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 | |
|---|---|---|---|---|---|---|
|
PEI
751
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $1.09M | ﹤0.01% |
3,393
-23
| -0.7% | -$7.4K |
|
|
CQH
752
DELISTED
Cheniere Energy Partners LP Holdings LLC
CQH
| $1.08M | ﹤0.01% |
54,000
| – | – |
|
|
NYRT
753
DELISTED
New York REIT, Inc.
NYRT
| $1.07M | ﹤0.01% |
11,603
-53
| -0.5% | -$4.9K |
|
754
iShares MSCI Brazil ETF
EWZ
$5.47B
| $1.07M | ﹤0.01% |
35,500
-6,000
| -14% | -$181K |
|
|
PKY
755
DELISTED
Parkway, Inc.
PKY
| $1.05M | ﹤0.01% |
62,887
-414
| -0.7% | -$6.93K |
|
756
Televisa
TV
$1.56B
| $1.05M | ﹤0.01% |
40,160
| – | – |
|
|
CBL
757
DELISTED
CBL& Associates Properties, Inc.
CBL
| $1.04M | ﹤0.01% |
111,290
-496
| -0.4% | -$4.62K |
|
758
iShares MSCI India ETF
INDA
$9.26B
| $997K | ﹤0.01% |
35,725
-5,045
| -12% | -$141K |
|
759
iShares Gold Trust
IAU
$52.6B
| $989K | ﹤0.01% |
38,750
+2,950
| +8% | +$75.3K |
|
|
CHSP
760
DELISTED
Chesapeake Lodging Trust
CHSP
| $988K | ﹤0.01% |
42,492
-151
| -0.4% | -$3.51K |
|
761
Rexford Industrial Realty
REXR
$10.2B
| $978K | ﹤0.01% |
46,382
+6,943
| +18% | +$146K |
|
762
Global Net Lease
GNL
$1.77B
| $967K | ﹤0.01% |
40,547
-223
| -0.5% | -$5.32K |
|
|
DCP
763
DELISTED
DCP Midstream, LP
DCP
| $966K | ﹤0.01% |
28,000
+12,000
| +75% | +$414K |
|
764
Sabra Healthcare REIT
SBRA
$4.56B
| $960K | ﹤0.01% |
46,512
-259
| -0.6% | -$5.35K |
|
765
Terreno Realty
TRNO
$6.1B
| $837K | ﹤0.01% |
32,364
-159
| -0.5% | -$4.11K |
|
|
TGE
766
DELISTED
Tallgrass Energy, LP Class A Shares
TGE
| $813K | ﹤0.01% |
36,000
+17,000
| +89% | +$384K |
|
|
INN
767
Summit Hotel Properties
INN
$614M
| $809K | ﹤0.01% |
61,120
-170
| -0.3% | -$2.25K |
|
|
FSP
768
Franklin Street Properties
FSP
$174M
| $800K | ﹤0.01% |
65,186
-665
| -1% | -$8.16K |
|
769
Agree Realty
ADC
$8.08B
| $796K | ﹤0.01% |
16,492
+3,224
| +24% | +$156K |
|
770
Four Corners Property Trust
FCPT
$2.73B
| $792K | ﹤0.01% |
38,463
-7,641
| -17% | -$157K |
|
|
SFR
771
DELISTED
Starwood Waypoint Homes
SFR
| $779K | ﹤0.01% |
25,611
-216
| -0.8% | -$6.57K |
|
772
Genesis Energy
GEL
$2.03B
| $729K | ﹤0.01% |
19,000
-7,000
| -27% | -$269K |
|
773
Cemex
CX
$13.6B
| $654K | ﹤0.01% |
110,233
-11,749
| -10% | -$69.7K |
|
|
SNR
774
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
| $642K | ﹤0.01% |
60,143
-720
| -1% | -$7.69K |
|
|
CSC
775
DELISTED
Computer Sciences
CSC
| $626K | ﹤0.01% |
12,614
| – | – |
|