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 |
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
|
$81.9M |
| 2 |
Exxon Mobil
XOM
|
$66M |
| 3 |
POT
Potash Corp Of Saskatchewan
POT
|
$60.3M |
| 4 |
Freeport-McMoran
FCX
|
$59.3M |
| 5 |
MON
Monsanto Co
MON
|
$58.4M |
Top Sells
| 1 |
FRX
FOREST LABORATORIES INC
FRX
|
$68.3M |
| 2 |
Apple
AAPL
|
$58.6M |
| 3 |
Citigroup
C
|
$36.4M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$33.2M |
| 5 |
CELG
Celgene Corp
CELG
|
$26M |
Sector Composition
| 1 | Financials | 15.32% |
| 2 | Technology | 13.18% |
| 3 | Healthcare | 13.09% |
| 4 | Energy | 11.42% |
| 5 | Industrials | 9.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Sun Communities
SUI
$16.2B
| $1.67M | ﹤0.01% |
33,106
+5,995
| +22% | +$303K |
|
727
Cemex
CX
$13.6B
| $1.64M | ﹤0.01% |
141,023
-7,537
| -5% | -$87.4K |
|
728
iShares MSCI Indonesia ETF
EIDO
$333M
| $1.59M | ﹤0.01% |
58,300
+1,300
| +2% | +$35.4K |
|
|
SWFT
729
DELISTED
Swift Transportation Company
SWFT
| $1.56M | ﹤0.01% |
+74,500
| New | +$1.56M |
|
730
Medical Properties Trust
MPW
$2.77B
| $1.55M | ﹤0.01% |
126,691
+2,993
| +2% | +$36.7K |
|
731
LXP Industrial Trust
LXP
$2.71B
| $1.52M | ﹤0.01% |
155,662
+12,574
| +9% | +$123K |
|
732
Kite Realty
KRG
$5.11B
| $1.48M | ﹤0.01% |
61,000
+37,975
| +165% | +$921K |
|
733
EastGroup Properties
EGP
$8.97B
| $1.44M | ﹤0.01% |
23,819
+2,217
| +10% | +$134K |
|
|
GRT
734
DELISTED
GLIMCHER REALTY TRUST
GRT
| $1.43M | ﹤0.01% |
105,455
+4,143
| +4% | +$56.1K |
|
735
Grupo Cibest S.A. American Depositary Shares (each representing four (4) Preferred Shares)
CIB
$12.5B
| $1.39M | ﹤0.01% |
24,568
+4,517
| +23% | +$256K |
|
736
iShares Core S&P 500 ETF
IVV
$664B
| $1.39M | ﹤0.01% |
7,015
-4,349
| -38% | -$862K |
|
737
First Industrial Realty Trust
FR
$6.92B
| $1.39M | ﹤0.01% |
81,928
+10,082
| +14% | +$170K |
|
738
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.38B
| $1.38M | ﹤0.01% |
48,042
+13,178
| +38% | +$378K |
|
|
CSG
739
DELISTED
CHAMBERS STR PPTYS COM
CSG
| $1.32M | ﹤0.01% |
175,649
+7,210
| +4% | +$54.3K |
|
740
iShares MSCI Emerging Markets ETF
EEM
$19.2B
| $1.3M | ﹤0.01% |
31,354
+1,196
| +4% | +$49.7K |
|
|
DFT
741
DELISTED
DuPont Fabros Technology Inc.
DFT
| $1.28M | ﹤0.01% |
47,451
+2,893
| +6% | +$78.2K |
|
|
NYRT
742
DELISTED
New York REIT, Inc.
NYRT
| $1.26M | ﹤0.01% |
12,246
+1,021
| +9% | +$105K |
|
743
National Health Investors
NHI
$3.72B
| $1.25M | ﹤0.01% |
21,820
+2,081
| +11% | +$119K |
|
|
ELME
744
Elme Communities
ELME
$1.52B
| $1.22M | ﹤0.01% |
48,152
+1,139
| +2% | +$28.9K |
|
|
EQY
745
DELISTED
Equity One
EQY
| $1.22M | ﹤0.01% |
56,373
+11,806
| +26% | +$255K |
|
746
Brixmor Property Group
BRX
$8.63B
| $1.2M | ﹤0.01% |
54,047
+26,177
| +94% | +$583K |
|
|
CHSP
747
DELISTED
Chesapeake Lodging Trust
CHSP
| $1.2M | ﹤0.01% |
41,279
+6,333
| +18% | +$185K |
|
|
VRE
748
Veris Residential
VRE
$1.52B
| $1.2M | ﹤0.01% |
62,786
+606
| +1% | +$11.6K |
|
749
Acadia Realty Trust
AKR
$2.63B
| $1.2M | ﹤0.01% |
43,457
+2,141
| +5% | +$59.1K |
|
|
GOV
750
DELISTED
Government Properties Income Trust
GOV
| $1.19M | ﹤0.01% |
54,084
+15,875
| +42% | +$348K |
|