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 | |
|---|---|---|---|---|---|---|
1101
CommScope
COMM
$3.59B
| $605K | ﹤0.01% |
+98,900
| New | +$605K |
|
1102
Alliance Resource Partners
ARLP
$2.92B
| $602K | ﹤0.01% |
33,000
-10,000
| -23% | -$182K |
|
|
CLDT
1103
Chatham Lodging
CLDT
$359M
| $601K | ﹤0.01% |
57,539
-4,705
| -8% | -$49.1K |
|
1104
iShares MSCI Malaysia ETF
EWM
$241M
| $597K | ﹤0.01% |
27,211
+254
| +0.9% | +$5.57K |
|
1105
News Corp Class B
NWS
$19.1B
| $595K | ﹤0.01% |
37,428
-1,479
| -4% | -$23.5K |
|
1106
Eletrobras Common Shares
EBR
$18.8B
| $594K | ﹤0.01% |
+67,000
| New | +$594K |
|
1107
Boise Cascade
BCC
$3.32B
| $583K | ﹤0.01% |
9,798
+3,198
| +48% | +$190K |
|
|
ALX
1108
Alexander's
ALX
$1.2B
| $580K | ﹤0.01% |
2,611
-222
| -8% | -$49.3K |
|
1109
Compañía de Cervecerías Unidas
CCU
$2.18B
| $579K | ﹤0.01% |
45,818
| – | – |
|
1110
ArcBest
ARCB
$1.71B
| $575K | ﹤0.01% |
+8,164
| New | +$575K |
|
1111
Sotera Health
SHC
$4.52B
| $575K | ﹤0.01% |
29,368
| – | – |
|
|
BKCC
1112
DELISTED
BlackRock Capital Investment Corporation
BKCC
| $574K | ﹤0.01% |
156,470
-200
| -0.1% | -$734 |
|
1113
Genworth Financial
GNW
$3.53B
| $573K | ﹤0.01% |
162,337
+69,600
| +75% | +$246K |
|
|
UBA
1114
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $564K | ﹤0.01% |
34,836
-2,732
| -7% | -$44.2K |
|
1115
Jabil
JBL
$22.4B
| $563K | ﹤0.01% |
+11,000
| New | +$563K |
|
1116
United Natural Foods
UNFI
$1.74B
| $560K | ﹤0.01% |
14,224
-1,076
| -7% | -$42.4K |
|
1117
Zillow
ZG
$21B
| $558K | ﹤0.01% |
17,547
-154,639
| -90% | -$4.92M |
|
|
WSR
1118
Whitestone REIT
WSR
$661M
| $557K | ﹤0.01% |
51,832
-1,929
| -4% | -$20.7K |
|
1119
Tri Pointe Homes
TPH
$3.23B
| $555K | ﹤0.01% |
32,877
| – | – |
|
1120
B2Gold
BTG
$5.68B
| $547K | ﹤0.01% |
161,460
-203,679
| -56% | -$690K |
|
1121
iShares MSCI Saudi Arabia ETF
KSA
$569M
| $542K | ﹤0.01% |
13,100
-6,900
| -35% | -$285K |
|
1122
Utz Brands
UTZ
$1.17B
| $541K | ﹤0.01% |
39,117
| – | – |
|
1123
Service Corp International
SCI
$11.1B
| $539K | ﹤0.01% |
+7,800
| New | +$539K |
|
1124
KB Home
KBH
$4.62B
| $538K | ﹤0.01% |
18,900
-3,900
| -17% | -$111K |
|
1125
iShares MSCI Mexico ETF
EWW
$1.85B
| $526K | ﹤0.01% |
11,300
-8,156
| -42% | -$380K |
|