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 | |
|---|---|---|---|---|---|---|
1076
Lattice Semiconductor
LSCC
$9.14B
| $647K | ﹤0.01% |
9,979
+1,222
| +14% | +$79.3K |
|
1077
Levi Strauss
LEVI
$8.95B
| $642K | ﹤0.01% |
41,360
| – | – |
|
|
VIVS
1078
VivoSim Labs, Inc. Common Stock
VIVS
$6.08M
| $641K | ﹤0.01% |
454,752
-6,624
| -1% | -$9.34K |
|
|
CBL
1079
CBL Properties
CBL
$969M
| $633K | ﹤0.01% |
27,431
-2,540
| -8% | -$58.6K |
|
|
GMRE
1080
Global Medical REIT
GMRE
$490M
| $626K | ﹤0.01% |
66,022
-6,695
| -9% | -$63.5K |
|
|
BFS
1081
Saul Centers
BFS
$815M
| $622K | ﹤0.01% |
15,283
+140
| +0.9% | +$5.7K |
|
1082
Genworth Financial
GNW
$3.47B
| $612K | ﹤0.01% |
115,737
-3,500
| -3% | -$18.5K |
|
1083
Deckers Outdoor
DECK
$18.2B
| $603K | ﹤0.01% |
1,510
+184
| +14% | +$73.4K |
|
1084
Eletrobras Common Shares
EBR
$18.4B
| $598K | ﹤0.01% |
75,350
+8,100
| +12% | +$64.2K |
|
1085
Jackson Financial
JXN
$6.77B
| $592K | ﹤0.01% |
17,015
-500
| -3% | -$17.4K |
|
1086
Pure Storage
PSTG
$25.3B
| $583K | ﹤0.01% |
21,787
+533
| +3% | +$14.3K |
|
1087
InMode
INMD
$911M
| $582K | ﹤0.01% |
16,308
+5,520
| +51% | +$197K |
|
1088
Applovin
APP
$163B
| $577K | ﹤0.01% |
54,782
-305,969
| -85% | -$3.22M |
|
1089
Timken Company
TKR
$5.33B
| $575K | ﹤0.01% |
8,142
+771
| +10% | +$54.5K |
|
1090
Vuzix
VUZI
$166M
| $565K | ﹤0.01% |
155,128
+1,460
| +1% | +$5.31K |
|
1091
Sprott Physical Gold
PHYS
$12.3B
| $564K | ﹤0.01% |
40,000
| – | – |
|
1092
Macy's
M
$3.66B
| $562K | ﹤0.01% |
+27,200
| New | +$562K |
|
1093
US Foods
USFD
$17.4B
| $560K | ﹤0.01% |
16,455
| – | – |
|
1094
Exelixis
EXEL
$10B
| $548K | ﹤0.01% |
34,170
-50,935
| -60% | -$817K |
|
1095
CNO Financial Group
CNO
$3.79B
| $547K | ﹤0.01% |
23,939
| – | – |
|
1096
Coherent
COHR
$13.7B
| $540K | ﹤0.01% |
15,391
-454
| -3% | -$15.9K |
|
1097
AXIS Capital
AXS
$7.72B
| $536K | ﹤0.01% |
9,900
| – | – |
|
1098
Doximity
DOCS
$12.5B
| $528K | ﹤0.01% |
15,745
+1,223
| +8% | +$41K |
|
1099
United Therapeutics
UTHR
$18.3B
| $528K | ﹤0.01% |
1,900
-800
| -30% | -$222K |
|
1100
Remitly
RELY
$3.9B
| $520K | ﹤0.01% |
45,373
| – | – |
|