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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Erie Indemnity
ERIE
$17.5B
| $21.9M | 0.01% |
99,045
-7,014
| -7% | -$1.55M |
|
|
ACCD
702
DELISTED
Accolade, Inc. Common Stock
ACCD
| $21.9M | 0.01% |
481,885
+185,955
| +63% | +$8.44M |
|
703
Tradeweb Markets
TW
$25.4B
| $21.7M | 0.01% |
292,821
-35,842
| -11% | -$2.65M |
|
704
Sunrun
RUN
$4.19B
| $21.1M | 0.01% |
349,656
-34,928
| -9% | -$2.11M |
|
|
NSTG
705
DELISTED
NanoString Technologies, Inc.
NSTG
| $20.9M | 0.01% |
318,249
-1,011,891
| -76% | -$66.5M |
|
706
Sealed Air
SEE
$4.82B
| $20.7M | 0.01% |
452,290
-67,769
| -13% | -$3.11M |
|
707
iShares TIPS Bond ETF
TIP
$13.6B
| $20.7M | 0.01% |
164,900
+24,500
| +17% | +$3.07M |
|
708
Melco Resorts & Entertainment
MLCO
$3.8B
| $19.9M | 0.01% |
1,001,240
+384,626
| +62% | +$7.66M |
|
709
Kimco Realty
KIM
$15.4B
| $19.9M | 0.01% |
1,062,906
+27,292
| +3% | +$512K |
|
710
Snowflake
SNOW
$75.3B
| $19.8M | 0.01% |
86,280
-13,968
| -14% | -$3.2M |
|
|
CXP
711
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $19.8M | 0.01% |
1,156,035
-21,954
| -2% | -$375K |
|
712
Knight Transportation
KNX
$7B
| $19.5M | 0.01% |
405,449
-20,268
| -5% | -$975K |
|
713
Fox Class B
FOX
$24.9B
| $19.3M | 0.01% |
553,927
-36,994
| -6% | -$1.29M |
|
714
Tencent Music
TME
$37.7B
| $19.3M | 0.01% |
943,703
-34,717
| -4% | -$711K |
|
715
Chewy
CHWY
$17.5B
| $19.3M | 0.01% |
227,927
-20,352
| -8% | -$1.72M |
|
716
Cameco
CCJ
$33B
| $19.3M | 0.01% |
1,163,139
-202,444
| -15% | -$3.36M |
|
717
OGE Energy
OGE
$8.89B
| $19.2M | 0.01% |
593,002
-59,326
| -9% | -$1.92M |
|
718
GFL Environmental
GFL
$17.4B
| $19.1M | 0.01% |
545,733
+449
| +0.1% | +$15.7K |
|
719
HEICO
HEI
$44.8B
| $18.9M | 0.01% |
150,337
+9,127
| +6% | +$1.15M |
|
720
GDS Holdings
GDS
$6.35B
| $18.6M | 0.01% |
229,907
-10,633
| -4% | -$862K |
|
721
RB Global
RBA
$21.4B
| $18.6M | 0.01% |
317,446
-5,192
| -2% | -$304K |
|
722
American Homes 4 Rent
AMH
$12.9B
| $18.6M | 0.01% |
556,587
-53,177
| -9% | -$1.77M |
|
723
Pan American Silver
PAAS
$14.6B
| $18.5M | 0.01% |
615,732
-7,578
| -1% | -$227K |
|
724
Beam Therapeutics
BEAM
$2.11B
| $18.4M | 0.01% |
229,401
+25,159
| +12% | +$2.01M |
|
725
Imperial Oil
IMO
$44.4B
| $18.1M | 0.01% |
748,348
-24,019
| -3% | -$582K |
|