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 |
Coinbase
COIN
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
GE Aerospace
GE
|
$86.4M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Elbit Systems
ESLT
$22.3B
| $11.6M | 0.01% |
67,965
-67,870
| -50% | -$11.6M |
|
|
ACCD
777
DELISTED
Accolade, Inc. Common Stock
ACCD
| $11.4M | 0.01% |
792,334
+5,886
| +0.7% | +$84.6K |
|
778
Brookfield Renewable
BEPC
$5.96B
| $11.2M | 0.01% |
321,242
-2,132
| -0.7% | -$74.5K |
|
|
SLGC
779
DELISTED
SomaLogic, Inc. Class A Common Stock
SLGC
| $11M | 0.01% |
4,330,189
-115,661
| -3% | -$295K |
|
780
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $10.9M | 0.01% |
119,220
+58,670
| +97% | +$5.35M |
|
781
Blue Owl Capital
OBDC
$7.33B
| $10.9M | 0.01% |
861,744
-63,923
| -7% | -$806K |
|
782
Ionis Pharmaceuticals
IONS
$9.76B
| $10.6M | 0.01% |
297,469
-39,263
| -12% | -$1.4M |
|
783
Sony
SONY
$165B
| $10.6M | 0.01% |
582,485
+207,220
| +55% | +$3.76M |
|
784
Lucid Motors
LCID
$5.66B
| $10.5M | 0.01% |
131,084
+2,302
| +2% | +$185K |
|
785
Elanco Animal Health
ELAN
$9.16B
| $10.4M | 0.01% |
1,105,420
-7,720
| -0.7% | -$72.6K |
|
786
BHP
BHP
$138B
| $10.1M | 0.01% |
159,487
+5,770
| +4% | +$366K |
|
787
Pan American Silver
PAAS
$12.5B
| $9.96M | 0.01% |
548,381
+8,444
| +2% | +$153K |
|
788
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $9.71M | 0.01% |
128,484
+13,278
| +12% | +$1M |
|
789
Pure Storage
PSTG
$25.9B
| $9.68M | 0.01% |
379,513
+357,726
| +1,642% | +$9.13M |
|
790
Shell
SHEL
$208B
| $9.54M | 0.01% |
165,770
-5,911
| -3% | -$340K |
|
791
Grab
GRAB
$21B
| $9.5M | 0.01% |
3,156,881
+33,221
| +1% | +$100K |
|
792
FS KKR Capital
FSK
$5.08B
| $9.36M | 0.01% |
506,050
+33,970
| +7% | +$628K |
|
793
AGCO
AGCO
$8.28B
| $9.3M | 0.01% |
68,793
+3,734
| +6% | +$505K |
|
794
SiriusXM
SIRI
$8.1B
| $9.26M | 0.01% |
233,304
-2,434
| -1% | -$96.6K |
|
795
Chewy
CHWY
$17.5B
| $9.05M | 0.01% |
242,025
-1,090
| -0.4% | -$40.7K |
|
|
MKFG
796
DELISTED
Markforged Holding Corporation
MKFG
| $8.89M | 0.01% |
926,799
| – | – |
|
797
Liberty Global Class A
LBTYA
$4.05B
| $8.83M | 0.01% |
452,927
+682
| +0.2% | +$13.3K |
|
798
Blackstone Secured Lending
BXSL
$6.72B
| $8.75M | 0.01% |
351,030
+52,036
| +17% | +$1.3M |
|
799
Vale
VALE
$44.4B
| $8.47M | 0.01% |
536,784
-80,552
| -13% | -$1.27M |
|
800
EastGroup Properties
EGP
$8.97B
| $8.26M | 0.01% |
49,988
+1,285
| +3% | +$212K |
|