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 |
SPDR Gold MiniShares Trust
GLDM
|
+$89M |
| 2 |
Roku
ROKU
|
+$79.4M |
| 3 |
Zoom
ZM
|
+$78.8M |
| 4 |
UiPath
PATH
|
+$65.2M |
| 5 |
Gaming and Leisure Properties
GLPI
|
+$55.1M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
+$148M |
| 2 |
Apple
AAPL
|
+$131M |
| 3 |
Sea Limited
SE
|
+$98.3M |
| 4 |
Tesla
TSLA
|
+$94.5M |
| 5 |
Coinbase
COIN
|
+$90.5M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SRTA
701
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$329M
| $19.6M | 0.02% |
4,873,781
-53,754
| -1% | -$217K |
|
702
UGI
UGI
$7.36B
| $19.6M | 0.02% |
606,777
+36,571
| +6% | +$1.18M |
|
703
Cleveland-Cliffs
CLF
$5.35B
| $19.5M | 0.02% |
1,444,494
+895
| +0.1% | +$12.1K |
|
704
Carnival Corp
CCL
$42.8B
| $19.4M | 0.02% |
2,765,836
+420,162
| +18% | +$2.95M |
|
705
Genius Sports
GENI
$3.06B
| $19.4M | 0.02% |
5,295,697
| – | – |
|
706
Ionis Pharmaceuticals
IONS
$10.3B
| $19.3M | 0.02% |
437,176
-30,940
| -7% | -$1.37M |
|
707
Bloom Energy
BE
$12.9B
| $19.2M | 0.02% |
957,998
| – | – |
|
708
Lennox International
LII
$19.6B
| $19M | 0.02% |
85,196
+191
| +0.2% | +$42.5K |
|
709
SITE Centers
SITC
$476M
| $19M | 0.02% |
2,268,071
-487,585
| -18% | -$4.07M |
|
710
Open Text
OTEX
$8.7B
| $18.9M | 0.02% |
714,638
-917
| -0.1% | -$24.3K |
|
711
Universal Health Services
UHS
$11.9B
| $18.9M | 0.02% |
214,155
-8,966
| -4% | -$791K |
|
712
A.O. Smith
AOS
$10.1B
| $18.8M | 0.02% |
385,977
-1,431
| -0.4% | -$69.5K |
|
713
Western Union
WU
$2.79B
| $18.7M | 0.02% |
1,388,041
-8,903
| -0.6% | -$120K |
|
714
Annaly Capital Management
NLY
$14.3B
| $18.7M | 0.02% |
1,091,867
+101,318
| +10% | +$1.74M |
|
715
Algonquin Power & Utilities
AQN
$4.31B
| $18.7M | 0.02% |
1,709,494
-13,136
| -0.8% | -$144K |
|
|
MKFG
716
DELISTED
Markforged Holding Corporation
MKFG
| $18.6M | 0.02% |
939,806
+158,148
| +20% | +$3.13M |
|
717
XPeng
XPEV
$19.7B
| $18.5M | 0.02% |
1,548,947
-91,248
| -6% | -$1.09M |
|
718
Erie Indemnity
ERIE
$17.3B
| $18.5M | 0.02% |
83,231
-1,293
| -2% | -$287K |
|
719
Caesars Entertainment
CZR
$5.28B
| $18.5M | 0.02% |
572,227
-5,767
| -1% | -$186K |
|
720
Dentsply Sirona
XRAY
$2.77B
| $18.2M | 0.02% |
642,346
-2,524
| -0.4% | -$71.6K |
|
721
Americold
COLD
$3.84B
| $17.8M | 0.01% |
724,902
-346,708
| -32% | -$8.53M |
|
722
Lucid Motors
LCID
$5.96B
| $17.8M | 0.01% |
127,570
+197
| +0.2% | +$27.5K |
|
723
Wynn Resorts
WYNN
$12.6B
| $17.8M | 0.01% |
282,229
+1,799
| +0.6% | +$113K |
|
724
Dynatrace
DT
$15.3B
| $17.7M | 0.01% |
509,859
+5,843
| +1% | +$203K |
|
|
LSXMK
725
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $17.7M | 0.01% |
606,304
-1,615
| -0.3% | -$47.2K |
|