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 |
Teladoc Health
TDOC
|
$200M |
| 2 |
Sea Limited
SE
|
$176M |
| 3 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
| 4 |
Twilio
TWLO
|
$153M |
| 5 |
TSMC
TSM
|
$129M |
Top Sells
| 1 |
Apple
AAPL
|
$701M |
| 2 |
Microsoft
MSFT
|
$440M |
| 3 |
Tesla
TSLA
|
$325M |
| 4 |
Amazon
AMZN
|
$316M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$192M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
LSXMA
751
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $10.8M | 0.01% |
441,360
-349,663
| -44% | -$8.52M |
|
752
Imperial Oil
IMO
$44.4B
| $10.7M | 0.01% |
889,337
-76,718
| -8% | -$919K |
|
753
EastGroup Properties
EGP
$8.97B
| $10.6M | 0.01% |
81,720
-3,730
| -4% | -$482K |
|
|
COR
754
DELISTED
Coresite Realty Corporation
COR
| $10.5M | 0.01% |
88,305
-1,453
| -2% | -$173K |
|
|
AIV
755
Aimco
AIV
$1.11B
| $10.5M | 0.01% |
2,330,405
-168,370
| -7% | -$756K |
|
756
Adaptive Biotechnologies
ADPT
$1.96B
| $10.3M | 0.01% |
212,063
+20,946
| +11% | +$1.02M |
|
|
ZEN
757
DELISTED
ZENDESK INC
ZEN
| $10.3M | 0.01% |
+100,199
| New | +$10.3M |
|
758
Kimco Realty
KIM
$15.4B
| $10.2M | 0.01% |
903,416
-70,442
| -7% | -$793K |
|
|
LSI
759
DELISTED
Life Storage, Inc.
LSI
| $10.1M | 0.01% |
144,528
-11,154
| -7% | -$783K |
|
760
Golub Capital BDC
GBDC
$3.93B
| $10M | 0.01% |
755,845
-171,615
| -19% | -$2.27M |
|
761
Wipro
WIT
$28.6B
| $9.76M | 0.01% |
4,152,524
| – | – |
|
762
iShares MSCI Emerging Markets ETF
EEM
$19.2B
| $9.75M | 0.01% |
221,188
+9,000
| +4% | +$397K |
|
|
SMAR
763
DELISTED
Smartsheet Inc.
SMAR
| $9.5M | 0.01% |
+192,175
| New | +$9.5M |
|
764
Prospect Capital
PSEC
$1.34B
| $9.49M | 0.01% |
1,885,780
-75,756
| -4% | -$381K |
|
765
FS KKR Capital
FSK
$5.08B
| $9.43M | 0.01% |
594,807
-72,166
| -11% | -$1.14M |
|
|
JOBS
766
DELISTED
51job, Inc.
JOBS
| $9.41M | 0.01% |
120,634
+2,882
| +2% | +$225K |
|
767
STAG Industrial
STAG
$6.9B
| $9.33M | 0.01% |
306,091
-23,512
| -7% | -$717K |
|
768
BlackLine
BL
$3.32B
| $9.27M | 0.01% |
+103,467
| New | +$9.27M |
|
769
Sixth Street Specialty
TSLX
$2.32B
| $9.09M | 0.01% |
528,434
+19,293
| +4% | +$332K |
|
770
Compañía de Minas Buenaventura
BVN
$5.08B
| $8.86M | 0.01% |
724,889
+42,773
| +6% | +$523K |
|
771
iShares National Muni Bond ETF
MUB
$38.9B
| $8.74M | 0.01% |
75,363
+2,769
| +4% | +$321K |
|
772
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $8.73M | 0.01% |
105,352
+3,860
| +4% | +$320K |
|
773
VanEck Preferred Securities ex Financials ETF
PFXF
$1.96B
| $8.7M | 0.01% |
453,476
+84,507
| +23% | +$1.62M |
|
774
Workhorse Group
WKHS
$19.4M
| $8.68M | 0.01% |
+1,374
| New | +$8.68M |
|
775
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.8B
| $8.64M | 0.01% |
64,107
+1,334
| +2% | +$180K |
|