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 |
DuPont de Nemours
DD
|
$234M |
| 2 |
Alibaba
BABA
|
$82.3M |
| 3 |
iShares Gold Trust
IAU
|
$79.6M |
| 4 |
Baker Hughes
BKR
|
$43.6M |
| 5 |
Meta Platforms (Facebook)
META
|
$39.6M |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$211M |
| 2 |
RAI
Reynolds American Inc
RAI
|
$169M |
| 3 |
BHI
Baker Hughes
BHI
|
$65.5M |
| 4 |
WFM
Whole Foods Market Inc
WFM
|
$39.8M |
| 5 |
Bank of America
BAC
|
$24.7M |
Sector Composition
| 1 | Financials | 17.23% |
| 2 | Technology | 15.13% |
| 3 | Healthcare | 12.68% |
| 4 | Communication Services | 10.08% |
| 5 | Consumer Discretionary | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CXP
751
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $2.45M | ﹤0.01% |
112,694
-1,872
| -2% | -$40.7K |
|
752
STAG Industrial
STAG
$6.88B
| $2.45M | ﹤0.01% |
89,064
+1,601
| +2% | +$44K |
|
|
EDR
753
DELISTED
Education Realty Trust Inc
EDR
| $2.45M | ﹤0.01% |
68,071
-433
| -0.6% | -$15.6K |
|
754
Urban Edge Properties
UE
$2.6B
| $2.44M | ﹤0.01% |
101,332
+6,279
| +7% | +$151K |
|
|
QTS
755
DELISTED
QTS REALTY TRUST, INC.
QTS
| $2.43M | ﹤0.01% |
46,350
-467
| -1% | -$24.5K |
|
756
WNS Holdings
WNS
$3.24B
| $2.37M | ﹤0.01% |
+65,000
| New | +$2.37M |
|
|
ELME
757
Elme Communities
ELME
$1.51B
| $2.36M | ﹤0.01% |
72,145
+136
| +0.2% | +$4.45K |
|
758
Pebblebrook Hotel Trust
PEB
$1.32B
| $2.29M | ﹤0.01% |
63,397
-2,230
| -3% | -$80.6K |
|
759
Banco Santander Chile
BSAC
$11.3B
| $2.27M | ﹤0.01% |
76,497
+35,067
| +85% | +$1.04M |
|
760
Tanger
SKT
$3.87B
| $2.25M | ﹤0.01% |
92,160
-1,800
| -2% | -$44K |
|
|
BEST
761
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
| $2.25M | ﹤0.01% |
+187,717
| New | +$2.25M |
|
762
Acadia Realty Trust
AKR
$2.62B
| $2.23M | ﹤0.01% |
77,849
-1,250
| -2% | -$35.8K |
|
|
XHR
763
Xenia Hotels & Resorts
XHR
$1.35B
| $2.19M | ﹤0.01% |
104,126
-614
| -0.6% | -$12.9K |
|
764
Enel Chile
ENIC
$4.83B
| $2.13M | ﹤0.01% |
354,672
+200,872
| +131% | +$1.21M |
|
|
VEDL
765
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $2.11M | ﹤0.01% |
+109,130
| New | +$2.11M |
|
766
LXP Industrial Trust
LXP
$2.69B
| $2.11M | ﹤0.01% |
206,562
-738
| -0.4% | -$7.54K |
|
|
VRE
767
Veris Residential
VRE
$1.47B
| $2.05M | ﹤0.01% |
86,364
-1,844
| -2% | -$43.7K |
|
768
DiamondRock Hospitality
DRH
$1.75B
| $2.03M | ﹤0.01% |
184,911
-1,502
| -0.8% | -$16.4K |
|
|
ROIC
769
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $1.96M | ﹤0.01% |
103,048
-2,167
| -2% | -$41.2K |
|
|
SHLX
770
DELISTED
Shell Midstream Partners, L.P.
SHLX
| $1.92M | ﹤0.01% |
69,000
+35,000
| +103% | +$974K |
|
771
iShares MSCI China ETF
MCHI
$7.91B
| $1.89M | ﹤0.01% |
+30,000
| New | +$1.89M |
|
|
ALEX
772
Alexander & Baldwin
ALEX
$1.41B
| $1.89M | ﹤0.01% |
+40,739
| New | +$1.89M |
|
773
Rexford Industrial Realty
REXR
$9.8B
| $1.87M | ﹤0.01% |
65,201
+1,043
| +2% | +$29.9K |
|
774
America Movil
AMX
$60.3B
| $1.82M | ﹤0.01% |
102,360
-618
| -0.6% | -$11K |
|
775
Terreno Realty
TRNO
$5.97B
| $1.81M | ﹤0.01% |
49,952
+161
| +0.3% | +$5.82K |
|