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 |
Microsoft
MSFT
|
+$200M |
| 2 |
NVIDIA
NVDA
|
+$184M |
| 3 |
Amazon
AMZN
|
+$173M |
| 4 |
Mastercard
MA
|
+$123M |
| 5 |
Apple
AAPL
|
+$120M |
Top Sells
| 1 |
Robinhood
HOOD
|
+$293M |
| 2 |
Palantir
PLTR
|
+$174M |
| 3 |
iShares Gold Trust
IAU
|
+$136M |
| 4 |
Roblox
RBLX
|
+$119M |
| 5 |
DFS
Discover Financial Services
DFS
|
+$96.4M |
Sector Composition
| 1 | Technology | 33.07% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.37% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Skyworks Solutions
SWKS
$11.1B
| $4.64M | ﹤0.01% |
62,257
-400,965
| -87% | -$29.9M |
|
727
BHP
BHP
$135B
| $4.62M | ﹤0.01% |
96,114
+5,753
| +6% | +$277K |
|
728
Alibaba
BABA
$351B
| $4.53M | ﹤0.01% |
39,915
-6,182
| -13% | -$701K |
|
729
Invesco NASDAQ 100 ETF
QQQM
$59.9B
| $4.52M | ﹤0.01% |
+19,894
| New | +$4.52M |
|
730
Macerich
MAC
$4.57B
| $4.51M | ﹤0.01% |
278,806
+9,089
| +3% | +$147K |
|
731
Independence Realty Trust
IRT
$4.18B
| $4.49M | ﹤0.01% |
253,906
+4,280
| +2% | +$75.7K |
|
732
MidCap Financial Investment
MFIC
$1.16B
| $4.23M | ﹤0.01% |
334,994
+102,410
| +44% | +$1.29M |
|
733
Personalis
PSNL
$478M
| $4.2M | ﹤0.01% |
640,420
-35,554
| -5% | -$233K |
|
734
Sprouts Farmers Market
SFM
$13.3B
| $4.04M | ﹤0.01% |
24,536
-1,537
| -6% | -$253K |
|
735
Autohome
ATHM
$3.48B
| $3.98M | ﹤0.01% |
154,325
-12,426
| -7% | -$320K |
|
736
Prime Medicine
PRME
$734M
| $3.94M | ﹤0.01% |
1,594,518
-1,331,505
| -46% | -$3.29M |
|
|
JBS
737
JBS N.V.
JBS
$34.6B
| $3.92M | ﹤0.01% |
+268,350
| New | +$3.92M |
|
738
CarMax
KMX
$9.21B
| $3.9M | ﹤0.01% |
57,979
-288,180
| -83% | -$19.4M |
|
739
Intuitive Machines
LUNR
$991M
| $3.88M | ﹤0.01% |
356,856
+97,150
| +37% | +$1.06M |
|
|
PONY
740
Pony AI Inc. American Depositary Shares
PONY
$5.4B
| $3.85M | ﹤0.01% |
+291,539
| New | +$3.85M |
|
741
Capital Southwest
CSWC
$1.27B
| $3.8M | ﹤0.01% |
172,597
+38,419
| +29% | +$847K |
|
742
Tapestry
TPR
$21.9B
| $3.78M | ﹤0.01% |
43,076
-6,372
| -13% | -$560K |
|
743
Icon
ICLR
$13.1B
| $3.76M | ﹤0.01% |
25,842
| – | – |
|
744
Absci
ABSI
$380M
| $3.76M | ﹤0.01% |
1,461,729
-32,136
| -2% | -$82.6K |
|
745
Highwoods Properties
HIW
$3.44B
| $3.71M | ﹤0.01% |
119,274
-360,920
| -75% | -$11.2M |
|
|
AACT
746
Ares Acquisition Corporation II
AACT
$706M
| $3.69M | ﹤0.01% |
+325,464
| New | +$3.69M |
|
747
Carlyle Secured Lending
CGBD
$999M
| $3.61M | ﹤0.01% |
264,138
+80,737
| +44% | +$1.1M |
|
748
Ryanair
RYAAY
$31.7B
| $3.6M | ﹤0.01% |
62,372
-3,718
| -6% | -$214K |
|
749
RenaissanceRe
RNR
$11.2B
| $3.59M | ﹤0.01% |
14,769
| – | – |
|
750
iShares MSCI Taiwan ETF
EWT
$6.4B
| $3.49M | ﹤0.01% |
60,743
+3,172
| +6% | +$182K |
|