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 |
UiPath
PATH
|
$425M |
| 2 |
Coinbase
COIN
|
$339M |
| 3 |
Palantir
PLTR
|
$252M |
| 4 |
Teladoc Health
TDOC
|
$215M |
| 5 |
Robinhood
HOOD
|
$193M |
Top Sells
| 1 |
Apple
AAPL
|
$425M |
| 2 |
Microsoft
MSFT
|
$311M |
| 3 |
JD.com
JD
|
$309M |
| 4 |
Sea Limited
SE
|
$262M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$260M |
Sector Composition
| 1 | Technology | 26.11% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 12.69% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Communication Services | 11.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
MDU Resources
MDU
$3.31B
| $2.08M | ﹤0.01% |
184,394
-3,945
| -2% | -$44.5K |
|
952
Empire State Realty Trust
ESRT
$1.35B
| $2.07M | ﹤0.01% |
206,486
+3,235
| +2% | +$32.4K |
|
953
SSR Mining
SSRM
$4.28B
| $2.06M | ﹤0.01% |
141,381
-11,920
| -8% | -$173K |
|
|
BERY
954
DELISTED
Berry Global Group, Inc.
BERY
| $1.98M | ﹤0.01% |
35,378
-2,054
| -5% | -$115K |
|
|
NXRT
955
NexPoint Residential Trust
NXRT
$879M
| $1.97M | ﹤0.01% |
31,904
+29
| +0.1% | +$1.79K |
|
956
AGCO
AGCO
$8.28B
| $1.95M | ﹤0.01% |
15,914
-5,802
| -27% | -$711K |
|
957
Commerce Bancshares
CBSH
$8.08B
| $1.94M | ﹤0.01% |
33,762
| – | – |
|
958
Sonoco
SON
$4.56B
| $1.92M | ﹤0.01% |
32,300
-8,300
| -20% | -$494K |
|
|
VRE
959
Veris Residential
VRE
$1.52B
| $1.92M | ﹤0.01% |
112,300
-12,883
| -10% | -$221K |
|
960
Cactus
WHD
$2.93B
| $1.91M | ﹤0.01% |
50,574
-1,451
| -3% | -$54.7K |
|
961
XPO
XPO
$15.4B
| $1.9M | ﹤0.01% |
40,151
-706,711
| -95% | -$33.4M |
|
962
GXO Logistics
GXO
$6.02B
| $1.87M | ﹤0.01% |
+23,857
| New | +$1.87M |
|
|
CSR
963
Centerspace
CSR
$1.01B
| $1.86M | ﹤0.01% |
19,676
+961
| +5% | +$90.8K |
|
964
PennantPark Floating Rate Capital
PFLT
$1.02B
| $1.85M | ﹤0.01% |
144,417
-7,272
| -5% | -$93K |
|
965
Viper Energy
VNOM
$6.29B
| $1.84M | ﹤0.01% |
84,000
-14,000
| -14% | -$306K |
|
966
AngloGold Ashanti
AU
$30.2B
| $1.8M | ﹤0.01% |
112,266
-8,420
| -7% | -$135K |
|
|
OPI
967
Office Properties Income Trust
OPI
$16.7M
| $1.76M | ﹤0.01% |
69,551
-72
| -0.1% | -$1.82K |
|
|
LTC
968
LTC Properties
LTC
$1.69B
| $1.75M | ﹤0.01% |
55,185
+896
| +2% | +$28.4K |
|
969
SLM Corp
SLM
$6.49B
| $1.73M | ﹤0.01% |
98,200
-97,954
| -50% | -$1.72M |
|
|
TIGR
970
UP Fintech Holding
TIGR
$2.18B
| $1.69M | ﹤0.01% |
159,316
+4,900
| +3% | +$51.9K |
|
971
Performance Food Group
PFGC
$16.5B
| $1.68M | ﹤0.01% |
36,158
-2,120
| -6% | -$98.5K |
|
972
Old Republic International
ORI
$10.1B
| $1.64M | ﹤0.01% |
+70,961
| New | +$1.64M |
|
973
Allegro MicroSystems
ALGM
$5.66B
| $1.64M | ﹤0.01% |
51,309
| – | – |
|
974
Affiliated Managers Group
AMG
$6.54B
| $1.64M | ﹤0.01% |
10,825
-204
| -2% | -$30.8K |
|
975
Teradata
TDC
$1.99B
| $1.63M | ﹤0.01% |
+28,337
| New | +$1.63M |
|