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 |
iShares Gold Trust
IAU
|
$125M |
| 2 |
DXC Technology
DXC
|
$73.7M |
| 3 |
Amazon
AMZN
|
$50.9M |
| 4 |
PayPal
PYPL
|
$39.1M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$36.8M |
Top Sells
| 1 |
YHOO
Yahoo Inc
YHOO
|
$117M |
| 2 |
SPDR Gold Trust
GLD
|
$46.4M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
$45.8M |
| 4 |
Hewlett Packard
HPE
|
$38.2M |
| 5 |
CSC
Computer Sciences
CSC
|
$29.7M |
Sector Composition
| 1 | Financials | 17.01% |
| 2 | Technology | 14.58% |
| 3 | Healthcare | 12.95% |
| 4 | Consumer Discretionary | 10.07% |
| 5 | Communication Services | 9.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
CoreCivic
CXW
$2.15B
| $3.12M | ﹤0.01% |
112,943
-74
| -0.1% | -$2.04K |
|
727
National Health Investors
NHI
$3.68B
| $3.1M | ﹤0.01% |
39,142
+17
| +0% | +$1.35K |
|
728
iShares MSCI South Korea ETF
EWY
$5.17B
| $2.99M | ﹤0.01% |
44,123
-3,666
| -8% | -$249K |
|
|
BDN
729
Brandywine Realty Trust
BDN
$745M
| $2.98M | ﹤0.01% |
169,954
-219
| -0.1% | -$3.84K |
|
|
PDM
730
Piedmont Realty Trust, Inc.
PDM
$1.07B
| $2.96M | ﹤0.01% |
140,322
+3,211
| +2% | +$67.7K |
|
|
DOC
731
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $2.94M | ﹤0.01% |
145,866
+8,005
| +6% | +$161K |
|
732
Apple Hospitality REIT
APLE
$3.05B
| $2.85M | ﹤0.01% |
152,503
| – | – |
|
|
RPAI
733
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $2.78M | ﹤0.01% |
227,379
-155
| -0.1% | -$1.89K |
|
734
EastGroup Properties
EGP
$8.86B
| $2.71M | ﹤0.01% |
32,309
-23
| -0.1% | -$1.93K |
|
|
EDR
735
DELISTED
Education Realty Trust Inc
EDR
| $2.66M | ﹤0.01% |
68,504
-3,284
| -5% | -$127K |
|
736
SITE Centers
SITC
$475M
| $2.64M | ﹤0.01% |
291,389
-191
| -0.1% | -$1.73K |
|
|
OKS
737
DELISTED
Oneok Partners LP
OKS
| $2.61M | ﹤0.01% |
51,000
+15,000
| +42% | +$766K |
|
|
CXP
738
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $2.56M | ﹤0.01% |
114,566
-5,780
| -5% | -$129K |
|
739
Empire State Realty Trust
ESRT
$1.32B
| $2.52M | ﹤0.01% |
121,117
+163
| +0.1% | +$3.39K |
|
|
PSB
740
DELISTED
PS Business Parks, Inc.
PSB
| $2.49M | ﹤0.01% |
18,784
-27
| -0.1% | -$3.58K |
|
|
QTS
741
DELISTED
QTS REALTY TRUST, INC.
QTS
| $2.45M | ﹤0.01% |
46,817
+5
| +0% | +$262 |
|
742
Tanger
SKT
$3.84B
| $2.44M | ﹤0.01% |
93,960
| – | – |
|
743
STAG Industrial
STAG
$6.81B
| $2.41M | ﹤0.01% |
87,463
+8,423
| +11% | +$232K |
|
|
VRE
744
Veris Residential
VRE
$1.47B
| $2.39M | ﹤0.01% |
88,208
-67
| -0.1% | -$1.82K |
|
745
RLJ Lodging Trust
RLJ
$1.15B
| $2.35M | ﹤0.01% |
118,354
-142
| -0.1% | -$2.82K |
|
|
ELME
746
Elme Communities
ELME
$1.5B
| $2.3M | ﹤0.01% |
72,009
+103
| +0.1% | +$3.29K |
|
747
Urban Edge Properties
UE
$2.63B
| $2.26M | ﹤0.01% |
95,053
+9,139
| +11% | +$217K |
|
|
EBIX
748
DELISTED
Ebix Inc
EBIX
| $2.2M | ﹤0.01% |
40,790
+32,190
| +374% | +$1.74M |
|
749
Acadia Realty Trust
AKR
$2.6B
| $2.2M | ﹤0.01% |
79,099
-58
| -0.1% | -$1.61K |
|
|
CCP
750
DELISTED
Care Capital Properties, Inc.
CCP
| $2.19M | ﹤0.01% |
82,139
-94
| -0.1% | -$2.51K |
|