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 |
Alibaba
BABA
|
+$89.9M |
| 2 |
Charter Communications
CHTR
|
+$83.8M |
| 3 |
S&P Global
SPGI
|
+$80.7M |
| 4 |
Baidu
BIDU
|
+$57.4M |
| 5 |
SPDR Gold Trust
GLD
|
+$35.8M |
Top Sells
| 1 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
+$163M |
| 2 |
BXLT
BAXALTA INC COM STK (DE)
BXLT
|
+$75.9M |
| 3 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
+$75.3M |
| 4 |
SNDK
SANDISK CORP
SNDK
|
+$42.5M |
| 5 |
Gilead Sciences
GILD
|
+$40.7M |
Sector Composition
| 1 | Financials | 14.41% |
| 2 | Healthcare | 13.57% |
| 3 | Technology | 12.88% |
| 4 | Communication Services | 10.25% |
| 5 | Consumer Staples | 9.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
NNN REIT
NNN
$8.06B
| $5.42M | 0.01% |
104,874
-509
| -0.5% | -$26.3K |
|
652
BlackBerry
BB
$2.23B
| $5.38M | 0.01% |
804,797
+16,940
| +2% | +$113K |
|
653
Plains All American Pipeline
PAA
$12.1B
| $5.2M | 0.01% |
189,000
-24,000
| -11% | -$660K |
|
|
AIV
654
Aimco
AIV
$1.09B
| $5.1M | 0.01% |
867,614
-6,193
| -0.7% | -$36.4K |
|
|
ACC
655
DELISTED
American Campus Communities, Inc.
ACC
| $4.98M | 0.01% |
94,261
-935
| -1% | -$49.4K |
|
656
W.P. Carey
WPC
$14.8B
| $4.97M | 0.01% |
73,046
-530
| -0.7% | -$36K |
|
657
Equity Lifestyle Properties
ELS
$11.9B
| $4.72M | 0.01% |
118,002
-928
| -0.8% | -$37.1K |
|
658
Gaming and Leisure Properties
GLPI
$13.6B
| $4.67M | 0.01% |
135,479
+68,941
| +104% | +$2.38M |
|
|
MBT
659
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $4.64M | 0.01% |
560,270
+20,931
| +4% | +$173K |
|
|
SRC
660
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $4.45M | 0.01% |
77,669
+5,715
| +8% | +$327K |
|
661
Kilroy Realty
KRC
$4.97B
| $4.4M | 0.01% |
66,387
-2,451
| -4% | -$162K |
|
662
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.6B
| $4.35M | 0.01% |
124,650
-135,700
| -52% | -$4.73M |
|
663
Omega Healthcare
OHI
$12.6B
| $4.13M | 0.01% |
121,609
-1,643
| -1% | -$55.8K |
|
664
SITE Centers
SITC
$476M
| $4.01M | 0.01% |
171,663
-881
| -0.5% | -$20.6K |
|
665
CubeSmart
CUBE
$9.29B
| $3.89M | 0.01% |
126,065
-254
| -0.2% | -$7.84K |
|
666
Highwoods Properties
HIW
$3.44B
| $3.72M | 0.01% |
70,456
-250
| -0.4% | -$13.2K |
|
667
EPR Properties
EPR
$4.21B
| $3.7M | 0.01% |
45,796
-144
| -0.3% | -$11.6K |
|
668
iShares MSCI South Korea ETF
EWY
$5.32B
| $3.69M | 0.01% |
70,851
-20,290
| -22% | -$1.06M |
|
669
Sun Communities
SUI
$16.3B
| $3.66M | 0.01% |
47,737
+4,323
| +10% | +$331K |
|
|
BPL
670
DELISTED
Buckeye Partners, L.P.
BPL
| $3.66M | 0.01% |
52,000
-4,000
| -7% | -$281K |
|
|
WRI
671
DELISTED
Weingarten Realty Investors
WRI
| $3.65M | 0.01% |
89,512
-542
| -0.6% | -$22.1K |
|
|
DHC
672
Diversified Healthcare Trust
DHC
$1.03B
| $3.64M | 0.01% |
174,762
-766
| -0.4% | -$16K |
|
673
Douglas Emmett
DEI
$2.7B
| $3.59M | 0.01% |
100,962
-501
| -0.5% | -$17.8K |
|
|
FCE.A
674
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $3.57M | 0.01% |
159,958
-981
| -0.6% | -$21.9K |
|
|
SVC
675
Service Properties Trust
SVC
$476M
| $3.55M | 0.01% |
123,331
-450
| -0.4% | -$13K |
|