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 |
Invesco QQQ Trust
QQQ
|
+$191M |
| 2 |
Palantir
PLTR
|
+$88.2M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$85M |
| 4 |
Twilio
TWLO
|
+$59.4M |
| 5 |
Synopsys
SNPS
|
+$49M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.17B |
| 2 |
Microsoft
MSFT
|
+$867M |
| 3 |
NVIDIA
NVDA
|
+$580M |
| 4 |
Amazon
AMZN
|
+$414M |
| 5 |
Meta Platforms (Facebook)
META
|
+$311M |
Sector Composition
| 1 | Technology | 29.23% |
| 2 | Healthcare | 13.36% |
| 3 | Financials | 11.73% |
| 4 | Consumer Discretionary | 10.33% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Hercules Capital
HTGC
$3.51B
| $5.4M | ﹤0.01% |
364,560
-15,779
| -4% | -$234K |
|
827
Autohome
ATHM
$3.48B
| $5.27M | ﹤0.01% |
180,753
-1,236
| -0.7% | -$36K |
|
828
Futu Holdings
FUTU
$26.2B
| $5.11M | ﹤0.01% |
128,543
-22,033
| -15% | -$876K |
|
829
Goldman Sachs BDC
GSBD
$1.3B
| $5.08M | ﹤0.01% |
366,343
-7,174
| -2% | -$99.4K |
|
830
Terreno Realty
TRNO
$5.96B
| $5.04M | ﹤0.01% |
83,898
+1,404
| +2% | +$84.4K |
|
831
Alamos Gold
AGI
$13.7B
| $4.98M | ﹤0.01% |
417,606
+121,552
| +41% | +$1.45M |
|
832
SoFi Technologies
SOFI
$31.1B
| $4.88M | ﹤0.01% |
+585,510
| New | +$4.88M |
|
833
RenaissanceRe
RNR
$11.2B
| $4.86M | ﹤0.01% |
26,074
+4,743
| +22% | +$885K |
|
834
Technology Select Sector SPDR Fund
XLK
$84.7B
| $4.85M | ﹤0.01% |
27,889
+19,078
| +217% | +$3.32M |
|
835
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
| $4.82M | ﹤0.01% |
51,100
-68,120
| -57% | -$6.42M |
|
836
Carlyle Secured Lending
CGBD
$999M
| $4.75M | ﹤0.01% |
325,926
-30,022
| -8% | -$437K |
|
837
TAL Education Group
TAL
$6.47B
| $4.72M | ﹤0.01% |
791,147
-5,000
| -0.6% | -$29.8K |
|
838
Independence Realty Trust
IRT
$4.18B
| $4.69M | ﹤0.01% |
257,289
+3,440
| +1% | +$62.7K |
|
839
Phillips Edison & Co
PECO
$4.47B
| $4.6M | ﹤0.01% |
134,867
+1,949
| +1% | +$66.4K |
|
840
VanEck Preferred Securities ex Financials ETF
PFXF
$1.91B
| $4.58M | ﹤0.01% |
259,376
-23,385
| -8% | -$413K |
|
841
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.27B
| $4.54M | ﹤0.01% |
109,532
-10,345
| -9% | -$429K |
|
842
Oaktree Specialty Lending
OCSL
$1.22B
| $4.34M | ﹤0.01% |
223,371
-9,826
| -4% | -$191K |
|
843
BP
BP
$87.8B
| $4.32M | ﹤0.01% |
122,440
-3,781
| -3% | -$133K |
|
844
New Mountain Finance
NMFC
$1.12B
| $4.27M | ﹤0.01% |
342,958
-33,047
| -9% | -$411K |
|
845
Spirit AeroSystems
SPR
$4.8B
| $4.23M | ﹤0.01% |
145,031
-8,233
| -5% | -$240K |
|
846
908 Devices
MASS
$204M
| $4.19M | ﹤0.01% |
611,502
+40,400
| +7% | +$277K |
|
847
Valmont Industries
VMI
$7.34B
| $4.14M | ﹤0.01% |
14,214
+243
| +2% | +$70.7K |
|
848
Rio Tinto
RIO
$101B
| $4.01M | ﹤0.01% |
62,782
+3,632
| +6% | +$232K |
|
849
Guardant Health
GH
$7.41B
| $4.01M | ﹤0.01% |
111,943
+3,745
| +3% | +$134K |
|
850
EPR Properties
EPR
$4.21B
| $3.98M | ﹤0.01% |
85,098
-1,007
| -1% | -$47.1K |
|