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 | |
|---|---|---|---|---|---|---|
|
DEA
951
Easterly Government Properties
DEA
$1.06B
| $2.04M | ﹤0.01% |
42,920
-6,352
| -13% | -$302K |
|
952
ICICI Bank
IBN
$114B
| $2.04M | ﹤0.01% |
114,772
-356,438
| -76% | -$6.32M |
|
|
XHR
953
Xenia Hotels & Resorts
XHR
$1.37B
| $2.01M | ﹤0.01% |
138,045
-12,378
| -8% | -$180K |
|
954
Williams-Sonoma
WSM
$24.7B
| $1.98M | ﹤0.01% |
35,682
+972
| +3% | +$53.9K |
|
|
CELL
955
DELISTED
PhenomeX Inc. Common Stock
CELL
| $1.97M | ﹤0.01% |
396,394
-16,809
| -4% | -$83.5K |
|
|
BDN
956
Brandywine Realty Trust
BDN
$743M
| $1.97M | ﹤0.01% |
203,894
-18,308
| -8% | -$177K |
|
957
Darling Ingredients
DAR
$4.94B
| $1.93M | ﹤0.01% |
32,283
+4,033
| +14% | +$241K |
|
958
Dolby
DLB
$7.02B
| $1.93M | ﹤0.01% |
26,990
-563,857
| -95% | -$40.3M |
|
959
Huntsman Corp
HUN
$1.95B
| $1.93M | ﹤0.01% |
68,094
+8,579
| +14% | +$243K |
|
|
PNNT
960
Pennant Park Investment Corp
PNNT
$469M
| $1.91M | ﹤0.01% |
308,432
| – | – |
|
961
Jones Lang LaSalle
JLL
$14.8B
| $1.87M | ﹤0.01% |
10,710
-124
| -1% | -$21.7K |
|
|
AAT
962
American Assets Trust
AAT
$1.27B
| $1.8M | ﹤0.01% |
60,755
-9,364
| -13% | -$278K |
|
|
LTC
963
LTC Properties
LTC
$1.69B
| $1.8M | ﹤0.01% |
46,854
-3,990
| -8% | -$153K |
|
964
Hawaiian Electric Industries
HE
$2.05B
| $1.78M | ﹤0.01% |
43,500
| – | – |
|
965
Global Net Lease
GNL
$1.82B
| $1.77M | ﹤0.01% |
124,776
-9,975
| -7% | -$141K |
|
966
Health Care Select Sector SPDR Fund
XLV
$34.4B
| $1.76M | ﹤0.01% |
+13,736
| New | +$1.76M |
|
|
VERV
967
DELISTED
Verve Therapeutics
VERV
| $1.76M | ﹤0.01% |
+115,232
| New | +$1.76M |
|
968
Consumers Staples Select Sector SPDR Fund
XLP
$16.1B
| $1.76M | ﹤0.01% |
+24,361
| New | +$1.76M |
|
969
Commerce Bancshares
CBSH
$8.04B
| $1.75M | ﹤0.01% |
30,856
| – | – |
|
970
Tanger
SKT
$3.93B
| $1.74M | ﹤0.01% |
122,665
-7,594
| -6% | -$108K |
|
971
Cactus
WHD
$2.8B
| $1.72M | ﹤0.01% |
42,794
+472
| +1% | +$19K |
|
|
NXRT
972
NexPoint Residential Trust
NXRT
$876M
| $1.72M | ﹤0.01% |
27,456
-2,226
| -7% | -$139K |
|
973
Lithia Motors
LAD
$8.71B
| $1.7M | ﹤0.01% |
+6,183
| New | +$1.7M |
|
974
Acadia Realty Trust
AKR
$2.54B
| $1.69M | ﹤0.01% |
108,130
-5,747
| -5% | -$89.8K |
|
975
NetEase
NTES
$91.1B
| $1.68M | ﹤0.01% |
18,016
-996
| -5% | -$93K |
|