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
|
$830M |
| 2 |
UiPath
PATH
|
$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$337M |
| 4 |
Twilio
TWLO
|
$292M |
| 5 |
Tesla
TSLA
|
$234M |
Top Sells
| 1 |
Alibaba
BABA
|
$1.18B |
| 2 |
Apple
AAPL
|
$757M |
| 3 |
Microsoft
MSFT
|
$477M |
| 4 |
Intellia Therapeutics
NTLA
|
$272M |
| 5 |
Amazon
AMZN
|
$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1126
Lennar Class B
LEN.B
$33.2B
| $393K | ﹤0.01% |
5,072
| – | – |
|
|
SGI
1127
Somnigroup International Inc.
SGI
$17.8B
| $388K | ﹤0.01% |
9,900
-2,100
| -18% | -$82.3K |
|
1128
CNA Financial
CNA
$13.2B
| $383K | ﹤0.01% |
8,413
| – | – |
|
1129
iShares MSCI Israel ETF
EIS
$397M
| $383K | ﹤0.01% |
5,500
-300
| -5% | -$20.9K |
|
1130
iShares MSCI Thailand ETF
THD
$232M
| $374K | ﹤0.01% |
4,800
-2,100
| -30% | -$164K |
|
1131
Gerdau
GGB
$6.05B
| $372K | ﹤0.01% |
79,380
| – | – |
|
1132
Varonis Systems
VRNS
$6.21B
| $369K | ﹤0.01% |
+6,400
| New | +$369K |
|
1133
Upwork
UPWK
$2.18B
| $367K | ﹤0.01% |
6,297
+1,520
| +32% | +$88.6K |
|
1134
Array Technologies
ARRY
$1.32B
| $359K | ﹤0.01% |
+23,011
| New | +$359K |
|
1135
Lattice Semiconductor
LSCC
$9.16B
| $344K | ﹤0.01% |
6,129
+825
| +16% | +$46.3K |
|
1136
FTI Consulting
FCN
$5.43B
| $342K | ﹤0.01% |
2,500
+600
| +32% | +$82.1K |
|
1137
United Therapeutics
UTHR
$17.7B
| $341K | ﹤0.01% |
1,900
-1,400
| -42% | -$251K |
|
1138
New York Times
NYT
$9.58B
| $340K | ﹤0.01% |
+7,800
| New | +$340K |
|
1139
WEX
WEX
$5.73B
| $340K | ﹤0.01% |
+1,753
| New | +$340K |
|
1140
Quanta Services
PWR
$55.8B
| $338K | ﹤0.01% |
3,733
+3
| +0.1% | +$272 |
|
|
BPMP
1141
DELISTED
BP Midstream Partners LP Common Units representing Limited Partner Interests
BPMP
| $333K | ﹤0.01% |
23,000
-23,000
| -50% | -$333K |
|
1142
Bombardier Recreational Products
DOOO
$4.87B
| $317K | ﹤0.01% |
+4,050
| New | +$317K |
|
1143
argenx
ARGX
$44.2B
| $316K | ﹤0.01% |
1,048
-98
| -9% | -$29.6K |
|
1144
Cirrus Logic
CRUS
$5.81B
| $315K | ﹤0.01% |
+3,700
| New | +$315K |
|
1145
iShares MSCI Chile ETF
ECH
$709M
| $313K | ﹤0.01% |
10,800
-1,800
| -14% | -$52.2K |
|
1146
Ascendis Pharma
ASND
$12.1B
| $310K | ﹤0.01% |
2,354
-168
| -7% | -$22.1K |
|
|
MRO
1147
DELISTED
Marathon Oil Corporation
MRO
| $307K | ﹤0.01% |
22,553
-2,234
| -9% | -$30.4K |
|
1148
Bruker
BRKR
$4.45B
| $304K | ﹤0.01% |
+4,000
| New | +$304K |
|
|
CMCT
1149
Creative Media & Community Trust
CMCT
$5.39M
| $300K | ﹤0.01% |
137
+68
| +99% | +$149K |
|
1150
iShares MSCI Turkey ETF
TUR
$166M
| $295K | ﹤0.01% |
14,000
+4,400
| +46% | +$92.7K |
|