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 | |
|---|---|---|---|---|---|---|
676
Sunstone Hotel Investors
SHO
$1.81B
| $1.58M | ﹤0.01% |
117,797
+12,382
| +12% | +$166K |
|
|
VER
677
DELISTED
VEREIT, Inc.
VER
| $1.49M | ﹤0.01% |
23,505
-818
| -3% | -$52K |
|
|
RPAI
678
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $1.48M | ﹤0.01% |
116,120
-3,321
| -3% | -$42.4K |
|
679
The GEO Group
GEO
$3.01B
| $1.48M | ﹤0.01% |
68,195
-1,432
| -2% | -$31.1K |
|
|
DCT
680
DELISTED
DCT Industrial Trust Inc.
DCT
| $1.41M | ﹤0.01% |
49,446
-1,609
| -3% | -$46K |
|
|
BDN
681
Brandywine Realty Trust
BDN
$747M
| $1.4M | ﹤0.01% |
98,801
-1,890
| -2% | -$26.8K |
|
682
COPT Defense Properties
CDP
$3.4B
| $1.34M | ﹤0.01% |
55,164
-1,984
| -3% | -$48.3K |
|
683
Ryman Hospitality Properties
RHP
$6.31B
| $1.34M | ﹤0.01% |
31,687
-2,800
| -8% | -$118K |
|
|
LSI
684
DELISTED
Life Storage, Inc.
LSI
| $1.33M | ﹤0.01% |
30,381
-966
| -3% | -$42.2K |
|
|
HR
685
DELISTED
Healthcare Realty Trust Incorporated
HR
| $1.32M | ﹤0.01% |
61,598
+352
| +0.6% | +$7.54K |
|
686
LXP Industrial Trust
LXP
$2.65B
| $1.31M | ﹤0.01% |
127,847
+4,419
| +4% | +$45.2K |
|
687
Medical Properties Trust
MPW
$2.64B
| $1.29M | ﹤0.01% |
103,394
-3,074
| -3% | -$38.3K |
|
688
CubeSmart
CUBE
$9.31B
| $1.27M | ﹤0.01% |
79,420
-3,175
| -4% | -$50.9K |
|
689
Pebblebrook Hotel Trust
PEB
$1.38B
| $1.21M | ﹤0.01% |
38,961
-1,402
| -3% | -$43.5K |
|
|
VRE
690
Veris Residential
VRE
$1.47B
| $1.19M | ﹤0.01% |
54,401
-2,590
| -5% | -$56.4K |
|
691
Cousins Properties
CUZ
$4.91B
| $1.16M | ﹤0.01% |
40,333
+531
| +1% | +$15.3K |
|
692
EastGroup Properties
EGP
$8.82B
| $1.15M | ﹤0.01% |
19,856
+374
| +2% | +$21.6K |
|
693
Turkcell
TKC
$4.85B
| $1.14M | ﹤0.01% |
82,700
+11,000
| +15% | +$151K |
|
|
CSG
694
DELISTED
CHAMBERS STR PPTYS COM
CSG
| $1.12M | ﹤0.01% |
146,595
-6,287
| -4% | -$48.2K |
|
695
iShares MSCI Emerging Markets ETF
EEM
$18.9B
| $1.1M | ﹤0.01% |
26,475
-4,797
| -15% | -$199K |
|
696
Healthcare Realty
HR
$6.17B
| $1.09M | ﹤0.01% |
55,369
-1,769
| -3% | -$34.9K |
|
697
First Industrial Realty Trust
FR
$6.84B
| $1.09M | ﹤0.01% |
62,251
-2,251
| -3% | -$39.4K |
|
|
BEE
698
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
| $1.08M | ﹤0.01% |
114,461
-4,747
| -4% | -$45K |
|
699
Ecopetrol
EC
$18.5B
| $1.07M | ﹤0.01% |
28,077
-51
| -0.2% | -$1.94K |
|
700
YPF
YPF
$11.7B
| $1.03M | ﹤0.01% |
30,900
+11,100
| +56% | +$369K |
|