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 |
Tesla
TSLA
|
$198M |
| 2 |
Amazon
AMZN
|
$188M |
| 3 |
Roku
ROKU
|
$95M |
| 4 |
Unity
U
|
$74.2M |
| 5 |
Flutter Entertainment
FLUT
|
$70.4M |
Top Sells
| 1 |
Coinbase
COIN
|
$553M |
| 2 |
Apple
AAPL
|
$337M |
| 3 |
Twilio
TWLO
|
$200M |
| 4 |
NVIDIA
NVDA
|
$119M |
| 5 |
Zoom
ZM
|
$112M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.32% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Brookfield Renewable
BEPC
$6.04B
| $6.76M | ﹤0.01% |
275,239
+1,047
| +0.4% | +$25.7K |
|
802
Flowserve
FLS
$7.13B
| $6.69M | ﹤0.01% |
146,440
+1,600
| +1% | +$73.1K |
|
803
Sixth Street Specialty
TSLX
$2.33B
| $6.65M | ﹤0.01% |
310,322
+9,510
| +3% | +$204K |
|
804
Coupang
CPNG
$52.4B
| $6.63M | ﹤0.01% |
372,547
+35,703
| +11% | +$635K |
|
805
Guardant Health
GH
$7.65B
| $6.55M | ﹤0.01% |
317,694
-26,051
| -8% | -$537K |
|
806
AGCO
AGCO
$8.19B
| $6.3M | ﹤0.01% |
51,249
-20,268
| -28% | -$2.49M |
|
807
Stratasys
SSYS
$866M
| $6.12M | ﹤0.01% |
526,969
-35,492
| -6% | -$412K |
|
808
Goldman Sachs BDC
GSBD
$1.31B
| $6.08M | ﹤0.01% |
405,552
+32,296
| +9% | +$484K |
|
809
Graphic Packaging
GPK
$6.19B
| $5.92M | ﹤0.01% |
202,727
+61,102
| +43% | +$1.78M |
|
810
Compañía de Minas Buenaventura
BVN
$5.03B
| $5.83M | ﹤0.01% |
367,011
+20,000
| +6% | +$318K |
|
811
RenaissanceRe
RNR
$11.5B
| $5.82M | ﹤0.01% |
24,743
+7,975
| +48% | +$1.87M |
|
|
MKFG
812
DELISTED
Markforged Holding Corporation
MKFG
| $5.77M | ﹤0.01% |
690,659
-91,566
| -12% | -$765K |
|
813
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$650M
| $5.65M | ﹤0.01% |
209,213
-1,640
| -0.8% | -$44.3K |
|
814
Bloom Energy
BE
$12.8B
| $5.35M | ﹤0.01% |
476,249
| – | – |
|
815
AstraZeneca
AZN
$254B
| $5.34M | ﹤0.01% |
78,873
+13,373
| +20% | +$906K |
|
816
Vornado Realty Trust
VNO
$7.66B
| $5.23M | ﹤0.01% |
181,688
-6,649
| -4% | -$191K |
|
817
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.83B
| $5.1M | ﹤0.01% |
276,658
+33,000
| +14% | +$608K |
|
818
Autohome
ATHM
$3.39B
| $4.96M | ﹤0.01% |
189,335
+14,527
| +8% | +$381K |
|
819
Bombardier Recreational Products
DOOO
$4.78B
| $4.89M | ﹤0.01% |
72,787
-953
| -1% | -$64K |
|
820
Phillips Edison & Co
PECO
$4.53B
| $4.88M | ﹤0.01% |
135,908
-3,035
| -2% | -$109K |
|
821
Essential Properties Realty Trust
EPRT
$6.09B
| $4.7M | ﹤0.01% |
176,250
-7,623
| -4% | -$203K |
|
822
Alibaba
BABA
$312B
| $4.44M | ﹤0.01% |
61,363
-1,689
| -3% | -$122K |
|
823
GlobalFoundries
GFS
$18.5B
| $4.33M | ﹤0.01% |
83,162
+12,487
| +18% | +$651K |
|
824
Vale
VALE
$43.8B
| $4.26M | ﹤0.01% |
349,271
-5,391
| -2% | -$65.7K |
|
825
BP
BP
$88.4B
| $4.25M | ﹤0.01% |
112,921
-7,858
| -7% | -$296K |
|