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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Coinbase
COIN
|
$62.8M |
| 4 |
Tesla
TSLA
|
$59M |
| 5 |
iShares Gold Trust Micro
IAUM
|
$57.4M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Westlake Corp
WLK
$11.5B
| $11.3M | 0.01% |
109,891
-735
| -0.7% | -$75.4K |
|
777
Algonquin Power & Utilities
AQN
$4.35B
| $11.2M | 0.01% |
1,704,768
-4,726
| -0.3% | -$31K |
|
|
SLGC
778
DELISTED
SomaLogic, Inc. Class A Common Stock
SLGC
| $11.2M | 0.01% |
4,445,850
+37,507
| +0.9% | +$94.1K |
|
|
MKFG
779
DELISTED
Markforged Holding Corporation
MKFG
| $10.8M | 0.01% |
926,799
-13,007
| -1% | -$151K |
|
780
Blue Owl Capital
OBDC
$7.33B
| $10.7M | 0.01% |
925,667
+43,480
| +5% | +$502K |
|
781
Vale
VALE
$44.4B
| $10.5M | 0.01% |
617,336
-47,523
| -7% | -$806K |
|
782
Vanguard Real Estate ETF
VNQ
$34.7B
| $10.4M | 0.01% |
125,883
+23,025
| +22% | +$1.9M |
|
783
Grab
GRAB
$21B
| $10.1M | 0.01% |
3,123,660
-84,648
| -3% | -$273K |
|
784
Shell
SHEL
$208B
| $9.78M | 0.01% |
171,681
-12,259
| -7% | -$698K |
|
|
STOR
785
DELISTED
STORE Capital Corporation
STOR
| $9.59M | 0.01% |
298,980
-21,811
| -7% | -$699K |
|
|
NXDR
786
Nextdoor Holdings
NXDR
$802M
| $9.58M | 0.01% |
4,651,026
-19,102
| -0.4% | -$39.4K |
|
787
BHP
BHP
$138B
| $9.54M | 0.01% |
153,717
-1,813
| -1% | -$112K |
|
788
Archer Aviation
ACHR
$5.48B
| $9.51M | 0.01% |
5,083,104
-159,350
| -3% | -$298K |
|
789
Joby Aviation
JOBY
$11.5B
| $9.46M | 0.01% |
2,824,422
-104,726
| -4% | -$351K |
|
790
iShares MSCI India ETF
INDA
$9.26B
| $9.22M | 0.01% |
220,867
+25,963
| +13% | +$1.08M |
|
791
Fate Therapeutics
FATE
$116M
| $9.16M | 0.01% |
907,930
-380,928
| -30% | -$3.84M |
|
|
DISH
792
DELISTED
DISH Network Corp.
DISH
| $9.1M | 0.01% |
648,495
+253
| +0% | +$3.55K |
|
793
Prime Medicine
PRME
$663M
| $9.07M | 0.01% |
+488,226
| New | +$9.07M |
|
794
AGCO
AGCO
$8.28B
| $9.02M | 0.01% |
65,059
+23,768
| +58% | +$3.3M |
|
795
Chewy
CHWY
$17.5B
| $9.01M | 0.01% |
243,115
-297
| -0.1% | -$11K |
|
796
Brookfield Renewable
BEPC
$5.96B
| $8.91M | 0.01% |
323,374
-7,180
| -2% | -$198K |
|
797
Pan American Silver
PAAS
$14.6B
| $8.82M | 0.01% |
539,937
+329
| +0.1% | +$5.37K |
|
798
Lucid Motors
LCID
$5.66B
| $8.8M | 0.01% |
128,782
+1,212
| +1% | +$82.8K |
|
799
Peloton Interactive
PTON
$3.27B
| $8.63M | 0.01% |
1,086,874
-4,464
| -0.4% | -$35.4K |
|
800
Liberty Global Class A
LBTYA
$4.05B
| $8.56M | 0.01% |
452,245
+3,714
| +0.8% | +$70.3K |
|