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 |
Broadcom
AVGO
|
$192M |
| 2 |
Cencora
COR
|
$123M |
| 3 |
IQVIA
IQV
|
$60.2M |
| 4 |
CRH
CRH
|
$58.6M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
$56M |
Top Sells
| 1 |
Coinbase
COIN
|
$416M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
$184M |
| 3 |
Apple
AAPL
|
$142M |
| 4 |
NVIDIA
NVDA
|
$125M |
| 5 |
VMW
VMware, Inc
VMW
|
$107M |
Sector Composition
| 1 | Technology | 29.99% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1026
CarGurus
CARG
$3.59B
| $607K | ﹤0.01% |
25,111
| – | – |
|
1027
Chegg
CHGG
$185M
| $582K | ﹤0.01% |
51,276
| – | – |
|
|
LAND
1028
Gladstone Land Corp
LAND
$325M
| $580K | ﹤0.01% |
40,139
+4,523
| +13% | +$65.4K |
|
1029
B2Gold
BTG
$5.52B
| $574K | ﹤0.01% |
180,773
-9,792
| -5% | -$31.1K |
|
|
CLDT
1030
Chatham Lodging
CLDT
$363M
| $571K | ﹤0.01% |
53,273
+65
| +0.1% | +$697 |
|
1031
Nextracker
NXT
$10.4B
| $558K | ﹤0.01% |
+11,921
| New | +$558K |
|
1032
Madrigal Pharmaceuticals
MDGL
$9.65B
| $556K | ﹤0.01% |
2,405
+227
| +10% | +$52.5K |
|
1033
Abercrombie & Fitch
ANF
$4.49B
| $556K | ﹤0.01% |
+6,300
| New | +$556K |
|
|
BFS
1034
Saul Centers
BFS
$812M
| $551K | ﹤0.01% |
14,043
+24
| +0.2% | +$942 |
|
1035
Envista
NVST
$3.54B
| $548K | ﹤0.01% |
22,762
-6,454
| -22% | -$155K |
|
|
ALX
1036
Alexander's
ALX
$1.2B
| $539K | ﹤0.01% |
2,525
+450
| +22% | +$96.1K |
|
|
GOOD
1037
Gladstone Commercial Corp
GOOD
$616M
| $539K | ﹤0.01% |
40,705
-2,454
| -6% | -$32.5K |
|
1038
AXIS Capital
AXS
$7.62B
| $538K | ﹤0.01% |
9,720
+420
| +5% | +$23.3K |
|
1039
Timken Company
TKR
$5.42B
| $538K | ﹤0.01% |
6,712
-208
| -3% | -$16.7K |
|
1040
Dolby
DLB
$6.96B
| $521K | ﹤0.01% |
6,048
+308
| +5% | +$26.5K |
|
1041
KB Home
KBH
$4.63B
| $511K | ﹤0.01% |
8,184
| – | – |
|
1042
N-able
NABL
$1.48B
| $493K | ﹤0.01% |
37,209
| – | – |
|
1043
Yelp
YELP
$2.02B
| $491K | ﹤0.01% |
10,367
+131
| +1% | +$6.2K |
|
1044
Meritage Homes
MTH
$5.89B
| $488K | ﹤0.01% |
5,600
-200
| -3% | -$17.4K |
|
1045
Shutterstock
SSTK
$713M
| $482K | ﹤0.01% |
9,987
-400
| -4% | -$19.3K |
|
1046
H&R Block
HRB
$6.85B
| $477K | ﹤0.01% |
9,867
| – | – |
|
1047
Liberty Broadband Class A
LBRDA
$8.57B
| $473K | ﹤0.01% |
5,861
| – | – |
|
1048
Taylor Morrison
TMHC
$7.1B
| $469K | ﹤0.01% |
8,800
| – | – |
|
1049
Fortrea Holdings
FTRE
$1.06B
| $468K | ﹤0.01% |
13,412
-23,043
| -63% | -$804K |
|
|
SWI
1050
DELISTED
SolarWinds Corporation Common Stock
SWI
| $465K | ﹤0.01% |
37,209
| – | – |
|