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 |
iShares Gold Trust
IAU
|
+$997M |
| 2 |
UiPath
PATH
|
+$437M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
+$334M |
| 4 |
Coinbase
COIN
|
+$326M |
| 5 |
GE Aerospace
GE
|
+$198M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
+$146M |
| 3 |
Spotify
SPOT
|
+$133M |
| 4 |
CERN
Cerner Corp
CERN
|
+$122M |
| 5 |
AT&T
T
|
+$118M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Tower Semiconductor
TSEM
$7.22B
| $12.3M | 0.01% |
+264,269
| New | +$12.3M |
|
777
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $12.2M | 0.01% |
143,347
+129,626
| +945% | +$11.1M |
|
778
Applovin
APP
$189B
| $12.1M | 0.01% |
+352,494
| New | +$12.1M |
|
|
COUP
779
DELISTED
Coupa Software Incorporated
COUP
| $12M | 0.01% |
210,290
+11,927
| +6% | +$681K |
|
780
Shoals Technologies Group
SHLS
$1.11B
| $12M | 0.01% |
726,437
+3,941
| +0.5% | +$64.9K |
|
781
Genius Sports
GENI
$3.06B
| $11.9M | 0.01% |
+5,295,697
| New | +$11.9M |
|
782
Kinross Gold
KGC
$27.3B
| $11.8M | 0.01% |
3,313,983
+113,012
| +4% | +$403K |
|
783
Vipshop
VIPS
$8.72B
| $11.8M | 0.01% |
1,193,732
+51,094
| +4% | +$505K |
|
784
Compugen
CGEN
$134M
| $11.8M | 0.01% |
6,363,945
-501,874
| -7% | -$928K |
|
785
Brookfield Renewable
BEPC
$6.09B
| $11.7M | 0.01% |
329,620
+20,361
| +7% | +$725K |
|
786
Peloton Interactive
PTON
$3.24B
| $11.7M | 0.01% |
1,275,486
-1,043,142
| -45% | -$9.58M |
|
787
Codexis
CDXS
$221M
| $11.6M | 0.01% |
1,112,944
+53,048
| +5% | +$555K |
|
788
Schrodinger
SDGR
$1.43B
| $11.6M | 0.01% |
438,485
+246,424
| +128% | +$6.51M |
|
789
GFL Environmental
GFL
$17.2B
| $11.6M | 0.01% |
449,467
+25,892
| +6% | +$667K |
|
790
Vale
VALE
$44.2B
| $11.6M | 0.01% |
790,297
+23,030
| +3% | +$337K |
|
|
LSI
791
DELISTED
Life Storage, Inc.
LSI
| $11.5M | 0.01% |
103,131
-6,901
| -6% | -$771K |
|
792
Beam Therapeutics
BEAM
$2.06B
| $11.3M | 0.01% |
291,962
+8,453
| +3% | +$327K |
|
793
Shell
SHEL
$209B
| $11.3M | 0.01% |
+215,864
| New | +$11.3M |
|
794
Lufax Holding
LU
$2.53B
| $11.3M | 0.01% |
469,455
+171,512
| +58% | +$4.12M |
|
795
Lyft
LYFT
$7.63B
| $11.2M | 0.01% |
846,743
+108,316
| +15% | +$1.44M |
|
796
908 Devices
MASS
$204M
| $11.1M | 0.01% |
538,392
-29,258
| -5% | -$602K |
|
797
LendingClub
LC
$1.89B
| $10.8M | 0.01% |
925,384
-1,145,813
| -55% | -$13.4M |
|
798
Blue Owl Capital
OBDC
$7.25B
| $10.7M | 0.01% |
868,835
-25,415
| -3% | -$313K |
|
|
ACC
799
DELISTED
American Campus Communities, Inc.
ACC
| $10.7M | 0.01% |
165,435
-15,540
| -9% | -$1M |
|
|
DQ
800
Daqo New Energy
DQ
$1.86B
| $10.6M | 0.01% |
148,203
+18,940
| +15% | +$1.35M |
|