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 |
Tesla
TSLA
|
$198M |
| 2 |
Amazon
AMZN
|
$188M |
| 3 |
Roku
ROKU
|
$95M |
| 4 |
Unity
U
|
$74.2M |
| 5 |
Flutter Entertainment
FLUT
|
$70.4M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Essential Utilities
WTRG
$11B
| $20.7M | 0.01% |
558,821
+25,812
| +5% | +$956K |
|
702
ZTO Express
ZTO
$14.7B
| $20.5M | 0.01% |
981,332
-6,777
| -0.7% | -$142K |
|
703
Darling Ingredients
DAR
$5.07B
| $20.4M | 0.01% |
438,401
-19,321
| -4% | -$899K |
|
704
Match Group
MTCH
$9.18B
| $20.3M | 0.01% |
560,345
-22,078
| -4% | -$801K |
|
705
SEI Investments
SEIC
$10.8B
| $20.1M | 0.01% |
279,950
-2,605
| -0.9% | -$187K |
|
706
Annaly Capital Management
NLY
$14.2B
| $20.1M | 0.01% |
1,018,419
-809
| -0.1% | -$15.9K |
|
707
Crown Holdings
CCK
$11B
| $20M | 0.01% |
252,663
-5,404
| -2% | -$428K |
|
|
EXE
708
Expand Energy Corporation Common Stock
EXE
$22.7B
| $19.9M | 0.01% |
224,368
-4,471
| -2% | -$397K |
|
709
Adaptive Biotechnologies
ADPT
$1.96B
| $19.8M | 0.01% |
6,176,707
-334,952
| -5% | -$1.08M |
|
710
MarketAxess Holdings
MKTX
$7.01B
| $19.8M | 0.01% |
90,371
-1,171
| -1% | -$257K |
|
711
Repligen
RGEN
$7.01B
| $19.7M | 0.01% |
107,109
-1,803
| -2% | -$332K |
|
712
Vail Resorts
MTN
$5.87B
| $19.6M | 0.01% |
87,996
-3,707
| -4% | -$826K |
|
713
Stantec
STN
$12.3B
| $19.4M | 0.01% |
233,833
-6,309
| -3% | -$524K |
|
714
Toro Company
TTC
$7.99B
| $19.4M | 0.01% |
211,338
-7,703
| -4% | -$706K |
|
715
Delta Air Lines
DAL
$39.9B
| $19.3M | 0.01% |
402,650
+6,915
| +2% | +$331K |
|
716
Jazz Pharmaceuticals
JAZZ
$7.86B
| $19.2M | 0.01% |
159,317
-3,117
| -2% | -$375K |
|
717
Caesars Entertainment
CZR
$5.48B
| $19.1M | 0.01% |
436,928
-12,361
| -3% | -$541K |
|
718
DaVita
DVA
$9.86B
| $18.6M | 0.01% |
134,823
+2,129
| +2% | +$294K |
|
719
Huazhu Hotels Group
HTHT
$11.5B
| $18.5M | 0.01% |
478,567
+20,837
| +5% | +$806K |
|
720
Broadstone Net Lease
BNL
$3.53B
| $18.4M | 0.01% |
1,176,195
+955,066
| +432% | +$15M |
|
721
Medical Properties Trust
MPW
$2.77B
| $18.3M | 0.01% |
3,900,681
-645,434
| -14% | -$3.03M |
|
722
Federal Realty Investment Trust
FRT
$8.86B
| $18.2M | 0.01% |
178,547
-4,709
| -3% | -$481K |
|
|
ACCD
723
DELISTED
Accolade, Inc. Common Stock
ACCD
| $17.8M | 0.01% |
1,697,560
-104,934
| -6% | -$1.1M |
|
724
Vanguard Real Estate ETF
VNQ
$34.7B
| $17.6M | 0.01% |
203,299
+5,808
| +3% | +$502K |
|
725
Grab
GRAB
$21B
| $17.6M | 0.01% |
5,592,948
+1,555,745
| +39% | +$4.89M |
|