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 |
Broadcom
AVGO
|
+$192M |
| 2 |
Cencora
COR
|
+$123M |
| 3 |
IQVIA
IQV
|
+$60.2M |
| 4 |
CRH
CRH
|
+$58.6M |
| 5 |
Recursion Pharmaceuticals
RXRX
|
+$56M |
Top Sells
| 1 |
Coinbase
COIN
|
+$416M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$184M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
NVIDIA
NVDA
|
+$125M |
| 5 |
VMW
VMware, Inc
VMW
|
+$107M |
Sector Composition
| 1 | Technology | 29.99% |
| 2 | Healthcare | 12.52% |
| 3 | Financials | 12.48% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Communication Services | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Shell
SHEL
$208B
| $9.1M | 0.01% |
138,338
-5,664
| -4% | -$373K |
|
777
monday.com
MNDY
$9.83B
| $8.99M | 0.01% |
47,864
+7,955
| +20% | +$1.49M |
|
|
SRC
778
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $8.84M | 0.01% |
202,246
+18,640
| +10% | +$814K |
|
779
Omega Healthcare
OHI
$12.8B
| $8.81M | 0.01% |
287,388
+16,727
| +6% | +$513K |
|
780
Golub Capital BDC
GBDC
$3.95B
| $8.79M | 0.01% |
582,364
-6,919
| -1% | -$104K |
|
781
Algonquin Power & Utilities
AQN
$4.32B
| $8.74M | 0.01% |
1,380,219
-15,650
| -1% | -$99.1K |
|
782
AGCO
AGCO
$8.23B
| $8.68M | 0.01% |
71,517
+3,531
| +5% | +$429K |
|
783
Lucid Motors
LCID
$5.67B
| $8.58M | 0.01% |
203,789
-18,286
| -8% | -$770K |
|
784
Kanzhun
BZ
$11.1B
| $8.48M | 0.01% |
510,776
+19,024
| +4% | +$316K |
|
785
Confluent
CFLT
$6.98B
| $8.44M | 0.01% |
360,754
+19,054
| +6% | +$446K |
|
786
STAG Industrial
STAG
$6.84B
| $8.32M | 0.01% |
211,849
+11,870
| +6% | +$466K |
|
787
ICL Group
ICL
$7.87B
| $8.29M | 0.01% |
1,640,957
-215,053
| -12% | -$1.09M |
|
788
Icon
ICLR
$13.8B
| $8.28M | 0.01% |
29,234
| – | – |
|
789
Brixmor Property Group
BRX
$8.5B
| $8.21M | 0.01% |
352,609
+18,004
| +5% | +$419K |
|
790
Rocket Lab Corporation Common Stock
RKLB
$23B
| $8.08M | 0.01% |
1,461,578
-140,813
| -9% | -$779K |
|
791
Stratasys
SSYS
$876M
| $8.03M | 0.01% |
562,461
-55,689
| -9% | -$795K |
|
792
Main Street Capital
MAIN
$5.9B
| $8.01M | 0.01% |
185,198
-2,385
| -1% | -$103K |
|
793
iShares MSCI Mexico ETF
EWW
$1.85B
| $7.93M | 0.01% |
116,845
-1,845
| -2% | -$125K |
|
794
Brookfield Renewable
BEPC
$6B
| $7.92M | 0.01% |
274,192
+11,961
| +5% | +$345K |
|
795
SolarEdge
SEDG
$1.99B
| $7.29M | 0.01% |
77,917
-119,258
| -60% | -$11.2M |
|
796
Chart Industries
GTLS
$8.98B
| $7.17M | 0.01% |
52,600
-31
| -0.1% | -$4.23K |
|
797
Bloom Energy
BE
$12.5B
| $7.05M | 0.01% |
476,249
| – | – |
|
798
Futu Holdings
FUTU
$26.1B
| $6.82M | 0.01% |
124,898
+763
| +0.6% | +$41.7K |
|
799
908 Devices
MASS
$204M
| $6.53M | ﹤0.01% |
582,034
-47,960
| -8% | -$538K |
|
|
TWOU
800
DELISTED
2U, Inc.
TWOU
| $6.51M | ﹤0.01% |
176,544
-2,558
| -1% | -$94.4K |
|