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 |
Roku
ROKU
|
$256M |
| 2 |
Zoom
ZM
|
$236M |
| 3 |
Robinhood
HOOD
|
$185M |
| 4 |
Twilio
TWLO
|
$164M |
| 5 |
Microsoft
MSFT
|
$152M |
Top Sells
| 1 |
Tesla
TSLA
|
$796M |
| 2 |
Meta Platforms (Facebook)
META
|
$472M |
| 3 |
Zillow
Z
|
$361M |
| 4 |
Apple
AAPL
|
$338M |
| 5 |
PayPal
PYPL
|
$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1001
United Airlines
UAL
$34.5B
| $1.31M | ﹤0.01% |
29,900
+648
| +2% | +$28.4K |
|
|
APTS
1002
DELISTED
Preferred Apartment Communities, Inc.
APTS
| $1.3M | ﹤0.01% |
71,884
-3,129
| -4% | -$56.5K |
|
1003
Floor & Decor
FND
$9.42B
| $1.3M | ﹤0.01% |
9,964
| – | – |
|
1004
Liberty Energy
LBRT
$1.7B
| $1.29M | ﹤0.01% |
132,546
+58,485
| +79% | +$567K |
|
1005
WESCO International
WCC
$10.7B
| $1.28M | ﹤0.01% |
+9,752
| New | +$1.28M |
|
1006
WEX
WEX
$5.87B
| $1.28M | ﹤0.01% |
9,088
+1,031
| +13% | +$145K |
|
|
GOOD
1007
Gladstone Commercial Corp
GOOD
$616M
| $1.27M | ﹤0.01% |
49,450
-2,038
| -4% | -$52.5K |
|
1008
The GEO Group
GEO
$2.92B
| $1.27M | ﹤0.01% |
163,959
-6,624
| -4% | -$51.3K |
|
|
RSX
1009
DELISTED
VanEck Russia ETF
RSX
| $1.23M | ﹤0.01% |
+46,300
| New | +$1.23M |
|
|
AHH
1010
Armada Hoffler Properties
AHH
$585M
| $1.23M | ﹤0.01% |
80,489
-3,258
| -4% | -$49.6K |
|
1011
Sonoco
SON
$4.56B
| $1.2M | ﹤0.01% |
20,800
-11,500
| -36% | -$666K |
|
1012
Envista
NVST
$3.54B
| $1.18M | ﹤0.01% |
26,075
| – | – |
|
1013
America Movil
AMX
$59.1B
| $1.16M | ﹤0.01% |
54,860
-6,000
| -10% | -$127K |
|
|
CIO
1014
City Office REIT
CIO
$280M
| $1.16M | ﹤0.01% |
58,738
-3,789
| -6% | -$74.7K |
|
1015
Penumbra
PEN
$11B
| $1.16M | ﹤0.01% |
4,025
| – | – |
|
1016
Tetra Tech
TTEK
$9.48B
| $1.12M | ﹤0.01% |
32,820
+25,295
| +336% | +$859K |
|
1017
Banco Santander Chile
BSAC
$12.1B
| $1.11M | ﹤0.01% |
68,136
+2,000
| +3% | +$32.6K |
|
1018
Sarepta Therapeutics
SRPT
$1.96B
| $1.1M | ﹤0.01% |
12,226
-476
| -4% | -$42.9K |
|
|
CHX
1019
DELISTED
ChampionX
CHX
| $1.05M | ﹤0.01% |
52,089
+5,555
| +12% | +$112K |
|
|
UHT
1020
Universal Health Realty Income Trust
UHT
$574M
| $1.04M | ﹤0.01% |
17,444
-790
| -4% | -$47K |
|
1021
Levi Strauss
LEVI
$8.79B
| $1.04M | ﹤0.01% |
41,360
-7,089
| -15% | -$177K |
|
|
MSP
1022
DELISTED
Datto Holding Corp.
MSP
| $1.03M | ﹤0.01% |
39,153
| – | – |
|
1023
Kyndryl
KD
$7.57B
| $1.02M | ﹤0.01% |
+56,088
| New | +$1.02M |
|
|
DHC
1024
Diversified Healthcare Trust
DHC
$995M
| $1.01M | ﹤0.01% |
327,899
-11,360
| -3% | -$35.1K |
|
1025
iShares MSCI China ETF
MCHI
$7.91B
| $1.01M | ﹤0.01% |
16,100
+5,100
| +46% | +$320K |
|