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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1126
Lattice Semiconductor
LSCC
$9.16B
| $239K | ﹤0.01% |
5,304
-17,708
| -77% | -$798K |
|
1127
Grupo Cibest S.A. American Depositary Shares (each representing four (4) Preferred Shares)
CIB
$11.9B
| $231K | ﹤0.01% |
7,233
-2,450
| -25% | -$78.2K |
|
1128
DXC Technology
DXC
$2.6B
| $229K | ﹤0.01% |
+7,324
| New | +$229K |
|
1129
Hanesbrands
HBI
$2.17B
| $229K | ﹤0.01% |
+11,667
| New | +$229K |
|
1130
Alaska Air
ALK
$7.21B
| $227K | ﹤0.01% |
+3,281
| New | +$227K |
|
1131
RH
RH
$4.14B
| $224K | ﹤0.01% |
+375
| New | +$224K |
|
1132
iShares MSCI Turkey ETF
TUR
$166M
| $221K | ﹤0.01% |
9,600
-800
| -8% | -$18.4K |
|
1133
Pegasystems
PEGA
$9.22B
| $219K | ﹤0.01% |
3,836
-15,098
| -80% | -$862K |
|
|
CMCT
1134
Creative Media & Community Trust
CMCT
$5.39M
| $218K | ﹤0.01% |
69
-12
| -15% | -$37.9K |
|
1135
Upwork
UPWK
$2.18B
| $214K | ﹤0.01% |
+4,777
| New | +$214K |
|
1136
Stantec
STN
$12.4B
| $205K | ﹤0.01% |
4,800
-17,600
| -79% | -$752K |
|
|
GAP
1137
The Gap, Inc.
GAP
$8.38B
| $205K | ﹤0.01% |
+6,871
| New | +$205K |
|
1138
WD-40
WDFC
$2.9B
| $204K | ﹤0.01% |
665
-3,049
| -82% | -$935K |
|
1139
Oshkosh
OSK
$8.77B
| $202K | ﹤0.01% |
+1,700
| New | +$202K |
|
1140
APA Corp
APA
$8.11B
| $194K | ﹤0.01% |
10,826
+812
| +8% | +$14.6K |
|
1141
Santander
BSBR
$38.7B
| $179K | ﹤0.01% |
26,463
+12,944
| +96% | +$87.6K |
|
|
CLPR
1142
Clipper Realty
CLPR
$67.8M
| $178K | ﹤0.01% |
22,479
-2,629
| -10% | -$20.8K |
|
1143
NOV
NOV
$4.82B
| $175K | ﹤0.01% |
+12,744
| New | +$175K |
|
1144
Companhia Siderúrgica Nacional
SID
$1.89B
| $168K | ﹤0.01% |
25,020
-16,750
| -40% | -$112K |
|
|
NBLX
1145
DELISTED
Noble Midstream Partners LP
NBLX
| $145K | ﹤0.01% |
+10,000
| New | +$145K |
|
1146
NGL Energy Partners
NGL
$707M
| $139K | ﹤0.01% |
68,000
| – | – |
|
1147
Plains All American Pipeline
PAA
$12.3B
| $137K | ﹤0.01% |
+15,000
| New | +$137K |
|
1148
BRF SA
BRFS
$5.83B
| $85K | ﹤0.01% |
18,945
-8,750
| -32% | -$39.3K |
|
|
WPG
1149
DELISTED
Washington Prime Group Inc.
WPG
| $70K | ﹤0.01% |
31,492
-3,930
| -11% | -$8.74K |
|
1150
Eletrobras Common Shares
EBR
$18.4B
| $63K | ﹤0.01% |
10,326
| – | – |
|