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 |
DuPont de Nemours
DD
|
$234M |
| 2 |
Alibaba
BABA
|
$82.3M |
| 3 |
iShares Gold Trust
IAU
|
$79.6M |
| 4 |
Baker Hughes
BKR
|
$43.6M |
| 5 |
Meta Platforms (Facebook)
META
|
$39.6M |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$211M |
| 2 |
RAI
Reynolds American Inc
RAI
|
$169M |
| 3 |
BHI
Baker Hughes
BHI
|
$65.5M |
| 4 |
WFM
Whole Foods Market Inc
WFM
|
$39.8M |
| 5 |
Bank of America
BAC
|
$24.7M |
Sector Composition
| 1 | Financials | 17.23% |
| 2 | Technology | 15.13% |
| 3 | Healthcare | 12.68% |
| 4 | Communication Services | 10.08% |
| 5 | Consumer Discretionary | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
W.P. Carey
WPC
$14.5B
| $6.81M | 0.01% |
101,052
-1,137
| -1% | -$76.6K |
|
677
Kilroy Realty
KRC
$4.85B
| $6.57M | 0.01% |
92,332
-930
| -1% | -$66.1K |
|
|
AIV
678
Aimco
AIV
$1.1B
| $6.47M | 0.01% |
147,396
-1,891
| -1% | -$82.9K |
|
|
FCE.A
679
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $6.4M | 0.01% |
250,907
+45,037
| +22% | +$1.15M |
|
680
Sun Communities
SUI
$15.6B
| $6.37M | 0.01% |
74,387
+7,573
| +11% | +$649K |
|
|
MZOR
681
DELISTED
Mazor Robotics Ltd.
MZOR
| $6.37M | 0.01% |
+129,036
| New | +$6.37M |
|
682
Compañía de Minas Buenaventura
BVN
$4.99B
| $6.16M | 0.01% |
481,214
-17,300
| -3% | -$221K |
|
683
Omega Healthcare
OHI
$12.6B
| $5.95M | 0.01% |
186,324
-1,808
| -1% | -$57.7K |
|
684
Healthcare Realty
HR
$6.08B
| $5.69M | 0.01% |
190,852
+7,795
| +4% | +$232K |
|
|
ACC
685
DELISTED
American Campus Communities, Inc.
ACC
| $5.69M | 0.01% |
128,764
-180
| -0.1% | -$7.95K |
|
686
Industrial Select Sector SPDR Fund
XLI
$23.1B
| $5.68M | 0.01% |
80,000
| – | – |
|
687
Douglas Emmett
DEI
$2.71B
| $5.68M | 0.01% |
143,991
+4,380
| +3% | +$173K |
|
|
MBT
688
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $5.65M | 0.01% |
540,864
-29,431
| -5% | -$307K |
|
689
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $5.39M | 0.01% |
66,000
| – | – |
|
690
MPLX
MPLX
$51.9B
| $5.26M | 0.01% |
150,240
+2,000
| +1% | +$70K |
|
691
Materials Select Sector SPDR Fund
XLB
$5.49B
| $5.17M | 0.01% |
+91,000
| New | +$5.17M |
|
692
Financial Select Sector SPDR Fund
XLF
$53.7B
| $5.12M | 0.01% |
198,000
-32,000
| -14% | -$827K |
|
|
DCT
693
DELISTED
DCT Industrial Trust Inc.
DCT
| $5.11M | 0.01% |
88,272
-615
| -0.7% | -$35.6K |
|
694
Highwoods Properties
HIW
$3.38B
| $5.09M | 0.01% |
97,751
-537
| -0.5% | -$28K |
|
|
CONE
695
DELISTED
CyrusOne Inc Common Stock
CONE
| $5.07M | 0.01% |
86,038
+12,085
| +16% | +$712K |
|
696
ICICI Bank
IBN
$113B
| $5.07M | 0.01% |
591,751
+465,005
| +367% | +$3.98M |
|
|
HPP
697
Hudson Pacific Properties
HPP
$1.07B
| $4.85M | 0.01% |
144,647
-5,617
| -4% | -$188K |
|
|
SVC
698
Service Properties Trust
SVC
$439M
| $4.8M | 0.01% |
168,457
-1,395
| -0.8% | -$39.7K |
|
699
Energy Select Sector SPDR Fund
XLE
$27.7B
| $4.79M | 0.01% |
70,000
-53,000
| -43% | -$3.63M |
|
700
Park Hotels & Resorts
PK
$2.32B
| $4.6M | 0.01% |
167,005
+20,547
| +14% | +$566K |
|