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 |
Alphabet (Google) Class C
GOOG
|
$1.67B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.63B |
| 3 |
Tesla
TSLA
|
$1.62B |
| 4 |
Palo Alto Networks
PANW
|
$102M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Coinbase
COIN
|
$90.5M |
| 5 |
Microsoft
MSFT
|
$61.8M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1126
ArcBest
ARCB
$1.68B
| $448K | ﹤0.01% |
6,164
-2,000
| -24% | -$145K |
|
|
WSR
1127
Whitestone REIT
WSR
$671M
| $444K | ﹤0.01% |
52,427
+595
| +1% | +$5.04K |
|
1128
Doximity
DOCS
$12.7B
| $439K | ﹤0.01% |
+14,522
| New | +$439K |
|
1129
Tronox
TROX
$678M
| $436K | ﹤0.01% |
+35,604
| New | +$436K |
|
1130
Timken Company
TKR
$5.38B
| $435K | ﹤0.01% |
7,371
-212
| -3% | -$12.5K |
|
1131
US Foods
USFD
$17.5B
| $435K | ﹤0.01% |
16,455
| – | – |
|
1132
Boise Cascade
BCC
$3.25B
| $434K | ﹤0.01% |
7,298
-2,500
| -26% | -$149K |
|
1133
Lattice Semiconductor
LSCC
$9.09B
| $431K | ﹤0.01% |
+8,757
| New | +$431K |
|
1134
Ubiquiti
UI
$32B
| $431K | ﹤0.01% |
1,467
-441
| -23% | -$130K |
|
1135
CNO Financial Group
CNO
$3.83B
| $430K | ﹤0.01% |
23,939
-161
| -0.7% | -$2.89K |
|
1136
AbCellera Biologics
ABCL
$1.25B
| $424K | ﹤0.01% |
+42,836
| New | +$424K |
|
|
STER
1137
DELISTED
Sterling Check Corp. Common Stock
STER
| $419K | ﹤0.01% |
23,743
| – | – |
|
1138
Genworth Financial
GNW
$3.52B
| $417K | ﹤0.01% |
119,237
-43,100
| -27% | -$151K |
|
1139
Deckers Outdoor
DECK
$17.7B
| $415K | ﹤0.01% |
1,326
-189
| -12% | -$59.2K |
|
|
ILPT
1140
Industrial Logistics Properties Trust
ILPT
$409M
| $414K | ﹤0.01% |
75,297
-714
| -0.9% | -$3.93K |
|
1141
Cavco Industries
CVCO
$4.2B
| $413K | ﹤0.01% |
+2,006
| New | +$413K |
|
1142
Emergent Biosolutions
EBS
$443M
| $411K | ﹤0.01% |
19,564
+25
| +0.1% | +$525 |
|
|
WIRE
1143
DELISTED
Encore Wire Corp
WIRE
| $406K | ﹤0.01% |
+3,511
| New | +$406K |
|
1144
iShares MSCI Chile ETF
ECH
$704M
| $406K | ﹤0.01% |
16,900
-900
| -5% | -$21.6K |
|
|
OLP
1145
One Liberty Properties
OLP
$516M
| $393K | ﹤0.01% |
18,689
-549
| -3% | -$11.5K |
|
1146
WaFd
WAFD
$2.48B
| $384K | ﹤0.01% |
12,802
-3,300
| -20% | -$99K |
|
1147
Fastly
FSLY
$1.12B
| $382K | ﹤0.01% |
41,657
+5,103
| +14% | +$46.8K |
|
1148
United Natural Foods
UNFI
$1.71B
| $375K | ﹤0.01% |
10,924
-3,300
| -23% | -$113K |
|
|
INDT
1149
DELISTED
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
| $368K | ﹤0.01% |
7,034
-1,160
| -14% | -$60.7K |
|
|
CTO
1150
CTO Realty Growth
CTO
$569M
| $356K | ﹤0.01% |
+19,011
| New | +$356K |
|