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 | |
|---|---|---|---|---|---|---|
901
LXP Industrial Trust
LXP
$2.69B
| $3.14M | ﹤0.01% |
342,394
-130
| -0% | -$1.19K |
|
902
RLJ Lodging Trust
RLJ
$1.17B
| $3.11M | ﹤0.01% |
307,461
-66,293
| -18% | -$671K |
|
903
SL Green Realty
SLG
$4.25B
| $3.1M | ﹤0.01% |
77,072
+1,739
| +2% | +$69.8K |
|
904
BP
BP
$88.4B
| $3.08M | ﹤0.01% |
107,879
-18,630
| -15% | -$532K |
|
905
Sabesp
SBS
$15.3B
| $2.98M | ﹤0.01% |
326,814
| – | – |
|
906
Rio Tinto
RIO
$101B
| $2.96M | ﹤0.01% |
53,747
-9,290
| -15% | -$511K |
|
907
Innovative Industrial Properties
IIPR
$1.59B
| $2.9M | ﹤0.01% |
32,815
+544
| +2% | +$48.1K |
|
908
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.83B
| $2.83M | ﹤0.01% |
220,414
+21,801
| +11% | +$280K |
|
909
Personalis
PSNL
$451M
| $2.82M | ﹤0.01% |
950,101
-7,284
| -0.8% | -$21.6K |
|
910
Valmont Industries
VMI
$7.45B
| $2.82M | ﹤0.01% |
+10,479
| New | +$2.82M |
|
911
NetEase
NTES
$84.3B
| $2.8M | ﹤0.01% |
37,063
+19,047
| +106% | +$1.44M |
|
912
SPDR Blackstone Senior Loan ETF
SRLN
$6.97B
| $2.78M | ﹤0.01% |
68,054
-58,577
| -46% | -$2.39M |
|
913
Weibo
WB
$2.83B
| $2.78M | ﹤0.01% |
162,398
| – | – |
|
914
Compañía de Minas Buenaventura
BVN
$5.03B
| $2.76M | ﹤0.01% |
409,739
| – | – |
|
915
MPLX
MPLX
$51.8B
| $2.73M | ﹤0.01% |
91,000
| – | – |
|
916
Coupang
CPNG
$52.4B
| $2.73M | ﹤0.01% |
163,463
+3,021
| +2% | +$50.4K |
|
917
SLR Investment Corp
SLRC
$911M
| $2.64M | ﹤0.01% |
214,488
| – | – |
|
918
BlackRock TCP Capital
TCPC
$611M
| $2.62M | ﹤0.01% |
239,650
-13,994
| -6% | -$153K |
|
919
MidCap Financial Investment
MFIC
$1.22B
| $2.62M | ﹤0.01% |
255,910
-35,325
| -12% | -$361K |
|
|
NLSN
920
DELISTED
Nielsen Holdings plc
NLSN
| $2.59M | ﹤0.01% |
93,454
-396
| -0.4% | -$11K |
|
921
Autoliv
ALV
$9.63B
| $2.48M | ﹤0.01% |
37,263
+16,746
| +82% | +$1.12M |
|
922
Amdocs
DOX
$9.31B
| $2.44M | ﹤0.01% |
30,688
| – | – |
|
923
Sunstone Hotel Investors
SHO
$1.82B
| $2.44M | ﹤0.01% |
258,508
+10,527
| +4% | +$99.2K |
|
924
Alamos Gold
AGI
$13.3B
| $2.43M | ﹤0.01% |
327,665
-56,897
| -15% | -$422K |
|
925
Reliance Steel & Aluminium
RS
$15.5B
| $2.35M | ﹤0.01% |
13,488
+180
| +1% | +$31.4K |
|