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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Virgin Galactic
SPCE
$185M
| $18.1M | 0.01% |
29,525
+308
| +1% | +$189K |
|
727
Federal Realty Investment Trust
FRT
$8.86B
| $18M | 0.01% |
177,747
+7,365
| +4% | +$747K |
|
|
CLLS
728
Cellectis
CLLS
$269M
| $18M | 0.01% |
890,511
+116,723
| +15% | +$2.36M |
|
729
West Fraser Timber
WFG
$5.92B
| $17.9M | 0.01% |
+248,369
| New | +$17.9M |
|
730
U-Haul Holding Co
UHAL
$11.2B
| $17.5M | 0.01% |
285,960
-31,220
| -10% | -$1.91M |
|
731
Adaptive Biotechnologies
ADPT
$1.96B
| $17.3M | 0.01% |
429,103
+187,956
| +78% | +$7.57M |
|
732
Brookfield Renewable
BEPC
$5.96B
| $17.2M | 0.01% |
366,601
+32,875
| +10% | +$1.54M |
|
733
Gildan
GIL
$8.27B
| $17M | 0.01% |
557,057
-38,619
| -6% | -$1.18M |
|
734
FirstService
FSV
$9.18B
| $16.9M | 0.01% |
113,730
+30
| +0% | +$4.45K |
|
|
NIU
735
Niu Technologies
NIU
$338M
| $16.8M | 0.01% |
458,313
+149,959
| +49% | +$5.5M |
|
736
Outfront Media
OUT
$3.05B
| $16.7M | 0.01% |
+779,290
| New | +$16.7M |
|
737
B2Gold
BTG
$5.52B
| $16.5M | 0.01% |
3,833,096
-96,794
| -2% | -$417K |
|
|
RAVN
738
DELISTED
Raven Industries Inc
RAVN
| $16.2M | 0.01% |
421,835
+203,890
| +94% | +$7.82M |
|
739
Southern Copper
SCCO
$83.6B
| $16.1M | 0.01% |
249,604
+6,093
| +3% | +$394K |
|
740
AeroVironment
AVAV
$11.3B
| $16M | 0.01% |
138,131
-15,735
| -10% | -$1.83M |
|
741
Schrodinger
SDGR
$1.41B
| $15.9M | 0.01% |
208,808
+23,381
| +13% | +$1.78M |
|
742
Cibus
CBUS
$67.3M
| $15.8M | 0.01% |
52,366
+6,861
| +15% | +$2.07M |
|
743
Vanguard Real Estate ETF
VNQ
$34.7B
| $15.6M | 0.01% |
170,237
-25,786
| -13% | -$2.37M |
|
744
Americold
COLD
$3.98B
| $15.6M | 0.01% |
406,166
-52,352
| -11% | -$2.01M |
|
745
Gaming and Leisure Properties
GLPI
$13.7B
| $15.4M | 0.01% |
363,816
-35,344
| -9% | -$1.5M |
|
746
XPeng
XPEV
$18.9B
| $15.4M | 0.01% |
421,923
+79,301
| +23% | +$2.9M |
|
|
BLDP
747
Ballard Power Systems
BLDP
$598M
| $15M | 0.01% |
+614,606
| New | +$15M |
|
748
Kilroy Realty
KRC
$5.05B
| $14.2M | 0.01% |
216,004
-18,679
| -8% | -$1.23M |
|
749
NNN REIT
NNN
$8.18B
| $13.9M | 0.01% |
316,274
-838,239
| -73% | -$36.9M |
|
|
MGP
750
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
| $13.9M | 0.01% |
+426,308
| New | +$13.9M |
|