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 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$109M |
| 2 |
Fortune Brands Innovations
FBIN
|
$30.3M |
| 3 |
Acuity Brands
AYI
|
$28.5M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$28.3M |
| 5 |
Lear
LEA
|
$25.3M |
Top Sells
| 1 |
LO
LORILLARD INC COM STK
LO
|
$64.1M |
| 2 |
Pfizer
PFE
|
$43.4M |
| 3 |
PCYC
PHARMACYCLICS INC
PCYC
|
$41.2M |
| 4 |
TRW
TRW AUTOMOTIVE HOLDINGS CORP
TRW
|
$31.4M |
| 5 |
SLXP
SALIX PHARMACEUTICALS LTD DEL
SLXP
|
$28.9M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Healthcare | 14.41% |
| 3 | Technology | 13.48% |
| 4 | Energy | 9.16% |
| 5 | Industrials | 9.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BEE
726
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
| $2.34M | ﹤0.01% |
192,987
+17,814
| +10% | +$216K |
|
|
EQC
727
DELISTED
Equity Commonwealth
EQC
| $2.34M | ﹤0.01% |
91,010
+8,928
| +11% | +$229K |
|
728
Brookdale Senior Living
BKD
$1.82B
| $2.27M | ﹤0.01% |
65,500
+8,900
| +16% | +$309K |
|
|
RPAI
729
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $2.26M | ﹤0.01% |
162,181
+9,240
| +6% | +$129K |
|
730
Sunstone Hotel Investors
SHO
$1.82B
| $2.2M | ﹤0.01% |
146,467
+14,902
| +11% | +$224K |
|
731
Steelcase
SCS
$1.96B
| $2.19M | ﹤0.01% |
116,440
+29,040
| +33% | +$546K |
|
732
EPR Properties
EPR
$4.05B
| $2.18M | ﹤0.01% |
39,735
+2,386
| +6% | +$131K |
|
|
CXP
733
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $2.17M | ﹤0.01% |
88,571
+8,392
| +10% | +$206K |
|
|
EEQ
734
DELISTED
Enbridge Energy Management Llc
EEQ
| $2.17M | ﹤0.01% |
91,982
| – | – |
|
735
Sun Communities
SUI
$16.1B
| $2.16M | ﹤0.01% |
34,983
+2,061
| +6% | +$127K |
|
736
Pebblebrook Hotel Trust
PEB
$1.4B
| $2.12M | ﹤0.01% |
49,436
+2,690
| +6% | +$115K |
|
737
Tanger
SKT
$3.89B
| $2.12M | ﹤0.01% |
66,770
+6,860
| +11% | +$218K |
|
|
LSI
738
DELISTED
Life Storage, Inc.
LSI
| $2.12M | ﹤0.01% |
36,849
+2,173
| +6% | +$125K |
|
|
PPS
739
DELISTED
Post Properties
PPS
| $2.11M | ﹤0.01% |
38,732
+3,733
| +11% | +$203K |
|
|
SAVE
740
DELISTED
Spirit Airlines, Inc.
SAVE
| $2.09M | ﹤0.01% |
+33,600
| New | +$2.09M |
|
741
La-Z-Boy
LZB
$1.49B
| $2.07M | ﹤0.01% |
78,700
| – | – |
|
742
Healthcare Realty
HR
$6.15B
| $2.07M | ﹤0.01% |
86,231
+4,889
| +6% | +$117K |
|
743
Medical Properties Trust
MPW
$2.67B
| $1.95M | ﹤0.01% |
148,465
+16,584
| +13% | +$217K |
|
|
CBL
744
DELISTED
CBL& Associates Properties, Inc.
CBL
| $1.94M | ﹤0.01% |
119,875
+11,630
| +11% | +$188K |
|
745
Televisa
TV
$1.52B
| $1.94M | ﹤0.01% |
49,921
-1,319
| -3% | -$51.2K |
|
746
Ryman Hospitality Properties
RHP
$6.36B
| $1.91M | ﹤0.01% |
36,038
+2,387
| +7% | +$127K |
|
|
DCT
747
DELISTED
DCT Industrial Trust Inc.
DCT
| $1.91M | ﹤0.01% |
60,859
+3,273
| +6% | +$103K |
|
|
PDM
748
Piedmont Realty Trust, Inc.
PDM
$1.07B
| $1.86M | ﹤0.01% |
105,691
+6,195
| +6% | +$109K |
|
|
BWP
749
DELISTED
Boardwalk Pipeline Partners
BWP
| $1.84M | ﹤0.01% |
127,000
| – | – |
|
750
The GEO Group
GEO
$2.99B
| $1.81M | ﹤0.01% |
79,401
+8,653
| +12% | +$197K |
|