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 |
Teva Pharmaceuticals
TEVA
|
$96.7M |
| 2 |
Fortis
FTS
|
$35.6M |
| 3 |
CSC
Computer Sciences
CSC
|
$25.9M |
| 4 |
Coty
COTY
|
$25.8M |
| 5 |
Targa Resources
TRGP
|
$25.8M |
Top Sells
Sector Composition
| 1 | Financials | 16.97% |
| 2 | Technology | 13.57% |
| 3 | Healthcare | 12.49% |
| 4 | Communication Services | 9.82% |
| 5 | Consumer Discretionary | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
iShares TIPS Bond ETF
TIP
$13.6B
| $6.78M | 0.01% |
59,900
+4,400
| +8% | +$498K |
|
652
Kilroy Realty
KRC
$5.05B
| $6.65M | 0.01% |
90,784
+25,032
| +38% | +$1.83M |
|
653
Bausch Health
BHC
$2.72B
| $6.63M | 0.01% |
457,858
-15,383
| -3% | -$223K |
|
|
ACC
654
DELISTED
American Campus Communities, Inc.
ACC
| $6.45M | 0.01% |
129,670
+38,886
| +43% | +$1.94M |
|
655
W.P. Carey
WPC
$14.9B
| $6.25M | 0.01% |
107,982
+32,445
| +43% | +$1.88M |
|
656
Omega Healthcare
OHI
$12.7B
| $6.05M | 0.01% |
193,626
+58,359
| +43% | +$1.82M |
|
657
Gaming and Leisure Properties
GLPI
$13.7B
| $5.91M | 0.01% |
193,109
+57,873
| +43% | +$1.77M |
|
658
Compañía de Minas Buenaventura
BVN
$5.08B
| $5.86M | 0.01% |
519,070
+40,300
| +8% | +$455K |
|
659
Equity Lifestyle Properties
ELS
$12B
| $5.78M | 0.01% |
160,372
+46,914
| +41% | +$1.69M |
|
|
SVC
660
Service Properties Trust
SVC
$481M
| $5.46M | 0.01% |
171,984
+41,363
| +32% | +$1.31M |
|
661
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $5.44M | 0.01% |
160,450
+9,400
| +6% | +$319K |
|
662
Financial Select Sector SPDR Fund
XLF
$53.2B
| $5.35M | 0.01% |
+230,000
| New | +$5.35M |
|
663
BlackBerry
BB
$2.31B
| $5.21M | 0.01% |
757,920
-17,146
| -2% | -$118K |
|
|
ERUS
664
DELISTED
iShares MSCI Russia ETF
ERUS
| $5.21M | 0.01% |
155,300
+41,900
| +37% | +$1.4M |
|
|
SRC
665
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $5.21M | 0.01% |
106,876
+32,268
| +43% | +$1.57M |
|
|
WUBA
666
DELISTED
58.COM INC
WUBA
| $5.14M | 0.01% |
183,468
-1,086
| -0.6% | -$30.4K |
|
667
MPLX
MPLX
$51.5B
| $5.13M | 0.01% |
148,240
+61,000
| +70% | +$2.11M |
|
668
Douglas Emmett
DEI
$2.83B
| $5.12M | 0.01% |
140,027
+39,317
| +39% | +$1.44M |
|
669
Highwoods Properties
HIW
$3.44B
| $5.04M | 0.01% |
98,796
+28,579
| +41% | +$1.46M |
|
670
Sun Communities
SUI
$16.2B
| $4.99M | 0.01% |
65,106
+21,759
| +50% | +$1.67M |
|
671
Industrial Select Sector SPDR Fund
XLI
$23.1B
| $4.98M | 0.01% |
80,000
-47,694
| -37% | -$2.97M |
|
672
CubeSmart
CUBE
$9.52B
| $4.81M | 0.01% |
179,581
+53,734
| +43% | +$1.44M |
|
673
American Homes 4 Rent
AMH
$12.9B
| $4.72M | 0.01% |
224,815
+72,766
| +48% | +$1.53M |
|
|
MBT
674
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $4.71M | 0.01% |
517,507
-45,163
| -8% | -$411K |
|
675
EPR Properties
EPR
$4.05B
| $4.57M | 0.01% |
63,677
+18,309
| +40% | +$1.31M |
|