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 |
Prologis
PLD
|
$120M |
| 2 |
Schlumberger
SLB
|
$75.3M |
| 3 |
Coinbase
COIN
|
$62.8M |
| 4 |
Tesla
TSLA
|
$59M |
| 5 |
iShares Gold Trust Micro
IAUM
|
$57.4M |
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$141M |
| 2 |
Apple
AAPL
|
$140M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$101M |
| 4 |
Microsoft
MSFT
|
$86.2M |
| 5 |
NVIDIA
NVDA
|
$60.5M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Healthcare | 15.54% |
| 3 | Financials | 13.2% |
| 4 | Consumer Discretionary | 9.07% |
| 5 | Industrials | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Sony
SONY
$165B
| $5.73M | ﹤0.01% |
375,265
+100,030
| +36% | +$1.53M |
|
827
iShares MSCI Thailand ETF
THD
$234M
| $5.68M | ﹤0.01% |
75,500
+63,992
| +556% | +$4.81M |
|
828
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $5.66M | ﹤0.01% |
75,881
-46,958
| -38% | -$3.5M |
|
829
Health Care Select Sector SPDR Fund
XLV
$34B
| $5.65M | ﹤0.01% |
41,576
-27,866
| -40% | -$3.79M |
|
|
DQ
830
Daqo New Energy
DQ
$1.96B
| $5.58M | ﹤0.01% |
144,454
-6,166
| -4% | -$238K |
|
831
Autohome
ATHM
$3.39B
| $5.57M | ﹤0.01% |
182,106
-7,060
| -4% | -$216K |
|
832
Apple Hospitality REIT
APLE
$3.09B
| $5.46M | ﹤0.01% |
346,057
-21,217
| -6% | -$335K |
|
833
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $5.45M | ﹤0.01% |
60,550
+7,350
| +14% | +$661K |
|
|
FTCH
834
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $5.42M | ﹤0.01% |
1,146,523
-34,799
| -3% | -$165K |
|
835
Goldman Sachs BDC
GSBD
$1.31B
| $5.39M | ﹤0.01% |
392,777
-7,376
| -2% | -$101K |
|
836
TAL Education Group
TAL
$6.17B
| $5.29M | ﹤0.01% |
750,956
-187,384
| -20% | -$1.32M |
|
|
BLDP
837
Ballard Power Systems
BLDP
$598M
| $5.28M | ﹤0.01% |
1,101,484
-181,480
| -14% | -$869K |
|
838
Sixth Street Specialty
TSLX
$2.32B
| $5.27M | ﹤0.01% |
296,331
+2,631
| +0.9% | +$46.8K |
|
|
TDCX
839
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
| $5.12M | ﹤0.01% |
413,618
-83,480
| -17% | -$1.03M |
|
840
Graphic Packaging
GPK
$6.38B
| $5.1M | ﹤0.01% |
229,312
+61,429
| +37% | +$1.37M |
|
841
Codexis
CDXS
$218M
| $5.09M | ﹤0.01% |
1,091,591
-40,533
| -4% | -$189K |
|
842
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.27B
| $5.04M | ﹤0.01% |
123,341
+6,634
| +6% | +$271K |
|
843
Hercules Capital
HTGC
$3.49B
| $5.03M | ﹤0.01% |
380,339
-3,494
| -0.9% | -$46.2K |
|
844
VanEck Preferred Securities ex Financials ETF
PFXF
$1.96B
| $5.02M | ﹤0.01% |
300,451
+107,532
| +56% | +$1.8M |
|
845
New Mountain Finance
NMFC
$1.13B
| $4.96M | ﹤0.01% |
401,025
+10,413
| +3% | +$129K |
|
846
Oaktree Specialty Lending
OCSL
$1.23B
| $4.96M | ﹤0.01% |
240,598
-4,698
| -2% | -$96.8K |
|
847
Carlyle Secured Lending
CGBD
$1.01B
| $4.86M | ﹤0.01% |
339,600
-49
| -0% | -$701 |
|
|
LHCG
848
DELISTED
LHC Group LLC
LHCG
| $4.78M | ﹤0.01% |
29,566
| – | – |
|
849
Vornado Realty Trust
VNO
$7.93B
| $4.73M | ﹤0.01% |
227,467
-392,395
| -63% | -$8.17M |
|
850
Icon
ICLR
$13.6B
| $4.7M | ﹤0.01% |
24,184
+1,291
| +6% | +$251K |
|