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 |
Nutrien
NTR
|
$86.1M |
| 2 |
WP
Worldpay, Inc.
WP
|
$72.2M |
| 3 |
Interactive Brokers
IBKR
|
$52M |
| 4 |
Johnson & Johnson
JNJ
|
$49.1M |
| 5 |
iShares Gold Trust
IAU
|
$48.6M |
Top Sells
| 1 |
Alibaba
BABA
|
$58.9M |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
$48.6M |
| 3 |
AGU
Agrium
AGU
|
$45.3M |
| 4 |
CME Group
CME
|
$37.4M |
| 5 |
Cisco
CSCO
|
$31.4M |
Sector Composition
| 1 | Financials | 17.44% |
| 2 | Technology | 16.68% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 10.68% |
| 5 | Communication Services | 9.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
American Homes 4 Rent
AMH
$12.9B
| $4.88M | 0.01% |
242,952
+12,670
| +6% | +$254K |
|
|
HPP
702
Hudson Pacific Properties
HPP
$1.15B
| $4.83M | 0.01% |
148,315
+5,046
| +4% | +$164K |
|
|
CONE
703
DELISTED
CyrusOne Inc Common Stock
CONE
| $4.8M | 0.01% |
93,651
+10,027
| +12% | +$513K |
|
704
Energy Select Sector SPDR Fund
XLE
$26.7B
| $4.72M | 0.01% |
70,000
| – | – |
|
705
Medical Properties Trust
MPW
$2.75B
| $4.55M | 0.01% |
350,326
+9,810
| +3% | +$128K |
|
706
Zai Lab
ZLAB
$3.49B
| $4.34M | 0.01% |
203,438
+14,827
| +8% | +$317K |
|
707
Highwoods Properties
HIW
$3.45B
| $4.3M | 0.01% |
98,230
+3,293
| +3% | +$144K |
|
|
SVC
708
Service Properties Trust
SVC
$469M
| $4.25M | 0.01% |
167,619
+5,543
| +3% | +$140K |
|
709
iShares MSCI Taiwan ETF
EWT
$6.33B
| $4.08M | 0.01% |
+106,520
| New | +$4.08M |
|
710
Banco Santander Chile
BSAC
$11.9B
| $4.01M | 0.01% |
119,768
+1,200
| +1% | +$40.2K |
|
|
ERUS
711
DELISTED
iShares MSCI Russia ETF
ERUS
| $3.95M | 0.01% |
108,500
-500
| -0.5% | -$18.2K |
|
712
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
| $3.94M | 0.01% |
117,540
+2,500
| +2% | +$83.8K |
|
|
STOR
713
DELISTED
STORE Capital Corporation
STOR
| $3.93M | 0.01% |
158,134
+5,437
| +4% | +$135K |
|
714
Ryman Hospitality Properties
RHP
$6.33B
| $3.72M | ﹤0.01% |
48,066
+3
| +0% | +$232 |
|
|
LSI
715
DELISTED
Life Storage, Inc.
LSI
| $3.71M | ﹤0.01% |
66,690
+2,700
| +4% | +$150K |
|
|
DHC
716
Diversified Healthcare Trust
DHC
$1.04B
| $3.65M | ﹤0.01% |
233,349
+11,346
| +5% | +$178K |
|
|
EQC
717
DELISTED
Equity Commonwealth
EQC
| $3.64M | ﹤0.01% |
118,641
+5,083
| +4% | +$156K |
|
718
Enel Chile
ENIC
$4.95B
| $3.56M | ﹤0.01% |
556,217
+9,400
| +2% | +$60.2K |
|
719
Ambev
ABEV
$34.3B
| $3.5M | ﹤0.01% |
480,770
-51,130
| -10% | -$372K |
|
720
Cousins Properties
CUZ
$4.88B
| $3.48M | ﹤0.01% |
100,269
+4,255
| +4% | +$148K |
|
721
EPR Properties
EPR
$4.05B
| $3.48M | ﹤0.01% |
62,818
+3,067
| +5% | +$170K |
|
|
SRC
722
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $3.47M | ﹤0.01% |
99,698
+4,350
| +5% | +$151K |
|
723
Apple Hospitality REIT
APLE
$3.04B
| $3.46M | ﹤0.01% |
196,810
+6
| +0% | +$105 |
|
|
WRI
724
DELISTED
Weingarten Realty Investors
WRI
| $3.42M | ﹤0.01% |
121,663
+5,363
| +5% | +$151K |
|
725
First Industrial Realty Trust
FR
$6.9B
| $3.35M | ﹤0.01% |
114,708
+4,883
| +4% | +$143K |
|