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 |
Invesco QQQ Trust
QQQ
|
+$191M |
| 2 |
Palantir
PLTR
|
+$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$85M |
| 4 |
Twilio
TWLO
|
+$59.4M |
| 5 |
Synopsys
SNPS
|
+$49M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.17B |
| 2 |
Microsoft
MSFT
|
+$867M |
| 3 |
NVIDIA
NVDA
|
+$580M |
| 4 |
Amazon
AMZN
|
+$414M |
| 5 |
Meta Platforms (Facebook)
META
|
+$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Advance Auto Parts
AAP
$3.56B
| $11.7M | 0.01% |
166,245
-28,442
| -15% | -$2M |
|
777
Liberty Global Class C
LBTYK
$4B
| $11.5M | 0.01% |
649,655
-103,260
| -14% | -$1.83M |
|
778
Pan American Silver
PAAS
$15.3B
| $11.5M | 0.01% |
789,392
+241,011
| +44% | +$3.52M |
|
779
Hyatt Hotels
H
$13.7B
| $11.5M | 0.01% |
+100,436
| New | +$11.5M |
|
780
U-Haul Holding Co Series N
UHAL.B
$9.95B
| $11.5M | 0.01% |
226,594
-75,602
| -25% | -$3.83M |
|
|
ACCD
781
DELISTED
Accolade, Inc. Common Stock
ACCD
| $11.5M | 0.01% |
852,023
+59,689
| +8% | +$804K |
|
782
Westlake Corp
WLK
$11B
| $10.9M | 0.01% |
91,204
-22,300
| -20% | -$2.66M |
|
783
Kite Realty
KRG
$5.01B
| $10.8M | 0.01% |
482,064
+105,015
| +28% | +$2.35M |
|
|
MKFG
784
DELISTED
Markforged Holding Corporation
MKFG
| $10.5M | 0.01% |
868,389
-58,410
| -6% | -$707K |
|
785
West Fraser Timber
WFG
$5.8B
| $10.5M | 0.01% |
121,481
-42,429
| -26% | -$3.65M |
|
786
Blue Owl Capital
OBDC
$7.26B
| $10.4M | 0.01% |
776,109
-85,635
| -10% | -$1.15M |
|
787
NNN REIT
NNN
$8.07B
| $10.1M | 0.01% |
235,560
-982,448
| -81% | -$42M |
|
788
WIX.com
WIX
$9.13B
| $10M | 0.01% |
128,198
-21,043
| -14% | -$1.65M |
|
789
Blackstone Secured Lending
BXSL
$6.66B
| $9.94M | 0.01% |
363,464
+12,434
| +4% | +$340K |
|
790
Legend Biotech
LEGN
$6.25B
| $9.88M | 0.01% |
143,103
+3,947
| +3% | +$272K |
|
791
Shell
SHEL
$210B
| $9.73M | 0.01% |
161,205
-4,565
| -3% | -$276K |
|
792
NovoCure
NVCR
$1.38B
| $9.65M | 0.01% |
232,435
-35,580
| -13% | -$1.48M |
|
793
Shoals Technologies Group
SHLS
$1.14B
| $9.61M | 0.01% |
375,964
-331,330
| -47% | -$8.47M |
|
794
FS KKR Capital
FSK
$5.03B
| $9.48M | 0.01% |
494,281
-11,769
| -2% | -$226K |
|
795
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $9.42M | 0.01% |
125,534
-2,950
| -2% | -$221K |
|
796
BHP
BHP
$135B
| $9.29M | 0.01% |
155,619
-3,868
| -2% | -$231K |
|
797
SiriusXM
SIRI
$8.08B
| $9.16M | 0.01% |
202,183
-31,121
| -13% | -$1.41M |
|
798
AGCO
AGCO
$8.11B
| $9.04M | 0.01% |
68,793
| – | – |
|
799
Plug Power
PLUG
$1.69B
| $8.81M | 0.01% |
847,821
-2,003,277
| -70% | -$20.8M |
|
800
EastGroup Properties
EGP
$8.77B
| $8.75M | 0.01% |
50,415
+427
| +0.9% | +$74.1K |
|