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 |
Kraft Heinz
KHC
|
$117M |
| 2 |
PayPal
PYPL
|
$106M |
| 3 |
Netflix
NFLX
|
$100M |
| 4 |
AT&T
T
|
$70.1M |
| 5 |
Apple
AAPL
|
$55.2M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$833M |
| 2 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$137M |
| 3 |
DTV
DIRECTV COM STK (DE)
DTV
|
$115M |
| 4 |
HSP
HOSPIRA INC
HSP
|
$40M |
| 5 |
NiSource
NI
|
$38.3M |
Sector Composition
| 1 | Financials | 16.22% |
| 2 | Healthcare | 14.18% |
| 3 | Technology | 13.72% |
| 4 | Consumer Discretionary | 9.5% |
| 5 | Industrials | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
EastGroup Properties
EGP
$9.04B
| $1.3M | ﹤0.01% |
24,005
+1,963
| +9% | +$106K |
|
752
LXP Industrial Trust
LXP
$2.69B
| $1.23M | ﹤0.01% |
152,069
-1,403
| -0.9% | -$11.4K |
|
|
VRE
753
Veris Residential
VRE
$1.47B
| $1.23M | ﹤0.01% |
65,212
+5,099
| +8% | +$96.3K |
|
|
DFT
754
DELISTED
DuPont Fabros Technology Inc.
DFT
| $1.22M | ﹤0.01% |
47,199
-437
| -0.9% | -$11.3K |
|
|
EDR
755
DELISTED
Education Realty Trust Inc
EDR
| $1.2M | ﹤0.01% |
36,522
+3,464
| +10% | +$114K |
|
|
ELME
756
Elme Communities
ELME
$1.51B
| $1.19M | ﹤0.01% |
47,610
-427
| -0.9% | -$10.6K |
|
|
NYRT
757
DELISTED
New York REIT, Inc.
NYRT
| $1.17M | ﹤0.01% |
116,685
-1,112
| -0.9% | -$11.2K |
|
758
Televisa
TV
$1.49B
| $1.16M | ﹤0.01% |
44,740
-5,181
| -10% | -$135K |
|
|
NTI
759
DELISTED
NORTHERN TIER ENERGY LP CLASS A
NTI
| $1.16M | ﹤0.01% |
51,000
| – | – |
|
|
MORE
760
DELISTED
Monogram Residential Trust, Inc.
MORE
| $1.14M | ﹤0.01% |
122,591
+10,181
| +9% | +$94.8K |
|
|
QTS
761
DELISTED
QTS REALTY TRUST, INC.
QTS
| $1.14M | ﹤0.01% |
26,043
+3,859
| +17% | +$169K |
|
|
ROIC
762
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $1.14M | ﹤0.01% |
68,603
+6,149
| +10% | +$102K |
|
763
iShares Core S&P 500 ETF
IVV
$662B
| $1.12M | ﹤0.01% |
5,800
-300
| -5% | -$57.8K |
|
764
Global Net Lease
GNL
$1.74B
| $1.12M | ﹤0.01% |
+121,307
| New | +$1.12M |
|
|
PSB
765
DELISTED
PS Business Parks, Inc.
PSB
| $1.12M | ﹤0.01% |
14,049
-102
| -0.7% | -$8.1K |
|
|
CHSP
766
DELISTED
Chesapeake Lodging Trust
CHSP
| $1.11M | ﹤0.01% |
42,703
+2,831
| +7% | +$73.8K |
|
767
SPDR Dow Jones International Real Estate ETF
RWX
$305M
| $1.11M | ﹤0.01% |
28,249
-1,020
| -3% | -$40.1K |
|
|
AAT
768
American Assets Trust
AAT
$1.28B
| $1.1M | ﹤0.01% |
27,025
-25
| -0.1% | -$1.02K |
|
|
LTC
769
LTC Properties
LTC
$1.68B
| $1.09M | ﹤0.01% |
25,568
-168
| -0.7% | -$7.17K |
|
770
Sabra Healthcare REIT
SBRA
$4.58B
| $1.09M | ﹤0.01% |
46,853
+5,546
| +13% | +$129K |
|
|
CSG
771
DELISTED
CHAMBERS STR PPTYS COM
CSG
| $1.07M | ﹤0.01% |
164,425
-1,707
| -1% | -$11.1K |
|
772
Cheniere Energy
CQP
$26.7B
| $1.05M | ﹤0.01% |
40,000
| – | – |
|
|
PEI
773
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $1.02M | ﹤0.01% |
51,290
+4,755
| +10% | +$94.3K |
|
|
ALX
774
Alexander's
ALX
$1.18B
| $1.01M | ﹤0.01% |
2,704
+397
| +17% | +$148K |
|
|
COR
775
DELISTED
Coresite Realty Corporation
COR
| $1M | ﹤0.01% |
19,460
+1,879
| +11% | +$96.7K |
|