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 |
Tesla
TSLA
|
$198M |
| 2 |
Amazon
AMZN
|
$188M |
| 3 |
Roku
ROKU
|
$95M |
| 4 |
Unity
U
|
$74.2M |
| 5 |
Flutter Entertainment
FLUT
|
$70.4M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Bio-Rad Laboratories Class A
BIO
$8B
| $17.5M | 0.01% |
50,560
-1,004
| -2% | -$347K |
|
727
Kinross Gold
KGC
$26.9B
| $17.1M | 0.01% |
2,792,067
-54,470
| -2% | -$334K |
|
728
Rivian
RIVN
$17.2B
| $17M | 0.01% |
1,552,316
-120,970
| -7% | -$1.32M |
|
729
Joby Aviation
JOBY
$11.5B
| $16.6M | 0.01% |
3,104,464
-267,159
| -8% | -$1.43M |
|
730
Ares Capital
ARCC
$15.8B
| $16.5M | 0.01% |
793,507
-4,271
| -0.5% | -$88.9K |
|
731
Corebridge Financial
CRBG
$18.1B
| $16.5M | 0.01% |
+573,920
| New | +$16.5M |
|
732
Park Hotels & Resorts
PK
$2.4B
| $16.4M | 0.01% |
937,357
-167,998
| -15% | -$2.94M |
|
733
GFL Environmental
GFL
$17.4B
| $16M | 0.01% |
463,216
+14,625
| +3% | +$505K |
|
734
Paylocity
PCTY
$9.62B
| $15.9M | 0.01% |
92,346
-256
| -0.3% | -$44K |
|
735
Quantum-Si Incorporated
QSI
$219M
| $15.9M | 0.01% |
8,054,503
-478,414
| -6% | -$942K |
|
736
Liberty Broadband Class C
LBRDK
$8.61B
| $15.8M | 0.01% |
276,900
+1,515
| +0.6% | +$86.7K |
|
737
Hasbro
HAS
$11.2B
| $15.6M | 0.01% |
275,936
-44,676
| -14% | -$2.53M |
|
738
WIX.com
WIX
$8.52B
| $15.5M | 0.01% |
112,500
+796
| +0.7% | +$109K |
|
739
NIO
NIO
$13.4B
| $15.4M | 0.01% |
3,418,771
-8,544
| -0.2% | -$38.4K |
|
740
Hyatt Hotels
H
$13.8B
| $15.4M | 0.01% |
96,268
-2,890
| -3% | -$461K |
|
741
Descartes Systems
DSGX
$9.26B
| $15.3M | 0.01% |
166,646
+299
| +0.2% | +$27.4K |
|
742
U-Haul Holding Co Series N
UHAL.B
$10B
| $15.2M | 0.01% |
227,779
-5,479
| -2% | -$365K |
|
743
Albertsons Companies
ACI
$10.7B
| $14.8M | 0.01% |
691,123
+1,936
| +0.3% | +$41.5K |
|
744
Cerus
CERS
$255M
| $14.6M | 0.01% |
7,750,700
+182,629
| +2% | +$345K |
|
745
Dropbox
DBX
$8.06B
| $13.9M | 0.01% |
573,434
-11,867
| -2% | -$288K |
|
|
PARA
746
DELISTED
Paramount Global Class B
PARA
| $13.9M | 0.01% |
1,181,112
-11,055
| -0.9% | -$130K |
|
747
Vipshop
VIPS
$8.45B
| $13.8M | 0.01% |
835,050
+4,969
| +0.6% | +$82.2K |
|
748
Samsara
IOT
$24B
| $13.6M | 0.01% |
+359,618
| New | +$13.6M |
|
749
FirstService
FSV
$9.18B
| $13.5M | 0.01% |
81,663
+1,240
| +2% | +$205K |
|
750
Westlake Corp
WLK
$11.5B
| $13.3M | 0.01% |
87,039
-2,271
| -3% | -$347K |
|