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 |
Teva Pharmaceuticals
TEVA
|
$96.7M |
| 2 |
Fortis
FTS
|
$35.6M |
| 3 |
CSC
Computer Sciences
CSC
|
$25.9M |
| 4 |
Coty
COTY
|
$25.8M |
| 5 |
Targa Resources
TRGP
|
$25.8M |
Top Sells
Sector Composition
| 1 | Financials | 16.97% |
| 2 | Technology | 13.57% |
| 3 | Healthcare | 12.49% |
| 4 | Communication Services | 9.82% |
| 5 | Consumer Discretionary | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Apple Hospitality REIT
APLE
$3.05B
| $3.02M | ﹤0.01% |
151,060
+38,251
| +34% | +$764K |
|
702
RLJ Lodging Trust
RLJ
$1.15B
| $3.01M | ﹤0.01% |
122,987
+37,212
| +43% | +$911K |
|
|
EDR
703
DELISTED
Education Realty Trust Inc
EDR
| $3.01M | ﹤0.01% |
71,169
+19,455
| +38% | +$823K |
|
|
PDM
704
Piedmont Realty Trust, Inc.
PDM
$1.07B
| $2.96M | ﹤0.01% |
141,635
+39,822
| +39% | +$833K |
|
705
COPT Defense Properties
CDP
$3.28B
| $2.92M | ﹤0.01% |
93,661
+28,586
| +44% | +$892K |
|
|
EQY
706
DELISTED
Equity One
EQY
| $2.85M | ﹤0.01% |
92,959
+26,519
| +40% | +$814K |
|
707
National Health Investors
NHI
$3.68B
| $2.85M | ﹤0.01% |
38,455
+11,449
| +42% | +$849K |
|
708
CoreCivic
CXW
$2.15B
| $2.85M | ﹤0.01% |
116,404
+33,515
| +40% | +$820K |
|
709
HUTCHMED
HCM
$2.62B
| $2.82M | ﹤0.01% |
207,566
-1,854
| -0.9% | -$25.2K |
|
710
Weibo
WB
$2.89B
| $2.81M | ﹤0.01% |
+69,293
| New | +$2.81M |
|
711
Cousins Properties
CUZ
$4.9B
| $2.81M | ﹤0.01% |
82,517
+30,895
| +60% | +$1.05M |
|
|
BDN
712
Brandywine Realty Trust
BDN
$745M
| $2.79M | ﹤0.01% |
168,908
+42,093
| +33% | +$695K |
|
|
CXP
713
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $2.76M | ﹤0.01% |
127,840
+41,200
| +48% | +$890K |
|
714
iShares MSCI South Korea ETF
EWY
$5.17B
| $2.75M | ﹤0.01% |
51,690
-7,414
| -13% | -$395K |
|
|
COR
715
DELISTED
Coresite Realty Corporation
COR
| $2.72M | ﹤0.01% |
34,241
+10,202
| +42% | +$810K |
|
|
NRF
716
DELISTED
NorthStar Realty Finance Corp.
NRF
| $2.7M | ﹤0.01% |
178,467
+46,933
| +36% | +$711K |
|
717
The GEO Group
GEO
$2.98B
| $2.67M | ﹤0.01% |
111,507
+30,379
| +37% | +$728K |
|
718
iShares Core S&P 500 ETF
IVV
$660B
| $2.63M | ﹤0.01% |
11,700
+3,800
| +48% | +$855K |
|
719
Acadia Realty Trust
AKR
$2.6B
| $2.63M | ﹤0.01% |
80,374
+24,390
| +44% | +$797K |
|
|
DOC
720
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $2.57M | ﹤0.01% |
135,645
+39,777
| +41% | +$754K |
|
721
Empire State Realty Trust
ESRT
$1.32B
| $2.53M | ﹤0.01% |
125,365
+25,899
| +26% | +$523K |
|
|
VRE
722
Veris Residential
VRE
$1.47B
| $2.53M | ﹤0.01% |
87,232
+21,544
| +33% | +$625K |
|
|
EEP
723
DELISTED
Enbridge Energy Partners
EEP
| $2.52M | ﹤0.01% |
99,000
+69,000
| +230% | +$1.76M |
|
724
Urban Edge Properties
UE
$2.63B
| $2.48M | ﹤0.01% |
90,229
+22,862
| +34% | +$629K |
|
|
ELME
725
Elme Communities
ELME
$1.5B
| $2.44M | ﹤0.01% |
74,717
+21,984
| +42% | +$719K |
|