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 Trust
GLD
|
$99.7M |
| 2 |
Enbridge
ENB
|
$80.6M |
| 3 |
SBA Communications
SBAC
|
$38.1M |
| 4 |
LLL
L3 Technologies, Inc.
LLL
|
$35M |
| 5 |
Advanced Micro Devices
AMD
|
$32.4M |
Top Sells
| 1 |
SE
Spectra Energy Corp Wi
SE
|
$80.2M |
| 2 |
STJ
St Jude Medical
STJ
|
$62.2M |
| 3 |
LLTC
Linear Technology Corp
LLTC
|
$40.8M |
| 4 |
TWX
Time Warner Inc
TWX
|
$24.7M |
| 5 |
HAR
Harman International Industries
HAR
|
$21.2M |
Sector Composition
| 1 | Financials | 16.64% |
| 2 | Technology | 14.34% |
| 3 | Healthcare | 12.64% |
| 4 | Communication Services | 10.06% |
| 5 | Consumer Discretionary | 9.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Kilroy Realty
KRC
$5.05B
| $6.7M | 0.01% |
92,946
+2,162
| +2% | +$156K |
|
|
WUBA
652
DELISTED
58.COM INC
WUBA
| $6.68M | 0.01% |
188,616
+5,148
| +3% | +$182K |
|
653
W.P. Carey
WPC
$14.9B
| $6.34M | 0.01% |
104,009
-3,973
| -4% | -$242K |
|
654
Gaming and Leisure Properties
GLPI
$13.7B
| $6.28M | 0.01% |
187,983
-5,126
| -3% | -$171K |
|
655
Compañía de Minas Buenaventura
BVN
$5.08B
| $6.22M | 0.01% |
516,359
-2,711
| -0.5% | -$32.6K |
|
656
Omega Healthcare
OHI
$12.7B
| $6.21M | 0.01% |
188,316
-5,310
| -3% | -$175K |
|
|
ACC
657
DELISTED
American Campus Communities, Inc.
ACC
| $6.14M | 0.01% |
129,031
-639
| -0.5% | -$30.4K |
|
658
Equity Lifestyle Properties
ELS
$12B
| $6.08M | 0.01% |
157,716
-2,656
| -2% | -$102K |
|
659
BlackBerry
BB
$2.31B
| $6.05M | 0.01% |
781,943
+24,023
| +3% | +$186K |
|
|
MBT
660
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $5.84M | 0.01% |
529,427
+11,920
| +2% | +$131K |
|
661
Financial Select Sector SPDR Fund
XLF
$53.2B
| $5.46M | 0.01% |
230,000
| – | – |
|
662
Douglas Emmett
DEI
$2.83B
| $5.36M | 0.01% |
139,696
-331
| -0.2% | -$12.7K |
|
|
SVC
663
Service Properties Trust
SVC
$481M
| $5.35M | 0.01% |
169,633
-2,351
| -1% | -$74.1K |
|
664
MPLX
MPLX
$51.5B
| $5.35M | 0.01% |
148,240
| – | – |
|
665
Bausch Health
BHC
$2.72B
| $5.26M | 0.01% |
476,585
+18,727
| +4% | +$207K |
|
666
Industrial Select Sector SPDR Fund
XLI
$23.1B
| $5.21M | 0.01% |
80,000
| – | – |
|
|
HPP
667
Hudson Pacific Properties
HPP
$1.16B
| $5.19M | 0.01% |
149,674
+30,667
| +26% | +$1.06M |
|
668
Sun Communities
SUI
$16.2B
| $5.14M | 0.01% |
63,945
-1,161
| -2% | -$93.3K |
|
669
Weibo
WB
$2.87B
| $4.93M | 0.01% |
94,378
+25,085
| +36% | +$1.31M |
|
670
Health Care Select Sector SPDR Fund
XLV
$34B
| $4.91M | 0.01% |
66,000
| – | – |
|
671
Highwoods Properties
HIW
$3.44B
| $4.81M | 0.01% |
97,930
-866
| -0.9% | -$42.5K |
|
|
SRC
672
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $4.76M | 0.01% |
104,849
-2,027
| -2% | -$92.1K |
|
673
American Homes 4 Rent
AMH
$12.9B
| $4.72M | 0.01% |
205,454
-19,361
| -9% | -$445K |
|
674
EPR Properties
EPR
$4.05B
| $4.58M | 0.01% |
62,231
-1,446
| -2% | -$106K |
|
|
DHC
675
Diversified Healthcare Trust
DHC
$995M
| $4.56M | 0.01% |
225,249
-12,129
| -5% | -$246K |
|