2.18M | ﹤0.01% |
250,521
-19,927
| -7% | -$174K |
|
|
NLSN
940
DELISTED
Nielsen Holdings plc
NLSN
| $2.18M | ﹤0.01% |
93,850
-83,327
| -47% | -$1.93M |
|
|
ELME
941
Elme Communities
ELME
$1.52B
| $2.17M | ﹤0.01% |
101,990
-7,905
| -7% | -$168K |
|
942
OneMain Financial
OMF
$7.26B
| $2.16M | ﹤0.01% |
57,887
-2,310
| -4% | -$86.4K |
|
943
Barings BDC
BBDC
$1B
| $2.13M | ﹤0.01% |
229,174
+9,980
| +5% | +$92.9K |
|
944
CareTrust REIT
CTRE
$7.59B
| $2.12M | ﹤0.01% |
115,012
-11,630
| -9% | -$214K |
|
945
Baidu
BIDU
$37B
| $2.12M | ﹤0.01% |
14,225
-669,590
| -98% | -$99.6M |
|
946
ASML
ASML
$315B
| $2.1M | ﹤0.01% |
4,410
+314
| +8% | +$149K |
|
947
Zions Bancorporation
ZION
$8.47B
| $2.07M | ﹤0.01% |
40,682
-419
| -1% | -$21.3K |
|
948
InvenTrust Properties
IVT
$2.25B
| $2.06M | ﹤0.01% |
+79,877
| New | +$2.06M |
|
949
DiamondRock Hospitality
DRH
$1.73B
| $2.05M | ﹤0.01% |
249,481
-24,322
| -9% | -$200K |
|
950
Coupang
CPNG
$59.9B
| $2.05M | ﹤0.01% |
160,442
-9,796
| -6% | -$125K |
|