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 |
Coinbase
COIN
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
Automatic Data Processing
ADP
|
$82M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1101
Ardmore Shipping
ASC
$473M
| $321K | ﹤0.01% | +21,600 | New | +$321K |
|
1102
e.l.f. Beauty
ELF
$7.09B
| $321K | ﹤0.01% | +3,900 | New | +$321K |
|
|
SWI
1103
DELISTED
SolarWinds Corporation Common Stock
SWI
| $320K | ﹤0.01% | 37,209 | – | – |
|
1104
Royal Gold
RGLD
$11.8B
| $314K | ﹤0.01% | +2,424 | New | +$314K |
|
1105
Sabesp
SBS
$15.5B
| $308K | ﹤0.01% | 30,815 +4,245 | +16% | +$42.5K |
|
1106
Petrobras
PBR
$79.9B
| $308K | ﹤0.01% | 29,491 -75,914 | -72% | -$792K |
|
1107
Macy's
M
$3.59B
| $299K | ﹤0.01% | 17,100 -10,100 | -37% | -$177K |
|
|
PSTL
1108
Postal Realty Trust
PSTL
$390M
| $286K | ﹤0.01% | 18,819 +53 | +0.3% | +$807 |
|
|
CIO
1109
City Office REIT
CIO
$280M
| $282K | ﹤0.01% | 40,914 | – | – |
|
|
HT
1110
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $278K | ﹤0.01% | 41,396 +1,758 | +4% | +$11.8K |
|
1111
QuidelOrtho
QDEL
$1.95B
| $275K | ﹤0.01% | 3,091 | – | – |
|
|
STER
1112
DELISTED
Sterling Check Corp. Common Stock
STER
| $265K | ﹤0.01% | 23,743 | – | – |
|
|
AQUA
1113
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
| $264K | ﹤0.01% | +5,318 | New | +$264K |
|
1114
MasterBrand
MBC
$1.61B
| $258K | ﹤0.01% | 32,114 -179,825 | -85% | -$1.45M |
|
1115
America Movil
AMX
$60.3B
| $255K | ﹤0.01% | +12,100 | New | +$255K |
|
|
PTRA
1116
DELISTED
Proterra Inc. Common Stock
PTRA
| $252K | ﹤0.01% | 165,791 -28,240 | -15% | -$42.9K |
|
1117
Baidu
BIDU
$32.8B
| $250K | ﹤0.01% | 1,657 -2,364 | -59% | -$357K |
|
1118
Array Technologies
ARRY
$1.38B
| $247K | ﹤0.01% | +11,306 | New | +$247K |
|
|
BHR
1119
Braemar Hotels & Resorts
BHR
$188M
| $245K | ﹤0.01% | 63,558 -4,041 | -6% | -$15.6K |
|
|
BRT
1120
BRT Apartments
BRT
$288M
| $244K | ﹤0.01% | 12,351 | – | – |
|
|
ILPT
1121
Industrial Logistics Properties Trust
ILPT
$409M
| $242K | ﹤0.01% | 78,788 +3,491 | +5% | +$10.7K |
|
|
X
1122
DELISTED
US Steel
X
| $240K | ﹤0.01% | +9,200 | New | +$240K |
|
1123
MediaAlpha
MAX
$596M
| $237K | ﹤0.01% | 15,792 -8,722 | -36% | -$131K |
|
1124
Genworth Financial
GNW
$3.52B
| $234K | ﹤0.01% | 46,567 -69,170 | -60% | -$347K |
|
|
1125
Petrobras Class A
PBR.A
$73.9B
| $233K | ﹤0.01% | 25,100 +12,700 | +102% | +$118K |
|