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 |
Roku
ROKU
|
+$256M |
| 2 |
Zoom
ZM
|
+$236M |
| 3 |
Robinhood
HOOD
|
+$185M |
| 4 |
Twilio
TWLO
|
+$164M |
| 5 |
Microsoft
MSFT
|
+$152M |
Top Sells
| 1 |
Tesla
TSLA
|
+$796M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Zillow
Z
|
+$361M |
| 4 |
Apple
AAPL
|
+$338M |
| 5 |
PayPal
PYPL
|
+$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Southwest Airlines
LUV
$16.3B
| $17.6M | 0.01% |
411,216
-16,811
| -4% | -$720K |
|
|
LSI
727
DELISTED
Life Storage, Inc.
LSI
| $17.5M | 0.01% |
114,451
+288
| +0.3% | +$44.1K |
|
728
Delta Air Lines
DAL
$39.6B
| $17.5M | 0.01% |
447,484
-22,962
| -5% | -$897K |
|
729
BCE
BCE
$22.6B
| $17.2M | 0.01% |
329,936
-5,903
| -2% | -$307K |
|
730
RB Global
RBA
$21.6B
| $16.5M | 0.01% |
268,849
-18,578
| -6% | -$1.14M |
|
731
Chart Industries
GTLS
$8.96B
| $16.3M | 0.01% |
102,468
+87,925
| +605% | +$14M |
|
732
Erie Indemnity
ERIE
$17.3B
| $16.2M | 0.01% |
84,294
-5,986
| -7% | -$1.15M |
|
733
Wipro
WIT
$29B
| $16.2M | 0.01% |
3,322,580
| – | – |
|
734
GFL Environmental
GFL
$17.4B
| $15.6M | 0.01% |
412,099
-22,286
| -5% | -$843K |
|
|
CONE
735
DELISTED
CyrusOne Inc Common Stock
CONE
| $15.5M | 0.01% |
172,425
-532,449
| -76% | -$47.8M |
|
736
Personalis
PSNL
$478M
| $15.4M | 0.01% |
1,080,140
-4,886
| -0.5% | -$69.7K |
|
737
KE Holdings
BEKE
$23.5B
| $15.3M | 0.01% |
760,158
-39,889
| -5% | -$803K |
|
738
Sunrun
RUN
$3.7B
| $14.9M | 0.01% |
435,553
-16,824
| -4% | -$577K |
|
739
Gaming and Leisure Properties
GLPI
$13.6B
| $14.9M | 0.01% |
305,711
-9,473
| -3% | -$461K |
|
740
Fox Class B
FOX
$23.6B
| $14.9M | 0.01% |
433,958
-34,062
| -7% | -$1.17M |
|
741
908 Devices
MASS
$204M
| $14.4M | 0.01% |
557,750
-14,342
| -3% | -$371K |
|
742
Huazhu Hotels Group
HTHT
$11.4B
| $13.9M | 0.01% |
373,247
-18,649
| -5% | -$696K |
|
743
Southern Copper
SCCO
$81.1B
| $13.8M | 0.01% |
234,813
+1,042
| +0.4% | +$61.2K |
|
744
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $13.8M | 0.01% |
158,306
-5,910
| -4% | -$514K |
|
|
ONEM
745
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $13.6M | 0.01% |
774,516
+83,760
| +12% | +$1.47M |
|
746
Chewy
CHWY
$17.4B
| $13.4M | 0.01% |
227,135
+515
| +0.2% | +$30.4K |
|
747
Pan American Silver
PAAS
$14.9B
| $13.3M | 0.01% |
534,653
-35,131
| -6% | -$877K |
|
748
Blue Owl Capital
OBDC
$7.25B
| $12.6M | 0.01% |
890,813
-472
| -0.1% | -$6.68K |
|
749
EastGroup Properties
EGP
$8.8B
| $12.5M | 0.01% |
54,937
-2,551
| -4% | -$581K |
|
|
SRC
750
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $12.5M | 0.01% |
258,937
+8,777
| +4% | +$423K |
|