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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Bio-Techne
TECH
|
$63.2M |
| 4 |
Coinbase
COIN
|
$62.8M |
| 5 |
Tesla
TSLA
|
$59M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1051
iShares MSCI Australia ETF
EWA
$1.52B
| $805K | ﹤0.01% |
+36,200
| New | +$805K |
|
1052
XPO
XPO
$14.9B
| $794K | ﹤0.01% |
23,857
-20,874
| -47% | -$695K |
|
|
SAFE
1053
DELISTED
Safehold Inc.
SAFE
| $781K | ﹤0.01% |
27,292
+8,415
| +45% | +$241K |
|
1054
Gates Industrial
GTES
$6.46B
| $767K | ﹤0.01% |
67,183
| – | – |
|
|
PTRA
1055
DELISTED
Proterra Inc. Common Stock
PTRA
| $731K | ﹤0.01% |
194,031
-16,914
| -8% | -$63.8K |
|
1056
Banco Bradesco
BBD
$31.9B
| $731K | ﹤0.01% |
253,947
+6,319
| +3% | +$18.2K |
|
|
OPI
1057
Office Properties Income Trust
OPI
$15.7M
| $730K | ﹤0.01% |
54,663
-3,629
| -6% | -$48.4K |
|
|
SAFE
1058
Safehold
SAFE
$1.15B
| $729K | ﹤0.01% |
95,563
-5,316
| -5% | -$40.6K |
|
|
AGR
1059
DELISTED
Avangrid, Inc.
AGR
| $727K | ﹤0.01% |
16,925
| – | – |
|
|
TPIC
1060
DELISTED
TPI Composites
TPIC
| $721K | ﹤0.01% |
71,111
+14,903
| +27% | +$151K |
|
1061
iShares MSCI Poland ETF
EPOL
$438M
| $712K | ﹤0.01% |
+46,040
| New | +$712K |
|
1062
iShares MSCI Saudi Arabia ETF
KSA
$577M
| $707K | ﹤0.01% |
18,750
+5,650
| +43% | +$213K |
|
|
CLDT
1063
Chatham Lodging
CLDT
$369M
| $704K | ﹤0.01% |
57,369
+509
| +0.9% | +$6.25K |
|
1064
WillScot Mobile Mini Holdings
WSC
$4.33B
| $700K | ﹤0.01% |
+15,500
| New | +$700K |
|
|
UHT
1065
Universal Health Realty Income Trust
UHT
$564M
| $700K | ﹤0.01% |
14,667
-622
| -4% | -$29.7K |
|
1066
Floor & Decor
FND
$8.51B
| $694K | ﹤0.01% |
9,964
| – | – |
|
1067
American Airlines Group
AAL
$8.84B
| $685K | ﹤0.01% |
53,873
+1,522
| +3% | +$19.4K |
|
|
FPI
1068
Farmland Partners
FPI
$471M
| $684K | ﹤0.01% |
54,857
-3,073
| -5% | -$38.3K |
|
1069
Immersion
IMMR
$226M
| $676K | ﹤0.01% |
96,103
+2,668
| +3% | +$18.8K |
|
1070
News Corp Class B
NWS
$18.7B
| $674K | ﹤0.01% |
36,537
+1,757
| +5% | +$32.4K |
|
1071
AMN Healthcare
AMN
$786M
| $673K | ﹤0.01% |
6,544
| – | – |
|
1072
Chord Energy
CHRD
$6.39B
| $661K | ﹤0.01% |
4,833
-300
| -6% | -$41K |
|
|
LAND
1073
Gladstone Land Corp
LAND
$323M
| $654K | ﹤0.01% |
35,641
-2,904
| -8% | -$53.3K |
|
|
EDR
1074
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $650K | ﹤0.01% |
28,843
+3,593
| +14% | +$81K |
|
|
UBA
1075
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $648K | ﹤0.01% |
34,220
+195
| +0.6% | +$3.7K |
|