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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1176
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.2B
| – | – | -161,000 | Closed | -$25.9M |
|
1177
Yeti Holdings
YETI
$2.86B
| – | – | -14,228 | Closed | -$974K |
|
|
NVRO
1178
DELISTED
NEVRO CORP.
NVRO
| – | – | -7,584 | Closed | -$1.31M |
|
|
CBD
1179
DELISTED
Companhia Brasileira de Distribuicao
CBD
| – | – | -11,197 | Closed | -$160K |
|
|
HEP
1180
DELISTED
Holly Energy Partners, L.P.
HEP
| – | – | -27,000 | Closed | -$383K |
|
|
GLUU
1181
DELISTED
Glu Mobile Inc.
GLUU
| – | – | -95,679 | Closed | -$862K |
|
|
TCP
1182
DELISTED
TC Pipelines LP
TCP
| – | – | -36,000 | Closed | -$1.06M |
|
|
CXO
1183
DELISTED
CONCHO RESOURCES INC.
CXO
| – | – | -672,977 | Closed | -$39.3M |
|
|
TIF
1184
DELISTED
Tiffany & Co.
TIF
| – | – | -462,788 | Closed | -$60.8M |
|
|
CEO
1185
DELISTED
CNOOC Limited
CEO
| – | – | -7,413 | Closed | -$679K |
|
|
RESI
1186
DELISTED
Front Yard Residential Corporation Common Stock
RESI
| – | – | -85,913 | Closed | -$1.39M |
|