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 |
Broadcom
AVGO
|
+$192M |
| 2 |
Cencora
COR
|
+$123M |
| 3 |
IQVIA
IQV
|
+$60.2M |
| 4 |
CRH
CRH
|
+$58.6M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
+$56M |
Top Sells
| 1 |
Coinbase
COIN
|
+$416M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$184M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
NVIDIA
NVDA
|
+$125M |
| 5 |
VMW
VMware, Inc
VMW
|
+$107M |
Sector Composition
| 1 | Technology | 29.99% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Hyatt Hotels
H
$13.6B
| $12.9M | 0.01% |
99,158
-605
| -0.6% | -$78.9K |
|
|
MTLS
752
Materialise
MTLS
$303M
| $12.9M | 0.01% |
1,966,775
-45,182
| -2% | -$297K |
|
753
Ionis Pharmaceuticals
IONS
$10B
| $12.8M | 0.01% |
252,459
-40,014
| -14% | -$2.02M |
|
754
Westlake Corp
WLK
$11B
| $12.5M | 0.01% |
89,310
+445
| +0.5% | +$62.3K |
|
755
Pan American Silver
PAAS
$15.1B
| $12.2M | 0.01% |
745,334
-6,893
| -0.9% | -$113K |
|
756
Gildan
GIL
$8.08B
| $11.4M | 0.01% |
343,612
-35,819
| -9% | -$1.19M |
|
757
SiriusXM
SIRI
$7.99B
| $11.2M | 0.01% |
204,894
-4,720
| -2% | -$258K |
|
758
Fox Class B
FOX
$22.5B
| $11.2M | 0.01% |
403,340
+1,670
| +0.4% | +$46.2K |
|
|
LSXMK
759
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $11.1M | 0.01% |
387,165
-1,921
| -0.5% | -$55.3K |
|
760
Liberty Global Class C
LBTYK
$3.97B
| $10.8M | 0.01% |
579,947
-18,969
| -3% | -$354K |
|
761
Sony
SONY
$172B
| $10.7M | 0.01% |
565,565
+63,135
| +13% | +$1.2M |
|
762
Southwest Airlines
LUV
$16.3B
| $10.6M | 0.01% |
365,866
-3,284
| -0.9% | -$94.8K |
|
763
Blue Owl Capital
OBDC
$7.24B
| $10.5M | 0.01% |
713,593
-53,387
| -7% | -$788K |
|
|
NVTA
764
DELISTED
Invitae Corporation
NVTA
| $10.5M | 0.01% |
16,764,480
| – | – |
|
765
Kite Realty
KRG
$5.01B
| $10.4M | 0.01% |
456,310
-16,893
| -4% | -$386K |
|
766
Ryman Hospitality Properties
RHP
$6.29B
| $10.3M | 0.01% |
93,748
+4,160
| +5% | +$458K |
|
767
Blackstone Secured Lending
BXSL
$6.64B
| $10.2M | 0.01% |
369,231
-1,734
| -0.5% | -$47.9K |
|
768
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
| $10.2M | 0.01% |
107,200
+45,700
| +74% | +$4.35M |
|
769
BHP
BHP
$135B
| $10.1M | 0.01% |
147,246
-314
| -0.2% | -$21.4K |
|
770
EastGroup Properties
EGP
$8.76B
| $9.96M | 0.01% |
54,272
+3,789
| +8% | +$695K |
|
771
Legend Biotech
LEGN
$6.17B
| $9.82M | 0.01% |
163,130
+22,376
| +16% | +$1.35M |
|
772
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $9.78M | 0.01% |
126,334
+5,300
| +4% | +$410K |
|
773
FS KKR Capital
FSK
$5B
| $9.72M | 0.01% |
486,603
-4,997
| -1% | -$99.8K |
|
774
West Fraser Timber
WFG
$5.81B
| $9.72M | 0.01% |
113,195
-2,974
| -3% | -$255K |
|
775
Guardant Health
GH
$7.19B
| $9.3M | 0.01% |
343,745
+231,904
| +207% | +$6.27M |
|