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 |
Coinbase
COIN
|
+$830M |
| 2 |
UiPath
PATH
|
+$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$337M |
| 4 |
Twilio
TWLO
|
+$292M |
| 5 |
Tesla
TSLA
|
+$234M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.18B |
| 2 |
Apple
AAPL
|
+$757M |
| 3 |
Microsoft
MSFT
|
+$477M |
| 4 |
Intellia Therapeutics
NTLA
|
+$272M |
| 5 |
Amazon
AMZN
|
+$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NSTG
726
DELISTED
NanoString Technologies, Inc.
NSTG
| $20.8M | 0.01% |
320,397
+2,148
| +0.7% | +$139K |
|
727
Snowflake
SNOW
$76.5B
| $20.7M | 0.01% |
85,719
-561
| -0.7% | -$136K |
|
728
Cameco
CCJ
$34.6B
| $20.3M | 0.01% |
1,060,751
-102,388
| -9% | -$1.96M |
|
729
Melco Resorts & Entertainment
MLCO
$3.8B
| $19.7M | 0.01% |
1,191,754
+190,514
| +19% | +$3.16M |
|
730
American Homes 4 Rent
AMH
$12.7B
| $19.6M | 0.01% |
505,665
-50,922
| -9% | -$1.98M |
|
731
Kimco Realty
KIM
$15.1B
| $19.6M | 0.01% |
940,051
-122,855
| -12% | -$2.56M |
|
732
Federal Realty Investment Trust
FRT
$8.67B
| $19.4M | 0.01% |
165,746
-12,001
| -7% | -$1.41M |
|
733
Gildan
GIL
$8.08B
| $19.4M | 0.01% |
525,674
-31,383
| -6% | -$1.16M |
|
734
FirstService
FSV
$9.32B
| $18.7M | 0.01% |
109,195
-4,535
| -4% | -$777K |
|
735
Knight Transportation
KNX
$6.76B
| $18.7M | 0.01% |
411,151
+5,702
| +1% | +$259K |
|
736
Fox Class B
FOX
$23.1B
| $18.2M | 0.01% |
517,479
-36,448
| -7% | -$1.28M |
|
737
BCE
BCE
$22.5B
| $18M | 0.01% |
366,302
-338,346
| -48% | -$16.7M |
|
738
BlackBerry
BB
$2.25B
| $18M | 0.01% |
1,471,330
-26,564
| -2% | -$324K |
|
739
RB Global
RBA
$21.6B
| $17.8M | 0.01% |
300,779
-16,667
| -5% | -$987K |
|
740
Chewy
CHWY
$14.5B
| $17.7M | 0.01% |
221,773
-6,154
| -3% | -$491K |
|
741
Erie Indemnity
ERIE
$17.3B
| $17.6M | 0.01% |
91,094
-7,951
| -8% | -$1.54M |
|
|
SRTA
742
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$326M
| $17.3M | 0.01% |
1,646,420
+711,464
| +76% | +$7.47M |
|
743
GDS Holdings
GDS
$6.42B
| $17.2M | 0.01% |
219,201
-10,706
| -5% | -$840K |
|
|
DRNA
744
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
| $17M | 0.01% |
+456,497
| New | +$17M |
|
745
West Fraser Timber
WFG
$5.84B
| $16.4M | 0.01% |
228,059
-20,310
| -8% | -$1.46M |
|
746
Pan American Silver
PAAS
$15.3B
| $16.1M | 0.01% |
564,822
-50,910
| -8% | -$1.45M |
|
747
Wipro
WIT
$29.4B
| $16.1M | 0.01% |
4,122,580
-22,588
| -0.5% | -$88.2K |
|
|
PPD
748
DELISTED
PPD, Inc. Common Stock
PPD
| $15.6M | 0.01% |
339,418
-25,559
| -7% | -$1.18M |
|
749
Quantum-Si Incorporated
QSI
$227M
| $15.5M | 0.01% |
+1,260,628
| New | +$15.5M |
|
750
Southern Copper
SCCO
$82.9B
| $15.3M | 0.01% |
249,445
-159
| -0.1% | -$9.74K |
|