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
|
$87.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$85.3M |
| 3 |
GE HealthCare
GEHC
|
$83.7M |
| 4 |
Atlassian
TEAM
|
$63.8M |
| 5 |
Tesla
TSLA
|
$63.1M |
Top Sells
| 1 |
Apple
AAPL
|
$215M |
| 2 |
Deere & Co
DE
|
$123M |
| 3 |
iShares Gold Trust
IAU
|
$114M |
| 4 |
Exact Sciences
EXAS
|
$108M |
| 5 |
GE Aerospace
GE
|
$86.4M |
Sector Composition
| 1 | Technology | 27.2% |
| 2 | Healthcare | 13.84% |
| 3 | Financials | 12.26% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
SPDR Blackstone Senior Loan ETF
SRLN
$6.97B
| $2.94M | ﹤0.01% |
71,013
-2,919
| -4% | -$121K |
|
877
MINISO
MNSO
$7.49B
| $2.9M | ﹤0.01% |
+163,265
| New | +$2.9M |
|
878
Compañía de Minas Buenaventura
BVN
$5.08B
| $2.84M | ﹤0.01% |
347,011
| – | – |
|
879
Lindsay Corp
LNN
$1.53B
| $2.84M | ﹤0.01% |
18,772
+1,109
| +6% | +$168K |
|
880
Vornado Realty Trust
VNO
$7.93B
| $2.82M | ﹤0.01% |
183,298
-44,169
| -19% | -$679K |
|
881
Personalis
PSNL
$465M
| $2.81M | ﹤0.01% |
1,018,713
+128,843
| +14% | +$356K |
|
882
BlackRock TCP Capital
TCPC
$616M
| $2.79M | ﹤0.01% |
270,663
+20,436
| +8% | +$210K |
|
883
SLR Investment Corp
SLRC
$911M
| $2.69M | ﹤0.01% |
178,541
-18,569
| -9% | -$279K |
|
884
Reinsurance Group of America
RGA
$12.8B
| $2.67M | ﹤0.01% |
20,135
-939
| -4% | -$125K |
|
|
XHR
885
Xenia Hotels & Resorts
XHR
$1.38B
| $2.65M | ﹤0.01% |
202,272
-1,489
| -0.7% | -$19.5K |
|
886
Macerich
MAC
$4.74B
| $2.65M | ﹤0.01% |
249,672
+10,161
| +4% | +$108K |
|
887
Enterprise Products Partners
EPD
$68.6B
| $2.62M | ﹤0.01% |
101,000
| – | – |
|
888
Flex
FLEX
$20.8B
| $2.6M | ﹤0.01% |
149,740
| – | – |
|
889
Four Corners Property Trust
FCPT
$2.73B
| $2.59M | ﹤0.01% |
96,331
+3,772
| +4% | +$101K |
|
|
EQC
890
DELISTED
Equity Commonwealth
EQC
| $2.55M | ﹤0.01% |
123,162
-95
| -0.1% | -$1.97K |
|
|
TDCX
891
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
| $2.55M | ﹤0.01% |
286,072
-127,546
| -31% | -$1.14M |
|
892
Guardant Health
GH
$7.5B
| $2.54M | ﹤0.01% |
108,198
+29,886
| +38% | +$701K |
|
893
SITE Centers
SITC
$490M
| $2.52M | ﹤0.01% |
263,186
-1,429,432
| -84% | -$13.7M |
|
|
JOYY
894
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $2.48M | ﹤0.01% |
79,431
-2,963
| -4% | -$92.4K |
|
895
Innovative Industrial Properties
IIPR
$1.61B
| $2.47M | ﹤0.01% |
32,529
+1,277
| +4% | +$97K |
|
896
NetEase
NTES
$85B
| $2.47M | ﹤0.01% |
27,907
-3,396
| -11% | -$300K |
|
897
MidCap Financial Investment
MFIC
$1.22B
| $2.4M | ﹤0.01% |
210,207
-37,350
| -15% | -$426K |
|
898
iShares MSCI South Korea ETF
EWY
$5.22B
| $2.39M | ﹤0.01% |
39,081
+31,781
| +435% | +$1.95M |
|
899
Tanger
SKT
$3.94B
| $2.39M | ﹤0.01% |
121,702
+5,329
| +5% | +$105K |
|
900
Lufax Holding
LU
$2.61B
| $2.33M | ﹤0.01% |
286,064
-23,087
| -7% | -$188K |
|