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 |
Bristol-Myers Squibb
BMY
|
$200M |
| 2 |
Alibaba
BABA
|
$176M |
| 3 |
Blackstone
BX
|
$127M |
| 4 |
Truist Financial
TFC
|
$127M |
| 5 |
Mercado Libre
MELI
|
$54.4M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$289M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$116M |
| 3 |
Tesla
TSLA
|
$92.4M |
| 4 |
Apple
AAPL
|
$90.7M |
| 5 |
NVIDIA
NVDA
|
$52.7M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1026
Masimo
MASI
$7.59B
| $421K | ﹤0.01% | +2,664 | New | +$421K |
|
|
XEC
1027
DELISTED
CIMAREX ENERGY CO
XEC
| $419K | ﹤0.01% | 7,974 -382,460 | -98% | -$20.1M |
|
|
QD
1028
Qudian
QD
$753M
| $414K | ﹤0.01% | +87,979 | New | +$414K |
|
|
AHT
1029
Ashford Hospitality Trust
AHT
$36.7M
| $410K | ﹤0.01% | 146,894 +38,919 | +36% | +$109K |
|
|
BHR
1030
Braemar Hotels & Resorts
BHR
$188M
| $402K | ﹤0.01% | 45,047 +7,526 | +20% | +$67.2K |
|
1031
Bruker
BRKR
$5.16B
| $401K | ﹤0.01% | 7,869 -377 | -5% | -$19.2K |
|
|
BRG
1032
DELISTED
Bluerock Residential Growth REIT, Inc.
BRG
| $397K | ﹤0.01% | 32,986 +7,175 | +28% | +$86.4K |
|
1033
iShares MSCI Israel ETF
EIS
$403M
| $396K | ﹤0.01% | +6,900 | New | +$396K |
|
1034
Liberty Broadband Class A
LBRDA
$8.71B
| $394K | ﹤0.01% | 3,166 +160 | +5% | +$19.9K |
|
1035
Toll Brothers
TOL
$13.4B
| $386K | ﹤0.01% | 9,808 | – | – |
|
1036
CEMIG Preferred Shares
CIG
$5.81B
| $365K | ﹤0.01% | 109,200 +16,900 | +18% | +$56.5K |
|
1037
Unifirst Corp
UNF
$3.3B
| $364K | ﹤0.01% | 1,800 | – | – |
|
|
PLYM
1038
Plymouth Industrial REIT
PLYM
$980M
| $356K | ﹤0.01% | +19,366 | New | +$356K |
|
|
LAND
1039
Gladstone Land Corp
LAND
$333M
| $355K | ﹤0.01% | 27,384 +7,387 | +37% | +$95.8K |
|
1040
Foot Locker
FL
$2.36B
| $351K | ﹤0.01% | 9,092 | – | – |
|
|
NVRO
1041
DELISTED
NEVRO CORP.
NVRO
| $347K | ﹤0.01% | +2,949 | New | +$347K |
|
1042
British American Tobacco
BTI
$124B
| $340K | ﹤0.01% | +8,000 | New | +$340K |
|
|
FPI
1043
Farmland Partners
FPI
$487M
| $339K | ﹤0.01% | 49,952 +11,177 | +29% | +$75.9K |
|
1044
Williams-Sonoma
WSM
$23.1B
| $337K | ﹤0.01% | +4,587 | New | +$337K |
|
|
CBL
1045
DELISTED
CBL& Associates Properties, Inc.
CBL
| $337K | ﹤0.01% | 320,982 +67,965 | +27% | +$71.4K |
|
|
PRFT
1046
DELISTED
Perficient Inc
PRFT
| $333K | ﹤0.01% | +7,232 | New | +$333K |
|
1047
H&R Block
HRB
$6.74B
| $332K | ﹤0.01% | 14,157 -824,894 | -98% | -$19.3M |
|
1048
Performance Food Group
PFGC
$15.9B
| $332K | ﹤0.01% | +6,458 | New | +$332K |
|
1049
Companhia Siderúrgica Nacional
SID
$1.92B
| $327K | ﹤0.01% | 94,670 +10,400 | +12% | +$35.9K |
|
|
ZNGA
1050
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $326K | ﹤0.01% | 53,320 -2,692 | -5% | -$16.5K |
|