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 | |
|---|---|---|---|---|---|---|
876
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.6B
| $3.73M | ﹤0.01% |
36,435
-2,826
| -7% | -$290K |
|
|
CMPS
877
Compass Pathways
CMPS
$489M
| $3.68M | ﹤0.01% |
343,194
+252,303
| +278% | +$2.71M |
|
878
iShares MSCI USA Value Factor ETF
VLUE
$7.12B
| $3.67M | ﹤0.01% |
44,850
| – | – |
|
879
Comerica
CMA
$9.07B
| $3.66M | ﹤0.01% |
51,486
-606
| -1% | -$43.1K |
|
880
iShares MSCI South Korea ETF
EWY
$5.18B
| $3.61M | ﹤0.01% |
76,312
+64,362
| +539% | +$3.05M |
|
881
Energy Transfer Partners
ET
$60.6B
| $3.59M | ﹤0.01% |
325,000
| – | – |
|
882
Sony
SONY
$167B
| $3.53M | ﹤0.01% |
275,235
+8,515
| +3% | +$109K |
|
883
Quantum-Si Incorporated
QSI
$217M
| $3.49M | ﹤0.01% |
1,268,771
-817
| -0.1% | -$2.25K |
|
884
Spirit AeroSystems
SPR
$4.84B
| $3.45M | ﹤0.01% |
157,364
-5,832
| -4% | -$128K |
|
885
ICICI Bank
IBN
$114B
| $3.41M | ﹤0.01% |
162,571
+47,799
| +42% | +$1M |
|
886
Bain Capital Specialty
BCSF
$1.02B
| $3.35M | ﹤0.01% |
279,347
| – | – |
|
887
TIM SA
TIMB
$10.1B
| $3.34M | ﹤0.01% |
299,150
-19,000
| -6% | -$212K |
|
888
iShares MSCI Taiwan ETF
EWT
$6.16B
| $3.33M | ﹤0.01% |
77,282
+47,281
| +158% | +$2.04M |
|
889
VanEck Preferred Securities ex Financials ETF
PFXF
$1.94B
| $3.32M | ﹤0.01% |
192,919
-24,433
| -11% | -$420K |
|
890
Graphic Packaging
GPK
$6.19B
| $3.31M | ﹤0.01% |
+167,883
| New | +$3.31M |
|
891
Essential Properties Realty Trust
EPRT
$6.09B
| $3.29M | ﹤0.01% |
169,342
+16,693
| +11% | +$325K |
|
|
EQC
892
DELISTED
Equity Commonwealth
EQC
| $3.27M | ﹤0.01% |
134,404
+1,865
| +1% | +$45.4K |
|
893
Reinsurance Group of America
RGA
$13.1B
| $3.27M | ﹤0.01% |
25,953
-698
| -3% | -$87.8K |
|
894
EPR Properties
EPR
$4.05B
| $3.24M | ﹤0.01% |
90,437
+615
| +0.7% | +$22.1K |
|
|
NTST
895
NETSTREIT Corp
NTST
$1.71B
| $3.24M | ﹤0.01% |
181,847
+2,774
| +2% | +$49.4K |
|
896
iShares 20+ Year Treasury Bond ETF
TLT
$48.1B
| $3.24M | ﹤0.01% |
31,612
+7,462
| +31% | +$765K |
|
897
Lamb Weston
LW
$7.77B
| $3.23M | ﹤0.01% |
41,800
+3,790
| +10% | +$293K |
|
898
Broadstone Net Lease
BNL
$3.5B
| $3.22M | ﹤0.01% |
207,164
-92,475
| -31% | -$1.44M |
|
|
JOYY
899
JOYY Inc. American Depositary Shares
JOYY
$3.19B
| $3.19M | ﹤0.01% |
122,487
-1,000
| -0.8% | -$26K |
|
900
AstraZeneca
AZN
$254B
| $3.16M | ﹤0.01% |
57,682
-1,901
| -3% | -$104K |
|