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 |
SPDR Gold Trust
GLD
|
$99.7M |
| 2 |
Enbridge
ENB
|
$80.6M |
| 3 |
SBA Communications
SBAC
|
$38.1M |
| 4 |
LLL
L3 Technologies, Inc.
LLL
|
$35M |
| 5 |
Advanced Micro Devices
AMD
|
$32.4M |
Top Sells
| 1 |
SE
Spectra Energy Corp Wi
SE
|
$80.2M |
| 2 |
STJ
St Jude Medical
STJ
|
$62.2M |
| 3 |
LLTC
Linear Technology Corp
LLTC
|
$40.8M |
| 4 |
TWX
Time Warner Inc
TWX
|
$24.7M |
| 5 |
HAR
Harman International Industries
HAR
|
$21.2M |
Sector Composition
| 1 | Financials | 16.64% |
| 2 | Technology | 14.34% |
| 3 | Healthcare | 12.64% |
| 4 | Communication Services | 10.06% |
| 5 | Consumer Discretionary | 9.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
WPG
751
DELISTED
Washington Prime Group Inc.
WPG
| $1.54M | ﹤0.01% |
19,670
-1,156
| -6% | -$90.4K |
|
|
XYZ
752
Block, Inc.
XYZ
$45.4B
| $1.49M | ﹤0.01% |
86,000
+35,700
| +71% | +$617K |
|
|
ALX
753
Alexander's
ALX
$1.2B
| $1.47M | ﹤0.01% |
3,392
-11
| -0.3% | -$4.75K |
|
754
Rexford Industrial Realty
REXR
$10B
| $1.45M | ﹤0.01% |
64,158
+1,242
| +2% | +$28K |
|
|
INN
755
Summit Hotel Properties
INN
$616M
| $1.43M | ﹤0.01% |
89,547
+314
| +0.4% | +$5.02K |
|
|
GOV
756
DELISTED
Government Properties Income Trust
GOV
| $1.42M | ﹤0.01% |
67,775
+396
| +0.6% | +$8.29K |
|
|
CHSP
757
DELISTED
Chesapeake Lodging Trust
CHSP
| $1.39M | ﹤0.01% |
57,806
+468
| +0.8% | +$11.2K |
|
758
Four Corners Property Trust
FCPT
$2.74B
| $1.37M | ﹤0.01% |
59,841
-222
| -0.4% | -$5.07K |
|
759
iShares MSCI Indonesia ETF
EIDO
$333M
| $1.36M | ﹤0.01% |
52,800
-3,200
| -6% | -$82.5K |
|
760
Cheniere Energy
CQP
$26.1B
| $1.36M | ﹤0.01% |
42,000
| – | – |
|
761
NGL Energy Partners
NGL
$735M
| $1.36M | ﹤0.01% |
60,000
| – | – |
|
|
CQH
762
DELISTED
Cheniere Energy Partners LP Holdings LLC
CQH
| $1.32M | ﹤0.01% |
54,000
| – | – |
|
763
Global Net Lease
GNL
$1.77B
| $1.26M | ﹤0.01% |
52,346
-4,423
| -8% | -$106K |
|
|
FSP
764
Franklin Street Properties
FSP
$176M
| $1.25M | ﹤0.01% |
103,332
+866
| +0.8% | +$10.5K |
|
765
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.8B
| $1.24M | ﹤0.01% |
6,000
-6,200
| -51% | -$1.28M |
|
766
iShares MSCI Brazil ETF
EWZ
$5.47B
| $1.23M | ﹤0.01% |
32,700
-1,600
| -5% | -$59.9K |
|
767
Terreno Realty
TRNO
$6.05B
| $1.22M | ﹤0.01% |
43,672
-3,399
| -7% | -$95.2K |
|
768
iShares Gold Trust
IAU
$52.6B
| $1.2M | ﹤0.01% |
50,050
-2,600
| -5% | -$62.4K |
|
769
LendingTree
TREE
$984M
| $1.19M | ﹤0.01% |
9,500
+4,000
| +73% | +$501K |
|
770
Agree Realty
ADC
$8.05B
| $1.17M | ﹤0.01% |
24,383
-2,189
| -8% | -$105K |
|
771
Fomento Económico Mexicano
FMX
$29.6B
| $1.15M | ﹤0.01% |
13,002
-700
| -5% | -$62K |
|
772
LendingClub
LC
$1.91B
| $1.11M | ﹤0.01% |
40,320
+19,140
| +90% | +$525K |
|
|
RPT
773
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $1.06M | ﹤0.01% |
75,681
-317
| -0.4% | -$4.44K |
|
|
SRG
774
Seritage Growth Properties
SRG
$208M
| $1.01M | ﹤0.01% |
23,392
+925
| +4% | +$39.9K |
|
775
Black Stone Minerals
BSM
$2.55B
| $1.01M | ﹤0.01% |
61,000
| – | – |
|