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 | |
|---|---|---|---|---|---|---|
|
ERUS
1051
DELISTED
iShares MSCI Russia ETF
ERUS
| $921K | ﹤0.01% |
20,800
-200
| -1% | -$8.86K |
|
1052
Helmerich & Payne
HP
$2.04B
| $920K | ﹤0.01% |
28,205
-1,263
| -4% | -$41.2K |
|
|
SHLX
1053
DELISTED
Shell Midstream Partners, L.P.
SHLX
| $916K | ﹤0.01% |
62,000
| – | – |
|
1054
Banco Bradesco
BBD
$32B
| $897K | ﹤0.01% |
192,268
-44,483
| -19% | -$208K |
|
|
LAND
1055
Gladstone Land Corp
LAND
$323M
| $896K | ﹤0.01% |
37,227
+2,867
| +8% | +$69K |
|
1056
News Corp Class B
NWS
$18.6B
| $893K | ﹤0.01% |
36,679
-418
| -1% | -$10.2K |
|
|
ENLC
1057
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $888K | ﹤0.01% |
139,000
-40,000
| -22% | -$256K |
|
|
CLDT
1058
Chatham Lodging
CLDT
$367M
| $872K | ﹤0.01% |
67,772
-4,013
| -6% | -$51.6K |
|
|
NTST
1059
NETSTREIT Corp
NTST
$1.7B
| $835K | ﹤0.01% |
36,226
+15,260
| +73% | +$352K |
|
1060
WhiteHorse Finance
WHF
$201M
| $835K | ﹤0.01% |
56,063
-7,100
| -11% | -$106K |
|
1061
Westlake Corp
WLK
$11B
| $833K | ﹤0.01% |
9,251
| – | – |
|
1062
Meritage Homes
MTH
$5.67B
| $828K | ﹤0.01% |
17,600
| – | – |
|
|
ALX
1063
Alexander's
ALX
$1.16B
| $827K | ﹤0.01% |
3,086
-273
| -8% | -$73.2K |
|
|
BFS
1064
Saul Centers
BFS
$823M
| $827K | ﹤0.01% |
18,191
-3,762
| -17% | -$171K |
|
|
PLYM
1065
Plymouth Industrial REIT
PLYM
$979M
| $824K | ﹤0.01% |
41,138
-2,838
| -6% | -$56.8K |
|
1066
Jefferies Financial Group
JEF
$13.4B
| $817K | ﹤0.01% |
24,999
| – | – |
|
|
AGR
1067
DELISTED
Avangrid, Inc.
AGR
| $813K | ﹤0.01% |
15,808
| – | – |
|
|
UBA
1068
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $801K | ﹤0.01% |
41,346
-3,872
| -9% | -$75K |
|
1069
Macy's
M
$4.39B
| $779K | ﹤0.01% |
+41,100
| New | +$779K |
|
|
CIO
1070
City Office REIT
CIO
$281M
| $777K | ﹤0.01% |
62,527
-6,665
| -10% | -$82.8K |
|
1071
Progress Software
PRGS
$1.89B
| $777K | ﹤0.01% |
16,800
| – | – |
|
1072
USA Compression Partners
USAC
$2.93B
| $775K | ﹤0.01% |
47,000
-12,000
| -20% | -$198K |
|
1073
Maravai LifeSciences
MRVI
$334M
| $769K | ﹤0.01% |
18,422
| – | – |
|
1074
Coupang
CPNG
$52.1B
| $764K | ﹤0.01% |
+18,277
| New | +$764K |
|
|
FSP
1075
Franklin Street Properties
FSP
$173M
| $759K | ﹤0.01% |
144,264
-10,467
| -7% | -$55.1K |
|