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 | |
|---|---|---|---|---|---|---|
876
Darling Ingredients
DAR
$5.01B
| $4.1M | ﹤0.01% |
60,787
-4,101
| -6% | -$277K |
|
|
FTCH
877
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $4.09M | ﹤0.01% |
81,227
+24,230
| +43% | +$1.22M |
|
|
ENIA
878
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
| $4.07M | ﹤0.01% |
563,050
-42,140
| -7% | -$304K |
|
879
SLR Investment Corp
SLRC
$911M
| $4.01M | ﹤0.01% |
215,096
| – | – |
|
880
Gaotu Techedu
GOTU
$887M
| $3.82M | ﹤0.01% |
258,828
+68,282
| +36% | +$1.01M |
|
|
ACIC
881
DELISTED
Atlas Crest Investment Corp.
ACIC
| $3.78M | ﹤0.01% |
379,511
+285,580
| +304% | +$2.84M |
|
882
TFI International
TFII
$7.68B
| $3.76M | ﹤0.01% |
41,211
+1,049
| +3% | +$95.7K |
|
|
GTM
883
ZoomInfo Technologies
GTM
$3.36B
| $3.74M | ﹤0.01% |
+71,719
| New | +$3.74M |
|
884
Lufax Holding
LU
$2.62B
| $3.69M | ﹤0.01% |
81,620
-14,065
| -15% | -$636K |
|
885
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$2.94B
| $3.68M | ﹤0.01% |
38,959
-5,502
| -12% | -$520K |
|
886
RLJ Lodging Trust
RLJ
$1.14B
| $3.58M | ﹤0.01% |
234,741
-32,664
| -12% | -$497K |
|
887
SITE Centers
SITC
$476M
| $3.57M | ﹤0.01% |
303,845
-43,844
| -13% | -$515K |
|
888
Alamos Gold
AGI
$13.7B
| $3.48M | ﹤0.01% |
455,323
-19,832
| -4% | -$152K |
|
|
DADA
889
DELISTED
Dada Nexus
DADA
| $3.32M | ﹤0.01% |
+114,344
| New | +$3.32M |
|
|
BDN
890
Brandywine Realty Trust
BDN
$743M
| $3.32M | ﹤0.01% |
241,849
-36,998
| -13% | -$507K |
|
|
PDM
891
Piedmont Realty Trust, Inc.
PDM
$1.07B
| $3.24M | ﹤0.01% |
175,265
-23,768
| -12% | -$439K |
|
892
Plains GP Holdings
PAGP
$3.66B
| $3.22M | ﹤0.01% |
270,000
| – | – |
|
|
HUYA
893
Huya Inc
HUYA
$783M
| $3.22M | ﹤0.01% |
182,191
-2,651,632
| -94% | -$46.8M |
|
894
CareTrust REIT
CTRE
$7.55B
| $3.15M | ﹤0.01% |
135,456
-19,367
| -13% | -$450K |
|
895
Affirm
AFRM
$28.8B
| $3.03M | ﹤0.01% |
44,939
+12,058
| +37% | +$812K |
|
896
BlackRock TCP Capital
TCPC
$611M
| $3.03M | ﹤0.01% |
219,012
-83,415
| -28% | -$1.15M |
|
897
Barings BDC
BBDC
$991M
| $3.02M | ﹤0.01% |
286,367
| – | – |
|
|
XHR
898
Xenia Hotels & Resorts
XHR
$1.37B
| $3.02M | ﹤0.01% |
161,325
-23,904
| -13% | -$448K |
|
|
GRP.U
899
Granite Real Estate Investment Trust
GRP.U
$3.47B
| $3.02M | ﹤0.01% |
45,364
-3,628
| -7% | -$241K |
|
|
SVC
900
Service Properties Trust
SVC
$476M
| $2.99M | ﹤0.01% |
237,028
-24,470
| -9% | -$308K |
|