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 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
| 2 |
Roku
ROKU
|
$79.4M |
| 3 |
Zoom
ZM
|
$78.8M |
| 4 |
UiPath
PATH
|
$65.2M |
| 5 |
Gaming and Leisure Properties
GLPI
|
$55.1M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Tesla
TSLA
|
$94.5M |
| 5 |
Coinbase
COIN
|
$90.5M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
GFL Environmental
GFL
$17.1B
| $11.6M | 0.01% |
459,234
+9,767
| +2% | +$247K |
|
|
LSI
777
DELISTED
Life Storage, Inc.
LSI
| $11.6M | 0.01% |
104,864
+1,733
| +2% | +$192K |
|
|
COUP
778
DELISTED
Coupa Software Incorporated
COUP
| $11.5M | 0.01% |
195,002
-15,288
| -7% | -$899K |
|
779
Southern Copper
SCCO
$83.5B
| $11.3M | 0.01% |
264,236
-5,797
| -2% | -$248K |
|
780
Brookfield Renewable
BEPC
$5.98B
| $10.8M | 0.01% |
330,554
+934
| +0.3% | +$30.6K |
|
781
Lyft
LYFT
$7.32B
| $10.4M | 0.01% |
788,063
-58,680
| -7% | -$773K |
|
|
STOR
782
DELISTED
STORE Capital Corporation
STOR
| $10.1M | 0.01% |
320,791
-1,145,404
| -78% | -$35.9M |
|
783
908 Devices
MASS
$203M
| $9.8M | 0.01% |
595,881
+57,489
| +11% | +$946K |
|
784
Atlassian
TEAM
$45.1B
| $9.78M | 0.01% |
46,453
-284
| -0.6% | -$59.8K |
|
785
Vipshop
VIPS
$8.53B
| $9.75M | 0.01% |
1,159,613
-34,119
| -3% | -$287K |
|
|
ACCD
786
DELISTED
Accolade, Inc. Common Stock
ACCD
| $9.64M | 0.01% |
844,513
-499
| -0.1% | -$5.7K |
|
787
Westlake Corp
WLK
$11.2B
| $9.61M | 0.01% |
110,626
+3,027
| +3% | +$263K |
|
788
AMC Entertainment Holdings
AMC
$1.44B
| $9.24M | 0.01% |
132,572
-12,290
| -8% | -$857K |
|
789
RingCentral
RNG
$2.93B
| $9.19M | 0.01% |
229,932
-9,028
| -4% | -$361K |
|
790
Shell
SHEL
$207B
| $9.15M | 0.01% |
183,940
-31,924
| -15% | -$1.59M |
|
791
Blue Owl Capital
OBDC
$7.3B
| $9.15M | 0.01% |
882,187
+13,352
| +2% | +$138K |
|
|
DISH
792
DELISTED
DISH Network Corp.
DISH
| $8.97M | 0.01% |
648,242
-54,112
| -8% | -$748K |
|
793
Enhabit
EHAB
$391M
| $8.95M | 0.01% |
+637,538
| New | +$8.95M |
|
794
Vale
VALE
$44.5B
| $8.86M | 0.01% |
664,859
-125,438
| -16% | -$1.67M |
|
|
FTCH
795
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $8.8M | 0.01% |
1,181,322
-79,137
| -6% | -$590K |
|
796
Affirm
AFRM
$28.4B
| $8.8M | 0.01% |
469,052
-39,013
| -8% | -$732K |
|
797
Clarivate
CLVT
$2.97B
| $8.67M | 0.01% |
923,069
-110,213
| -11% | -$1.03M |
|
798
Pan American Silver
PAAS
$15.1B
| $8.6M | 0.01% |
539,608
+18,669
| +4% | +$297K |
|
799
Grab
GRAB
$21.2B
| $8.44M | 0.01% |
3,208,308
+387,326
| +14% | +$1.02M |
|
800
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $8.41M | 0.01% |
69,442
+55,706
| +406% | +$6.75M |
|