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 |
Alphabet (Google) Class C
GOOG
|
$1.67B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.63B |
| 3 |
Tesla
TSLA
|
$1.62B |
| 4 |
Palo Alto Networks
PANW
|
$102M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Coinbase
COIN
|
$90.5M |
| 5 |
Microsoft
MSFT
|
$61.8M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1076
AMN Healthcare
AMN
$796M
| $693K | ﹤0.01% |
6,544
-1,700
| -21% | -$180K |
|
|
GOOD
1077
Gladstone Commercial Corp
GOOD
$626M
| $689K | ﹤0.01% |
44,451
-663
| -1% | -$10.3K |
|
1078
Viper Energy
VNOM
$6.72B
| $688K | ﹤0.01% |
24,000
| – | – |
|
|
AZEK
1079
DELISTED
The AZEK Co
AZEK
| $670K | ﹤0.01% |
40,338
| – | – |
|
1080
Sonoco
SON
$4.66B
| $669K | ﹤0.01% |
11,800
| – | – |
|
1081
iShares MSCI China ETF
MCHI
$7.91B
| $664K | ﹤0.01% |
15,600
-2,000
| -11% | -$85.1K |
|
|
UHT
1082
Universal Health Realty Income Trust
UHT
$563M
| $661K | ﹤0.01% |
15,289
-261
| -2% | -$11.3K |
|
1083
Gates Industrial
GTES
$6.58B
| $656K | ﹤0.01% |
67,183
| – | – |
|
|
TMX
1084
DELISTED
Terminix Global Holdings, Inc.
TMX
| $649K | ﹤0.01% |
16,942
-2,411
| -12% | -$92.4K |
|
|
LFG
1085
DELISTED
Archaea Energy Inc.
LFG
| $640K | ﹤0.01% |
35,518
-6,219
| -15% | -$112K |
|
1086
America Movil
AMX
$60.3B
| $637K | ﹤0.01% |
38,705
-4,400
| -10% | -$72.4K |
|
|
TPIC
1087
DELISTED
TPI Composites
TPIC
| $634K | ﹤0.01% |
56,208
-21,653
| -28% | -$244K |
|
1088
American Airlines Group
AAL
$8.82B
| $630K | ﹤0.01% |
52,351
-715
| -1% | -$8.6K |
|
|
GMRE
1089
Global Medical REIT
GMRE
$502M
| $620K | ﹤0.01% |
72,717
-874
| -1% | -$7.45K |
|
1090
Oil States International
OIS
$339M
| $612K | ﹤0.01% |
157,246
-29,792
| -16% | -$116K |
|
1091
Levi Strauss
LEVI
$8.85B
| $598K | ﹤0.01% |
41,360
| – | – |
|
1092
Leslie's
LESL
$61.7M
| $594K | ﹤0.01% |
40,388
| – | – |
|
|
CLR
1093
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $587K | ﹤0.01% |
+8,786
| New | +$587K |
|
|
ONL
1094
Orion Office REIT
ONL
$167M
| $584K | ﹤0.01% |
66,710
-143
| -0.2% | -$1.25K |
|
1095
Pure Storage
PSTG
$25.4B
| $582K | ﹤0.01% |
21,254
+2,322
| +12% | +$63.6K |
|
|
BFS
1096
Saul Centers
BFS
$833M
| $568K | ﹤0.01% |
15,143
-359
| -2% | -$13.5K |
|
1097
United Therapeutics
UTHR
$13.8B
| $565K | ﹤0.01% |
2,700
+500
| +23% | +$105K |
|
|
CLDT
1098
Chatham Lodging
CLDT
$374M
| $561K | ﹤0.01% |
56,860
-679
| -1% | -$6.7K |
|
1099
Coherent
COHR
$14.1B
| $552K | ﹤0.01% |
15,845
-421
| -3% | -$14.7K |
|
1100
Albertsons Companies
ACI
$10.9B
| $547K | ﹤0.01% |
21,985
+6,200
| +39% | +$154K |
|