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 |
Broadcom
AVGO
|
$316M |
| 2 |
Apple
AAPL
|
$191M |
| 3 |
Amazon
AMZN
|
$190M |
| 4 |
AT&T
T
|
$158M |
| 5 |
Microsoft
MSFT
|
$138M |
Top Sells
| 1 |
TWX
Time Warner Inc
TWX
|
$220M |
| 2 |
SPDR Gold Trust
GLD
|
$159M |
| 3 |
MON
Monsanto Co
MON
|
$155M |
| 4 |
Keurig Dr Pepper
KDP
|
$68.9M |
| 5 |
Travel + Leisure Co
TNL
|
$32.5M |
Sector Composition
| 1 | Technology | 17.57% |
| 2 | Financials | 16.57% |
| 3 | Healthcare | 11.92% |
| 4 | Consumer Discretionary | 11.02% |
| 5 | Communication Services | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
U-Haul Holding Co
UHAL
$11B
| $8.43M | 0.01% |
236,810
+22,050
| +10% | +$785K |
|
677
iShares MSCI India ETF
INDA
$9.26B
| $8.43M | 0.01% |
253,116
+177,603
| +235% | +$5.91M |
|
678
Equity Lifestyle Properties
ELS
$12B
| $8.25M | 0.01% |
179,612
+10,486
| +6% | +$482K |
|
679
Sun Communities
SUI
$16.3B
| $8.05M | 0.01% |
82,241
+5,963
| +8% | +$584K |
|
680
Kilroy Realty
KRC
$4.95B
| $7.57M | 0.01% |
100,126
+5,399
| +6% | +$408K |
|
681
W.P. Carey
WPC
$14.8B
| $7.27M | 0.01% |
111,920
+8,264
| +8% | +$537K |
|
682
Gaming and Leisure Properties
GLPI
$13.6B
| $7.26M | 0.01% |
202,910
+11,133
| +6% | +$399K |
|
683
GDS Holdings
GDS
$6.19B
| $7.24M | 0.01% |
+180,636
| New | +$7.24M |
|
|
BZUN
684
Baozun
BZUN
$209M
| $7.17M | 0.01% |
131,152
-357,840
| -73% | -$19.6M |
|
|
WPZ
685
DELISTED
Williams Partners L.P.
WPZ
| $6.94M | 0.01% |
171,000
-13,000
| -7% | -$528K |
|
|
AIV
686
Aimco
AIV
$1.11B
| $6.77M | 0.01% |
1,201,261
+64,371
| +6% | +$363K |
|
687
Compañía de Minas Buenaventura
BVN
$5.01B
| $6.71M | 0.01% |
492,624
+13,710
| +3% | +$187K |
|
|
BEST
688
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
| $6.6M | 0.01% |
27,013
| – | – |
|
689
Douglas Emmett
DEI
$2.8B
| $6.51M | 0.01% |
162,058
+8,370
| +5% | +$336K |
|
690
Park Hotels & Resorts
PK
$2.42B
| $6.49M | 0.01% |
211,880
+12,615
| +6% | +$386K |
|
691
MPLX
MPLX
$51B
| $6.43M | 0.01% |
188,240
+28,000
| +17% | +$956K |
|
|
DCT
692
DELISTED
DCT Industrial Trust Inc.
DCT
| $6.37M | 0.01% |
95,495
+6,369
| +7% | +$425K |
|
693
Omega Healthcare
OHI
$12.6B
| $6.26M | 0.01% |
201,802
+13,536
| +7% | +$420K |
|
|
FCE.A
694
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $6.19M | 0.01% |
271,318
+14,053
| +5% | +$321K |
|
695
CubeSmart
CUBE
$9.47B
| $5.97M | 0.01% |
185,358
+10,193
| +6% | +$328K |
|
|
ACC
696
DELISTED
American Campus Communities, Inc.
ACC
| $5.95M | 0.01% |
138,807
+8,880
| +7% | +$381K |
|
697
iShares Latin America 40 ETF
ILF
$1.77B
| $5.92M | 0.01% |
200,000
+120,200
| +151% | +$3.56M |
|
|
TTM
698
DELISTED
Tata Motors Limited
TTM
| $5.92M | 0.01% |
+302,714
| New | +$5.92M |
|
|
CONE
699
DELISTED
CyrusOne Inc Common Stock
CONE
| $5.88M | 0.01% |
100,684
+7,033
| +8% | +$410K |
|
700
American Homes 4 Rent
AMH
$12.9B
| $5.82M | 0.01% |
262,549
+19,597
| +8% | +$435K |
|