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 |
Coinbase
COIN
|
+$830M |
| 2 |
UiPath
PATH
|
+$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$337M |
| 4 |
Twilio
TWLO
|
+$292M |
| 5 |
Tesla
TSLA
|
+$234M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.18B |
| 2 |
Apple
AAPL
|
+$757M |
| 3 |
Microsoft
MSFT
|
+$477M |
| 4 |
Intellia Therapeutics
NTLA
|
+$272M |
| 5 |
Amazon
AMZN
|
+$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
TSMC
TSM
$1.36T
| $15.2M | 0.01% |
126,845
-418,120
| -77% | -$50.2M |
|
|
DISCA
752
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $15.2M | 0.01% |
494,998
-54,556
| -10% | -$1.67M |
|
753
Ciena
CIEN
$18.2B
| $15.1M | 0.01% |
266,074
+74,014
| +39% | +$4.21M |
|
|
OSH
754
DELISTED
Oak Street Health, Inc.
OSH
| $15.1M | 0.01% |
+257,663
| New | +$15.1M |
|
|
SGFY
755
DELISTED
Signify Health, Inc.
SGFY
| $15M | 0.01% |
+493,723
| New | +$15M |
|
|
CGC
756
Canopy Growth
CGC
$443M
| $15M | 0.01% |
61,964
-16,248
| -21% | -$3.93M |
|
757
Gaming and Leisure Properties
GLPI
$13.6B
| $14.9M | 0.01% |
321,883
-41,933
| -12% | -$1.94M |
|
758
B2Gold
BTG
$5.68B
| $14.8M | 0.01% |
3,526,162
-306,934
| -8% | -$1.29M |
|
759
GFL Environmental
GFL
$17.2B
| $14.5M | 0.01% |
455,476
-90,257
| -17% | -$2.88M |
|
760
Brookfield Renewable
BEPC
$6.1B
| $14.5M | 0.01% |
345,005
-21,596
| -6% | -$906K |
|
761
Blue Owl Capital
OBDC
$7.24B
| $14.4M | 0.01% |
1,010,958
+14,184
| +1% | +$202K |
|
762
Kilroy Realty
KRC
$4.98B
| $14.3M | 0.01% |
205,888
-10,116
| -5% | -$704K |
|
763
Schrodinger
SDGR
$1.39B
| $14.1M | 0.01% |
186,489
-22,319
| -11% | -$1.69M |
|
|
RAVN
764
DELISTED
Raven Industries Inc
RAVN
| $13.7M | 0.01% |
236,350
-185,485
| -44% | -$10.7M |
|
765
HUTCHMED
HCM
$2.73B
| $13.6M | 0.01% |
345,510
-99,799
| -22% | -$3.92M |
|
766
Americold
COLD
$3.77B
| $13.5M | 0.01% |
357,594
-48,572
| -12% | -$1.84M |
|
767
SPDR Bloomberg High Yield Bond ETF
JNK
$8.11B
| $13.4M | 0.01% |
122,199
+70,434
| +136% | +$7.74M |
|
|
BBL
768
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
| $12.9M | 0.01% |
216,940
-7,454
| -3% | -$445K |
|
769
Liberty Broadband Class A
LBRDA
$8.59B
| $12.8M | 0.01% |
76,053
-8,263
| -10% | -$1.39M |
|
|
CONE
770
DELISTED
CyrusOne Inc Common Stock
CONE
| $12.4M | 0.01% |
173,805
-20,586
| -11% | -$1.47M |
|
771
Golub Capital BDC
GBDC
$3.92B
| $12.4M | 0.01% |
801,072
+42,581
| +6% | +$657K |
|
|
CLLS
772
Cellectis
CLLS
$302M
| $12.3M | 0.01% |
794,883
-95,628
| -11% | -$1.48M |
|
|
STOR
773
DELISTED
STORE Capital Corporation
STOR
| $11.9M | 0.01% |
345,236
-38,175
| -10% | -$1.32M |
|
774
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $11.8M | 0.01% |
133,710
+24,990
| +23% | +$2.2M |
|
775
FS KKR Capital
FSK
$5B
| $11.7M | 0.01% |
545,773
-26,783
| -5% | -$576K |
|