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 | |
|---|---|---|---|---|---|---|
|
RPT
1051
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $966K | ﹤0.01% |
98,221
-9,854
| -9% | -$96.9K |
|
|
SAFM
1052
DELISTED
Sanderson Farms Inc
SAFM
| $934K | ﹤0.01% |
+4,332
| New | +$934K |
|
1053
Nice
NICE
$8.85B
| $925K | ﹤0.01% |
4,808
-1,000
| -17% | -$192K |
|
1054
Vuzix
VUZI
$178M
| $919K | ﹤0.01% |
+129,418
| New | +$919K |
|
1055
iShares MSCI Indonesia ETF
EIDO
$317M
| $908K | ﹤0.01% |
40,558
-394
| -1% | -$8.82K |
|
1056
AMN Healthcare
AMN
$798M
| $904K | ﹤0.01% |
8,244
+800
| +11% | +$87.7K |
|
1057
Chord Energy
CHRD
$5.88B
| $904K | ﹤0.01% |
7,433
+2,072
| +39% | +$252K |
|
|
INN
1058
Summit Hotel Properties
INN
$608M
| $884K | ﹤0.01% |
121,581
-11,405
| -9% | -$82.9K |
|
1059
America Movil
AMX
$59.6B
| $881K | ﹤0.01% |
43,105
-5,900
| -12% | -$121K |
|
|
PLYM
1060
Plymouth Industrial REIT
PLYM
$980M
| $871K | ﹤0.01% |
49,667
+7,388
| +17% | +$130K |
|
|
BRG
1061
DELISTED
Bluerock Residential Growth REIT, Inc.
BRG
| $866K | ﹤0.01% |
32,939
-2,022
| -6% | -$53.2K |
|
1062
Sarepta Therapeutics
SRPT
$1.85B
| $861K | ﹤0.01% |
11,482
-196
| -2% | -$14.7K |
|
|
GOOD
1063
Gladstone Commercial Corp
GOOD
$605M
| $850K | ﹤0.01% |
45,114
-2,659
| -6% | -$50.1K |
|
1064
Coherent
COHR
$15.5B
| $829K | ﹤0.01% |
16,266
-490
| -3% | -$25K |
|
|
UHT
1065
Universal Health Realty Income Trust
UHT
$571M
| $827K | ﹤0.01% |
15,550
-1,273
| -8% | -$67.7K |
|
|
GMRE
1066
Global Medical REIT
GMRE
$505M
| $826K | ﹤0.01% |
73,591
-5,922
| -7% | -$66.5K |
|
|
VIVS
1067
VivoSim Labs, Inc. Common Stock
VIVS
$7.75M
| $822K | ﹤0.01% |
38,702
-1,179
| -3% | -$25K |
|
|
LAND
1068
Gladstone Land Corp
LAND
$322M
| $787K | ﹤0.01% |
35,508
-2,916
| -8% | -$64.6K |
|
|
TMX
1069
DELISTED
Terminix Global Holdings, Inc.
TMX
| $787K | ﹤0.01% |
19,353
-329
| -2% | -$13.4K |
|
1070
Magnolia Oil & Gas
MGY
$4.32B
| $785K | ﹤0.01% |
37,420
| – | – |
|
|
AGR
1071
DELISTED
Avangrid, Inc.
AGR
| $781K | ﹤0.01% |
16,925
+780
| +5% | +$36K |
|
1072
AXIS Capital
AXS
$7.58B
| $776K | ﹤0.01% |
13,600
| – | – |
|
1073
Ingredion
INGR
$8.16B
| $776K | ﹤0.01% |
8,800
| – | – |
|
|
PTRA
1074
DELISTED
Proterra Inc. Common Stock
PTRA
| $755K | ﹤0.01% |
+162,703
| New | +$755K |
|
1075
Phreesia
PHR
$1.59B
| $735K | ﹤0.01% |
29,381
| – | – |
|