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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Bio-Techne
TECH
|
$63.2M |
| 4 |
Coinbase
COIN
|
$62.8M |
| 5 |
Tesla
TSLA
|
$59M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1201
Fastly
FSLY
$1.12B
| – | – |
-41,657
| Closed | -$382K |
|
1202
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.04B
| – | – |
-13,186
| Closed | -$271K |
|
1203
Guidewire Software
GWRE
$18.3B
| – | – |
-207,184
| Closed | -$12.8M |
|
1204
HUTCHMED
HCM
$2.58B
| – | – |
-202,041
| Closed | -$1.79M |
|
1205
H&R Block
HRB
$6.74B
| – | – |
-35,804
| Closed | -$1.52M |
|
1206
ICF International
ICFI
$1.81B
| – | – |
-3,128
| Closed | -$341K |
|
1207
Ingredion
INGR
$8.31B
| – | – |
-6,400
| Closed | -$515K |
|
|
JKS
1208
JinkoSolar
JKS
$1.19B
| – | – |
-4,000
| Closed | -$222K |
|
1209
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| – | – |
-20,000
| Closed | -$1.76M |
|
1210
Li Auto
LI
$23.7B
| – | – |
-1,387,006
| Closed | -$31.9M |
|
1211
Lightspeed Commerce
LSPD
$1.67B
| – | – |
-330,246
| Closed | -$5.82M |
|
1212
McGrath RentCorp
MGRC
$2.99B
| – | – |
-2,518
| Closed | -$211K |
|
1213
MPLX
MPLX
$51.8B
| – | – |
-91,000
| Closed | -$2.73M |
|
1214
NMI Holdings
NMIH
$3.05B
| – | – |
-22,100
| Closed | -$450K |
|
1215
Nomad Foods
NOMD
$2.33B
| – | – |
-50,682
| Closed | -$720K |
|
1216
Opendoor
OPEN
$3.27B
| – | – |
-87,836
| Closed | -$273K |
|
1217
Ryder
R
$7.65B
| – | – |
-4,687
| Closed | -$354K |
|
1218
RLX Technology
RLX
$3.09B
| – | – |
-1,092,186
| Closed | -$1.15M |
|
1219
RingCentral
RNG
$2.76B
| – | – |
-229,932
| Closed | -$9.19M |
|
1220
Skillz
SKLZ
$135M
| – | – |
-119,635
| Closed | -$122K |
|
1221
Stewart Information Services
STC
$2.04B
| – | – |
-5,966
| Closed | -$260K |
|
1222
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| – | – |
-31,612
| Closed | -$3.24M |
|
1223
Travel + Leisure Co
TNL
$4.11B
| – | – |
-6,440
| Closed | -$220K |
|
1224
Tronox
TROX
$678M
| – | – |
-35,604
| Closed | -$436K |
|
1225
Televisa
TV
$1.49B
| – | – |
-17,013
| Closed | -$92K |
|