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 |
UiPath
PATH
|
+$425M |
| 2 |
Coinbase
COIN
|
+$339M |
| 3 |
Palantir
PLTR
|
+$252M |
| 4 |
Teladoc Health
TDOC
|
+$215M |
| 5 |
Robinhood
HOOD
|
+$193M |
Top Sells
| 1 |
Apple
AAPL
|
+$425M |
| 2 |
Microsoft
MSFT
|
+$311M |
| 3 |
JD.com
JD
|
+$309M |
| 4 |
Sea Limited
SE
|
+$262M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$260M |
Sector Composition
| 1 | Technology | 26.11% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 12.69% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Communication Services | 11.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
908 Devices
MASS
$206M
| $18.6M | 0.01% |
572,092
+376,787
| +193% | +$12.3M |
|
727
FirstService
FSV
$9.32B
| $18.2M | 0.01% |
101,006
-8,189
| -7% | -$1.48M |
|
|
BNR
728
Burning Rock Biotech
BNR
$95.5M
| $18.2M | 0.01% |
101,934
+15,277
| +18% | +$2.73M |
|
729
Huazhu Hotels Group
HTHT
$11.4B
| $18M | 0.01% |
391,896
-18,675
| -5% | -$856K |
|
730
RB Global
RBA
$21.6B
| $17.7M | 0.01% |
287,427
-13,352
| -4% | -$823K |
|
731
Fox Class B
FOX
$23.1B
| $17.4M | 0.01% |
468,020
-49,459
| -10% | -$1.84M |
|
732
BCE
BCE
$22.5B
| $16.8M | 0.01% |
335,839
-30,463
| -8% | -$1.52M |
|
733
GFL Environmental
GFL
$17.2B
| $16.1M | 0.01% |
434,385
-21,091
| -5% | -$783K |
|
734
Erie Indemnity
ERIE
$17.3B
| $16.1M | 0.01% |
90,280
-814
| -0.9% | -$145K |
|
|
PPD
735
DELISTED
PPD, Inc. Common Stock
PPD
| $15.9M | 0.01% |
340,672
+1,254
| +0.4% | +$58.7K |
|
736
Zillow
ZG
$20B
| $15.9M | 0.01% |
179,331
-71,972
| -29% | -$6.38M |
|
737
Chewy
CHWY
$14.5B
| $15.4M | 0.01% |
226,620
+4,847
| +2% | +$330K |
|
738
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $15.3M | 0.01% |
139,791
+17,592
| +14% | +$1.92M |
|
|
RPAI
739
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $15.1M | 0.01% |
1,170,282
-2,929,145
| -71% | -$37.7M |
|
740
Wipro
WIT
$29.4B
| $14.7M | 0.01% |
3,322,580
-800,000
| -19% | -$3.53M |
|
741
KE Holdings
BEKE
$23.5B
| $14.6M | 0.01% |
800,047
-4,639,444
| -85% | -$84.7M |
|
742
Gaming and Leisure Properties
GLPI
$13.6B
| $14.6M | 0.01% |
315,184
-6,699
| -2% | -$310K |
|
743
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $14.4M | 0.01% |
164,216
+30,506
| +23% | +$2.67M |
|
|
ONEM
744
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $14M | 0.01% |
690,756
+347,954
| +102% | +$7.05M |
|
745
Boston Beer
SAM
$2.39B
| $13.9M | 0.01% |
27,237
-3,048
| -10% | -$1.55M |
|
746
Altice USA
ATUS
$1.09B
| $13.5M | 0.01% |
651,683
-43,533
| -6% | -$902K |
|
747
Pan American Silver
PAAS
$15.3B
| $13.2M | 0.01% |
569,784
+4,962
| +0.9% | +$115K |
|
748
Brookfield Renewable
BEPC
$6.05B
| $13.1M | 0.01% |
338,985
-6,020
| -2% | -$233K |
|
|
LSI
749
DELISTED
Life Storage, Inc.
LSI
| $13.1M | 0.01% |
114,163
+5,199
| +5% | +$597K |
|
750
BlackBerry
BB
$2.25B
| $12.9M | 0.01% |
1,326,482
-144,848
| -10% | -$1.41M |
|