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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
AbbVie
ABBV
|
$158M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$154M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Bilibili
BILI
$9.25B
| $20.8M | 0.01% |
+449,205
| New | +$20.8M |
|
|
PBCT
677
DELISTED
People's United Financial Inc
PBCT
| $20.7M | 0.01% |
1,787,934
-27,897
| -2% | -$323K |
|
678
The Mosaic Company
MOS
$10.3B
| $20.6M | 0.01% |
1,643,389
-14,895
| -0.9% | -$186K |
|
679
Southwest Airlines
LUV
$16.5B
| $20.2M | 0.01% |
590,922
-70,068
| -11% | -$2.39M |
|
680
American Homes 4 Rent
AMH
$12.9B
| $20.2M | 0.01% |
750,540
+35,961
| +5% | +$967K |
|
|
LSXMA
681
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $20.1M | 0.01% |
791,023
-29,392
| -4% | -$745K |
|
682
Tradeweb Markets
TW
$25.4B
| $19.9M | 0.01% |
342,809
+300,459
| +709% | +$17.5M |
|
683
Americold
COLD
$3.98B
| $19.7M | 0.01% |
541,798
+723
| +0.1% | +$26.2K |
|
684
HF Sinclair
DINO
$9.56B
| $19.6M | 0.01% |
670,846
-22,741
| -3% | -$664K |
|
685
Park Hotels & Resorts
PK
$2.4B
| $19.5M | 0.01% |
1,968,713
+223,676
| +13% | +$2.21M |
|
|
MBT
686
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $18.7M | 0.01% |
2,176,899
| – | – |
|
687
AeroVironment
AVAV
$11.3B
| $18.7M | 0.01% |
234,641
-287,987
| -55% | -$22.9M |
|
688
10x Genomics
TXG
$1.74B
| $18.6M | 0.01% |
+208,183
| New | +$18.6M |
|
|
CONE
689
DELISTED
CyrusOne Inc Common Stock
CONE
| $18.5M | 0.01% |
254,598
+22,883
| +10% | +$1.66M |
|
690
Tencent Music
TME
$37.7B
| $18.3M | 0.01% |
1,360,362
+996,747
| +274% | +$13.4M |
|
691
Fate Therapeutics
FATE
$116M
| $18.3M | 0.01% |
532,204
-393,805
| -43% | -$13.5M |
|
692
NOV
NOV
$4.95B
| $18.1M | 0.01% |
1,476,120
+2,824
| +0.2% | +$34.6K |
|
693
Gaotu Techedu
GOTU
$877M
| $17.9M | 0.01% |
+299,176
| New | +$17.9M |
|
694
SolarEdge
SEDG
$2.04B
| $17.8M | 0.01% |
+128,530
| New | +$17.8M |
|
|
WUBA
695
DELISTED
58.COM INC
WUBA
| $17.7M | 0.01% |
328,782
-7,565
| -2% | -$408K |
|
696
HEICO
HEI
$44.8B
| $17.7M | 0.01% |
177,907
-27,282
| -13% | -$2.72M |
|
697
Cenovus Energy
CVE
$28.7B
| $17.5M | 0.01% |
3,749,596
+47,863
| +1% | +$223K |
|
|
AUY
698
DELISTED
Yamana Gold, Inc.
AUY
| $17.4M | 0.01% |
+3,213,087
| New | +$17.4M |
|
699
Fox Class B
FOX
$24.9B
| $17.4M | 0.01% |
648,401
+8,181
| +1% | +$220K |
|
700
Alerian MLP ETF
AMLP
$10.5B
| $17.3M | 0.01% |
700,400
-79,600
| -10% | -$1.96M |
|