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 |
Coinbase
COIN
|
+$830M |
| 2 |
UiPath
PATH
|
+$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$337M |
| 4 |
Twilio
TWLO
|
+$292M |
| 5 |
Tesla
TSLA
|
+$234M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.18B |
| 2 |
Apple
AAPL
|
+$757M |
| 3 |
Microsoft
MSFT
|
+$477M |
| 4 |
Intellia Therapeutics
NTLA
|
+$272M |
| 5 |
Amazon
AMZN
|
+$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Bausch Health
BHC
$2.64B
| $24.8M | 0.01% |
844,155
-62,392
| -7% | -$1.83M |
|
702
AGNC Investment
AGNC
$10.7B
| $24.6M | 0.01% |
1,459,244
-122,194
| -8% | -$2.06M |
|
703
Southwest Airlines
LUV
$16.3B
| $24.3M | 0.01% |
458,063
-16,797
| -4% | -$892K |
|
704
CAE Inc
CAE
$8.44B
| $24.3M | 0.01% |
790,118
-23,981
| -3% | -$738K |
|
|
CXP
705
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $24.3M | 0.01% |
1,396,756
+240,721
| +21% | +$4.19M |
|
706
Carlyle Group
CG
$23.7B
| $24.2M | 0.01% |
521,100
-158,091
| -23% | -$7.35M |
|
|
LSXMK
707
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $23.7M | 0.01% |
660,834
-35,827
| -5% | -$1.29M |
|
708
Altice USA
ATUS
$1.09B
| $23.7M | 0.01% |
695,216
-26,899
| -4% | -$918K |
|
709
Algonquin Power & Utilities
AQN
$4.3B
| $23.7M | 0.01% |
1,590,779
-108,410
| -6% | -$1.61M |
|
710
SEI Investments
SEIC
$10.7B
| $23.7M | 0.01% |
381,772
-30,524
| -7% | -$1.89M |
|
711
Voya Financial
VOYA
$7.3B
| $23.7M | 0.01% |
384,664
-258,977
| -40% | -$15.9M |
|
712
Tencent Music
TME
$39.2B
| $23.6M | 0.01% |
1,522,212
+578,509
| +61% | +$8.96M |
|
713
Futu Holdings
FUTU
$25.3B
| $23.5M | 0.01% |
+131,279
| New | +$23.5M |
|
|
ACCD
714
DELISTED
Accolade, Inc. Common Stock
ACCD
| $23.5M | 0.01% |
432,168
-49,717
| -10% | -$2.7M |
|
715
Delta Air Lines
DAL
$40.1B
| $22.7M | 0.01% |
523,869
-37,191
| -7% | -$1.61M |
|
716
Codexis
CDXS
$219M
| $22.3M | 0.01% |
983,322
+15,650
| +2% | +$355K |
|
717
Vipshop
VIPS
$8.85B
| $22.2M | 0.01% |
1,103,335
-58,164
| -5% | -$1.17M |
|
718
SiriusXM
SIRI
$8.02B
| $22.1M | 0.01% |
338,327
-21,810
| -6% | -$1.43M |
|
719
National Health Investors
NHI
$3.71B
| $22M | 0.01% |
327,506
+255,321
| +354% | +$17.1M |
|
720
Huazhu Hotels Group
HTHT
$11.4B
| $21.7M | 0.01% |
410,571
-2,655
| -0.6% | -$140K |
|
721
HEICO
HEI
$44.1B
| $21.6M | 0.01% |
154,801
+4,464
| +3% | +$622K |
|
722
Imperial Oil
IMO
$46.6B
| $21.1M | 0.01% |
691,913
-56,435
| -8% | -$1.72M |
|
723
Lightspeed Commerce
LSPD
$1.58B
| $21M | 0.01% |
+251,588
| New | +$21M |
|
724
Ionis Pharmaceuticals
IONS
$10.2B
| $20.9M | 0.01% |
524,326
-376,975
| -42% | -$15M |
|
725
U-Haul Holding Co
UHAL
$10.8B
| $20.9M | 0.01% |
354,090
+68,130
| +24% | +$4.02M |
|