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 | |
|---|---|---|---|---|---|---|
976
CACI
CACI
$10.4B
| $1.67M | ﹤0.01% |
6,554
-3,237
| -33% | -$826K |
|
977
Levi Strauss
LEVI
$8.79B
| $1.65M | ﹤0.01% |
59,559
+7,089
| +14% | +$197K |
|
978
Phreesia
PHR
$1.68B
| $1.64M | ﹤0.01% |
26,667
| – | – |
|
979
Regal Rexnord
RRX
$9.66B
| $1.63M | ﹤0.01% |
12,199
-657
| -5% | -$87.7K |
|
|
SAFE
980
DELISTED
Safehold Inc.
SAFE
| $1.63M | ﹤0.01% |
20,712
-1,934
| -9% | -$152K |
|
981
MasTec
MTZ
$14B
| $1.61M | ﹤0.01% |
+15,215
| New | +$1.61M |
|
982
Utilities Select Sector SPDR Fund
XLU
$20.7B
| $1.57M | ﹤0.01% |
24,881
-1,109
| -4% | -$70.1K |
|
|
EVA
983
DELISTED
Enviva Inc.
EVA
| $1.57M | ﹤0.01% |
30,000
| – | – |
|
984
Ziff Davis
ZD
$1.56B
| $1.53M | ﹤0.01% |
+12,825
| New | +$1.53M |
|
985
Vimeo
VMEO
$734M
| $1.52M | ﹤0.01% |
+31,036
| New | +$1.52M |
|
986
NCR Voyix
VYX
$1.84B
| $1.51M | ﹤0.01% |
+54,096
| New | +$1.51M |
|
987
Allison Transmission
ALSN
$7.53B
| $1.51M | ﹤0.01% |
37,900
| – | – |
|
988
US Foods
USFD
$17.5B
| $1.48M | ﹤0.01% |
38,643
+18,736
| +94% | +$719K |
|
|
RPT
989
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $1.48M | ﹤0.01% |
113,851
-18,622
| -14% | -$242K |
|
|
CSR
990
Centerspace
CSR
$1.01B
| $1.48M | ﹤0.01% |
18,715
-2,073
| -10% | -$164K |
|
|
CHCT
991
Community Healthcare Trust
CHCT
$444M
| $1.47M | ﹤0.01% |
30,974
-6,181
| -17% | -$293K |
|
992
United Airlines
UAL
$34.5B
| $1.47M | ﹤0.01% |
28,113
-1,323
| -4% | -$69.2K |
|
993
Foot Locker
FL
$2.29B
| $1.44M | ﹤0.01% |
+23,372
| New | +$1.44M |
|
|
INN
994
Summit Hotel Properties
INN
$614M
| $1.44M | ﹤0.01% |
154,171
-14,631
| -9% | -$136K |
|
995
Allegro MicroSystems
ALGM
$5.66B
| $1.42M | ﹤0.01% |
51,309
+8,354
| +19% | +$231K |
|
|
DHC
996
Diversified Healthcare Trust
DHC
$995M
| $1.42M | ﹤0.01% |
339,259
-43,917
| -11% | -$184K |
|
|
AIV
997
Aimco
AIV
$1.11B
| $1.4M | ﹤0.01% |
207,895
-41,651
| -17% | -$279K |
|
998
Maximus
MMS
$4.97B
| $1.39M | ﹤0.01% |
+15,822
| New | +$1.39M |
|
999
Banco Santander Chile
BSAC
$12.1B
| $1.38M | ﹤0.01% |
69,636
-18,317
| -21% | -$364K |
|
1000
Ingevity
NGVT
$2.18B
| $1.38M | ﹤0.01% |
16,916
| – | – |
|