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 |
Nutrien
NTR
|
+$86.1M |
| 2 |
WP
Worldpay, Inc.
WP
|
+$72.2M |
| 3 |
Interactive Brokers
IBKR
|
+$52M |
| 4 |
Johnson & Johnson
JNJ
|
+$49.1M |
| 5 |
iShares Gold Trust
IAU
|
+$48.6M |
Top Sells
| 1 |
Alibaba
BABA
|
+$58.9M |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
+$48.6M |
| 3 |
AGU
Agrium
AGU
|
+$45.3M |
| 4 |
CME Group
CME
|
+$37.4M |
| 5 |
Cisco
CSCO
|
+$31.4M |
Sector Composition
| 1 | Financials | 17.44% |
| 2 | Technology | 16.68% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 10.68% |
| 5 | Communication Services | 9.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Equity Lifestyle Properties
ELS
$11.9B
| $7.42M | 0.01% |
169,126
+8,806
| +5% | +$386K |
|
677
U-Haul Holding Co
UHAL
$10.9B
| $7.41M | 0.01% |
214,760
+2,000
| +0.9% | +$69K |
|
678
Compañía de Minas Buenaventura
BVN
$5.08B
| $7.29M | 0.01% |
478,914
| – | – |
|
679
Sun Communities
SUI
$16.2B
| $6.97M | 0.01% |
76,278
+3,539
| +5% | +$323K |
|
680
Kilroy Realty
KRC
$5.05B
| $6.72M | 0.01% |
94,727
+4,485
| +5% | +$318K |
|
681
Infosys
INFY
$69.6B
| $6.44M | 0.01% |
721,824
-9,180
| -1% | -$81.9K |
|
682
Gaming and Leisure Properties
GLPI
$13.6B
| $6.42M | 0.01% |
191,777
+9,058
| +5% | +$303K |
|
|
WPZ
683
DELISTED
Williams Partners L.P.
WPZ
| $6.34M | 0.01% |
184,000
| – | – |
|
684
W.P. Carey
WPC
$14.7B
| $6.29M | 0.01% |
103,656
+2,589
| +3% | +$157K |
|
|
TSRO
685
DELISTED
TESARO, Inc.
TSRO
| $6.25M | 0.01% |
109,417
+275
| +0.3% | +$15.7K |
|
|
AIV
686
Aimco
AIV
$1.1B
| $6.17M | 0.01% |
1,136,890
+34,163
| +3% | +$185K |
|
687
POSCO
PKX
$15.4B
| $6.12M | 0.01% |
77,608
+2,464
| +3% | +$194K |
|
688
Industrial Select Sector SPDR Fund
XLI
$23.2B
| $5.94M | 0.01% |
80,000
| – | – |
|
689
Douglas Emmett
DEI
$2.77B
| $5.65M | 0.01% |
153,688
+8,575
| +6% | +$315K |
|
|
BEST
690
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
| $5.57M | 0.01% |
27,013
+3,262
| +14% | +$672K |
|
691
Park Hotels & Resorts
PK
$2.37B
| $5.38M | 0.01% |
199,265
+22,116
| +12% | +$598K |
|
692
MPLX
MPLX
$51.1B
| $5.29M | 0.01% |
160,240
+10,000
| +7% | +$330K |
|
693
Healthcare Realty
HR
$6.4B
| $5.24M | 0.01% |
197,960
+11,701
| +6% | +$309K |
|
|
FCE.A
694
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $5.21M | 0.01% |
257,265
+12,628
| +5% | +$256K |
|
695
Materials Select Sector SPDR Fund
XLB
$5.52B
| $5.18M | 0.01% |
91,000
| – | – |
|
696
Nice
NICE
$8.83B
| $5.11M | 0.01% |
54,379
-31,492
| -37% | -$2.96M |
|
697
Omega Healthcare
OHI
$12.8B
| $5.09M | 0.01% |
188,266
+6,811
| +4% | +$184K |
|
|
DCT
698
DELISTED
DCT Industrial Trust Inc.
DCT
| $5.02M | 0.01% |
89,126
+3,418
| +4% | +$193K |
|
|
ACC
699
DELISTED
American Campus Communities, Inc.
ACC
| $5.02M | 0.01% |
129,927
+4,586
| +4% | +$177K |
|
700
CubeSmart
CUBE
$9.38B
| $4.94M | 0.01% |
175,165
+6,728
| +4% | +$190K |
|