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 | |
|---|---|---|---|---|---|---|
676
Kilroy Realty
KRC
$5.05B
| $21.6M | 0.01% |
415,928
-534,398
| -56% | -$27.8M |
|
677
CAE Inc
CAE
$8.53B
| $21.5M | 0.01% |
1,472,172
-21,408
| -1% | -$313K |
|
678
RB Global
RBA
$21.4B
| $21.5M | 0.01% |
362,142
-7,766
| -2% | -$461K |
|
679
Southwest Airlines
LUV
$16.5B
| $21.4M | 0.01% |
571,093
-19,829
| -3% | -$744K |
|
|
LSXMK
680
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $21.3M | 0.01% |
832,224
-261,497
| -24% | -$6.7M |
|
681
GDS Holdings
GDS
$6.35B
| $21.1M | 0.01% |
258,206
-24,282
| -9% | -$1.99M |
|
682
Gaotu Techedu
GOTU
$877M
| $21.1M | 0.01% |
234,452
-64,724
| -22% | -$5.83M |
|
683
American Homes 4 Rent
AMH
$12.9B
| $21M | 0.01% |
736,558
-13,982
| -2% | -$398K |
|
|
CDK
684
DELISTED
CDK Global, Inc.
CDK
| $20.6M | 0.01% |
471,850
-51,748
| -10% | -$2.26M |
|
685
Knight Transportation
KNX
$7B
| $20.2M | 0.01% |
495,836
-78,521
| -14% | -$3.2M |
|
686
Delta Air Lines
DAL
$39.9B
| $20.2M | 0.01% |
659,621
-95,844
| -13% | -$2.93M |
|
687
Personalis
PSNL
$465M
| $20M | 0.01% |
921,413
+119,133
| +15% | +$2.58M |
|
|
XONE
688
DELISTED
The ExOne Company
XONE
| $19.8M | 0.01% |
1,623,292
-12,102
| -0.7% | -$148K |
|
689
Tradeweb Markets
TW
$25.4B
| $19.8M | 0.01% |
341,031
-1,778
| -0.5% | -$103K |
|
690
American Financial Group
AFG
$11.6B
| $19.7M | 0.01% |
294,353
-113,229
| -28% | -$7.58M |
|
691
Pebblebrook Hotel Trust
PEB
$1.4B
| $19.6M | 0.01% |
1,567,612
-190,414
| -11% | -$2.39M |
|
692
Ingredion
INGR
$8.24B
| $19.6M | 0.01% |
258,584
-30,963
| -11% | -$2.34M |
|
693
Infosys
INFY
$67.9B
| $19.4M | 0.01% |
1,405,608
-23,277
| -2% | -$321K |
|
694
Park Hotels & Resorts
PK
$2.4B
| $19.3M | 0.01% |
1,933,011
-35,702
| -2% | -$357K |
|
695
Fate Therapeutics
FATE
$116M
| $19.3M | 0.01% |
482,426
-49,778
| -9% | -$1.99M |
|
696
Jones Lang LaSalle
JLL
$14.8B
| $19.2M | 0.01% |
200,241
-11,842
| -6% | -$1.13M |
|
697
Americold
COLD
$3.98B
| $19M | 0.01% |
531,552
-10,246
| -2% | -$366K |
|
|
PBCT
698
DELISTED
People's United Financial Inc
PBCT
| $19M | 0.01% |
1,839,102
+51,168
| +3% | +$528K |
|
|
BZUN
699
Baozun
BZUN
$223M
| $19M | 0.01% |
583,432
+389,950
| +202% | +$12.7M |
|
700
Zions Bancorporation
ZION
$8.34B
| $18.8M | 0.01% |
643,362
-29,376
| -4% | -$858K |
|