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 |
Mastercard
MA
|
$179M |
| 2 |
Verizon
VZ
|
$134M |
| 3 |
Toronto Dominion Bank
TD
|
$113M |
| 4 |
Cognizant
CTSH
|
$40.4M |
| 5 |
VRN
Veren
VRN
|
$35.4M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$819M |
| 2 |
Merck
MRK
|
$41.9M |
| 3 |
Apple
AAPL
|
$38.2M |
| 4 |
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
|
$32.8M |
| 5 |
Exxon Mobil
XOM
|
$29.7M |
Sector Composition
| 1 | Financials | 16.37% |
| 2 | Healthcare | 13.42% |
| 3 | Technology | 13.33% |
| 4 | Energy | 10.81% |
| 5 | Industrials | 10% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
The GEO Group
GEO
$2.94B
| $1.57M | ﹤0.01% | 48,619 +3,156 | +7% | +$102K |
|
677
COPT Defense Properties
CDP
$3.25B
| $1.57M | ﹤0.01% | 58,761 +3,597 | +7% | +$95.8K |
|
678
DiamondRock Hospitality
DRH
$1.75B
| $1.55M | ﹤0.01% | 131,557 -37,398 | -22% | -$439K |
|
|
HR
679
DELISTED
Healthcare Realty Trust Incorporated
HR
| $1.53M | ﹤0.01% | 63,487 +1,889 | +3% | +$45.6K |
|
|
BDN
680
Brandywine Realty Trust
BDN
$740M
| $1.53M | ﹤0.01% | 105,927 +7,126 | +7% | +$103K |
|
681
LXP Industrial Trust
LXP
$2.69B
| $1.49M | ﹤0.01% | 136,939 +9,092 | +7% | +$99.2K |
|
682
CubeSmart
CUBE
$9.33B
| $1.49M | ﹤0.01% | 86,575 +7,155 | +9% | +$123K |
|
683
Ryman Hospitality Properties
RHP
$6.22B
| $1.46M | ﹤0.01% | 34,236 +2,549 | +8% | +$108K |
|
684
Medical Properties Trust
MPW
$2.7B
| $1.42M | ﹤0.01% | 111,284 +7,890 | +8% | +$101K |
|
685
Pebblebrook Hotel Trust
PEB
$1.32B
| $1.41M | ﹤0.01% | 41,818 +2,857 | +7% | +$96.5K |
|
686
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
| $1.39M | ﹤0.01% | 12,512 -17,531 | -58% | -$1.95M |
|
687
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $1.38M | ﹤0.01% | 14,586 -6,587 | -31% | -$622K |
|
688
Healthcare Realty
HR
$6.11B
| $1.37M | ﹤0.01% | 120,510 +9,773 | +9% | +$111K |
|
689
Cousins Properties
CUZ
$4.95B
| $1.37M | ﹤0.01% | 118,969 +5,115 | +4% | +$58.7K |
|
690
First Industrial Realty Trust
FR
$6.97B
| $1.32M | ﹤0.01% | 68,262 +6,011 | +10% | +$116K |
|
691
EastGroup Properties
EGP
$9.04B
| $1.29M | ﹤0.01% | 20,534 +678 | +3% | +$42.7K |
|
|
CSG
692
DELISTED
CHAMBERS STR PPTYS COM
CSG
| $1.25M | ﹤0.01% | 161,055 +14,460 | +10% | +$112K |
|
|
VRE
693
Veris Residential
VRE
$1.47B
| $1.24M | ﹤0.01% | 59,434 +5,033 | +9% | +$105K |
|
|
BEE
694
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
| $1.21M | ﹤0.01% | 118,398 +3,937 | +3% | +$40.1K |
|
695
Grupo Cibest S.A. American Depositary Shares (each representing four (4) Preferred Shares)
CIB
$12.1B
| $1.2M | ﹤0.01% | 21,297 +1,606 | +8% | +$90.7K |
|
696
Ecopetrol
EC
$19.3B
| $1.19M | ﹤0.01% | 29,216 +1,139 | +4% | +$46.5K |
|
697
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.38B
| $1.19M | ﹤0.01% | 20,034 -24,633 | -55% | -$1.46M |
|
698
Sun Communities
SUI
$15.9B
| $1.15M | ﹤0.01% | 25,572 +3,978 | +18% | +$179K |
|
699
National Health Investors
NHI
$3.72B
| $1.13M | ﹤0.01% | 18,760 +772 | +4% | +$46.7K |
|
|
PSB
700
DELISTED
PS Business Parks, Inc.
PSB
| $1.13M | ﹤0.01% | 13,453 +606 | +5% | +$50.7K |
|