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
|
$385M |
| 2 |
Shopify
SHOP
|
$235M |
| 3 |
KE Holdings
BEKE
|
$200M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
$172M |
| 5 |
Baidu
BIDU
|
$157M |
Top Sells
| 1 |
Apple
AAPL
|
$1.15B |
| 2 |
Microsoft
MSFT
|
$788M |
| 3 |
Amazon
AMZN
|
$604M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
$418M |
| 5 |
Meta Platforms (Facebook)
META
|
$299M |
Sector Composition
| 1 | Technology | 25.28% |
| 2 | Healthcare | 13.29% |
| 3 | Consumer Discretionary | 12.57% |
| 4 | Financials | 11.94% |
| 5 | Communication Services | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.6B
| $25.9M | 0.02% |
+161,000
| New | +$25.9M |
|
677
Molson Coors Class B
TAP
$9.96B
| $25.6M | 0.02% |
567,376
-160,880
| -22% | -$7.27M |
|
678
CAE Inc
CAE
$8.53B
| $25.4M | 0.02% |
918,399
-553,773
| -38% | -$15.3M |
|
679
Autoliv
ALV
$9.58B
| $25M | 0.02% |
271,964
-44,274
| -14% | -$4.08M |
|
|
SJR
680
DELISTED
Shaw Communications Inc.
SJR
| $24.9M | 0.02% |
1,421,572
-1,459,799
| -51% | -$25.5M |
|
681
AGNC Investment
AGNC
$10.8B
| $24.7M | 0.02% |
1,584,075
-277,881
| -15% | -$4.34M |
|
682
Coterra Energy
CTRA
$18.3B
| $24.5M | 0.02% |
1,506,700
-169,536
| -10% | -$2.76M |
|
683
Materials Select Sector SPDR Fund
XLB
$5.52B
| $24.5M | 0.02% |
+338,000
| New | +$24.5M |
|
|
LSXMK
684
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $24.3M | 0.02% |
721,256
-110,968
| -13% | -$3.74M |
|
685
Zai Lab
ZLAB
$3.42B
| $24.3M | 0.02% |
179,520
-1,659
| -0.9% | -$225K |
|
686
SEI Investments
SEIC
$10.8B
| $24.1M | 0.02% |
420,047
-59,627
| -12% | -$3.43M |
|
|
PLAN
687
DELISTED
Anaplan, Inc.
PLAN
| $24.1M | 0.02% |
335,134
+138,961
| +71% | +$9.98M |
|
688
Huntington Ingalls Industries
HII
$10.6B
| $23.8M | 0.02% |
139,846
-22,235
| -14% | -$3.79M |
|
689
Utilities Select Sector SPDR Fund
XLU
$20.7B
| $23.8M | 0.02% |
380,000
-106,222
| -22% | -$6.66M |
|
690
Infosys
INFY
$67.9B
| $23.8M | 0.02% |
1,405,608
| – | – |
|
691
Sealed Air
SEE
$4.82B
| $23.8M | 0.02% |
520,059
-78,227
| -13% | -$3.58M |
|
692
UGI
UGI
$7.43B
| $23.5M | 0.02% |
673,585
-174,504
| -21% | -$6.1M |
|
693
DraftKings
DKNG
$23.1B
| $23.1M | 0.01% |
+496,965
| New | +$23.1M |
|
694
SiriusXM
SIRI
$8.1B
| $22.9M | 0.01% |
359,666
-51,631
| -13% | -$3.29M |
|
|
SMAR
695
DELISTED
Smartsheet Inc.
SMAR
| $22.7M | 0.01% |
327,974
+135,799
| +71% | +$9.41M |
|
696
GDS Holdings
GDS
$6.35B
| $22.5M | 0.01% |
240,540
-17,666
| -7% | -$1.65M |
|
697
RB Global
RBA
$21.4B
| $22.4M | 0.01% |
322,638
-39,504
| -11% | -$2.74M |
|
698
Chewy
CHWY
$17.5B
| $22.3M | 0.01% |
+248,279
| New | +$22.3M |
|
699
Southwest Airlines
LUV
$16.5B
| $22.3M | 0.01% |
478,797
-92,296
| -16% | -$4.3M |
|
700
B2Gold
BTG
$5.52B
| $22M | 0.01% |
3,929,890
-445,822
| -10% | -$2.49M |
|