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 |
Amazon
AMZN
|
+$124M |
| 2 |
Microsoft
MSFT
|
+$108M |
| 3 |
Apple
AAPL
|
+$101M |
| 4 |
Nu Holdings
NU
|
+$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
+$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
+$218M |
| 2 |
Tesla
TSLA
|
+$119M |
| 3 |
TE Connectivity
TEL
|
+$108M |
| 4 |
Parker-Hannifin
PH
|
+$76.5M |
| 5 |
NVIDIA
NVDA
|
+$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Futu Holdings
FUTU
$25.3B
| $11.2M | 0.01% |
117,561
+15,127
| +15% | +$1.45M |
|
|
PARA
702
DELISTED
Paramount Global Class B
PARA
| $11.1M | 0.01% |
1,042,760
-53,191
| -5% | -$565K |
|
|
SRTA
703
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$326M
| $11.1M | 0.01% |
3,759,762
-300,520
| -7% | -$884K |
|
704
ASML
ASML
$312B
| $10.8M | 0.01% |
12,906
+2,652
| +26% | +$2.21M |
|
705
TechnipFMC
FTI
$16.8B
| $10.7M | 0.01% |
407,638
+369,594
| +971% | +$9.69M |
|
706
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
| $10.6M | 0.01% |
412,985
| – | – |
|
707
Main Street Capital
MAIN
$5.97B
| $10.5M | 0.01% |
209,924
+18,059
| +9% | +$905K |
|
708
Kanzhun
BZ
$11.2B
| $10.4M | 0.01% |
600,510
+16,000
| +3% | +$278K |
|
709
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $10.4M | 0.01% |
129,516
+13,970
| +12% | +$1.12M |
|
710
Southwest Airlines
LUV
$16.3B
| $10.3M | 0.01% |
348,389
+10,987
| +3% | +$326K |
|
711
American Healthcare REIT
AHR
$7.28B
| $10.3M | 0.01% |
394,897
-735,369
| -65% | -$19.2M |
|
712
FS KKR Capital
FSK
$4.98B
| $10.1M | 0.01% |
511,317
| – | – |
|
713
EastGroup Properties
EGP
$8.72B
| $9.89M | 0.01% |
52,926
-261
| -0.5% | -$48.8K |
|
714
Blackstone Secured Lending
BXSL
$6.62B
| $9.87M | 0.01% |
337,002
+34,021
| +11% | +$996K |
|
715
Golub Capital BDC
GBDC
$3.92B
| $9.75M | 0.01% |
645,187
+5,264
| +0.8% | +$79.5K |
|
716
NNN REIT
NNN
$8.06B
| $9.71M | 0.01% |
200,247
-2,019
| -1% | -$97.9K |
|
717
Brixmor Property Group
BRX
$8.51B
| $9.2M | 0.01% |
330,332
-1,140
| -0.3% | -$31.8K |
|
718
Coupang
CPNG
$58.6B
| $9.2M | 0.01% |
374,807
+1,135
| +0.3% | +$27.9K |
|
719
Ryman Hospitality Properties
RHP
$6.34B
| $9.08M | 0.01% |
84,656
-3,474
| -4% | -$373K |
|
720
Blue Owl Capital
OBDC
$7.23B
| $8.93M | 0.01% |
612,613
-78,770
| -11% | -$1.15M |
|
721
Celsius Holdings
CELH
$14.5B
| $8.88M | 0.01% |
283,061
-7,544
| -3% | -$237K |
|
722
iShares MSCI India ETF
INDA
$9.38B
| $8.7M | 0.01% |
148,721
+10,142
| +7% | +$594K |
|
723
Legend Biotech
LEGN
$6.18B
| $8.64M | 0.01% |
177,227
+14,672
| +9% | +$715K |
|
724
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.9B
| $8.45M | 0.01% |
90,295
-78,475
| -46% | -$7.34M |
|
725
Essential Properties Realty Trust
EPRT
$5.88B
| $8.35M | 0.01% |
244,424
+51,196
| +26% | +$1.75M |
|