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 |
Coinbase
COIN
|
+$830M |
| 2 |
UiPath
PATH
|
+$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$337M |
| 4 |
Twilio
TWLO
|
+$292M |
| 5 |
Tesla
TSLA
|
+$234M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.18B |
| 2 |
Apple
AAPL
|
+$757M |
| 3 |
Microsoft
MSFT
|
+$477M |
| 4 |
Intellia Therapeutics
NTLA
|
+$272M |
| 5 |
Amazon
AMZN
|
+$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Park Hotels & Resorts
PK
$2.34B
| $6.85M | ﹤0.01% |
332,155
-46,297
| -12% | -$954K |
|
827
Oaktree Specialty Lending
OCSL
$1.22B
| $6.81M | ﹤0.01% |
339,207
-38,701
| -10% | -$777K |
|
828
New Mountain Finance
NMFC
$1.12B
| $6.8M | ﹤0.01% |
516,605
-22,557
| -4% | -$297K |
|
829
Essential Properties Realty Trust
EPRT
$5.94B
| $6.69M | ﹤0.01% |
247,446
-27,020
| -10% | -$731K |
|
|
JOBS
830
DELISTED
51job, Inc.
JOBS
| $6.63M | ﹤0.01% |
85,204
-100
| -0.1% | -$7.78K |
|
831
SPDR Blackstone Senior Loan ETF
SRLN
$6.98B
| $6.59M | ﹤0.01% |
142,426
+53,788
| +61% | +$2.49M |
|
832
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.6B
| $6.56M | ﹤0.01% |
48,803
-14,000
| -22% | -$1.88M |
|
833
Innovative Industrial Properties
IIPR
$1.59B
| $6.51M | ﹤0.01% |
34,053
-4,310
| -11% | -$823K |
|
834
Terreno Realty
TRNO
$5.96B
| $6.37M | ﹤0.01% |
98,717
-11,985
| -11% | -$773K |
|
835
Rio Tinto
RIO
$101B
| $6.35M | ﹤0.01% |
75,684
-8,582
| -10% | -$720K |
|
|
IMAB
836
I-MAB
IMAB
$376M
| $6.25M | ﹤0.01% |
+74,468
| New | +$6.25M |
|
837
Telefônica Brasil
VIV
$19.9B
| $6.15M | ﹤0.01% |
723,046
+88,000
| +14% | +$748K |
|
|
CELL
838
DELISTED
PhenomeX Inc. Common Stock
CELL
| $6.13M | ﹤0.01% |
136,744
+59,679
| +77% | +$2.67M |
|
839
TIM SA
TIMB
$10.1B
| $6.05M | ﹤0.01% |
525,156
+69,000
| +15% | +$795K |
|
|
TTM
840
DELISTED
Tata Motors Limited
TTM
| $6.02M | ﹤0.01% |
264,389
| – | – |
|
|
RDS.A
841
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $5.82M | ﹤0.01% |
144,016
-6,288
| -4% | -$254K |
|
842
Carlyle Secured Lending
CGBD
$999M
| $5.72M | ﹤0.01% |
433,270
-15,910
| -4% | -$210K |
|
843
Vanguard High Dividend Yield ETF
VYM
$64.2B
| $5.71M | ﹤0.01% |
54,474
-11,369
| -17% | -$1.19M |
|
844
Bain Capital Specialty
BCSF
$1.01B
| $5.65M | ﹤0.01% |
369,111
-94,772
| -20% | -$1.45M |
|
|
MOMO
845
Hello Group
MOMO
$1.27B
| $5.65M | ﹤0.01% |
368,775
-41,950
| -10% | -$642K |
|
|
DOC
846
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $5.63M | ﹤0.01% |
305,002
-33,559
| -10% | -$620K |
|
847
EPR Properties
EPR
$4.21B
| $5.62M | ﹤0.01% |
106,581
-14,106
| -12% | -$743K |
|
848
National Storage Affiliates Trust
NSA
$2.44B
| $5.5M | ﹤0.01% |
108,698
+7,413
| +7% | +$375K |
|
849
DigitalBridge
DBRG
$2.05B
| $5.4M | ﹤0.01% |
170,811
-25,846
| -13% | -$817K |
|
|
BZUN
850
Baozun
BZUN
$223M
| $5.38M | ﹤0.01% |
151,858
-11,950
| -7% | -$424K |
|