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 | |
|---|---|---|---|---|---|---|
1151
Travel + Leisure Co
TNL
$4.08B
| $411K | ﹤0.01% |
+10,600
| New | +$411K |
|
1152
Fomento Económico Mexicano
FMX
$29.6B
| $409K | ﹤0.01% |
6,058
| – | – |
|
1153
Sylvamo
SLVM
$1.83B
| $404K | ﹤0.01% |
+12,374
| New | +$404K |
|
1154
Timken Company
TKR
$5.42B
| $402K | ﹤0.01% |
7,583
-250
| -3% | -$13.3K |
|
1155
First Solar
FSLR
$22B
| $402K | ﹤0.01% |
5,902
-155
| -3% | -$10.6K |
|
|
SQSP
1156
DELISTED
Squarespace, Inc.
SQSP
| $398K | ﹤0.01% |
+19,033
| New | +$398K |
|
1157
iShares MSCI Turkey ETF
TUR
$165M
| $388K | ﹤0.01% |
20,400
-4,000
| -16% | -$76.1K |
|
1158
Deckers Outdoor
DECK
$17.9B
| $387K | ﹤0.01% |
9,090
-38,412
| -81% | -$1.64M |
|
|
STER
1159
DELISTED
Sterling Check Corp. Common Stock
STER
| $387K | ﹤0.01% |
+23,743
| New | +$387K |
|
|
SWI
1160
DELISTED
SolarWinds Corporation Common Stock
SWI
| $381K | ﹤0.01% |
+37,209
| New | +$381K |
|
1161
CNA Financial
CNA
$13B
| $378K | ﹤0.01% |
8,413
| – | – |
|
1162
Stewart Information Services
STC
$2.06B
| $376K | ﹤0.01% |
+7,566
| New | +$376K |
|
1163
Alaska Air
ALK
$7.28B
| $366K | ﹤0.01% |
9,146
+4,188
| +84% | +$168K |
|
1164
ICF International
ICFI
$1.75B
| $363K | ﹤0.01% |
+3,825
| New | +$363K |
|
1165
Remitly
RELY
$4.02B
| $348K | ﹤0.01% |
+45,373
| New | +$348K |
|
1166
Embecta
EMBC
$875M
| $343K | ﹤0.01% |
+13,528
| New | +$343K |
|
1167
Infosys
INFY
$67.9B
| $343K | ﹤0.01% |
18,550
-1,008,172
| -98% | -$18.6M |
|
|
HT
1168
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $342K | ﹤0.01% |
34,827
-4,870
| -12% | -$47.8K |
|
1169
N-able
NABL
$1.48B
| $335K | ﹤0.01% |
+37,209
| New | +$335K |
|
1170
Marqeta
MQ
$2.76B
| $330K | ﹤0.01% |
+40,651
| New | +$330K |
|
|
VGR
1171
DELISTED
Vector Group Ltd.
VGR
| $327K | ﹤0.01% |
+31,100
| New | +$327K |
|
1172
Murphy USA
MUSA
$7.47B
| $326K | ﹤0.01% |
1,400
+100
| +8% | +$23.3K |
|
1173
Portland General Electric
POR
$4.69B
| $314K | ﹤0.01% |
6,500
+1,600
| +33% | +$77.3K |
|
1174
Lennar Class B
LEN.B
$35.3B
| $312K | ﹤0.01% |
5,591
+519
| +10% | +$29K |
|
1175
Olaplex Holdings
OLPX
$994M
| $310K | ﹤0.01% |
+22,006
| New | +$310K |
|