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 |
Kraft Heinz
KHC
|
$117M |
| 2 |
PayPal
PYPL
|
$106M |
| 3 |
Netflix
NFLX
|
$100M |
| 4 |
AT&T
T
|
$70.1M |
| 5 |
Apple
AAPL
|
$55.2M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$833M |
| 2 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$137M |
| 3 |
DTV
DIRECTV COM STK (DE)
DTV
|
$115M |
| 4 |
HSP
HOSPIRA INC
HSP
|
$40M |
| 5 |
NiSource
NI
|
$38.3M |
Sector Composition
| 1 | Financials | 16.22% |
| 2 | Healthcare | 14.18% |
| 3 | Technology | 13.72% |
| 4 | Consumer Discretionary | 9.5% |
| 5 | Industrials | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Highwoods Properties
HIW
$3.36B
| $2.59M | 0.01% |
66,897
+2,195
| +3% | +$85K |
|
|
EQC
702
DELISTED
Equity Commonwealth
EQC
| $2.59M | 0.01% |
95,077
+4,067
| +4% | +$111K |
|
|
BPL
703
DELISTED
Buckeye Partners, L.P.
BPL
| $2.55M | ﹤0.01% |
43,000
+9,000
| +26% | +$534K |
|
704
CoreCivic
CXW
$2.13B
| $2.48M | ﹤0.01% |
83,790
+897
| +1% | +$26.5K |
|
705
RLJ Lodging Trust
RLJ
$1.14B
| $2.44M | ﹤0.01% |
96,419
+3,248
| +3% | +$82.1K |
|
|
MBT
706
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $2.41M | ﹤0.01% |
334,257
+24,052
| +8% | +$174K |
|
|
LSI
707
DELISTED
Life Storage, Inc.
LSI
| $2.41M | ﹤0.01% |
25,516
+950
| +4% | +$89.6K |
|
|
PPS
708
DELISTED
Post Properties
PPS
| $2.38M | ﹤0.01% |
40,746
+2,014
| +5% | +$117K |
|
|
RPAI
709
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $2.37M | ﹤0.01% |
168,420
+6,239
| +4% | +$87.9K |
|
|
LHO
710
DELISTED
LaSalle Hotel Properties
LHO
| $2.36M | ﹤0.01% |
83,117
+5,958
| +8% | +$169K |
|
711
Tanger
SKT
$3.8B
| $2.31M | ﹤0.01% |
70,027
+3,257
| +5% | +$107K |
|
712
America Movil
AMX
$59.8B
| $2.28M | ﹤0.01% |
137,800
-13,400
| -9% | -$222K |
|
713
Plains GP Holdings
PAGP
$3.78B
| $2.22M | ﹤0.01% |
127,000
-54,000
| -30% | -$945K |
|
714
Apple Hospitality REIT
APLE
$3.03B
| $2.21M | ﹤0.01% |
+119,059
| New | +$2.21M |
|
715
Healthcare Realty
HR
$6.07B
| $2.21M | ﹤0.01% |
90,076
+3,845
| +4% | +$94.3K |
|
|
CXP
716
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $2.17M | ﹤0.01% |
93,576
+5,005
| +6% | +$116K |
|
717
EPR Properties
EPR
$4.06B
| $2.15M | ﹤0.01% |
41,670
+1,935
| +5% | +$99.8K |
|
|
DCT
718
DELISTED
DCT Industrial Trust Inc.
DCT
| $2.14M | ﹤0.01% |
63,547
+2,688
| +4% | +$90.5K |
|
719
Sunstone Hotel Investors
SHO
$1.76B
| $2.03M | ﹤0.01% |
153,142
+6,675
| +5% | +$88.3K |
|
|
PDM
720
Piedmont Realty Trust, Inc.
PDM
$1.04B
| $1.98M | ﹤0.01% |
110,768
+5,077
| +5% | +$90.8K |
|
721
Gaming and Leisure Properties
GLPI
$13.5B
| $1.97M | ﹤0.01% |
66,472
+2,646
| +4% | +$78.6K |
|
|
CCP
722
DELISTED
Care Capital Properties, Inc.
CCP
| $1.97M | ﹤0.01% |
+59,730
| New | +$1.97M |
|
723
Medical Properties Trust
MPW
$2.62B
| $1.89M | ﹤0.01% |
171,126
+22,661
| +15% | +$251K |
|
724
Ryman Hospitality Properties
RHP
$6.12B
| $1.87M | ﹤0.01% |
37,907
+1,869
| +5% | +$92K |
|
725
Baytex Energy
BTE
$1.78B
| $1.86M | ﹤0.01% |
583,615
+34,184
| +6% | +$109K |
|