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 |
Meta Platforms (Facebook)
META
|
$83M |
| 2 |
Microsoft
MSFT
|
$35.8M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$35.4M |
| 4 |
Bristol-Myers Squibb
BMY
|
$29.5M |
| 5 |
AT&T
T
|
$27.9M |
Top Sells
| 1 |
BRCM
BROADCOM CORP CL-A
BRCM
|
$89.8M |
| 2 |
PCP
PRECISION CASTPARTS CORP
PCP
|
$86.4M |
| 3 |
Apple
AAPL
|
$27.4M |
| 4 |
GMCR
KEURIG GREEN MTN INC
GMCR
|
$26.8M |
| 5 |
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
|
$25.5M |
Sector Composition
| 1 | Financials | 14.77% |
| 2 | Technology | 13.38% |
| 3 | Healthcare | 13.19% |
| 4 | Communication Services | 10.35% |
| 5 | Consumer Discretionary | 9.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Kilroy Realty
KRC
$5.05B
| $4.26M | 0.01% |
68,838
+2,311
| +3% | +$143K |
|
677
CubeSmart
CUBE
$9.52B
| $4.21M | 0.01% |
126,319
+269
| +0.2% | +$8.96K |
|
|
SNP
678
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
| $4.09M | 0.01% |
62,790
-11,200
| -15% | -$730K |
|
679
SITE Centers
SITC
$490M
| $3.96M | 0.01% |
172,544
+377
| +0.2% | +$8.64K |
|
|
YOKU
680
DELISTED
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
| $3.82M | 0.01% |
139,039
+9,498
| +7% | +$261K |
|
681
Petrobras
PBR
$78.7B
| $3.81M | 0.01% |
651,650
-79,400
| -11% | -$464K |
|
|
BPL
682
DELISTED
Buckeye Partners, L.P.
BPL
| $3.81M | 0.01% |
56,000
+13,000
| +30% | +$883K |
|
|
SRC
683
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $3.63M | 0.01% |
71,954
+372
| +0.5% | +$18.8K |
|
684
Materials Select Sector SPDR Fund
XLB
$5.52B
| $3.57M | 0.01% |
+79,610
| New | +$3.57M |
|
685
Utilities Select Sector SPDR Fund
XLU
$20.7B
| $3.57M | 0.01% |
+71,872
| New | +$3.57M |
|
686
Compañía de Minas Buenaventura
BVN
$5.08B
| $3.47M | 0.01% |
471,970
-7,989
| -2% | -$58.8K |
|
|
LSI
687
DELISTED
Life Storage, Inc.
LSI
| $3.46M | 0.01% |
44,016
+3,939
| +10% | +$310K |
|
|
FCE.A
688
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $3.39M | 0.01% |
+160,939
| New | +$3.39M |
|
689
Highwoods Properties
HIW
$3.44B
| $3.38M | 0.01% |
70,706
+210
| +0.3% | +$10K |
|
|
WRI
690
DELISTED
Weingarten Realty Investors
WRI
| $3.38M | 0.01% |
90,054
+3,404
| +4% | +$128K |
|
691
Energy Select Sector SPDR Fund
XLE
$26.7B
| $3.29M | 0.01% |
+53,179
| New | +$3.29M |
|
|
SVC
692
Service Properties Trust
SVC
$481M
| $3.29M | 0.01% |
123,781
+7,149
| +6% | +$190K |
|
693
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $3.24M | 0.01% |
60,984
-652
| -1% | -$34.6K |
|
|
TCO
694
DELISTED
Taubman Centers Inc.
TCO
| $3.15M | 0.01% |
44,200
+14
| +0% | +$997 |
|
|
DHC
695
Diversified Healthcare Trust
DHC
$995M
| $3.14M | 0.01% |
175,528
+169
| +0.1% | +$3.02K |
|
696
Sun Communities
SUI
$16.2B
| $3.11M | 0.01% |
43,414
+2,001
| +5% | +$143K |
|
697
EPR Properties
EPR
$4.05B
| $3.06M | 0.01% |
45,940
+3,751
| +9% | +$250K |
|
698
Douglas Emmett
DEI
$2.83B
| $3.06M | 0.01% |
101,463
+207
| +0.2% | +$6.23K |
|
|
CIE
699
DELISTED
Cobalt International Energy, Inc
CIE
| $2.93M | 0.01% |
65,687
+26,773
| +69% | +$1.19M |
|
700
CoreCivic
CXW
$2.11B
| $2.83M | ﹤0.01% |
88,172
+567
| +0.6% | +$18.2K |
|