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 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$22.6M |
| 2 |
BEAV
B/E Aerospace Inc
BEAV
|
$21.8M |
| 3 |
General Motors
GM
|
$21.4M |
| 4 |
Intercontinental Exchange
ICE
|
$20.8M |
| 5 |
Corpay
CPAY
|
$19.9M |
Top Sells
| 1 |
Apple
AAPL
|
$105M |
| 2 |
Exxon Mobil
XOM
|
$63.4M |
| 3 |
DELL
DELL INC
DELL
|
$54.6M |
| 4 |
GE Aerospace
GE
|
$47.3M |
| 5 |
Visa
V
|
$37.4M |
Sector Composition
| 1 | Financials | 15.9% |
| 2 | Technology | 12.91% |
| 3 | Healthcare | 12.83% |
| 4 | Energy | 10.83% |
| 5 | Industrials | 10.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BMR
651
DELISTED
BIOMED REALTY TRUST INC
BMR
| $2.19M | ﹤0.01% |
119,871
-5,451
| -4% | -$99.7K |
|
|
SRC
652
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $2.17M | ﹤0.01% |
49,579
-1,243
| -2% | -$54.5K |
|
|
ACC
653
DELISTED
American Campus Communities, Inc.
ACC
| $2.16M | ﹤0.01% |
65,936
-2,658
| -4% | -$87K |
|
654
Televisa
TV
$1.56B
| $2.13M | ﹤0.01% |
70,800
-18,800
| -21% | -$565K |
|
|
WRI
655
DELISTED
Weingarten Realty Investors
WRI
| $2.1M | ﹤0.01% |
75,277
-2,631
| -3% | -$73.3K |
|
656
Highwoods Properties
HIW
$3.44B
| $2.07M | ﹤0.01% |
56,820
-1,555
| -3% | -$56.5K |
|
|
LHO
657
DELISTED
LaSalle Hotel Properties
LHO
| $2.02M | ﹤0.01% |
64,846
+2,159
| +3% | +$67.4K |
|
658
iShares Europe ETF
IEV
$2.32B
| $2.01M | ﹤0.01% |
42,531
+8,059
| +23% | +$381K |
|
659
Compañía de Minas Buenaventura
BVN
$5.08B
| $2M | ﹤0.01% |
182,559
-12,300
| -6% | -$135K |
|
660
DiamondRock Hospitality
DRH
$1.76B
| $1.97M | ﹤0.01% |
168,955
+42,406
| +34% | +$494K |
|
661
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $1.97M | ﹤0.01% |
21,173
+10,854
| +105% | +$1.01M |
|
662
Douglas Emmett
DEI
$2.83B
| $1.95M | ﹤0.01% |
82,772
-3,101
| -4% | -$73K |
|
|
HME
663
DELISTED
HOME PROPERTIES, INC
HME
| $1.95M | ﹤0.01% |
35,910
-1,026
| -3% | -$55.7K |
|
664
Tanger
SKT
$3.94B
| $1.94M | ﹤0.01% |
60,263
-2,218
| -4% | -$71.3K |
|
|
CBL
665
DELISTED
CBL& Associates Properties, Inc.
CBL
| $1.94M | ﹤0.01% |
107,268
-2,506
| -2% | -$45.3K |
|
666
iShares Core S&P 500 ETF
IVV
$664B
| $1.93M | ﹤0.01% |
10,416
+2,885
| +38% | +$533K |
|
667
RLJ Lodging Trust
RLJ
$1.18B
| $1.88M | ﹤0.01% |
77,503
-3,131
| -4% | -$76.1K |
|
668
Equity Lifestyle Properties
ELS
$12B
| $1.81M | ﹤0.01% |
99,314
-3,532
| -3% | -$64.4K |
|
669
Cemex
CX
$13.6B
| $1.76M | ﹤0.01% |
175,076
-51,942
| -23% | -$522K |
|
|
PDM
670
Piedmont Realty Trust, Inc.
PDM
$1.09B
| $1.76M | ﹤0.01% |
104,841
-4,149
| -4% | -$69.6K |
|
|
EQC
671
DELISTED
Equity Commonwealth
EQC
| $1.66M | ﹤0.01% |
71,230
-2,432
| -3% | -$56.7K |
|
672
iShares Core US Aggregate Bond ETF
AGG
$131B
| $1.65M | ﹤0.01% |
15,490
+12,332
| +391% | +$1.31M |
|
673
EPR Properties
EPR
$4.05B
| $1.62M | ﹤0.01% |
32,766
+1,899
| +6% | +$94.1K |
|
|
PPS
674
DELISTED
Post Properties
PPS
| $1.6M | ﹤0.01% |
34,931
-1,349
| -4% | -$61.6K |
|
|
TRQ
675
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $1.59M | ﹤0.01% |
49,178
-21,099
| -30% | -$682K |
|