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 |
UiPath
PATH
|
+$425M |
| 2 |
Coinbase
COIN
|
+$339M |
| 3 |
Palantir
PLTR
|
+$252M |
| 4 |
Teladoc Health
TDOC
|
+$215M |
| 5 |
Robinhood
HOOD
|
+$193M |
Top Sells
| 1 |
Apple
AAPL
|
+$425M |
| 2 |
Microsoft
MSFT
|
+$311M |
| 3 |
JD.com
JD
|
+$309M |
| 4 |
Sea Limited
SE
|
+$262M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$260M |
Sector Composition
| 1 | Technology | 26.11% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 12.69% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Communication Services | 11.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Ciena
CIEN
$18.4B
| $12.9M | 0.01% |
250,505
-15,569
| -6% | -$799K |
|
752
TSMC
TSM
$1.35T
| $12.8M | 0.01% |
114,602
-12,243
| -10% | -$1.37M |
|
753
Liberty Broadband Class A
LBRDA
$8.61B
| $12.6M | 0.01% |
75,058
-995
| -1% | -$168K |
|
|
DISCA
754
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $12.6M | 0.01% |
497,175
+2,177
| +0.4% | +$55.3K |
|
755
HUTCHMED
HCM
$2.68B
| $12.6M | 0.01% |
344,344
-1,166
| -0.3% | -$42.7K |
|
756
Blue Owl Capital
OBDC
$7.22B
| $12.6M | 0.01% |
891,285
-119,673
| -12% | -$1.69M |
|
757
Southern Copper
SCCO
$82.9B
| $12.5M | 0.01% |
233,771
-15,674
| -6% | -$838K |
|
758
Vipshop
VIPS
$8.86B
| $12.3M | 0.01% |
1,102,322
-1,013
| -0.1% | -$11.3K |
|
759
Golub Capital BDC
GBDC
$3.92B
| $12.1M | 0.01% |
767,484
-33,588
| -4% | -$531K |
|
760
Melco Resorts & Entertainment
MLCO
$3.8B
| $12.1M | 0.01% |
1,181,409
-10,345
| -0.9% | -$106K |
|
761
Futu Holdings
FUTU
$25.3B
| $12.1M | 0.01% |
132,454
+1,175
| +0.9% | +$107K |
|
762
FS KKR Capital
FSK
$4.98B
| $11.9M | 0.01% |
538,616
-7,157
| -1% | -$158K |
|
763
GDS Holdings
GDS
$6.42B
| $11.8M | 0.01% |
208,927
-10,274
| -5% | -$582K |
|
|
BLDP
764
Ballard Power Systems
BLDP
$583M
| $11.6M | 0.01% |
827,531
+222,989
| +37% | +$3.12M |
|
765
B2Gold
BTG
$5.75B
| $11.6M | 0.01% |
3,390,981
-135,181
| -4% | -$461K |
|
|
SRC
766
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $11.5M | 0.01% |
250,160
+6,431
| +3% | +$296K |
|
|
LSXMA
767
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $11.3M | 0.01% |
325,710
-7,638
| -2% | -$265K |
|
|
STOR
768
DELISTED
STORE Capital Corporation
STOR
| $11.2M | 0.01% |
348,175
+2,939
| +0.9% | +$94.1K |
|
769
Quantum-Si Incorporated
QSI
$225M
| $11M | 0.01% |
1,324,484
+63,856
| +5% | +$533K |
|
|
OSH
770
DELISTED
Oak Street Health, Inc.
OSH
| $11M | 0.01% |
259,688
+2,025
| +0.8% | +$86.1K |
|
771
Pure Storage
PSTG
$26.5B
| $11M | 0.01% |
438,472
-6,050,909
| -93% | -$152M |
|
772
Tencent Music
TME
$39.3B
| $11M | 0.01% |
1,512,585
-9,627
| -0.6% | -$69.8K |
|
773
Americold
COLD
$3.76B
| $10.8M | 0.01% |
372,199
+14,605
| +4% | +$424K |
|
|
NSTG
774
DELISTED
NanoString Technologies, Inc.
NSTG
| $10.4M | 0.01% |
217,146
-103,251
| -32% | -$4.96M |
|
|
BBL
775
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
| $10.2M | 0.01% |
201,394
-15,546
| -7% | -$788K |
|