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 | |
|---|---|---|---|---|---|---|
1176
LendingClub
LC
$1.97B
| $254K | ﹤0.01% |
22,976
-902,408
| -98% | -$9.98M |
|
|
BRT
1177
BRT Apartments
BRT
$288M
| $251K | ﹤0.01% |
12,351
+406
| +3% | +$8.25K |
|
1178
Academy Sports + Outdoors
ASO
$3.56B
| $232K | ﹤0.01% |
5,500
-7,600
| -58% | -$321K |
|
|
SWAV
1179
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $228K | ﹤0.01% |
+820
| New | +$228K |
|
1180
HF Sinclair
DINO
$9.52B
| $226K | ﹤0.01% |
+4,200
| New | +$226K |
|
1181
Casey's General Stores
CASY
$18.4B
| $224K | ﹤0.01% |
1,105
-1,395
| -56% | -$283K |
|
1182
Chegg
CHGG
$159M
| $222K | ﹤0.01% |
+10,551
| New | +$222K |
|
|
JKS
1183
JinkoSolar
JKS
$1.19B
| $222K | ﹤0.01% |
4,000
| – | – |
|
1184
Travel + Leisure Co
TNL
$4.11B
| $220K | ﹤0.01% |
6,440
-4,160
| -39% | -$142K |
|
1185
QuidelOrtho
QDEL
$1.95B
| $218K | ﹤0.01% |
3,045
-1,500
| -33% | -$107K |
|
1186
MediaAlpha
MAX
$596M
| $214K | ﹤0.01% |
24,514
| – | – |
|
1187
McGrath RentCorp
MGRC
$2.99B
| $211K | ﹤0.01% |
2,518
-800
| -24% | -$67K |
|
1188
Olaplex Holdings
OLPX
$954M
| $210K | ﹤0.01% |
22,006
| – | – |
|
|
VGR
1189
DELISTED
Vector Group Ltd.
VGR
| $202K | ﹤0.01% |
22,900
-8,200
| -26% | -$72.3K |
|
1190
Graco
GGG
$14.1B
| $201K | ﹤0.01% |
3,359
| – | – |
|
|
PINE
1191
Alpine Income Property Trust
PINE
$216M
| $198K | ﹤0.01% |
12,200
| – | – |
|
1192
Array Technologies
ARRY
$1.38B
| $176K | ﹤0.01% |
+10,600
| New | +$176K |
|
1193
Cemex
CX
$13.2B
| $173K | ﹤0.01% |
50,571
| – | – |
|
|
UNIT
1194
Uniti Group
UNIT
$1.55B
| $164K | ﹤0.01% |
+23,578
| New | +$164K |
|
1195
Gerdau
GGB
$6.15B
| $159K | ﹤0.01% |
35,150
| – | – |
|
1196
Skillz
SKLZ
$135M
| $122K | ﹤0.01% |
119,635
-12,953
| -10% | -$13.2K |
|
|
CLPR
1197
Clipper Realty
CLPR
$72.3M
| $117K | ﹤0.01% |
16,798
| – | – |
|
1198
Televisa
TV
$1.49B
| $92K | ﹤0.01% |
17,013
| – | – |
|
1199
Ultrapar
UGP
$3.9B
| $33K | ﹤0.01% |
15,274
| – | – |
|
1200
Alaska Air
ALK
$7.24B
| – | – |
-9,146
| Closed | -$366K |
|