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 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
| 2 |
Roku
ROKU
|
$79.4M |
| 3 |
Zoom
ZM
|
$78.8M |
| 4 |
UiPath
PATH
|
$65.2M |
| 5 |
Gaming and Leisure Properties
GLPI
|
$55.1M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Tesla
TSLA
|
$94.5M |
| 5 |
Coinbase
COIN
|
$90.5M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
LSXMA
801
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $8.4M | 0.01% |
300,117
-16,091
| -5% | -$450K |
|
802
Omega Healthcare
OHI
$12.7B
| $8.32M | 0.01% |
282,136
-644,508
| -70% | -$19M |
|
803
Vanguard Real Estate ETF
VNQ
$34.3B
| $8.25M | 0.01% |
102,858
-10,828
| -10% | -$868K |
|
804
Consumers Staples Select Sector SPDR Fund
XLP
$15.7B
| $8.2M | 0.01% |
122,839
+98,478
| +404% | +$6.57M |
|
805
FS KKR Capital
FSK
$5.05B
| $8.14M | 0.01% |
480,248
-24,502
| -5% | -$415K |
|
|
DQ
806
Daqo New Energy
DQ
$1.91B
| $8M | 0.01% |
150,620
+2,417
| +2% | +$128K |
|
807
iShares MSCI India ETF
INDA
$9.34B
| $7.95M | 0.01% |
194,904
+168,186
| +629% | +$6.86M |
|
808
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $7.95M | 0.01% |
111,316
-7,130
| -6% | -$509K |
|
|
BLDP
809
Ballard Power Systems
BLDP
$586M
| $7.87M | 0.01% |
1,282,964
-330,300
| -20% | -$2.03M |
|
810
BHP
BHP
$137B
| $7.78M | 0.01% |
155,530
-19,128
| -11% | -$957K |
|
|
SRC
811
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $7.72M | 0.01% |
213,480
-31,061
| -13% | -$1.12M |
|
812
Golub Capital BDC
GBDC
$3.94B
| $7.58M | 0.01% |
611,969
-44,961
| -7% | -$557K |
|
813
Peloton Interactive
PTON
$3.33B
| $7.56M | 0.01% |
1,091,338
-184,148
| -14% | -$1.28M |
|
814
EastGroup Properties
EGP
$8.86B
| $7.5M | 0.01% |
51,970
+2,883
| +6% | +$416K |
|
815
Chewy
CHWY
$17.4B
| $7.48M | 0.01% |
243,412
+1,709
| +0.7% | +$52.5K |
|
816
COPT Defense Properties
CDP
$3.45B
| $7.48M | 0.01% |
321,843
-590,404
| -65% | -$13.7M |
|
817
Zai Lab
ZLAB
$3.48B
| $7.17M | 0.01% |
209,555
+10,073
| +5% | +$345K |
|
818
Kanzhun
BZ
$11B
| $7.15M | 0.01% |
423,644
+253,247
| +149% | +$4.27M |
|
819
Darling Ingredients
DAR
$4.91B
| $7.05M | 0.01% |
106,510
+74,227
| +230% | +$4.91M |
|
820
Ambev
ABEV
$34.1B
| $7.04M | 0.01% |
2,486,319
-115,166
| -4% | -$326K |
|
821
Applovin
APP
$185B
| $7.03M | 0.01% |
360,751
+8,257
| +2% | +$161K |
|
822
Liberty Global Class A
LBTYA
$4B
| $6.99M | 0.01% |
448,531
+792
| +0.2% | +$12.3K |
|
823
Alibaba
BABA
$334B
| $6.87M | 0.01% |
85,889
+1,218
| +1% | +$97.4K |
|
824
Codexis
CDXS
$218M
| $6.86M | 0.01% |
1,132,124
+19,180
| +2% | +$116K |
|
825
BlackBerry
BB
$2.28B
| $6.8M | 0.01% |
1,439,340
+8,537
| +0.6% | +$40.3K |
|