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 |
Kraft Heinz
KHC
|
$117M |
| 2 |
PayPal
PYPL
|
$106M |
| 3 |
Netflix
NFLX
|
$100M |
| 4 |
AT&T
T
|
$70.1M |
| 5 |
Apple
AAPL
|
$55.2M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$833M |
| 2 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$137M |
| 3 |
DTV
DIRECTV COM STK (DE)
DTV
|
$115M |
| 4 |
HSP
HOSPIRA INC
HSP
|
$40M |
| 5 |
NiSource
NI
|
$38.3M |
Sector Composition
| 1 | Financials | 16.22% |
| 2 | Healthcare | 14.18% |
| 3 | Technology | 13.72% |
| 4 | Consumer Discretionary | 9.5% |
| 5 | Industrials | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
HDFC Bank
HDB
$178B
| $3.59M | 0.01% |
58,695
-22,079
| -27% | -$1.35M |
|
677
NNN REIT
NNN
$7.99B
| $3.52M | 0.01% |
96,983
+2,788
| +3% | +$101K |
|
678
Equity Lifestyle Properties
ELS
$11.6B
| $3.47M | 0.01% |
59,311
+3,762
| +7% | +$220K |
|
679
SITE Centers
SITC
$479M
| $3.4M | 0.01% |
221,206
+12,190
| +6% | +$187K |
|
|
ERF
680
DELISTED
Enerplus Corporation
ERF
| $3.38M | 0.01% |
695,600
-21,455
| -3% | -$104K |
|
681
TransAlta
TAC
$3.61B
| $3.31M | 0.01% |
715,334
-9,450
| -1% | -$43.7K |
|
682
CubeSmart
CUBE
$9.18B
| $3.28M | 0.01% |
120,530
+3,704
| +3% | +$101K |
|
|
NRF
683
DELISTED
NorthStar Realty Finance Corp.
NRF
| $3.27M | 0.01% |
264,652
+76,282
| +40% | +$942K |
|
|
HME
684
DELISTED
HOME PROPERTIES, INC
HME
| $3.12M | 0.01% |
41,729
+1,307
| +3% | +$97.7K |
|
|
TCO
685
DELISTED
Taubman Centers Inc.
TCO
| $3.07M | 0.01% |
44,370
+1,104
| +3% | +$76.3K |
|
|
ACC
686
DELISTED
American Campus Communities, Inc.
ACC
| $3.02M | 0.01% |
83,377
+5,971
| +8% | +$216K |
|
|
SVC
687
Service Properties Trust
SVC
$446M
| $2.98M | 0.01% |
116,386
+8,025
| +7% | +$205K |
|
|
BMR
688
DELISTED
BIOMED REALTY TRUST INC
BMR
| $2.95M | 0.01% |
147,523
+4,628
| +3% | +$92.5K |
|
|
SRC
689
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $2.94M | 0.01% |
321,798
+19,044
| +6% | +$174K |
|
690
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.6B
| $2.93M | 0.01% |
86,400
+15,570
| +22% | +$529K |
|
691
Douglas Emmett
DEI
$2.69B
| $2.9M | 0.01% |
101,065
+7,206
| +8% | +$207K |
|
692
Compañía de Minas Buenaventura
BVN
$4.96B
| $2.9M | 0.01% |
485,959
-10,700
| -2% | -$63.8K |
|
|
WRI
693
DELISTED
Weingarten Realty Investors
WRI
| $2.88M | 0.01% |
86,935
+3,449
| +4% | +$114K |
|
|
DHC
694
Diversified Healthcare Trust
DHC
$910M
| $2.83M | 0.01% |
174,891
+12,987
| +8% | +$210K |
|
695
Plains All American Pipeline
PAA
$12.5B
| $2.83M | 0.01% |
93,000
| – | – |
|
696
Consumer Discretionary Select Sector SPDR Fund
XLY
$22.9B
| $2.8M | 0.01% |
37,732
-128,716
| -77% | -$9.56M |
|
|
BEE
697
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
| $2.76M | 0.01% |
199,965
+6,978
| +4% | +$96.2K |
|
698
Energy Select Sector SPDR Fund
XLE
$27.6B
| $2.67M | 0.01% |
+43,627
| New | +$2.67M |
|
699
iShares TIPS Bond ETF
TIP
$13.5B
| $2.67M | 0.01% |
24,100
-3,070
| -11% | -$340K |
|
700
Sun Communities
SUI
$15.7B
| $2.61M | 0.01% |
38,511
+3,528
| +10% | +$239K |
|