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 |
iShares Gold Trust
IAU
|
$81.5M |
| 2 |
Microsoft
MSFT
|
$67.7M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$59.5M |
| 4 |
Baidu
BIDU
|
$42.2M |
| 5 |
LendingTree
TREE
|
$41.8M |
Top Sells
| 1 |
ATHN
Athenahealth, Inc.
ATHN
|
$80.2M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$68.6M |
| 3 |
GGP
GGP Inc.
GGP
|
$50.4M |
| 4 |
Apple
AAPL
|
$34.9M |
| 5 |
HDP
Hortonworks, Inc.
HDP
|
$26.1M |
Sector Composition
| 1 | Technology | 18.69% |
| 2 | Financials | 16.21% |
| 3 | Healthcare | 12.74% |
| 4 | Consumer Discretionary | 10.88% |
| 5 | Communication Services | 9.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
TIM SA
TIMB
$10.2B
| $2.89M | ﹤0.01% | 199,546 +8,400 | +4% | +$122K |
|
|
CXP
752
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $2.87M | ﹤0.01% | 121,269 -1,626 | -1% | -$38.4K |
|
753
iShares MSCI South Korea ETF
EWY
$5.13B
| $2.86M | ﹤0.01% | 41,879 -5,567 | -12% | -$380K |
|
|
XHR
754
Xenia Hotels & Resorts
XHR
$1.35B
| $2.75M | ﹤0.01% | 115,918 +9,570 | +9% | +$227K |
|
|
RPAI
755
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $2.74M | ﹤0.01% | 224,833 +316 | +0.1% | +$3.85K |
|
756
Pebblebrook Hotel Trust
PEB
$1.32B
| $2.67M | ﹤0.01% | 73,307 +4,549 | +7% | +$165K |
|
|
TGE
757
DELISTED
Tallgrass Energy, LP Class A Shares
TGE
| $2.62M | ﹤0.01% | +111,000 | New | +$2.62M |
|
|
PSB
758
DELISTED
PS Business Parks, Inc.
PSB
| $2.61M | ﹤0.01% | 20,569 +172 | +0.8% | +$21.9K |
|
759
DiamondRock Hospitality
DRH
$1.75B
| $2.58M | ﹤0.01% | 221,262 +20,251 | +10% | +$236K |
|
|
ENIA
760
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
| $2.58M | ﹤0.01% | 333,834 +18,900 | +6% | +$146K |
|
761
Urban Edge Properties
UE
$2.6B
| $2.58M | ﹤0.01% | 116,715 +11,401 | +11% | +$252K |
|
|
NS
762
DELISTED
NuStar Energy L.P.
NS
| $2.53M | ﹤0.01% | 90,850 +72,850 | +405% | +$2.03M |
|
|
PDM
763
Piedmont Realty Trust, Inc.
PDM
$1.05B
| $2.49M | ﹤0.01% | 131,519 +174 | +0.1% | +$3.29K |
|
|
ELME
764
Elme Communities
ELME
$1.51B
| $2.47M | ﹤0.01% | 80,649 +498 | +0.6% | +$15.3K |
|
765
Acadia Realty Trust
AKR
$2.62B
| $2.4M | ﹤0.01% | 85,720 -486 | -0.6% | -$13.6K |
|
|
QTS
766
DELISTED
QTS REALTY TRUST, INC.
QTS
| $2.31M | ﹤0.01% | 54,051 +812 | +2% | +$34.6K |
|
767
Tanger
SKT
$3.87B
| $2.3M | ﹤0.01% | 100,686 +6,463 | +7% | +$148K |
|
768
Empire State Realty Trust
ESRT
$1.3B
| $2.3M | ﹤0.01% | 138,635 +1,176 | +0.9% | +$19.5K |
|
769
Terreno Realty
TRNO
$5.97B
| $2.21M | ﹤0.01% | 58,642 +1,350 | +2% | +$50.9K |
|
770
Telefônica Brasil
VIV
$20.1B
| $2.2M | ﹤0.01% | 226,124 +10,600 | +5% | +$103K |
|
771
Genesis Energy
GEL
$2.08B
| $2.19M | ﹤0.01% | 92,000 -6,000 | -6% | -$143K |
|
|
ROIC
772
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $2.18M | ﹤0.01% | 116,798 +839 | +0.7% | +$15.7K |
|
|
CHSP
773
DELISTED
Chesapeake Lodging Trust
CHSP
| $2.06M | ﹤0.01% | 64,260 +740 | +1% | +$23.7K |
|
|
BPL
774
DELISTED
Buckeye Partners, L.P.
BPL
| $1.96M | ﹤0.01% | 55,000 -38,000 | -41% | -$1.36M |
|
|
VRE
775
Veris Residential
VRE
$1.47B
| $1.94M | ﹤0.01% | 91,109 +831 | +0.9% | +$17.7K |
|