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 |
iShares Gold Trust
IAU
|
+$997M |
| 2 |
UiPath
PATH
|
+$437M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
+$334M |
| 4 |
Coinbase
COIN
|
+$326M |
| 5 |
GE Aerospace
GE
|
+$198M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$150M |
| 2 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
+$146M |
| 3 |
Spotify
SPOT
|
+$133M |
| 4 |
CERN
Cerner Corp
CERN
|
+$122M |
| 5 |
AT&T
T
|
+$118M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Healthcare | 15.05% |
| 3 | Financials | 12.67% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Futu Holdings
FUTU
$25.9B
| $7.91M | 0.01% |
151,568
+25,500
| +20% | +$1.33M |
|
827
Ryman Hospitality Properties
RHP
$6.33B
| $7.8M | 0.01% |
102,636
-4,104
| -4% | -$312K |
|
828
BlackBerry
BB
$2.22B
| $7.71M | 0.01% |
1,430,803
+69,593
| +5% | +$375K |
|
829
Main Street Capital
MAIN
$5.93B
| $7.65M | 0.01% |
198,485
-2,293
| -1% | -$88.4K |
|
830
EastGroup Properties
EGP
$8.76B
| $7.58M | 0.01% |
49,087
-3,524
| -7% | -$544K |
|
831
Ciena
CIEN
$18.4B
| $7.55M | 0.01% |
165,136
-73,965
| -31% | -$3.38M |
|
832
Lightspeed Commerce
LSPD
$1.59B
| $7.35M | 0.01% |
+329,631
| New | +$7.35M |
|
833
Goldman Sachs BDC
GSBD
$1.3B
| $7.28M | 0.01% |
433,569
+22,127
| +5% | +$372K |
|
834
Autohome
ATHM
$3.43B
| $7.19M | 0.01% |
182,729
+1,616
| +0.9% | +$63.6K |
|
835
Brixmor Property Group
BRX
$8.52B
| $7.18M | 0.01% |
355,399
-29,298
| -8% | -$592K |
|
836
Grab
GRAB
$21.6B
| $7.14M | 0.01% |
+2,820,982
| New | +$7.14M |
|
837
Zai Lab
ZLAB
$3.21B
| $6.92M | 0.01% |
199,482
+20,797
| +12% | +$721K |
|
838
Kite Realty
KRG
$5.03B
| $6.74M | 0.01% |
389,671
+105,611
| +37% | +$1.83M |
|
839
STAG Industrial
STAG
$6.72B
| $6.59M | 0.01% |
213,321
-14,491
| -6% | -$447K |
|
840
Ambev
ABEV
$35.4B
| $6.53M | 0.01% |
2,601,485
-269,196
| -9% | -$676K |
|
841
Bausch Health
BHC
$2.67B
| $6.51M | 0.01% |
778,834
+27,923
| +4% | +$233K |
|
842
iShares MSCI Emerging Markets ETF
EEM
$19.6B
| $6.44M | 0.01% |
160,526
-8,700
| -5% | -$349K |
|
|
TDCX
843
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
| $6.28M | ﹤0.01% |
+678,856
| New | +$6.28M |
|
|
ACCD
844
DELISTED
Accolade, Inc. Common Stock
ACCD
| $6.25M | ﹤0.01% |
845,012
+429,114
| +103% | +$3.18M |
|
845
Broadstone Net Lease
BNL
$3.53B
| $6.15M | ﹤0.01% |
299,639
-12,042
| -4% | -$247K |
|
846
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
| $6.15M | ﹤0.01% |
71,990
-35,150
| -33% | -$3M |
|
847
Prospect Capital
PSEC
$1.3B
| $6.05M | ﹤0.01% |
865,497
-40,598
| -4% | -$284K |
|
848
Brookfield Infrastructure Partners
BIP
$14.3B
| $5.99M | ﹤0.01% |
156,776
+15,344
| +11% | +$586K |
|
849
Hercules Capital
HTGC
$3.51B
| $5.93M | ﹤0.01% |
439,315
-31,659
| -7% | -$427K |
|
|
NVEI
850
DELISTED
Nuvei Corporation Subordinate Voting Shares
NVEI
| $5.92M | ﹤0.01% |
+163,680
| New | +$5.92M |
|