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 |
iShares Gold Trust
IAU
|
+$997M |
| 2 |
UiPath
PATH
|
+$437M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
+$334M |
| 4 |
Coinbase
COIN
|
+$326M |
| 5 |
GE Aerospace
GE
|
+$198M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
+$146M |
| 3 |
Spotify
SPOT
|
+$133M |
| 4 |
CERN
Cerner Corp
CERN
|
+$122M |
| 5 |
AT&T
T
|
+$118M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ONC
726
BeOne Medicines Ltd. American Depositary Shares
ONC
$38.6B
| $19M | 0.01% |
117,527
+8,182
| +7% | +$1.32M |
|
727
TSMC
TSM
$1.3T
| $18.8M | 0.01% |
230,145
+46,444
| +25% | +$3.8M |
|
728
NovoCure
NVCR
$1.42B
| $18.5M | 0.01% |
266,777
+8,933
| +3% | +$621K |
|
729
Cable One
CABO
$913M
| $18.5M | 0.01% |
14,371
-15,445
| -52% | -$19.9M |
|
730
News Corp Class A
NWSA
$16.6B
| $18.5M | 0.01% |
1,187,587
+86,078
| +8% | +$1.34M |
|
731
SEI Investments
SEIC
$10.7B
| $18.5M | 0.01% |
342,025
+14,681
| +4% | +$793K |
|
732
Sensata Technologies
ST
$4.62B
| $18.4M | 0.01% |
446,490
+25,637
| +6% | +$1.06M |
|
733
ICL Group
ICL
$7.87B
| $18.4M | 0.01% |
2,023,983
-37,050
| -2% | -$337K |
|
734
Chart Industries
GTLS
$8.96B
| $18.3M | 0.01% |
109,486
| – | – |
|
735
RB Global
RBA
$21.6B
| $18.2M | 0.01% |
279,838
-59,800
| -18% | -$3.89M |
|
736
Gildan
GIL
$8.19B
| $18M | 0.01% |
626,235
+150,017
| +32% | +$4.32M |
|
737
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$650M
| $18M | 0.01% |
+439,630
| New | +$18M |
|
738
Lennox International
LII
$19.6B
| $17.6M | 0.01% |
85,005
+3,907
| +5% | +$807K |
|
739
Carlyle Group
CG
$23B
| $17.6M | 0.01% |
554,338
+117,731
| +27% | +$3.73M |
|
740
Dropbox
DBX
$8.42B
| $17.5M | 0.01% |
834,715
-277,102
| -25% | -$5.82M |
|
741
Vornado Realty Trust
VNO
$7.66B
| $17.4M | 0.01% |
608,921
+5,916
| +1% | +$169K |
|
742
Ionis Pharmaceuticals
IONS
$10.3B
| $17.3M | 0.01% |
468,116
-131,500
| -22% | -$4.87M |
|
743
Huazhu Hotels Group
HTHT
$11.4B
| $17.2M | 0.01% |
450,813
+59,326
| +15% | +$2.26M |
|
744
IAC Inc
IAC
$2.88B
| $17M | 0.01% |
+273,057
| New | +$17M |
|
|
LSXMK
745
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $17M | 0.01% |
607,919
+15,936
| +3% | +$445K |
|
746
Ares Capital
ARCC
$15.7B
| $16.8M | 0.01% |
937,354
-18,187
| -2% | -$326K |
|
747
SiriusXM
SIRI
$8.17B
| $16.6M | 0.01% |
270,467
-22,310
| -8% | -$1.37M |
|
748
Erie Indemnity
ERIE
$17.3B
| $16.2M | 0.01% |
84,524
+2,005
| +2% | +$385K |
|
749
Archer Aviation
ACHR
$5.44B
| $16.2M | 0.01% |
+5,270,793
| New | +$16.2M |
|
750
Wynn Resorts
WYNN
$12.6B
| $16M | 0.01% |
280,430
+21,308
| +8% | +$1.21M |
|