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 |
Teladoc Health
TDOC
|
$200M |
| 2 |
Sea Limited
SE
|
$176M |
| 3 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
| 4 |
Twilio
TWLO
|
$153M |
| 5 |
TSMC
TSM
|
$129M |
Top Sells
| 1 |
Apple
AAPL
|
$701M |
| 2 |
Microsoft
MSFT
|
$440M |
| 3 |
Tesla
TSLA
|
$325M |
| 4 |
Amazon
AMZN
|
$316M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$192M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Utilities Select Sector SPDR Fund
XLU
$20.7B
| $28.9M | 0.02% |
486,222
+410,287
| +540% | +$24.4M |
|
627
Carnival Corp
CCL
$42.8B
| $28.8M | 0.02% |
1,895,098
-159,411
| -8% | -$2.42M |
|
628
B2Gold
BTG
$5.52B
| $28.5M | 0.02% |
4,375,712
-867,587
| -17% | -$5.65M |
|
|
RPAI
629
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $28.5M | 0.02% |
4,903,851
-492,812
| -9% | -$2.86M |
|
630
XPO
XPO
$15.4B
| $28.5M | 0.02% |
972,353
-276,015
| -22% | -$8.08M |
|
|
Y
631
DELISTED
Alleghany Corporation
Y
| $28.2M | 0.02% |
54,247
-8,805
| -14% | -$4.58M |
|
632
Etsy
ETSY
$5.36B
| $28.1M | 0.02% |
231,417
+218,310
| +1,666% | +$26.6M |
|
633
CareDx
CDNA
$736M
| $28M | 0.02% |
738,695
+23,845
| +3% | +$905K |
|
634
UGI
UGI
$7.43B
| $28M | 0.02% |
848,089
+59
| +0% | +$1.95K |
|
635
Ares Capital
ARCC
$15.8B
| $28M | 0.02% |
2,003,965
-92,198
| -4% | -$1.29M |
|
636
Unity
U
$18.5B
| $27.9M | 0.02% |
+320,145
| New | +$27.9M |
|
637
LendingClub
LC
$1.9B
| $27.8M | 0.02% |
5,892,344
-200,000
| -3% | -$942K |
|
638
Franklin Resources
BEN
$13B
| $26.9M | 0.02% |
1,323,814
+23,453
| +2% | +$477K |
|
639
Teck Resources
TECK
$16.8B
| $26.8M | 0.02% |
1,926,288
-272,101
| -12% | -$3.79M |
|
|
DISH
640
DELISTED
DISH Network Corp.
DISH
| $26.7M | 0.02% |
918,304
-94,379
| -9% | -$2.74M |
|
641
CF Industries
CF
$13.7B
| $26.4M | 0.02% |
859,481
-66,418
| -7% | -$2.04M |
|
642
The Mosaic Company
MOS
$10.3B
| $26.3M | 0.02% |
1,440,600
-202,789
| -12% | -$3.7M |
|
|
HDS
643
DELISTED
HD Supply Holdings, Inc.
HDS
| $26.1M | 0.02% |
631,885
-103,076
| -14% | -$4.25M |
|
644
AGNC Investment
AGNC
$10.8B
| $25.9M | 0.02% |
1,861,956
-74,844
| -4% | -$1.04M |
|
645
Steel Dynamics
STLD
$19.8B
| $25.8M | 0.02% |
901,396
-97,580
| -10% | -$2.79M |
|
646
Woodward
WWD
$14.6B
| $25.3M | 0.02% |
315,059
-1,404
| -0.4% | -$113K |
|
|
DISCK
647
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $25.1M | 0.02% |
1,281,129
-152,009
| -11% | -$2.98M |
|
648
Lincoln National
LNC
$7.98B
| $25M | 0.02% |
797,218
-78,656
| -9% | -$2.46M |
|
649
Mohawk Industries
MHK
$8.65B
| $24.9M | 0.02% |
254,682
+4,659
| +2% | +$455K |
|
650
Howmet Aerospace
HWM
$71.8B
| $24.8M | 0.02% |
1,484,240
-620,953
| -29% | -$10.4M |
|