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 | |
|---|---|---|---|---|---|---|
876
Aurora
AUR
$10.1B
| $4.39M | ﹤0.01% |
+2,296,208
| New | +$4.39M |
|
877
Sony
SONY
$171B
| $4.36M | ﹤0.01% |
266,720
+238,275
| +838% | +$3.9M |
|
878
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.7B
| $4.32M | ﹤0.01% |
39,261
+284
| +0.7% | +$31.2K |
|
879
Carlyle Secured Lending
CGBD
$1B
| $4.31M | ﹤0.01% |
339,649
-27,818
| -8% | -$353K |
|
880
TAL Education Group
TAL
$6.38B
| $4.26M | ﹤0.01% |
875,296
+35,000
| +4% | +$170K |
|
881
EPR Properties
EPR
$4.19B
| $4.22M | ﹤0.01% |
89,822
-7,252
| -7% | -$340K |
|
882
RLJ Lodging Trust
RLJ
$1.14B
| $4.12M | ﹤0.01% |
373,754
+12,882
| +4% | +$142K |
|
883
iShares MSCI USA Value Factor ETF
VLUE
$7.21B
| $4.06M | ﹤0.01% |
44,850
+2,000
| +5% | +$181K |
|
884
AstraZeneca
AZN
$251B
| $3.94M | ﹤0.01% |
59,583
+674
| +1% | +$44.5K |
|
885
VanEck Preferred Securities ex Financials ETF
PFXF
$1.91B
| $3.93M | ﹤0.01% |
217,352
+10,671
| +5% | +$193K |
|
886
TIM SA
TIMB
$10B
| $3.87M | ﹤0.01% |
318,150
-95,731
| -23% | -$1.16M |
|
887
Enterprise Products Partners
EPD
$68.5B
| $3.85M | ﹤0.01% |
158,000
-33,000
| -17% | -$804K |
|
|
VLD
888
DELISTED
Velo3D, Inc.
VLD
| $3.85M | ﹤0.01% |
+79,657
| New | +$3.85M |
|
889
Rio Tinto
RIO
$101B
| $3.85M | ﹤0.01% |
63,037
+461
| +0.7% | +$28.1K |
|
890
Comerica
CMA
$8.9B
| $3.82M | ﹤0.01% |
52,092
+9,768
| +23% | +$717K |
|
891
Bain Capital Specialty
BCSF
$1B
| $3.8M | ﹤0.01% |
279,347
+3,500
| +1% | +$47.6K |
|
892
Weibo
WB
$2.98B
| $3.76M | ﹤0.01% |
162,398
+24,042
| +17% | +$556K |
|
|
JOYY
893
JOYY Inc. American Depositary Shares
JOYY
$3.24B
| $3.69M | ﹤0.01% |
123,487
+13,337
| +12% | +$398K |
|
894
LXP Industrial Trust
LXP
$2.67B
| $3.68M | ﹤0.01% |
342,524
-22,937
| -6% | -$246K |
|
|
EQC
895
DELISTED
Equity Commonwealth
EQC
| $3.65M | ﹤0.01% |
132,539
-15,999
| -11% | -$440K |
|
896
Kornit Digital
KRNT
$661M
| $3.6M | ﹤0.01% |
113,588
+7,093
| +7% | +$225K |
|
897
BP
BP
$89.5B
| $3.59M | ﹤0.01% |
126,509
+928
| +0.7% | +$26.3K |
|
898
Innovative Industrial Properties
IIPR
$1.58B
| $3.55M | ﹤0.01% |
32,271
-1,111
| -3% | -$122K |
|
899
SL Green Realty
SLG
$4.29B
| $3.48M | ﹤0.01% |
+75,333
| New | +$3.48M |
|
900
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.73B
| $3.44M | ﹤0.01% |
198,613
+32,502
| +20% | +$562K |
|