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 |
Accenture
ACN
|
+$918M |
| 2 |
Linde
LIN
|
+$504M |
| 3 |
Medtronic
MDT
|
+$482M |
| 4 |
Chubb
CB
|
+$336M |
| 5 |
Spotify
SPOT
|
+$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$1.17B |
| 2 |
Coinbase
COIN
|
+$1.12B |
| 3 |
UiPath
PATH
|
+$760M |
| 4 |
Apple
AAPL
|
+$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $12.7M | 0.01% |
154,866
-3,440
| -2% | -$283K |
|
777
Shoals Technologies Group
SHLS
$1.17B
| $12.3M | 0.01% |
722,496
+369,948
| +105% | +$6.3M |
|
778
Bilibili
BILI
$9.95B
| $12M | 0.01% |
467,638
-683,838
| -59% | -$17.5M |
|
779
BHP
BHP
$137B
| $11.9M | 0.01% |
+172,986
| New | +$11.9M |
|
|
DISCA
780
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $11.6M | 0.01% |
467,123
-9,725
| -2% | -$242K |
|
|
SRC
781
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $11.5M | 0.01% |
250,415
-8,522
| -3% | -$392K |
|
782
FS KKR Capital
FSK
$4.97B
| $11.5M | 0.01% |
503,409
+26,478
| +6% | +$604K |
|
783
Liberty Global Class A
LBTYA
$4.01B
| $11.3M | 0.01% |
+443,272
| New | +$11.3M |
|
784
908 Devices
MASS
$206M
| $10.8M | 0.01% |
567,650
+9,900
| +2% | +$188K |
|
785
Upstart Holdings
UPST
$6.08B
| $10.8M | 0.01% |
98,741
+51,947
| +111% | +$5.67M |
|
786
EastGroup Properties
EGP
$8.83B
| $10.7M | 0.01% |
52,611
-2,326
| -4% | -$473K |
|
787
Golub Capital BDC
GBDC
$3.92B
| $10.6M | 0.01% |
693,839
-29,104
| -4% | -$443K |
|
788
Vipshop
VIPS
$9.01B
| $10.3M | 0.01% |
1,142,638
+58,906
| +5% | +$530K |
|
|
LSXMA
789
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $10.2M | 0.01% |
303,374
+4,300
| +1% | +$144K |
|
790
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $10.2M | 0.01% |
107,140
+14,550
| +16% | +$1.38M |
|
791
KE Holdings
BEKE
$23.6B
| $10.2M | 0.01% |
821,262
+61,104
| +8% | +$756K |
|
|
ACC
792
DELISTED
American Campus Communities, Inc.
ACC
| $10.1M | 0.01% |
180,975
-544,837
| -75% | -$30.5M |
|
793
BlackBerry
BB
$2.28B
| $10.1M | 0.01% |
1,361,210
+50,494
| +4% | +$375K |
|
794
Brixmor Property Group
BRX
$8.57B
| $9.93M | 0.01% |
384,697
-18,737
| -5% | -$484K |
|
795
Ryman Hospitality Properties
RHP
$6.37B
| $9.9M | 0.01% |
106,740
-4,495
| -4% | -$417K |
|
796
STAG Industrial
STAG
$6.74B
| $9.42M | 0.01% |
227,812
-9,914
| -4% | -$410K |
|
797
Chewy
CHWY
$14.9B
| $9.36M | 0.01% |
229,545
+2,410
| +1% | +$98.3K |
|
|
STOR
798
DELISTED
STORE Capital Corporation
STOR
| $9.31M | 0.01% |
318,383
-13,809
| -4% | -$404K |
|
799
Ambev
ABEV
$35.7B
| $9.27M | 0.01% |
2,870,681
+210,141
| +8% | +$679K |
|
|
HPP
800
Hudson Pacific Properties
HPP
$1.09B
| $9.11M | 0.01% |
328,115
-13,257
| -4% | -$368K |
|