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 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$109M |
| 2 |
Fortune Brands Innovations
FBIN
|
$30.3M |
| 3 |
Acuity Brands
AYI
|
$28.5M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$28.3M |
| 5 |
Lear
LEA
|
$25.3M |
Top Sells
| 1 |
LO
LORILLARD INC COM STK
LO
|
$64.1M |
| 2 |
Pfizer
PFE
|
$43.4M |
| 3 |
PCYC
PHARMACYCLICS INC
PCYC
|
$41.2M |
| 4 |
TRW
TRW AUTOMOTIVE HOLDINGS CORP
TRW
|
$31.4M |
| 5 |
SLXP
SALIX PHARMACEUTICALS LTD DEL
SLXP
|
$28.9M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Healthcare | 14.41% |
| 3 | Technology | 13.48% |
| 4 | Energy | 9.16% |
| 5 | Industrials | 9.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
NNN REIT
NNN
$8B
| $3.3M | 0.01% |
94,195
+9,821
| +12% | +$344K |
|
702
SITE Centers
SITC
$491M
| $3.23M | 0.01% |
162,217
+11,020
| +7% | +$219K |
|
703
America Movil
AMX
$58.8B
| $3.2M | 0.01% |
151,200
-5,500
| -4% | -$116K |
|
|
SVC
704
Service Properties Trust
SVC
$462M
| $3.12M | 0.01% |
109,120
+7,866
| +8% | +$225K |
|
705
iShares TIPS Bond ETF
TIP
$13.6B
| $3.04M | 0.01% |
27,170
+21,100
| +348% | +$2.36M |
|
|
TCO
706
DELISTED
Taubman Centers Inc.
TCO
| $3.01M | 0.01% |
43,266
+2,891
| +7% | +$201K |
|
|
NRF
707
DELISTED
NorthStar Realty Finance Corp.
NRF
| $3M | 0.01% |
+94,185
| New | +$3M |
|
|
HME
708
DELISTED
HOME PROPERTIES, INC
HME
| $2.95M | 0.01% |
40,422
+3,035
| +8% | +$222K |
|
|
SRC
709
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $2.93M | 0.01% |
67,514
+10,141
| +18% | +$440K |
|
710
Equity Lifestyle Properties
ELS
$11.8B
| $2.92M | 0.01% |
111,098
+7,858
| +8% | +$207K |
|
|
ACC
711
DELISTED
American Campus Communities, Inc.
ACC
| $2.92M | 0.01% |
77,406
+5,854
| +8% | +$221K |
|
|
DHC
712
Diversified Healthcare Trust
DHC
$939M
| $2.84M | 0.01% |
163,361
+12,172
| +8% | +$212K |
|
|
MBT
713
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $2.81M | 0.01% |
310,205
-9,874
| -3% | -$89.6K |
|
714
RLJ Lodging Trust
RLJ
$1.17B
| $2.78M | 0.01% |
93,171
+8,148
| +10% | +$243K |
|
|
BMR
715
DELISTED
BIOMED REALTY TRUST INC
BMR
| $2.76M | 0.01% |
142,895
+12,631
| +10% | +$244K |
|
716
CoreCivic
CXW
$2.13B
| $2.74M | ﹤0.01% |
82,893
+8,122
| +11% | +$269K |
|
|
LHO
717
DELISTED
LaSalle Hotel Properties
LHO
| $2.74M | ﹤0.01% |
77,159
+3,688
| +5% | +$131K |
|
|
WRI
718
DELISTED
Weingarten Realty Investors
WRI
| $2.73M | ﹤0.01% |
83,486
+7,520
| +10% | +$246K |
|
719
CubeSmart
CUBE
$9.34B
| $2.71M | ﹤0.01% |
116,826
+11,388
| +11% | +$264K |
|
720
Gerdau
GGB
$6.15B
| $2.6M | ﹤0.01% |
1,360,044
+17,514
| +1% | +$33.5K |
|
721
Highwoods Properties
HIW
$3.38B
| $2.59M | ﹤0.01% |
64,702
+5,702
| +10% | +$228K |
|
722
Douglas Emmett
DEI
$2.77B
| $2.53M | ﹤0.01% |
93,859
+4,944
| +6% | +$133K |
|
|
BPL
723
DELISTED
Buckeye Partners, L.P.
BPL
| $2.51M | ﹤0.01% |
34,000
| – | – |
|
724
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $2.4M | ﹤0.01% |
70,830
+31,200
| +79% | +$1.06M |
|
725
Gaming and Leisure Properties
GLPI
$13.7B
| $2.34M | ﹤0.01% |
63,826
+6,077
| +11% | +$223K |
|