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 |
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
|
$81.9M |
| 2 |
Exxon Mobil
XOM
|
$66M |
| 3 |
POT
Potash Corp Of Saskatchewan
POT
|
$60.3M |
| 4 |
Freeport-McMoran
FCX
|
$59.3M |
| 5 |
MON
Monsanto Co
MON
|
$58.4M |
Top Sells
| 1 |
FRX
FOREST LABORATORIES INC
FRX
|
$68.3M |
| 2 |
Apple
AAPL
|
$58.6M |
| 3 |
Citigroup
C
|
$36.4M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$33.2M |
| 5 |
CELG
Celgene Corp
CELG
|
$26M |
Sector Composition
| 1 | Financials | 15.32% |
| 2 | Technology | 13.18% |
| 3 | Healthcare | 13.09% |
| 4 | Energy | 11.42% |
| 5 | Industrials | 9.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CXP
701
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $2.19M | ﹤0.01% |
91,730
+4,622
| +5% | +$110K |
|
702
EPR Properties
EPR
$4.05B
| $2.14M | ﹤0.01% |
42,279
+4,658
| +12% | +$236K |
|
703
Sunstone Hotel Investors
SHO
$1.81B
| $2.14M | ﹤0.01% |
154,924
+25,619
| +20% | +$354K |
|
|
BEE
704
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
| $2.1M | ﹤0.01% |
180,500
+11,488
| +7% | +$134K |
|
|
PPS
705
DELISTED
Post Properties
PPS
| $2.08M | ﹤0.01% |
40,573
+2,306
| +6% | +$118K |
|
706
The GEO Group
GEO
$2.92B
| $2.08M | ﹤0.01% |
+81,638
| New | +$2.08M |
|
|
RFMD
707
DELISTED
RF MICRO DEVICES INC
RFMD
| $2.08M | ﹤0.01% |
+179,900
| New | +$2.08M |
|
|
WPG
708
DELISTED
Washington Prime Group Inc.
WPG
| $2.05M | ﹤0.01% |
12,998
+566
| +5% | +$89.1K |
|
709
Healthcare Realty
HR
$6.35B
| $2.03M | ﹤0.01% |
87,528
+26,865
| +44% | +$623K |
|
710
Gaming and Leisure Properties
GLPI
$13.7B
| $2.03M | ﹤0.01% |
+65,702
| New | +$2.03M |
|
|
PDM
711
Piedmont Realty Trust, Inc.
PDM
$1.09B
| $2.02M | ﹤0.01% |
114,489
+6,347
| +6% | +$112K |
|
712
CubeSmart
CUBE
$9.52B
| $1.96M | ﹤0.01% |
109,234
+13,526
| +14% | +$243K |
|
713
Televisa
TV
$1.56B
| $1.92M | ﹤0.01% |
56,800
-3,600
| -6% | -$122K |
|
|
DCT
714
DELISTED
DCT Industrial Trust Inc.
DCT
| $1.88M | ﹤0.01% |
62,454
+4,645
| +8% | +$140K |
|
|
BDN
715
Brandywine Realty Trust
BDN
$759M
| $1.87M | ﹤0.01% |
133,104
+23,447
| +21% | +$330K |
|
716
Cousins Properties
CUZ
$4.95B
| $1.84M | ﹤0.01% |
54,569
+7,756
| +17% | +$262K |
|
717
Fomento Económico Mexicano
FMX
$29.6B
| $1.84M | ﹤0.01% |
20,000
-2,200
| -10% | -$203K |
|
718
DiamondRock Hospitality
DRH
$1.76B
| $1.83M | ﹤0.01% |
144,636
+9,131
| +7% | +$116K |
|
|
LSI
719
DELISTED
Life Storage, Inc.
LSI
| $1.83M | ﹤0.01% |
36,969
+2,713
| +8% | +$135K |
|
720
Ryman Hospitality Properties
RHP
$6.35B
| $1.79M | ﹤0.01% |
37,915
+2,524
| +7% | +$119K |
|
721
Pebblebrook Hotel Trust
PEB
$1.4B
| $1.76M | ﹤0.01% |
47,180
+3,102
| +7% | +$116K |
|
722
American Homes 4 Rent
AMH
$12.9B
| $1.76M | ﹤0.01% |
104,288
+72,497
| +228% | +$1.22M |
|
723
Goodyear
GT
$2.43B
| $1.73M | ﹤0.01% |
+76,581
| New | +$1.73M |
|
724
COPT Defense Properties
CDP
$3.46B
| $1.68M | ﹤0.01% |
65,445
+4,286
| +7% | +$110K |
|
|
HR
725
DELISTED
Healthcare Realty Trust Incorporated
HR
| $1.68M | ﹤0.01% |
71,041
+2,391
| +3% | +$56.6K |
|