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 | |
|---|---|---|---|---|---|---|
1026
Emcor
EME
$27.9B
| $1.12M | ﹤0.01% |
10,881
-1,096
| -9% | -$113K |
|
1027
Acuity Brands
AYI
$10.1B
| $1.1M | ﹤0.01% |
7,133
-578
| -7% | -$89.1K |
|
1028
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
| $1.1M | ﹤0.01% |
40,645
-67,096
| -62% | -$1.81M |
|
1029
Vanguard Total Stock Market ETF
VTI
$530B
| $1.09M | ﹤0.01% |
5,800
+100
| +2% | +$18.9K |
|
1030
Banco Santander Chile
BSAC
$12.1B
| $1.09M | ﹤0.01% |
66,995
-5,141
| -7% | -$83.7K |
|
1031
Clean Harbors
CLH
$12.7B
| $1.08M | ﹤0.01% |
+12,335
| New | +$1.08M |
|
|
ILPT
1032
Industrial Logistics Properties Trust
ILPT
$408M
| $1.07M | ﹤0.01% |
76,011
-7,128
| -9% | -$100K |
|
|
AHH
1033
Armada Hoffler Properties
AHH
$580M
| $1.06M | ﹤0.01% |
82,729
-3,143
| -4% | -$40.3K |
|
1034
Allegro MicroSystems
ALGM
$5.72B
| $1.06M | ﹤0.01% |
51,309
| – | – |
|
1035
Leggett & Platt
LEG
$1.32B
| $1.06M | ﹤0.01% |
30,600
-9,000
| -23% | -$311K |
|
1036
Enel Chile
ENIC
$5.04B
| $1.06M | ﹤0.01% |
952,047
+177,335
| +23% | +$197K |
|
1037
Envista
NVST
$3.46B
| $1.05M | ﹤0.01% |
27,336
+1,261
| +5% | +$48.6K |
|
1038
iShares MSCI India ETF
INDA
$9.3B
| $1.05M | ﹤0.01% |
26,718
-2,025,270
| -99% | -$79.7M |
|
1039
WESCO International
WCC
$10.3B
| $1.04M | ﹤0.01% |
9,752
| – | – |
|
1040
GXO Logistics
GXO
$5.83B
| $1.03M | ﹤0.01% |
+23,857
| New | +$1.03M |
|
|
CHCT
1041
Community Healthcare Trust
CHCT
$447M
| $1.03M | ﹤0.01% |
28,322
-2,058
| -7% | -$74.6K |
|
|
UMH
1042
UMH Properties
UMH
$1.29B
| $1.03M | ﹤0.01% |
58,105
-338
| -0.6% | -$5.97K |
|
1043
Oil States International
OIS
$334M
| $1.01M | ﹤0.01% |
187,038
+4,250
| +2% | +$23K |
|
|
SVC
1044
Service Properties Trust
SVC
$476M
| $1M | ﹤0.01% |
192,038
-18,456
| -9% | -$96.5K |
|
1045
United Airlines
UAL
$34.2B
| $1M | ﹤0.01% |
28,311
-1,293
| -4% | -$45.8K |
|
1046
ASGN Inc
ASGN
$2.29B
| $999K | ﹤0.01% |
11,072
| – | – |
|
|
CMPS
1047
Compass Pathways
CMPS
$496M
| $983K | ﹤0.01% |
+90,891
| New | +$983K |
|
1048
iShares MSCI China ETF
MCHI
$8.12B
| $982K | ﹤0.01% |
17,600
| – | – |
|
|
TPIC
1049
DELISTED
TPI Composites
TPIC
| $973K | ﹤0.01% |
77,861
+44,436
| +133% | +$555K |
|
1050
Affiliated Managers Group
AMG
$6.59B
| $972K | ﹤0.01% |
8,333
-1,432
| -15% | -$167K |
|