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 |
Starbucks
SBUX
|
$106M |
| 3 |
CF Industries
CF
|
$47.5M |
| 4 |
PPG Industries
PPG
|
$40M |
| 5 |
Marathon Petroleum
MPC
|
$37.7M |
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 | |
|---|---|---|---|---|---|---|
751
DiamondRock Hospitality
DRH
$1.75B
| $1.75M | ﹤0.01% |
136,724
+8,530
| +7% | +$109K |
|
|
ERUS
752
DELISTED
iShares MSCI Russia ETF
ERUS
| $1.73M | ﹤0.01% |
122,700
+107,400
| +702% | +$1.52M |
|
|
WPG
753
DELISTED
Washington Prime Group Inc.
WPG
| $1.71M | ﹤0.01% |
126,418
+7,606
| +6% | +$103K |
|
|
XHR
754
Xenia Hotels & Resorts
XHR
$1.35B
| $1.67M | ﹤0.01% |
76,696
+4,574
| +6% | +$99.4K |
|
755
AllianceBernstein
AB
$4.38B
| $1.64M | ﹤0.01% |
55,600
-14,500
| -21% | -$428K |
|
|
BDN
756
Brandywine Realty Trust
BDN
$740M
| $1.6M | ﹤0.01% |
122,170
+7,138
| +6% | +$93.7K |
|
757
American Homes 4 Rent
AMH
$13.3B
| $1.59M | ﹤0.01% |
99,068
+6,709
| +7% | +$108K |
|
|
HR
758
DELISTED
Healthcare Realty Trust Incorporated
HR
| $1.58M | ﹤0.01% |
67,911
+4,653
| +7% | +$108K |
|
759
COPT Defense Properties
CDP
$3.25B
| $1.54M | ﹤0.01% |
65,566
+5,102
| +8% | +$120K |
|
760
Cousins Properties
CUZ
$4.95B
| $1.54M | ﹤0.01% |
147,838
+11,064
| +8% | +$115K |
|
|
EEP
761
DELISTED
Enbridge Energy Partners
EEP
| $1.53M | ﹤0.01% |
46,000
| – | – |
|
762
iShares MSCI Brazil ETF
EWZ
$5.35B
| $1.49M | ﹤0.01% |
45,400
+1,700
| +4% | +$55.7K |
|
763
Fomento Económico Mexicano
FMX
$30.2B
| $1.49M | ﹤0.01% |
16,700
-1,800
| -10% | -$160K |
|
|
ENLC
764
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $1.46M | ﹤0.01% |
47,000
| – | – |
|
765
Kite Realty
KRG
$5.02B
| $1.46M | ﹤0.01% |
60,219
+4,676
| +8% | +$113K |
|
|
LNCO
766
DELISTED
LINNCO LLC COM SHS REPSTG LTD LIABILITY
LNCO
| $1.44M | ﹤0.01% |
154,000
| – | – |
|
767
First Industrial Realty Trust
FR
$6.97B
| $1.41M | ﹤0.01% |
75,493
+5,174
| +7% | +$96.9K |
|
768
National Health Investors
NHI
$3.72B
| $1.41M | ﹤0.01% |
22,672
+1,545
| +7% | +$96.2K |
|
|
DFT
769
DELISTED
DuPont Fabros Technology Inc.
DFT
| $1.4M | ﹤0.01% |
47,636
+3,862
| +9% | +$114K |
|
|
HPP
770
Hudson Pacific Properties
HPP
$1.07B
| $1.39M | ﹤0.01% |
48,965
+5,754
| +13% | +$163K |
|
771
Western Midstream Partners
WES
$15B
| $1.38M | ﹤0.01% |
23,000
| – | – |
|
772
Urban Edge Properties
UE
$2.6B
| $1.38M | ﹤0.01% |
66,167
+8,802
| +15% | +$183K |
|
773
Empire State Realty Trust
ESRT
$1.3B
| $1.37M | ﹤0.01% |
80,542
+9,181
| +13% | +$157K |
|
|
NSH
774
DELISTED
NuStar GP Holdings LLC
NSH
| $1.37M | ﹤0.01% |
36,000
| – | – |
|
775
Acadia Realty Trust
AKR
$2.62B
| $1.36M | ﹤0.01% |
46,829
+3,685
| +9% | +$107K |
|