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 |
SPDR Gold MiniShares Trust
GLDM
|
$89M |
| 2 |
Roku
ROKU
|
$79.4M |
| 3 |
Zoom
ZM
|
$78.8M |
| 4 |
UiPath
PATH
|
$65.2M |
| 5 |
Gaming and Leisure Properties
GLPI
|
$55.1M |
Top Sells
| 1 |
SGFY
Signify Health, Inc.
SGFY
|
$148M |
| 2 |
Apple
AAPL
|
$131M |
| 3 |
Sea Limited
SE
|
$98.3M |
| 4 |
Tesla
TSLA
|
$94.5M |
| 5 |
Coinbase
COIN
|
$90.5M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 15.02% |
| 3 | Financials | 12.75% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Kite Realty
KRG
$5.11B
| $6.77M | 0.01% |
393,220
+3,549
| +0.9% | +$61.1K |
|
827
Main Street Capital
MAIN
$5.95B
| $6.68M | 0.01% |
198,485
| – | – |
|
828
Brixmor Property Group
BRX
$8.63B
| $6.67M | 0.01% |
361,322
+5,923
| +2% | +$109K |
|
829
Tencent Music
TME
$37.7B
| $6.5M | 0.01% |
1,601,155
-184,804
| -10% | -$750K |
|
830
Ryman Hospitality Properties
RHP
$6.35B
| $6.42M | 0.01% |
87,270
-15,366
| -15% | -$1.13M |
|
831
Wayfair
W
$11.6B
| $6.36M | 0.01% |
195,295
-21,308
| -10% | -$694K |
|
832
Ciena
CIEN
$16.5B
| $6.34M | 0.01% |
156,912
-8,224
| -5% | -$332K |
|
833
STAG Industrial
STAG
$6.9B
| $6.09M | 0.01% |
214,222
+901
| +0.4% | +$25.6K |
|
834
iShares MSCI Emerging Markets ETF
EEM
$19.2B
| $6.03M | 0.01% |
172,810
+12,284
| +8% | +$428K |
|
835
Bombardier Recreational Products
DOOO
$4.78B
| $5.87M | ﹤0.01% |
95,079
+57
| +0.1% | +$3.52K |
|
836
Lightspeed Commerce
LSPD
$1.65B
| $5.82M | ﹤0.01% |
330,246
+615
| +0.2% | +$10.8K |
|
837
Goldman Sachs BDC
GSBD
$1.31B
| $5.78M | ﹤0.01% |
400,153
-33,416
| -8% | -$483K |
|
838
Futu Holdings
FUTU
$26.1B
| $5.68M | ﹤0.01% |
152,391
+823
| +0.5% | +$30.7K |
|
839
JD.com
JD
$44.6B
| $5.5M | ﹤0.01% |
109,304
-22,868
| -17% | -$1.15M |
|
840
Autohome
ATHM
$3.39B
| $5.44M | ﹤0.01% |
189,166
+6,437
| +4% | +$185K |
|
841
Bausch Health
BHC
$2.72B
| $5.3M | ﹤0.01% |
765,123
-13,711
| -2% | -$94.9K |
|
842
Recursion Pharmaceuticals
RXRX
$2.01B
| $5.22M | ﹤0.01% |
490,740
+90,839
| +23% | +$966K |
|
843
Apple Hospitality REIT
APLE
$3.09B
| $5.16M | ﹤0.01% |
367,274
-15,960
| -4% | -$224K |
|
844
Aurora
AUR
$10.6B
| $5.04M | ﹤0.01% |
2,279,766
-16,442
| -0.7% | -$36.3K |
|
845
Sociedad Química y Minera de Chile
SQM
$13.1B
| $4.94M | ﹤0.01% |
54,405
-382
| -0.7% | -$34.7K |
|
|
LHCG
846
DELISTED
LHC Group LLC
LHCG
| $4.84M | ﹤0.01% |
29,566
-208,535
| -88% | -$34.1M |
|
847
ZIM Integrated Shipping Services
ZIM
$1.62B
| $4.83M | ﹤0.01% |
205,524
-15,328
| -7% | -$360K |
|
848
Sixth Street Specialty
TSLX
$2.32B
| $4.8M | ﹤0.01% |
293,700
| – | – |
|
849
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.27B
| $4.66M | ﹤0.01% |
116,707
-13,012
| -10% | -$520K |
|
|
TDCX
850
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
| $4.66M | ﹤0.01% |
497,098
-181,758
| -27% | -$1.7M |
|