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 | |
|---|---|---|---|---|---|---|
1126
United Therapeutics
UTHR
$18.1B
| $518K | ﹤0.01% |
2,200
+500
| +29% | +$118K |
|
1127
California Resources
CRC
$4.1B
| $512K | ﹤0.01% |
+13,300
| New | +$512K |
|
|
DHC
1128
Diversified Healthcare Trust
DHC
$995M
| $512K | ﹤0.01% |
281,312
-13,005
| -4% | -$23.7K |
|
1129
US Foods
USFD
$17.5B
| $505K | ﹤0.01% |
16,455
-22,188
| -57% | -$681K |
|
1130
Penumbra
PEN
$11B
| $501K | ﹤0.01% |
4,025
| – | – |
|
|
OLP
1131
One Liberty Properties
OLP
$511M
| $500K | ﹤0.01% |
19,238
-1,758
| -8% | -$45.7K |
|
1132
Popular Inc
BPOP
$8.47B
| $494K | ﹤0.01% |
6,425
| – | – |
|
1133
NMI Holdings
NMIH
$3.1B
| $493K | ﹤0.01% |
+29,600
| New | +$493K |
|
1134
Pure Storage
PSTG
$25.9B
| $487K | ﹤0.01% |
+18,932
| New | +$487K |
|
|
INDT
1135
DELISTED
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
| $486K | ﹤0.01% |
8,194
-367
| -4% | -$21.8K |
|
1136
WaFd
WAFD
$2.5B
| $483K | ﹤0.01% |
+16,102
| New | +$483K |
|
1137
Ubiquiti
UI
$34.9B
| $474K | ﹤0.01% |
1,908
| – | – |
|
|
EDR
1138
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $467K | ﹤0.01% |
+22,734
| New | +$467K |
|
1139
Academy Sports + Outdoors
ASO
$3.39B
| $466K | ﹤0.01% |
13,100
+4,900
| +60% | +$174K |
|
1140
Casey's General Stores
CASY
$18.8B
| $462K | ﹤0.01% |
+2,500
| New | +$462K |
|
1141
Honda
HMC
$44.8B
| $456K | ﹤0.01% |
18,873
+2,506
| +15% | +$60.5K |
|
|
FPI
1142
Farmland Partners
FPI
$473M
| $448K | ﹤0.01% |
32,488
-350
| -1% | -$4.83K |
|
|
FSP
1143
Franklin Street Properties
FSP
$174M
| $448K | ﹤0.01% |
107,545
-13,043
| -11% | -$54.3K |
|
1144
QuidelOrtho
QDEL
$1.95B
| $442K | ﹤0.01% |
4,545
+690
| +18% | +$67.1K |
|
1145
CNO Financial Group
CNO
$3.85B
| $436K | ﹤0.01% |
24,100
+16,100
| +201% | +$291K |
|
|
CDR
1146
DELISTED
Cedar Realty Trust, Inc
CDR
| $430K | ﹤0.01% |
14,952
-900
| -6% | -$25.9K |
|
1147
iShares MSCI Chile ETF
ECH
$726M
| $428K | ﹤0.01% |
17,800
-1,500
| -8% | -$36.1K |
|
1148
Fastly
FSLY
$1.1B
| $424K | ﹤0.01% |
+36,554
| New | +$424K |
|
1149
Albertsons Companies
ACI
$10.7B
| $422K | ﹤0.01% |
+15,785
| New | +$422K |
|
1150
Opendoor
OPEN
$4.89B
| $414K | ﹤0.01% |
87,836
| – | – |
|