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 | |
|---|---|---|---|---|---|---|
851
Bombardier Recreational Products
DOOO
$4.72B
| $5.85M | ﹤0.01% |
+95,022
| New | +$5.85M |
|
852
Oaktree Specialty Lending
OCSL
$1.22B
| $5.8M | ﹤0.01% |
294,982
+2,652
| +0.9% | +$52.1K |
|
853
Legend Biotech
LEGN
$6.19B
| $5.64M | ﹤0.01% |
102,516
+4,613
| +5% | +$254K |
|
854
Apple Hospitality REIT
APLE
$2.99B
| $5.62M | ﹤0.01% |
383,234
-19,629
| -5% | -$288K |
|
855
Bilibili
BILI
$10.2B
| $5.61M | ﹤0.01% |
219,126
-248,512
| -53% | -$6.36M |
|
856
New Mountain Finance
NMFC
$1.11B
| $5.6M | ﹤0.01% |
470,221
-14,705
| -3% | -$175K |
|
857
Sixth Street Specialty
TSLX
$2.31B
| $5.43M | ﹤0.01% |
293,700
+9,403
| +3% | +$174K |
|
858
Carvana
CVNA
$50.6B
| $5.41M | ﹤0.01% |
239,572
+30,811
| +15% | +$696K |
|
|
ONEM
859
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $5.39M | ﹤0.01% |
687,864
-31,503
| -4% | -$247K |
|
860
Independence Realty Trust
IRT
$4.13B
| $5.36M | ﹤0.01% |
258,714
-24,685
| -9% | -$512K |
|
861
National Storage Affiliates Trust
NSA
$2.45B
| $5.31M | ﹤0.01% |
105,957
-8,408
| -7% | -$421K |
|
862
SPDR Blackstone Senior Loan ETF
SRLN
$6.95B
| $5.27M | ﹤0.01% |
126,631
-27,691
| -18% | -$1.15M |
|
863
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
| $5.26M | ﹤0.01% |
129,719
-27,576
| -18% | -$1.12M |
|
864
Cousins Properties
CUZ
$4.88B
| $5.1M | ﹤0.01% |
174,359
-19,151
| -10% | -$560K |
|
865
Icon
ICLR
$13.2B
| $4.96M | ﹤0.01% |
22,893
+176
| +0.8% | +$38.1K |
|
866
Terreno Realty
TRNO
$5.91B
| $4.94M | ﹤0.01% |
88,580
-399,457
| -82% | -$22.3M |
|
867
Upstart Holdings
UPST
$6.03B
| $4.92M | ﹤0.01% |
155,698
+56,957
| +58% | +$1.8M |
|
|
HR
868
DELISTED
Healthcare Realty Trust Incorporated
HR
| $4.86M | ﹤0.01% |
178,740
-14,502
| -8% | -$394K |
|
869
Spirit AeroSystems
SPR
$4.74B
| $4.78M | ﹤0.01% |
163,196
+601
| +0.4% | +$17.6K |
|
870
Telefônica Brasil
VIV
$19.7B
| $4.73M | ﹤0.01% |
522,339
-32,326
| -6% | -$293K |
|
|
DOC
871
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $4.63M | ﹤0.01% |
265,502
-18,648
| -7% | -$325K |
|
872
Sociedad Química y Minera de Chile
SQM
$12B
| $4.58M | ﹤0.01% |
54,787
-857
| -2% | -$71.6K |
|
873
Phillips Edison & Co
PECO
$4.45B
| $4.52M | ﹤0.01% |
+135,211
| New | +$4.52M |
|
|
PSB
874
DELISTED
PS Business Parks, Inc.
PSB
| $4.48M | ﹤0.01% |
23,956
-2,106
| -8% | -$394K |
|
875
Kanzhun
BZ
$11.2B
| $4.48M | ﹤0.01% |
+170,397
| New | +$4.48M |
|