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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Coinbase
COIN
|
$62.8M |
| 4 |
Tesla
TSLA
|
$59M |
| 5 |
iShares Gold Trust Micro
IAUM
|
$57.4M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Kanzhun
BZ
$11.1B
| $8.52M | 0.01% |
418,344
-5,300
| -1% | -$108K |
|
802
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $8.48M | 0.01% |
115,206
+3,890
| +3% | +$286K |
|
|
LSXMA
803
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $8.39M | 0.01% |
290,375
-9,742
| -3% | -$281K |
|
804
FS KKR Capital
FSK
$5.08B
| $8.26M | 0.01% |
472,080
-8,168
| -2% | -$143K |
|
|
SRC
805
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $8.2M | 0.01% |
205,332
-8,148
| -4% | -$325K |
|
806
Kite Realty
KRG
$5.11B
| $7.89M | 0.01% |
374,657
-18,563
| -5% | -$391K |
|
807
Golub Capital BDC
GBDC
$3.93B
| $7.6M | 0.01% |
577,187
-34,782
| -6% | -$458K |
|
808
Brixmor Property Group
BRX
$8.63B
| $7.59M | 0.01% |
334,926
-26,396
| -7% | -$598K |
|
809
Clarivate
CLVT
$2.96B
| $7.58M | 0.01% |
908,417
-14,652
| -2% | -$122K |
|
810
Alibaba
BABA
$323B
| $7.4M | 0.01% |
84,006
-1,883
| -2% | -$166K |
|
|
VLD
811
DELISTED
Velo3D, Inc.
VLD
| $7.35M | 0.01% |
117,249
+13,961
| +14% | +$875K |
|
812
Omega Healthcare
OHI
$12.7B
| $7.32M | 0.01% |
261,993
-20,143
| -7% | -$563K |
|
813
EastGroup Properties
EGP
$8.97B
| $7.21M | 0.01% |
48,703
-3,267
| -6% | -$484K |
|
814
Bombardier Recreational Products
DOOO
$4.78B
| $7.2M | 0.01% |
94,388
-691
| -0.7% | -$52.7K |
|
815
Main Street Capital
MAIN
$5.95B
| $7.12M | 0.01% |
192,580
-5,905
| -3% | -$218K |
|
816
Ryman Hospitality Properties
RHP
$6.35B
| $6.77M | 0.01% |
82,832
-4,438
| -5% | -$363K |
|
817
Blackstone Secured Lending
BXSL
$6.72B
| $6.68M | 0.01% |
298,994
+118,323
| +65% | +$2.64M |
|
818
iShares MSCI Emerging Markets ETF
EEM
$19.2B
| $6.68M | 0.01% |
176,243
+3,433
| +2% | +$130K |
|
819
STAG Industrial
STAG
$6.9B
| $6.46M | 0.01% |
199,986
-14,236
| -7% | -$460K |
|
820
Atlassian
TEAM
$45.2B
| $6.4M | 0.01% |
49,767
+3,314
| +7% | +$426K |
|
821
Zai Lab
ZLAB
$3.42B
| $6.21M | ﹤0.01% |
202,152
-7,403
| -4% | -$227K |
|
822
Futu Holdings
FUTU
$26.1B
| $6.2M | ﹤0.01% |
152,535
+144
| +0.1% | +$5.85K |
|
|
ACCD
823
DELISTED
Accolade, Inc. Common Stock
ACCD
| $6.13M | ﹤0.01% |
786,448
-58,065
| -7% | -$452K |
|
824
JD.com
JD
$44.6B
| $5.98M | ﹤0.01% |
106,502
-2,802
| -3% | -$157K |
|
825
Legend Biotech
LEGN
$6.66B
| $5.95M | ﹤0.01% |
119,171
+8,043
| +7% | +$402K |
|