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 | |
|---|---|---|---|---|---|---|
851
TAL Education Group
TAL
$6.17B
| $4.64M | ﹤0.01% |
938,340
+63,044
| +7% | +$311K |
|
852
Lufax Holding
LU
$2.61B
| $4.63M | ﹤0.01% |
455,784
-13,671
| -3% | -$139K |
|
853
Legend Biotech
LEGN
$6.66B
| $4.53M | ﹤0.01% |
111,128
+8,612
| +8% | +$351K |
|
854
Guardant Health
GH
$7.5B
| $4.53M | ﹤0.01% |
+84,215
| New | +$4.53M |
|
855
New Mountain Finance
NMFC
$1.13B
| $4.5M | ﹤0.01% |
390,612
-79,609
| -17% | -$918K |
|
856
National Storage Affiliates Trust
NSA
$2.56B
| $4.46M | ﹤0.01% |
107,204
+1,247
| +1% | +$51.9K |
|
857
Hercules Capital
HTGC
$3.49B
| $4.45M | ﹤0.01% |
383,833
-55,482
| -13% | -$643K |
|
|
NVEI
858
DELISTED
Nuvei Corporation Subordinate Voting Shares
NVEI
| $4.43M | ﹤0.01% |
163,680
| – | – |
|
859
Oaktree Specialty Lending
OCSL
$1.23B
| $4.42M | ﹤0.01% |
245,296
-49,686
| -17% | -$894K |
|
860
Independence Realty Trust
IRT
$4.22B
| $4.4M | ﹤0.01% |
263,225
+4,511
| +2% | +$75.5K |
|
861
Editas Medicine
EDIT
$248M
| $4.36M | ﹤0.01% |
355,836
-392,717
| -52% | -$4.81M |
|
862
Cousins Properties
CUZ
$4.95B
| $4.28M | ﹤0.01% |
183,407
+9,048
| +5% | +$211K |
|
863
Terreno Realty
TRNO
$6.1B
| $4.26M | ﹤0.01% |
80,407
-8,173
| -9% | -$433K |
|
864
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $4.25M | ﹤0.01% |
53,200
-18,790
| -26% | -$1.5M |
|
865
Icon
ICLR
$13.6B
| $4.21M | ﹤0.01% |
22,893
| – | – |
|
866
Blackstone Secured Lending
BXSL
$6.72B
| $4.11M | ﹤0.01% |
+180,671
| New | +$4.11M |
|
|
DOC
867
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $4.08M | ﹤0.01% |
271,342
+5,840
| +2% | +$87.8K |
|
868
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$2.89B
| $3.99M | ﹤0.01% |
+68,148
| New | +$3.99M |
|
869
AGCO
AGCO
$8.28B
| $3.97M | ﹤0.01% |
+41,291
| New | +$3.97M |
|
870
Phillips Edison & Co
PECO
$4.54B
| $3.96M | ﹤0.01% |
141,035
+5,824
| +4% | +$163K |
|
|
SGFY
871
DELISTED
Signify Health, Inc.
SGFY
| $3.93M | ﹤0.01% |
134,924
-5,068,271
| -97% | -$148M |
|
872
Telefônica Brasil
VIV
$20.1B
| $3.9M | ﹤0.01% |
518,093
-4,246
| -0.8% | -$31.9K |
|
873
Carlyle Secured Lending
CGBD
$1.01B
| $3.89M | ﹤0.01% |
339,649
| – | – |
|
874
Prospect Capital
PSEC
$1.34B
| $3.79M | ﹤0.01% |
611,754
-253,743
| -29% | -$1.57M |
|
875
Enterprise Products Partners
EPD
$68.6B
| $3.76M | ﹤0.01% |
158,000
| – | – |
|