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 |
Roku
ROKU
|
$256M |
| 2 |
Zoom
ZM
|
$236M |
| 3 |
Robinhood
HOOD
|
$185M |
| 4 |
Twilio
TWLO
|
$164M |
| 5 |
Microsoft
MSFT
|
$152M |
Top Sells
| 1 |
Tesla
TSLA
|
$796M |
| 2 |
Meta Platforms (Facebook)
META
|
$472M |
| 3 |
Zillow
Z
|
$361M |
| 4 |
Apple
AAPL
|
$338M |
| 5 |
PayPal
PYPL
|
$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1126
AquaBounty Technologies
AQB
$4.54M
| $354K | ﹤0.01% |
8,439
-791
| -9% | -$33.2K |
|
|
PSTL
1127
Postal Realty Trust
PSTL
$388M
| $353K | ﹤0.01% |
17,849
| – | – |
|
|
BRT
1128
BRT Apartments
BRT
$280M
| $351K | ﹤0.01% |
14,628
| – | – |
|
1129
Varonis Systems
VRNS
$6.21B
| $347K | ﹤0.01% |
7,114
-904
| -11% | -$44.1K |
|
1130
Unum
UNM
$12.4B
| $327K | ﹤0.01% |
13,300
+4,500
| +51% | +$111K |
|
|
PINE
1131
Alpine Income Property Trust
PINE
$214M
| $290K | ﹤0.01% |
14,485
| – | – |
|
1132
Graco
GGG
$14B
| $288K | ﹤0.01% |
+3,569
| New | +$288K |
|
1133
Paylocity
PCTY
$9.6B
| $283K | ﹤0.01% |
+1,200
| New | +$283K |
|
1134
Remitly
RELY
$4.01B
| $281K | ﹤0.01% |
+13,627
| New | +$281K |
|
1135
Foot Locker
FL
$2.31B
| $276K | ﹤0.01% |
6,327
-24,641
| -80% | -$1.07M |
|
1136
Gerdau
GGB
$6.05B
| $273K | ﹤0.01% |
69,930
-9,450
| -12% | -$36.9K |
|
1137
APA Corp
APA
$8.11B
| $271K | ﹤0.01% |
10,081
+767
| +8% | +$20.6K |
|
1138
Vanguard Russell 2000 ETF
VTWO
$12.5B
| $269K | ﹤0.01% |
+3,000
| New | +$269K |
|
1139
Galicia Financial Group
GGAL
$6.17B
| $266K | ﹤0.01% |
+28,000
| New | +$266K |
|
1140
Coca-Cola Femsa
KOF
$17.1B
| $262K | ﹤0.01% |
4,776
| – | – |
|
1141
Portland General Electric
POR
$4.68B
| $259K | ﹤0.01% |
+4,900
| New | +$259K |
|
1142
Ascendis Pharma
ASND
$12.1B
| $256K | ﹤0.01% |
1,904
-578
| -23% | -$77.7K |
|
1143
Group 1 Automotive
GPI
$6.09B
| $254K | ﹤0.01% |
1,300
-200
| -13% | -$39.1K |
|
1144
Ingredion
INGR
$8.2B
| $242K | ﹤0.01% |
+2,500
| New | +$242K |
|
1145
VanEck Agribusiness ETF
MOO
$617M
| $238K | ﹤0.01% |
+2,496
| New | +$238K |
|
1146
Televisa
TV
$1.51B
| $233K | ﹤0.01% |
24,823
| – | – |
|
1147
Sylvamo
SLVM
$1.78B
| $231K | ﹤0.01% |
+8,294
| New | +$231K |
|
1148
DXC Technology
DXC
$2.6B
| $223K | ﹤0.01% |
6,935
-61,990
| -90% | -$1.99M |
|
1149
Landstar System
LSTR
$4.55B
| $217K | ﹤0.01% |
+1,214
| New | +$217K |
|
1150
PENN Entertainment
PENN
$2.86B
| $207K | ﹤0.01% |
3,999
-478
| -11% | -$24.7K |
|