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 |
Apple
AAPL
|
+$331M |
| 2 |
Amazon
AMZN
|
+$131M |
| 3 |
Oracle
ORCL
|
+$116M |
| 4 |
Visa
V
|
+$116M |
| 5 |
TE Connectivity
TEL
|
+$103M |
Top Sells
| 1 |
Tesla
TSLA
|
+$263M |
| 2 |
Palantir
PLTR
|
+$231M |
| 3 |
Robinhood
HOOD
|
+$203M |
| 4 |
Stryker
SYK
|
+$135M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$131M |
Sector Composition
| 1 | Technology | 32.68% |
| 2 | Financials | 12.51% |
| 3 | Consumer Discretionary | 11.09% |
| 4 | Healthcare | 10.48% |
| 5 | Communication Services | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Omega Healthcare
OHI
$12.8B
| $11.1M | 0.01% |
292,381
+10,173
| +4% | +$385K |
|
702
Golub Capital BDC
GBDC
$3.95B
| $10.8M | 0.01% |
710,354
+65,167
| +10% | +$988K |
|
703
HF Sinclair
DINO
$9.56B
| $10.7M | 0.01% |
306,506
-18,054
| -6% | -$633K |
|
704
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.72B
| $10.6M | 0.01% |
275,792
+5,492
| +2% | +$211K |
|
705
Cerus
CERS
$247M
| $9.95M | 0.01% |
6,461,684
-578,603
| -8% | -$891K |
|
706
TAL Education Group
TAL
$6.32B
| $9.71M | 0.01% |
969,475
-11,542
| -1% | -$116K |
|
707
American Healthcare REIT
AHR
$7.21B
| $9.32M | 0.01% |
328,065
-66,832
| -17% | -$1.9M |
|
708
Rexford Industrial Realty
REXR
$10.2B
| $9.3M | 0.01% |
240,682
+2,129
| +0.9% | +$82.3K |
|
709
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $9.2M | 0.01% |
117,036
-12,480
| -10% | -$982K |
|
710
Westlake Corp
WLK
$11B
| $9.11M | 0.01% |
79,463
-1,105
| -1% | -$127K |
|
711
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.86B
| $9.09M | 0.01% |
360,000
-52,985
| -13% | -$1.34M |
|
712
Brixmor Property Group
BRX
$8.5B
| $9.09M | 0.01% |
326,438
-3,894
| -1% | -$108K |
|
713
Prime Medicine
PRME
$734M
| $9.02M | 0.01% |
3,090,180
-100,275
| -3% | -$293K |
|
714
Hercules Capital
HTGC
$3.53B
| $8.9M | 0.01% |
442,767
+41,634
| +10% | +$836K |
|
715
Kite Realty
KRG
$5.02B
| $8.81M | 0.01% |
349,192
-76,503
| -18% | -$1.93M |
|
716
ASML
ASML
$317B
| $8.79M | 0.01% |
12,681
-225
| -2% | -$156K |
|
717
Ryman Hospitality Properties
RHP
$6.23B
| $8.71M | 0.01% |
83,495
-1,161
| -1% | -$121K |
|
718
Elbit Systems
ESLT
$22.8B
| $8.68M | 0.01% |
33,638
-6,401
| -16% | -$1.65M |
|
719
EastGroup Properties
EGP
$8.91B
| $8.61M | 0.01% |
53,632
+706
| +1% | +$113K |
|
720
Blue Owl Capital
OBDC
$7.31B
| $8.35M | 0.01% |
551,955
-60,658
| -10% | -$917K |
|
721
NNN REIT
NNN
$8.12B
| $8.28M | 0.01% |
202,738
+2,491
| +1% | +$102K |
|
722
Kanzhun
BZ
$11.1B
| $8.14M | 0.01% |
589,931
-10,579
| -2% | -$146K |
|
723
Sixth Street Specialty
TSLX
$2.33B
| $8.04M | 0.01% |
377,645
+22,211
| +6% | +$473K |
|
724
Vornado Realty Trust
VNO
$7.81B
| $7.57M | 0.01% |
180,045
-1,531
| -0.8% | -$64.4K |
|
725
Coupang
CPNG
$58.9B
| $7.49M | 0.01% |
340,586
-34,221
| -9% | -$752K |
|