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 | |
|---|---|---|---|---|---|---|
951
Huntsman Corp
HUN
$1.95B
| $2.05M | ﹤0.01% |
77,184
+12,569
| +19% | +$333K |
|
|
PBCT
952
DELISTED
People's United Financial Inc
PBCT
| $2.05M | ﹤0.01% |
119,417
+4,870
| +4% | +$83.5K |
|
|
OPI
953
Office Properties Income Trust
OPI
$16.7M
| $2.04M | ﹤0.01% |
69,623
-7,614
| -10% | -$223K |
|
954
Stellus Capital Investment Corp
SCM
$421M
| $2.03M | ﹤0.01% |
161,058
| – | – |
|
955
RLX Technology
RLX
$3.18B
| $2.02M | ﹤0.01% |
231,857
+900
| +0.4% | +$7.86K |
|
956
Brunswick
BC
$4.35B
| $2.01M | ﹤0.01% |
+20,171
| New | +$2.01M |
|
957
Jabil
JBL
$22.5B
| $2M | ﹤0.01% |
34,356
-2,382
| -6% | -$138K |
|
958
Dick's Sporting Goods
DKS
$17.7B
| $1.99M | ﹤0.01% |
+19,904
| New | +$1.99M |
|
959
MPLX
MPLX
$51.5B
| $1.98M | ﹤0.01% |
67,000
| – | – |
|
960
ManpowerGroup
MAN
$1.91B
| $1.97M | ﹤0.01% |
16,585
+881
| +6% | +$105K |
|
961
Nice
NICE
$8.67B
| $1.97M | ﹤0.01% |
7,949
-4,682
| -37% | -$1.16M |
|
962
PennantPark Floating Rate Capital
PFLT
$1.02B
| $1.93M | ﹤0.01% |
151,689
| – | – |
|
963
Cactus
WHD
$2.93B
| $1.91M | ﹤0.01% |
52,025
-1,794
| -3% | -$65.9K |
|
|
ALEX
964
Alexander & Baldwin
ALEX
$1.41B
| $1.9M | ﹤0.01% |
103,853
-10,662
| -9% | -$195K |
|
|
DCP
965
DELISTED
DCP Midstream, LP
DCP
| $1.87M | ﹤0.01% |
61,000
| – | – |
|
966
Performance Food Group
PFGC
$16.5B
| $1.86M | ﹤0.01% |
38,278
+9,988
| +35% | +$484K |
|
|
XEC
967
DELISTED
CIMAREX ENERGY CO
XEC
| $1.86M | ﹤0.01% |
+25,617
| New | +$1.86M |
|
968
Viper Energy
VNOM
$6.29B
| $1.85M | ﹤0.01% |
98,000
| – | – |
|
969
Emcor
EME
$28B
| $1.81M | ﹤0.01% |
14,694
-3,520
| -19% | -$434K |
|
|
NXRT
970
NexPoint Residential Trust
NXRT
$879M
| $1.75M | ﹤0.01% |
31,875
-3,439
| -10% | -$189K |
|
971
Affiliated Managers Group
AMG
$6.54B
| $1.7M | ﹤0.01% |
+11,029
| New | +$1.7M |
|
972
YPF
YPF
$12.1B
| $1.7M | ﹤0.01% |
363,294
-600
| -0.2% | -$2.81K |
|
|
DOYU
973
DouYu International Holdings
DOYU
$234M
| $1.68M | ﹤0.01% |
24,563
| – | – |
|
974
iShares 20+ Year Treasury Bond ETF
TLT
$48.9B
| $1.68M | ﹤0.01% |
11,617
-6,000
| -34% | -$866K |
|
|
GTY
975
Getty Realty Corp
GTY
$1.63B
| $1.68M | ﹤0.01% |
53,783
-4,775
| -8% | -$149K |
|