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 |
Alibaba
BABA
|
$89.9M |
| 2 |
Charter Communications
CHTR
|
$83.8M |
| 3 |
S&P Global
SPGI
|
$80.7M |
| 4 |
Baidu
BIDU
|
$57.4M |
| 5 |
SPDR Gold Trust
GLD
|
$35.8M |
Top Sells
| 1 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
$163M |
| 2 |
BXLT
BAXALTA INC COM STK (DE)
BXLT
|
$75.9M |
| 3 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
$75.3M |
| 4 |
SNDK
SANDISK CORP
SNDK
|
$42.5M |
| 5 |
Gilead Sciences
GILD
|
$40.7M |
Sector Composition
| 1 | Financials | 14.41% |
| 2 | Healthcare | 13.57% |
| 3 | Technology | 12.88% |
| 4 | Communication Services | 10.25% |
| 5 | Consumer Staples | 9.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
EastGroup Properties
EGP
$8.97B
| $1.65M | ﹤0.01% |
23,919
-57
| -0.2% | -$3.93K |
|
|
ELME
727
Elme Communities
ELME
$1.52B
| $1.64M | ﹤0.01% |
51,964
+134
| +0.3% | +$4.22K |
|
|
CCP
728
DELISTED
Care Capital Properties, Inc.
CCP
| $1.64M | ﹤0.01% |
62,367
-414
| -0.7% | -$10.9K |
|
|
ROIC
729
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $1.63M | ﹤0.01% |
75,128
+16
| +0% | +$347 |
|
730
iShares MSCI Indonesia ETF
EIDO
$333M
| $1.54M | ﹤0.01% |
63,000
+21,700
| +53% | +$531K |
|
|
NRF
731
DELISTED
NorthStar Realty Finance Corp.
NRF
| $1.54M | ﹤0.01% |
134,518
-1,395
| -1% | -$16K |
|
732
iShares Core S&P 500 ETF
IVV
$664B
| $1.54M | ﹤0.01% |
7,300
+1,100
| +18% | +$232K |
|
733
LXP Industrial Trust
LXP
$2.71B
| $1.53M | ﹤0.01% |
151,493
-555
| -0.4% | -$5.61K |
|
734
Cousins Properties
CUZ
$4.95B
| $1.51M | ﹤0.01% |
51,555
-177
| -0.3% | -$5.2K |
|
|
WPG
735
DELISTED
Washington Prime Group Inc.
WPG
| $1.49M | ﹤0.01% |
14,771
-49
| -0.3% | -$4.94K |
|
|
PSB
736
DELISTED
PS Business Parks, Inc.
PSB
| $1.48M | ﹤0.01% |
13,962
-61
| -0.4% | -$6.47K |
|
737
America Movil
AMX
$59.1B
| $1.47M | ﹤0.01% |
120,200
-4,000
| -3% | -$49.1K |
|
|
LTC
738
LTC Properties
LTC
$1.69B
| $1.47M | ﹤0.01% |
28,466
-175
| -0.6% | -$9.06K |
|
|
XHR
739
Xenia Hotels & Resorts
XHR
$1.38B
| $1.38M | ﹤0.01% |
81,919
-287
| -0.3% | -$4.82K |
|
740
Pebblebrook Hotel Trust
PEB
$1.4B
| $1.34M | ﹤0.01% |
51,126
-277
| -0.5% | -$7.27K |
|
741
DiamondRock Hospitality
DRH
$1.76B
| $1.3M | ﹤0.01% |
143,553
-678
| -0.5% | -$6.12K |
|
|
AAT
742
American Assets Trust
AAT
$1.28B
| $1.29M | ﹤0.01% |
30,306
-172
| -0.6% | -$7.3K |
|
|
MORE
743
DELISTED
Monogram Residential Trust, Inc.
MORE
| $1.27M | ﹤0.01% |
124,197
+78
| +0.1% | +$796 |
|
744
Fomento Económico Mexicano
FMX
$29.6B
| $1.27M | ﹤0.01% |
13,700
-900
| -6% | -$83.2K |
|
745
Cheniere Energy
CQP
$26.1B
| $1.26M | ﹤0.01% |
42,000
-12,000
| -22% | -$360K |
|
|
SIR
746
DELISTED
SELECT INCOME REIT
SIR
| $1.17M | ﹤0.01% |
102,154
-478
| -0.5% | -$5.46K |
|
|
GOV
747
DELISTED
Government Properties Income Trust
GOV
| $1.16M | ﹤0.01% |
50,151
-278
| -0.6% | -$6.41K |
|
|
RPT
748
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $1.15M | ﹤0.01% |
58,596
-355
| -0.6% | -$6.96K |
|
749
STAG Industrial
STAG
$6.9B
| $1.14M | ﹤0.01% |
47,928
-186
| -0.4% | -$4.43K |
|
|
ALX
750
Alexander's
ALX
$1.2B
| $1.13M | ﹤0.01% |
2,766
-20
| -0.7% | -$8.19K |
|