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 |
Roku
ROKU
|
+$256M |
| 2 |
Zoom
ZM
|
+$236M |
| 3 |
Robinhood
HOOD
|
+$185M |
| 4 |
Twilio
TWLO
|
+$164M |
| 5 |
Microsoft
MSFT
|
+$152M |
Top Sells
| 1 |
Tesla
TSLA
|
+$796M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Zillow
Z
|
+$361M |
| 4 |
Apple
AAPL
|
+$338M |
| 5 |
PayPal
PYPL
|
+$322M |
Sector Composition
| 1 | Technology | 28.35% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 11.98% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SLGC
751
DELISTED
SomaLogic, Inc. Class A Common Stock
SLGC
| $12.3M | 0.01% |
1,052,375
+883,494
| +523% | +$10.3M |
|
752
BlackBerry
BB
$2.29B
| $12.2M | 0.01% |
1,310,716
-15,766
| -1% | -$147K |
|
753
Asana
ASAN
$3.25B
| $12M | 0.01% |
+160,732
| New | +$12M |
|
754
Zai Lab
ZLAB
$3.49B
| $12M | 0.01% |
190,580
-6,275
| -3% | -$394K |
|
755
Americold
COLD
$3.85B
| $11.9M | 0.01% |
363,696
-8,503
| -2% | -$279K |
|
|
ACCD
756
DELISTED
Accolade, Inc. Common Stock
ACCD
| $11.8M | 0.01% |
447,137
-18,346
| -4% | -$484K |
|
757
Brookfield Renewable
BEPC
$6B
| $11.5M | 0.01% |
312,299
-26,686
| -8% | -$982K |
|
|
STOR
758
DELISTED
STORE Capital Corporation
STOR
| $11.4M | 0.01% |
332,192
-15,983
| -5% | -$550K |
|
759
Quanta Services
PWR
$56B
| $11.4M | 0.01% |
99,551
+86,606
| +669% | +$9.93M |
|
760
STAG Industrial
STAG
$6.84B
| $11.4M | 0.01% |
237,726
+8,481
| +4% | +$407K |
|
761
Liberty Broadband Class A
LBRDA
$8.63B
| $11.3M | 0.01% |
70,496
-4,562
| -6% | -$734K |
|
|
DISCA
762
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $11.2M | 0.01% |
476,848
-20,327
| -4% | -$478K |
|
|
BNR
763
Burning Rock Biotech
BNR
$97.5M
| $11.2M | 0.01% |
117,254
+15,320
| +15% | +$1.46M |
|
|
LSXMA
764
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $11.2M | 0.01% |
299,074
-26,636
| -8% | -$995K |
|
765
Golub Capital BDC
GBDC
$3.95B
| $11.2M | 0.01% |
722,943
-44,541
| -6% | -$688K |
|
766
HUTCHMED
HCM
$2.77B
| $11.1M | 0.01% |
315,669
-28,675
| -8% | -$1.01M |
|
767
Zillow
ZG
$21B
| $10.7M | 0.01% |
171,838
-7,493
| -4% | -$466K |
|
|
VLD
768
DELISTED
Velo3D, Inc.
VLD
| $10.5M | 0.01% |
38,496
+14,037
| +57% | +$3.84M |
|
769
Quantum-Si Incorporated
QSI
$215M
| $10.3M | 0.01% |
1,307,420
-17,064
| -1% | -$134K |
|
770
Lightspeed Commerce
LSPD
$1.64B
| $10.3M | 0.01% |
254,457
-20,964
| -8% | -$847K |
|
771
Brixmor Property Group
BRX
$8.5B
| $10.3M | 0.01% |
403,434
-20,292
| -5% | -$516K |
|
772
Ryman Hospitality Properties
RHP
$6.33B
| $10.2M | 0.01% |
111,235
-10,452
| -9% | -$961K |
|
773
FS KKR Capital
FSK
$5.07B
| $9.99M | 0.01% |
476,931
-61,685
| -11% | -$1.29M |
|
774
Tencent Music
TME
$37.8B
| $9.78M | 0.01% |
1,427,305
-85,280
| -6% | -$584K |
|
|
BBL
775
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
| $9.75M | 0.01% |
163,111
-38,283
| -19% | -$2.29M |
|