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 |
iShares Gold Trust
IAU
|
+$997M |
| 2 |
UiPath
PATH
|
+$437M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
+$334M |
| 4 |
Coinbase
COIN
|
+$326M |
| 5 |
GE Aerospace
GE
|
+$198M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
+$146M |
| 3 |
Spotify
SPOT
|
+$133M |
| 4 |
CERN
Cerner Corp
CERN
|
+$122M |
| 5 |
AT&T
T
|
+$118M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Westlake Corp
WLK
$11B
| $10.5M | 0.01% |
107,599
+98,348
| +1,063% | +$9.64M |
|
802
ZIM Integrated Shipping Services
ZIM
$1.6B
| $10.4M | 0.01% |
220,852
+209,452
| +1,837% | +$9.89M |
|
803
Vanguard Real Estate ETF
VNQ
$34.4B
| $10.4M | 0.01% |
113,686
-40,800
| -26% | -$3.72M |
|
804
Pan American Silver
PAAS
$14.9B
| $10.2M | 0.01% |
520,939
+11,203
| +2% | +$220K |
|
|
BLDP
805
Ballard Power Systems
BLDP
$568M
| $10.2M | 0.01% |
1,613,264
-613,310
| -28% | -$3.87M |
|
806
BHP
BHP
$135B
| $9.81M | 0.01% |
174,658
+1,672
| +1% | +$93.9K |
|
807
FS KKR Capital
FSK
$5B
| $9.8M | 0.01% |
504,750
+1,341
| +0.3% | +$26K |
|
808
WIX.com
WIX
$9.3B
| $9.78M | 0.01% |
149,215
+11,363
| +8% | +$745K |
|
809
Castle Biosciences
CSTL
$698M
| $9.74M | 0.01% |
443,882
+15,699
| +4% | +$345K |
|
810
Alibaba
BABA
$351B
| $9.63M | 0.01% |
84,671
+8,683
| +11% | +$987K |
|
811
Wayfair
W
$11.2B
| $9.44M | 0.01% |
216,603
+9,359
| +5% | +$408K |
|
812
Liberty Global Class A
LBTYA
$3.99B
| $9.43M | 0.01% |
447,739
+4,467
| +1% | +$94K |
|
|
SRC
813
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $9.24M | 0.01% |
244,541
-5,874
| -2% | -$222K |
|
814
Affirm
AFRM
$28.8B
| $9.18M | 0.01% |
508,065
+49,214
| +11% | +$889K |
|
815
Utilities Select Sector SPDR Fund
XLU
$20.7B
| $9.05M | 0.01% |
128,975
+106,788
| +481% | +$7.49M |
|
|
FTCH
816
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $9.03M | 0.01% |
1,260,459
-13,444
| -1% | -$96.3K |
|
817
Tencent Music
TME
$38.9B
| $8.97M | 0.01% |
1,785,959
+187,707
| +12% | +$942K |
|
|
SLGC
818
DELISTED
SomaLogic, Inc. Class A Common Stock
SLGC
| $8.92M | 0.01% |
+1,973,943
| New | +$8.92M |
|
819
Editas Medicine
EDIT
$248M
| $8.86M | 0.01% |
748,553
-283,560
| -27% | -$3.35M |
|
820
Atlassian
TEAM
$47.8B
| $8.76M | 0.01% |
46,737
+1,943
| +4% | +$364K |
|
821
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $8.72M | 0.01% |
118,446
-36,420
| -24% | -$2.68M |
|
822
Golub Capital BDC
GBDC
$3.95B
| $8.51M | 0.01% |
656,930
-36,909
| -5% | -$478K |
|
823
JD.com
JD
$48B
| $8.49M | 0.01% |
132,172
-2,477
| -2% | -$159K |
|
824
Chewy
CHWY
$17.4B
| $8.39M | 0.01% |
241,703
+12,158
| +5% | +$422K |
|
|
LSXMA
825
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $8.37M | 0.01% |
316,208
+12,834
| +4% | +$340K |
|