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 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Autohome
ATHM
$3.39B
| $13.8M | 0.01% |
148,360
-3,806
| -3% | -$355K |
|
|
PPD
752
DELISTED
PPD, Inc. Common Stock
PPD
| $13.8M | 0.01% |
364,977
-36,869
| -9% | -$1.4M |
|
753
Blue Owl Capital
OBDC
$7.33B
| $13.7M | 0.01% |
996,774
+312,609
| +46% | +$4.3M |
|
|
CONE
754
DELISTED
CyrusOne Inc Common Stock
CONE
| $13.2M | 0.01% |
194,391
-20,121
| -9% | -$1.36M |
|
755
Wipro
WIT
$28.6B
| $13.1M | 0.01% |
4,145,168
| – | – |
|
756
Arcturus Therapeutics
ARCT
$485M
| $13M | 0.01% |
315,812
+181,208
| +135% | +$7.48M |
|
|
BBL
757
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
| $13M | 0.01% |
224,394
-36,700
| -14% | -$2.12M |
|
|
STOR
758
DELISTED
STORE Capital Corporation
STOR
| $12.8M | 0.01% |
383,411
-36,346
| -9% | -$1.22M |
|
759
HUTCHMED
HCM
$2.74B
| $12.6M | 0.01% |
445,309
+91,148
| +26% | +$2.57M |
|
760
BlackBerry
BB
$2.31B
| $12.6M | 0.01% |
1,497,894
-101,266
| -6% | -$849K |
|
761
Liberty Broadband Class A
LBRDA
$8.57B
| $12.2M | 0.01% |
84,316
-295
| -0.3% | -$42.8K |
|
762
Arrowhead Research
ARWR
$4.02B
| $12.1M | 0.01% |
182,704
+23,973
| +15% | +$1.59M |
|
763
BILL Holdings
BILL
$5.24B
| $12M | 0.01% |
+82,639
| New | +$12M |
|
|
AUY
764
DELISTED
Yamana Gold, Inc.
AUY
| $12M | 0.01% |
2,761,178
-38,227
| -1% | -$166K |
|
765
Hercules Capital
HTGC
$3.49B
| $12M | 0.01% |
745,707
-295,693
| -28% | -$4.74M |
|
|
LSXMA
766
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $11.9M | 0.01% |
367,771
-21,874
| -6% | -$708K |
|
|
JOYY
767
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $11.8M | 0.01% |
126,170
-3,790
| -3% | -$355K |
|
768
Main Street Capital
MAIN
$5.95B
| $11.5M | 0.01% |
294,848
-109,631
| -27% | -$4.29M |
|
|
SRC
769
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $11.4M | 0.01% |
267,408
-67,568
| -20% | -$2.87M |
|
770
FS KKR Capital
FSK
$5.08B
| $11.4M | 0.01% |
572,556
-22,251
| -4% | -$441K |
|
771
iQIYI
IQ
$2.61B
| $11.3M | 0.01% |
682,656
+97,798
| +17% | +$1.63M |
|
772
SSR Mining
SSRM
$4.28B
| $11.3M | 0.01% |
793,378
+18,043
| +2% | +$258K |
|
773
Li Auto
LI
$24B
| $11.1M | 0.01% |
+445,155
| New | +$11.1M |
|
774
Golub Capital BDC
GBDC
$3.93B
| $11.1M | 0.01% |
758,491
+2,646
| +0.4% | +$38.7K |
|
775
iShares MSCI Emerging Markets ETF
EEM
$19.2B
| $11.1M | 0.01% |
207,538
-9,400
| -4% | -$501K |
|