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 |
Invesco QQQ Trust
QQQ
|
+$191M |
| 2 |
Palantir
PLTR
|
+$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$85M |
| 4 |
Twilio
TWLO
|
+$59.4M |
| 5 |
Synopsys
SNPS
|
+$49M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.17B |
| 2 |
Microsoft
MSFT
|
+$867M |
| 3 |
NVIDIA
NVDA
|
+$580M |
| 4 |
Amazon
AMZN
|
+$414M |
| 5 |
Meta Platforms (Facebook)
META
|
+$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Rocket Lab Corporation Common Stock
RKLB
$22.7B
| $8.71M | 0.01% |
1,451,386
+55,543
| +4% | +$333K |
|
802
Ryman Hospitality Properties
RHP
$6.23B
| $8.52M | 0.01% |
91,744
+8,134
| +10% | +$756K |
|
803
Brookfield Renewable
BEPC
$6.09B
| $8.42M | 0.01% |
266,971
-54,271
| -17% | -$1.71M |
|
804
Omega Healthcare
OHI
$12.6B
| $8.19M | 0.01% |
266,828
+1,042
| +0.4% | +$32K |
|
805
Chewy
CHWY
$17.4B
| $8.05M | 0.01% |
203,910
-38,115
| -16% | -$1.5M |
|
806
Bloom Energy
BE
$12.9B
| $7.79M | 0.01% |
476,249
-483,496
| -50% | -$7.91M |
|
807
Golub Capital BDC
GBDC
$3.91B
| $7.66M | 0.01% |
567,333
-22,520
| -4% | -$304K |
|
808
Brixmor Property Group
BRX
$8.52B
| $7.52M | 0.01% |
341,676
+2,633
| +0.8% | +$57.9K |
|
809
Main Street Capital
MAIN
$5.9B
| $7.51M | 0.01% |
187,577
-5,003
| -3% | -$200K |
|
810
Icon
ICLR
$13.1B
| $7.46M | 0.01% |
29,809
+5,534
| +23% | +$1.38M |
|
811
Sony
SONY
$172B
| $7.33M | 0.01% |
407,210
-175,275
| -30% | -$3.16M |
|
812
STAG Industrial
STAG
$6.75B
| $7.32M | 0.01% |
204,044
+1,346
| +0.7% | +$48.3K |
|
813
Clarivate
CLVT
$2.96B
| $7.31M | 0.01% |
766,706
-23,936
| -3% | -$228K |
|
814
Bombardier Recreational Products
DOOO
$4.77B
| $6.9M | 0.01% |
81,450
-14,593
| -15% | -$1.24M |
|
815
iShares MSCI Emerging Markets ETF
EEM
$19.5B
| $6.78M | 0.01% |
171,345
+2,698
| +2% | +$107K |
|
816
monday.com
MNDY
$9.98B
| $6.72M | 0.01% |
+39,255
| New | +$6.72M |
|
817
Kanzhun
BZ
$11.1B
| $6.69M | 0.01% |
444,288
+24,106
| +6% | +$363K |
|
818
Liberty Global Class A
LBTYA
$3.94B
| $6.67M | 0.01% |
395,623
-57,304
| -13% | -$966K |
|
819
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$650M
| $6.5M | 0.01% |
250,212
-216,508
| -46% | -$5.62M |
|
820
Recursion Pharmaceuticals
RXRX
$2.05B
| $6.26M | ﹤0.01% |
837,400
+335,423
| +67% | +$2.51M |
|
821
Coupang
CPNG
$58.9B
| $6.21M | ﹤0.01% |
356,697
+95,432
| +37% | +$1.66M |
|
822
Alibaba
BABA
$351B
| $5.94M | ﹤0.01% |
71,250
-171
| -0.2% | -$14.3K |
|
|
DQ
823
Daqo New Energy
DQ
$1.86B
| $5.63M | ﹤0.01% |
141,882
-900
| -0.6% | -$35.7K |
|
824
Sixth Street Specialty
TSLX
$2.31B
| $5.54M | ﹤0.01% |
296,331
| – | – |
|
825
Vale
VALE
$44.2B
| $5.47M | ﹤0.01% |
407,736
-129,048
| -24% | -$1.73M |
|