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 |
Teladoc Health
TDOC
|
$200M |
| 2 |
Sea Limited
SE
|
$176M |
| 3 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
| 4 |
Twilio
TWLO
|
$153M |
| 5 |
TSMC
TSM
|
$129M |
Top Sells
| 1 |
Apple
AAPL
|
$701M |
| 2 |
Microsoft
MSFT
|
$440M |
| 3 |
Tesla
TSLA
|
$325M |
| 4 |
Amazon
AMZN
|
$316M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$192M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Vanguard Real Estate ETF
VNQ
$34.7B
| $14.1M | 0.01% |
178,625
+54,628
| +44% | +$4.31M |
|
727
Kratos Defense & Security Solutions
KTOS
$10.9B
| $13.5M | 0.01% |
701,675
+77,567
| +12% | +$1.5M |
|
728
Ralph Lauren
RL
$18.9B
| $13.5M | 0.01% |
198,253
-3,622
| -2% | -$246K |
|
729
Sabra Healthcare REIT
SBRA
$4.56B
| $13.5M | 0.01% |
977,047
-115,365
| -11% | -$1.59M |
|
730
Liberty Broadband Class A
LBRDA
$8.57B
| $13.3M | 0.01% |
94,022
-1,087
| -1% | -$154K |
|
731
HUTCHMED
HCM
$2.74B
| $13.3M | 0.01% |
412,299
-61,658
| -13% | -$1.99M |
|
732
NOV
NOV
$4.95B
| $13.2M | 0.01% |
1,460,807
-15,313
| -1% | -$139K |
|
733
Hercules Capital
HTGC
$3.49B
| $13.2M | 0.01% |
1,143,554
+39,404
| +4% | +$456K |
|
734
Melco Resorts & Entertainment
MLCO
$3.8B
| $13M | 0.01% |
781,146
-17,859
| -2% | -$297K |
|
735
Carlyle Group
CG
$23.1B
| $13M | 0.01% |
526,914
-1,133
| -0.2% | -$28K |
|
736
Southern Copper
SCCO
$83.6B
| $12.9M | 0.01% |
299,927
-65,557
| -18% | -$2.83M |
|
|
BBL
737
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
| $12.9M | 0.01% |
303,015
-16,214
| -5% | -$692K |
|
|
STOR
738
DELISTED
STORE Capital Corporation
STOR
| $12.9M | 0.01% |
471,046
-20,747
| -4% | -$569K |
|
739
10x Genomics
TXG
$1.74B
| $12.8M | 0.01% |
102,268
-105,915
| -51% | -$13.2M |
|
740
Snowflake
SNOW
$75.3B
| $12.7M | 0.01% |
+50,760
| New | +$12.7M |
|
741
U-Haul Holding Co
UHAL
$11.2B
| $12.5M | 0.01% |
350,850
-4,370
| -1% | -$156K |
|
|
DISCA
742
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $12.4M | 0.01% |
571,174
-11,074
| -2% | -$241K |
|
|
PLAN
743
DELISTED
Anaplan, Inc.
PLAN
| $12.3M | 0.01% |
+196,173
| New | +$12.3M |
|
|
CLLS
744
Cellectis
CLLS
$269M
| $12.2M | 0.01% |
660,088
-76,762
| -10% | -$1.42M |
|
|
SRC
745
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $12.1M | 0.01% |
358,914
-12,307
| -3% | -$415K |
|
746
Alerian MLP ETF
AMLP
$10.5B
| $12.1M | 0.01% |
604,000
-96,400
| -14% | -$1.93M |
|
747
HubSpot
HUBS
$25.7B
| $12.1M | 0.01% |
41,278
+38,998
| +1,710% | +$11.4M |
|
|
CGC
748
Canopy Growth
CGC
$456M
| $11.2M | 0.01% |
77,964
-917
| -1% | -$132K |
|
749
Urban Edge Properties
UE
$2.67B
| $11.2M | 0.01% |
1,148,923
+568,962
| +98% | +$5.53M |
|
750
Rio Tinto
RIO
$104B
| $11.2M | 0.01% |
184,747
-28,091
| -13% | -$1.7M |
|