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 | |
|---|---|---|---|---|---|---|
851
Compañía de Minas Buenaventura
BVN
$5.08B
| $5.05M | ﹤0.01% |
558,139
| – | – |
|
852
MidCap Financial Investment
MFIC
$1.21B
| $5.04M | ﹤0.01% |
369,446
-22,426
| -6% | -$306K |
|
|
JBGS
853
JBG SMITH
JBGS
$1.42B
| $4.98M | ﹤0.01% |
157,891
-20,998
| -12% | -$662K |
|
|
OZON
854
DELISTED
Ozon Holdings PLC American Depositary Shares, each ADS representing one ordinary share
OZON
| $4.84M | ﹤0.01% |
+82,488
| New | +$4.84M |
|
855
iShares MSCI Taiwan ETF
EWT
$6.33B
| $4.77M | ﹤0.01% |
74,553
-10,763
| -13% | -$688K |
|
856
Kohl's
KSS
$1.86B
| $4.74M | ﹤0.01% |
85,956
+61,060
| +245% | +$3.36M |
|
857
LXP Industrial Trust
LXP
$2.69B
| $4.7M | ﹤0.01% |
393,392
-53,232
| -12% | -$636K |
|
858
Coterra Energy
CTRA
$18.2B
| $4.64M | ﹤0.01% |
265,478
-1,188,637
| -82% | -$20.8M |
|
|
EQC
859
DELISTED
Equity Commonwealth
EQC
| $4.56M | ﹤0.01% |
173,844
-22,305
| -11% | -$584K |
|
860
Seer Inc
SEER
$114M
| $4.53M | ﹤0.01% |
138,223
-15,071
| -10% | -$494K |
|
|
VIVS
861
VivoSim Labs, Inc. Common Stock
VIVS
$6.47M
| $4.5M | ﹤0.01% |
39,881
| – | – |
|
|
TIGR
862
UP Fintech Holding
TIGR
$2.18B
| $4.48M | ﹤0.01% |
+154,416
| New | +$4.48M |
|
|
API
863
Agora
API
$334M
| $4.42M | ﹤0.01% |
105,337
-1,266,787
| -92% | -$53.2M |
|
864
Goldman Sachs BDC
GSBD
$1.3B
| $4.41M | ﹤0.01% |
225,037
+20,978
| +10% | +$411K |
|
865
Ryanair
RYAAY
$31.7B
| $4.38M | ﹤0.01% |
101,238
-3,655
| -3% | -$158K |
|
866
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
| $4.38M | ﹤0.01% |
48,290
+28,260
| +141% | +$2.56M |
|
|
KC
867
Kingsoft Cloud Holdings
KC
$3.86B
| $4.37M | ﹤0.01% |
128,924
| – | – |
|
868
Pebblebrook Hotel Trust
PEB
$1.37B
| $4.35M | ﹤0.01% |
184,900
-23,926
| -11% | -$563K |
|
869
Macerich
MAC
$4.68B
| $4.33M | ﹤0.01% |
237,236
+53,252
| +29% | +$972K |
|
870
BP
BP
$87.3B
| $4.3M | ﹤0.01% |
162,753
-7,117
| -4% | -$188K |
|
|
PSB
871
DELISTED
PS Business Parks, Inc.
PSB
| $4.23M | ﹤0.01% |
28,593
-3,712
| -11% | -$550K |
|
872
Leggett & Platt
LEG
$1.38B
| $4.21M | ﹤0.01% |
81,329
+5,474
| +7% | +$284K |
|
|
VNET
873
VNET Group
VNET
$2.07B
| $4.16M | ﹤0.01% |
181,332
| – | – |
|
|
NOAH
874
Noah Holdings
NOAH
$787M
| $4.12M | ﹤0.01% |
87,324
-725
| -0.8% | -$34.2K |
|
875
SLM Corp
SLM
$6.35B
| $4.11M | ﹤0.01% |
+196,154
| New | +$4.11M |
|