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 |
Apple
AAPL
|
$6.04B |
| 2 |
Tesla
TSLA
|
$1.36B |
| 3 |
Teladoc Health
TDOC
|
$200M |
| 4 |
Sea Limited
SE
|
$176M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
Top Sells
| 1 |
Microsoft
MSFT
|
$440M |
| 2 |
Amazon
AMZN
|
$316M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$192M |
| 4 |
NVIDIA
NVDA
|
$185M |
| 5 |
Intel
INTC
|
$175M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1076
Chegg
CHGG
$159M
| $261K | ﹤0.01% | 3,655 -7,480 | -67% | -$534K |
|
|
WPG
1077
DELISTED
Washington Prime Group Inc.
WPG
| $259K | ﹤0.01% | 399,292 -37,197 | -9% | -$24.1K |
|
1078
Ultrapar
UGP
$3.9B
| $250K | ﹤0.01% | 73,034 -28,800 | -28% | -$98.6K |
|
1079
BRF SA
BRFS
$6.12B
| $236K | ﹤0.01% | 71,995 -16,000 | -18% | -$52.4K |
|
1080
Companhia Siderúrgica Nacional
SID
$1.92B
| $234K | ﹤0.01% | 79,470 -15,200 | -16% | -$44.8K |
|
1081
Grupo Aeroportuario del Sureste
ASR
$9.77B
| $233K | ﹤0.01% | 2,010 -400 | -17% | -$46.4K |
|
1082
Ecopetrol
EC
$19.3B
| $233K | ﹤0.01% | 23,631 | – | – |
|
1083
iShares MSCI Chile ETF
ECH
$704M
| $231K | ﹤0.01% | 9,600 | – | – |
|
|
BRT
1084
BRT Apartments
BRT
$288M
| $224K | ﹤0.01% | 19,020 +1,476 | +8% | +$17.4K |
|
1085
Emcor
EME
$27.8B
| $223K | ﹤0.01% | 3,300 -3,500 | -51% | -$237K |
|
|
CHL
1086
DELISTED
China Mobile Limited
CHL
| $218K | ﹤0.01% | 6,787 -812 | -11% | -$26.1K |
|
1087
iShares Core MSCI EAFE ETF
IEFA
$150B
| $210K | ﹤0.01% | +3,480 | New | +$210K |
|
|
CMCT
1088
Creative Media & Community Trust
CMCT
$4.73M
| $209K | ﹤0.01% | +21,205 | New | +$209K |
|
1089
iShares China Large-Cap ETF
FXI
$6.65B
| $208K | ﹤0.01% | +4,950 | New | +$208K |
|
1090
MPLX
MPLX
$51.8B
| $205K | ﹤0.01% | +13,000 | New | +$205K |
|
1091
American Airlines Group
AAL
$8.82B
| $162K | ﹤0.01% | 13,196 +553 | +4% | +$6.79K |
|
|
CLPR
1092
Clipper Realty
CLPR
$72.3M
| $162K | ﹤0.01% | 26,823 +617 | +2% | +$3.73K |
|
1093
CEMIG Preferred Shares
CIG
$5.81B
| $158K | ﹤0.01% | 85,390 -23,810 | -22% | -$44.1K |
|
1094
Santander
BSBR
$39.6B
| $143K | ﹤0.01% | 28,949 -17,900 | -38% | -$88.4K |
|
1095
Enel Chile
ENIC
$4.83B
| $90K | ﹤0.01% | 26,265 -189,317 | -88% | -$649K |
|
|
MRO
1096
DELISTED
Marathon Oil Corporation
MRO
| $81K | ﹤0.01% | 19,877 -10,753 | -35% | -$43.8K |
|
|
PEI
1097
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $77K | ﹤0.01% | 139,299 +5,337 | +4% | +$2.95K |
|
1098
Eletrobras Common Shares
EBR
$18.5B
| $57K | ﹤0.01% | 10,326 | – | – |
|
|
AHT
1099
Ashford Hospitality Trust
AHT
$36.7M
| – | – | -167,094 | Closed | -$121K |
|
1100
APA Corp
APA
$8.31B
| – | – | -12,921 | Closed | -$174K |
|