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
|
+$830M |
| 2 |
UiPath
PATH
|
+$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$337M |
| 4 |
Twilio
TWLO
|
+$292M |
| 5 |
Tesla
TSLA
|
+$234M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.18B |
| 2 |
Apple
AAPL
|
+$757M |
| 3 |
Microsoft
MSFT
|
+$477M |
| 4 |
Intellia Therapeutics
NTLA
|
+$272M |
| 5 |
Amazon
AMZN
|
+$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Spirit AeroSystems
SPR
$4.8B
| $8.74M | 0.01% |
185,120
+96,601
| +109% | +$4.56M |
|
802
Diamondback Energy
FANG
$39.5B
| $8.65M | 0.01% |
92,131
+2,327
| +3% | +$218K |
|
803
STAG Industrial
STAG
$6.75B
| $8.51M | 0.01% |
227,423
-26,309
| -10% | -$985K |
|
804
Dr. Reddy's Laboratories
RDY
$12.1B
| $8.31M | ﹤0.01% |
565,190
| – | – |
|
805
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
| $8.26M | ﹤0.01% |
251,161
-6,071
| -2% | -$200K |
|
|
COR
806
DELISTED
Coresite Realty Corporation
COR
| $8.23M | ﹤0.01% |
61,174
-7,065
| -10% | -$951K |
|
807
Energy Transfer Partners
ET
$58.9B
| $8.21M | ﹤0.01% |
772,000
-38,000
| -5% | -$404K |
|
808
VanEck Preferred Securities ex Financials ETF
PFXF
$1.91B
| $8.14M | ﹤0.01% |
381,287
+65,231
| +21% | +$1.39M |
|
809
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.27B
| $8.06M | ﹤0.01% |
175,062
-3,526
| -2% | -$162K |
|
810
Apple Hospitality REIT
APLE
$2.99B
| $7.97M | ﹤0.01% |
522,561
+15,086
| +3% | +$230K |
|
811
DoorDash
DASH
$110B
| $7.82M | ﹤0.01% |
43,873
+37,935
| +639% | +$6.77M |
|
|
HR
812
DELISTED
Healthcare Realty Trust Incorporated
HR
| $7.82M | ﹤0.01% |
258,777
-22,464
| -8% | -$678K |
|
|
DQ
813
Daqo New Energy
DQ
$1.86B
| $7.81M | ﹤0.01% |
120,179
-9,829
| -8% | -$639K |
|
814
Douglas Emmett
DEI
$2.7B
| $7.81M | ﹤0.01% |
232,370
-33,406
| -13% | -$1.12M |
|
815
SL Green Realty
SLG
$4.21B
| $7.81M | ﹤0.01% |
97,648
-13,737
| -12% | -$1.1M |
|
816
Recursion Pharmaceuticals
RXRX
$2.05B
| $7.8M | ﹤0.01% |
+213,608
| New | +$7.8M |
|
|
WRI
817
DELISTED
Weingarten Realty Investors
WRI
| $7.79M | ﹤0.01% |
242,835
-103,137
| -30% | -$3.31M |
|
818
Sixth Street Specialty
TSLX
$2.31B
| $7.74M | ﹤0.01% |
348,902
-40,795
| -10% | -$905K |
|
819
908 Devices
MASS
$204M
| $7.57M | ﹤0.01% |
195,305
+168,295
| +623% | +$6.52M |
|
|
QTS
820
DELISTED
QTS REALTY TRUST, INC.
QTS
| $7.54M | ﹤0.01% |
97,578
-6,590
| -6% | -$509K |
|
821
Broadstone Net Lease
BNL
$3.51B
| $7.37M | ﹤0.01% |
314,724
+177,483
| +129% | +$4.16M |
|
822
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.76B
| $7.01M | ﹤0.01% |
+167,630
| New | +$7.01M |
|
823
ICICI Bank
IBN
$114B
| $7M | ﹤0.01% |
409,457
-13,927
| -3% | -$238K |
|
824
Weibo
WB
$3B
| $6.96M | ﹤0.01% |
132,316
-19,412
| -13% | -$1.02M |
|
825
Sunstone Hotel Investors
SHO
$1.78B
| $6.93M | ﹤0.01% |
557,652
-4,941,153
| -90% | -$61.4M |
|