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 |
Apple
AAPL
|
$450M |
| 2 |
Microsoft
MSFT
|
$436M |
| 3 |
Amazon
AMZN
|
$421M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$211M |
| 5 |
Johnson & Johnson
JNJ
|
$209M |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
$214M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$176M |
| 3 |
PX
Praxair Inc
PX
|
$149M |
| 4 |
COL
Rockwell Collins
COL
|
$76.7M |
| 5 |
ANDV
Andeavor
ANDV
|
$73M |
Sector Composition
| 1 | Technology | 17.38% |
| 2 | Financials | 15.84% |
| 3 | Healthcare | 13.61% |
| 4 | Consumer Discretionary | 10.74% |
| 5 | Communication Services | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Zai Lab
ZLAB
$3.49B
| $4.55M | ﹤0.01% |
200,932
-7,186
| -3% | -$163K |
|
|
LSI
702
DELISTED
Life Storage, Inc.
LSI
| $4.45M | ﹤0.01% |
71,801
+44
| +0.1% | +$2.73K |
|
|
SVC
703
Service Properties Trust
SVC
$469M
| $4.4M | ﹤0.01% |
184,720
+1,329
| +0.7% | +$31.7K |
|
704
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$2.92B
| $4.18M | ﹤0.01% |
65,650
+23,592
| +56% | +$1.5M |
|
705
Highwoods Properties
HIW
$3.45B
| $4.18M | ﹤0.01% |
108,466
+83
| +0.1% | +$3.2K |
|
706
MPLX
MPLX
$51.1B
| $4.02M | ﹤0.01% |
133,240
-37,000
| -22% | -$1.12M |
|
|
JBGS
707
JBG SMITH
JBGS
$1.42B
| $3.83M | ﹤0.01% |
111,213
+909
| +0.8% | +$31.3K |
|
708
Infosys
INFY
$69.6B
| $3.83M | ﹤0.01% |
405,714
-215,480
| -35% | -$2.03M |
|
|
CSR
709
Centerspace
CSR
$1.01B
| $3.82M | ﹤0.01% |
75,117
+62,809
| +510% | +$3.19M |
|
|
EQC
710
DELISTED
Equity Commonwealth
EQC
| $3.77M | ﹤0.01% |
126,614
-4,107
| -3% | -$122K |
|
711
First Industrial Realty Trust
FR
$6.9B
| $3.76M | ﹤0.01% |
132,535
+1,286
| +1% | +$36.5K |
|
|
HR
712
DELISTED
Healthcare Realty Trust Incorporated
HR
| $3.7M | ﹤0.01% |
130,591
+1,479
| +1% | +$41.9K |
|
713
Pebblebrook Hotel Trust
PEB
$1.37B
| $3.65M | ﹤0.01% |
129,623
+56,316
| +77% | +$1.59M |
|
714
GDS Holdings
GDS
$6.42B
| $3.63M | ﹤0.01% |
162,124
+32,226
| +25% | +$722K |
|
715
Ryman Hospitality Properties
RHP
$6.33B
| $3.58M | ﹤0.01% |
53,964
+422
| +0.8% | +$28K |
|
716
Cousins Properties
CUZ
$4.88B
| $3.49M | ﹤0.01% |
111,218
+1,676
| +2% | +$52.6K |
|
717
EastGroup Properties
EGP
$8.91B
| $3.43M | ﹤0.01% |
37,710
+458
| +1% | +$41.6K |
|
|
ERUS
718
DELISTED
iShares MSCI Russia ETF
ERUS
| $3.36M | ﹤0.01% |
108,530
-20,620
| -16% | -$638K |
|
719
Apple Hospitality REIT
APLE
$3.04B
| $3.3M | ﹤0.01% |
230,217
+4,278
| +2% | +$61.4K |
|
720
National Health Investors
NHI
$3.73B
| $3.28M | ﹤0.01% |
43,549
+783
| +2% | +$59K |
|
|
COR
721
DELISTED
Coresite Realty Corporation
COR
| $3.23M | ﹤0.01% |
37,205
-1,332
| -3% | -$116K |
|
722
TIM SA
TIMB
$10.1B
| $3.23M | ﹤0.01% |
211,446
+11,900
| +6% | +$182K |
|
723
Sunstone Hotel Investors
SHO
$1.79B
| $3.11M | ﹤0.01% |
238,906
+1,394
| +0.6% | +$18.1K |
|
|
PGRE
724
Paramount Group
PGRE
$1.65B
| $3.03M | ﹤0.01% |
241,637
+5,949
| +3% | +$74.7K |
|
|
SRC
725
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $3.03M | ﹤0.01% |
86,686
-2,788
| -3% | -$97.5K |
|