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 |
Amazon
AMZN
|
+$124M |
| 2 |
Microsoft
MSFT
|
+$108M |
| 3 |
Apple
AAPL
|
+$101M |
| 4 |
Nu Holdings
NU
|
+$86.2M |
| 5 |
Cadence Design Systems
CDNS
|
+$84.1M |
Top Sells
| 1 |
Zoom
ZM
|
+$218M |
| 2 |
Tesla
TSLA
|
+$119M |
| 3 |
TE Connectivity
TEL
|
+$108M |
| 4 |
Parker-Hannifin
PH
|
+$76.5M |
| 5 |
NVIDIA
NVDA
|
+$76.1M |
Sector Composition
| 1 | Technology | 31.55% |
| 2 | Healthcare | 11.94% |
| 3 | Financials | 11.88% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Communication Services | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Icon
ICLR
$12.9B
| $8.25M | 0.01% |
28,724
+625
| +2% | +$180K |
|
727
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.73B
| $8.06M | 0.01% |
270,300
-874
| -0.3% | -$26.1K |
|
728
Elbit Systems
ESLT
$23.4B
| $8.01M | 0.01% |
40,039
-2,648
| -6% | -$530K |
|
729
Hercules Capital
HTGC
$3.51B
| $7.88M | 0.01% |
401,133
+36,886
| +10% | +$724K |
|
730
Ionis Pharmaceuticals
IONS
$10.2B
| $7.86M | 0.01% |
196,114
-3,117
| -2% | -$125K |
|
731
STAG Industrial
STAG
$6.68B
| $7.79M | 0.01% |
199,329
-1,129
| -0.6% | -$44.1K |
|
732
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
| $7.72M | 0.01% |
72,300
+16,300
| +29% | +$1.74M |
|
733
iShares MSCI Emerging Markets ETF
EEM
$19.6B
| $7.58M | 0.01% |
165,227
+6,376
| +4% | +$292K |
|
734
Sixth Street Specialty
TSLX
$2.3B
| $7.3M | 0.01% |
355,434
+40,330
| +13% | +$828K |
|
|
ACCD
735
DELISTED
Accolade, Inc. Common Stock
ACCD
| $7.28M | 0.01% |
1,890,123
-121,808
| -6% | -$469K |
|
736
Healthcare Realty
HR
$6.44B
| $7.23M | 0.01% |
398,452
-23,089
| -5% | -$419K |
|
737
Vornado Realty Trust
VNO
$7.77B
| $7.15M | 0.01% |
181,576
-590,288
| -76% | -$23.3M |
|
738
Terreno Realty
TRNO
$5.92B
| $7.1M | ﹤0.01% |
106,278
-453
| -0.4% | -$30.3K |
|
739
Kilroy Realty
KRC
$4.98B
| $6.93M | ﹤0.01% |
178,977
-5,146
| -3% | -$199K |
|
740
Quantum-Si Incorporated
QSI
$227M
| $6.66M | ﹤0.01% |
7,547,912
-315,249
| -4% | -$278K |
|
741
AstraZeneca
AZN
$251B
| $6.58M | ﹤0.01% |
84,511
+9,795
| +13% | +$763K |
|
742
Flowserve
FLS
$7.35B
| $6.58M | ﹤0.01% |
127,206
-3,183
| -2% | -$165K |
|
743
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$655M
| $6.56M | ﹤0.01% |
253,253
+37,150
| +17% | +$963K |
|
744
BHP
BHP
$135B
| $6.34M | ﹤0.01% |
102,006
-10,862
| -10% | -$675K |
|
745
Autohome
ATHM
$3.4B
| $6.27M | ﹤0.01% |
192,255
| – | – |
|
746
Shell
SHEL
$211B
| $5.91M | ﹤0.01% |
89,596
-13,213
| -13% | -$871K |
|
747
Nutrien
NTR
$27.9B
| $5.9M | ﹤0.01% |
122,749
-52,581
| -30% | -$2.53M |
|
748
Alibaba
BABA
$343B
| $5.86M | ﹤0.01% |
55,232
-891
| -2% | -$94.6K |
|
749
Goldman Sachs BDC
GSBD
$1.29B
| $5.28M | ﹤0.01% |
383,585
-35,286
| -8% | -$486K |
|
750
Bain Capital Specialty
BCSF
$1B
| $5.27M | ﹤0.01% |
317,318
| – | – |
|