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 |
Accenture
ACN
|
+$918M |
| 2 |
Linde
LIN
|
+$504M |
| 3 |
Medtronic
MDT
|
+$482M |
| 4 |
Chubb
CB
|
+$336M |
| 5 |
Spotify
SPOT
|
+$322M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$1.17B |
| 2 |
Coinbase
COIN
|
+$1.12B |
| 3 |
UiPath
PATH
|
+$760M |
| 4 |
Apple
AAPL
|
+$326M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$324M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.27% |
| 5 | Communication Services | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Liberty Broadband Class A
LBRDA
$8.68B
| $9.04M | 0.01% |
68,935
-1,561
| -2% | -$205K |
|
802
ICICI Bank
IBN
$114B
| $8.93M | 0.01% |
471,210
+88,930
| +23% | +$1.68M |
|
803
Kornit Digital
KRNT
$667M
| $8.81M | 0.01% |
+106,495
| New | +$8.81M |
|
804
Main Street Capital
MAIN
$6.01B
| $8.56M | 0.01% |
200,778
-9,365
| -4% | -$399K |
|
805
Hercules Capital
HTGC
$3.55B
| $8.51M | 0.01% |
470,974
-27,885
| -6% | -$504K |
|
806
Zillow
ZG
$20.8B
| $8.31M | 0.01% |
172,186
+348
| +0.2% | +$16.8K |
|
807
Alibaba
BABA
$371B
| $8.27M | 0.01% |
75,988
+40,749
| +116% | +$4.43M |
|
808
Personalis
PSNL
$541M
| $8.2M | 0.01% |
1,001,424
-78,716
| -7% | -$645K |
|
809
GDS Holdings
GDS
$7.37B
| $8.13M | 0.01% |
207,100
+12,502
| +6% | +$491K |
|
810
Wipro
WIT
$29.2B
| $8.13M | 0.01% |
2,108,580
-1,214,000
| -37% | -$4.68M |
|
811
Goldman Sachs BDC
GSBD
$1.3B
| $8.07M | 0.01% |
411,442
+55,788
| +16% | +$1.09M |
|
|
ONEM
812
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $7.97M | 0.01% |
719,367
-55,149
| -7% | -$611K |
|
813
Spirit AeroSystems
SPR
$4.61B
| $7.95M | 0.01% |
162,595
-201
| -0.1% | -$9.83K |
|
814
Zai Lab
ZLAB
$3.61B
| $7.86M | 0.01% |
178,685
-11,895
| -6% | -$523K |
|
815
Cousins Properties
CUZ
$4.97B
| $7.8M | 0.01% |
193,510
-8,355
| -4% | -$337K |
|
816
JD.com
JD
$48.8B
| $7.79M | 0.01% |
134,649
-349,434
| -72% | -$20.2M |
|
817
Tencent Music
TME
$39.5B
| $7.78M | 0.01% |
1,598,252
+170,947
| +12% | +$832K |
|
818
Douglas Emmett
DEI
$2.81B
| $7.67M | 0.01% |
229,507
-8,805
| -4% | -$294K |
|
819
iShares MSCI Emerging Markets ETF
EEM
$19.9B
| $7.64M | 0.01% |
169,226
| – | – |
|
820
Prospect Capital
PSEC
$1.29B
| $7.5M | 0.01% |
906,095
-22,662
| -2% | -$188K |
|
821
Independence Realty Trust
IRT
$4.14B
| $7.49M | 0.01% |
283,399
+140,999
| +99% | +$3.73M |
|
|
TTM
822
DELISTED
Tata Motors Limited
TTM
| $7.39M | ﹤0.01% |
264,389
| – | – |
|
823
iShares Global Energy ETF
IXC
$1.85B
| $7.39M | ﹤0.01% |
204,388
+187,692
| +1,124% | +$6.79M |
|
|
ACCD
824
DELISTED
Accolade, Inc. Common Stock
ACCD
| $7.3M | ﹤0.01% |
415,898
-31,239
| -7% | -$549K |
|
825
Apple Hospitality REIT
APLE
$3.01B
| $7.24M | ﹤0.01% |
402,863
-14,746
| -4% | -$265K |
|