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 |
Dow Inc
DOW
|
$171M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$102M |
| 3 |
Corteva
CTVA
|
$101M |
| 4 |
NVTA
Invitae Corporation
NVTA
|
$99.2M |
| 5 |
Alibaba
BABA
|
$88.9M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$125M |
| 2 |
SPDR Gold Trust
GLD
|
$116M |
| 3 |
LendingTree
TREE
|
$104M |
| 4 |
MDSO
Medidata Solutions, Inc.
MDSO
|
$91.6M |
| 5 |
L3Harris
LHX
|
$78.5M |
Sector Composition
| 1 | Technology | 18.4% |
| 2 | Financials | 15.53% |
| 3 | Healthcare | 12.87% |
| 4 | Consumer Discretionary | 10.81% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
B2Gold
BTG
$5.52B
| $6.67M | 0.01% |
2,200,060
-310,938
| -12% | -$942K |
|
752
Cibus
CBUS
$67.3M
| $6.59M | 0.01% |
10,556
+3,775
| +56% | +$2.36M |
|
753
Healthcare Realty
HR
$6.35B
| $6.43M | 0.01% |
234,254
+108,487
| +86% | +$2.98M |
|
754
EPR Properties
EPR
$4.05B
| $6.39M | 0.01% |
85,635
+39,612
| +86% | +$2.95M |
|
755
Alamos Gold
AGI
$13.5B
| $6.31M | 0.01% |
1,042,931
-143,670
| -12% | -$869K |
|
756
Cousins Properties
CUZ
$4.95B
| $6.18M | 0.01% |
170,913
+106,425
| +165% | +$3.85M |
|
757
Brixmor Property Group
BRX
$8.63B
| $6.14M | 0.01% |
343,623
+157,114
| +84% | +$2.81M |
|
|
HPP
758
Hudson Pacific Properties
HPP
$1.16B
| $5.85M | 0.01% |
175,727
+81,414
| +86% | +$2.71M |
|
759
Oil States International
OIS
$334M
| $5.73M | 0.01% |
313,099
-43,383
| -12% | -$794K |
|
|
JBGS
760
JBG SMITH
JBGS
$1.4B
| $5.45M | ﹤0.01% |
138,513
+69,700
| +101% | +$2.74M |
|
761
Tencent Music
TME
$37.7B
| $5.37M | ﹤0.01% |
357,986
-4,100
| -1% | -$61.5K |
|
762
First Industrial Realty Trust
FR
$6.92B
| $5.31M | ﹤0.01% |
144,400
+61,830
| +75% | +$2.27M |
|
|
BPL
763
DELISTED
Buckeye Partners, L.P.
BPL
| $5.3M | ﹤0.01% |
129,000
| – | – |
|
764
Nice
NICE
$8.67B
| $5.22M | ﹤0.01% |
38,131
-4,500
| -11% | -$617K |
|
|
LSI
765
DELISTED
Life Storage, Inc.
LSI
| $5.16M | ﹤0.01% |
81,341
+36,975
| +83% | +$2.34M |
|
766
Highwoods Properties
HIW
$3.44B
| $5.03M | ﹤0.01% |
121,800
+54,699
| +82% | +$2.26M |
|
767
EastGroup Properties
EGP
$8.97B
| $4.99M | ﹤0.01% |
43,054
+19,346
| +82% | +$2.24M |
|
|
SVC
768
Service Properties Trust
SVC
$481M
| $4.98M | ﹤0.01% |
199,072
+86,329
| +77% | +$2.16M |
|
769
Rexford Industrial Realty
REXR
$10.2B
| $4.89M | ﹤0.01% |
121,125
+61,113
| +102% | +$2.47M |
|
|
COR
770
DELISTED
Coresite Realty Corporation
COR
| $4.83M | ﹤0.01% |
41,912
+19,424
| +86% | +$2.24M |
|
771
Telecom Argentina
TEO
$3.67B
| $4.82M | ﹤0.01% |
+272,614
| New | +$4.82M |
|
|
NOAH
772
Noah Holdings
NOAH
$797M
| $4.79M | ﹤0.01% |
112,678
-1,300
| -1% | -$55.3K |
|
773
Ryman Hospitality Properties
RHP
$6.35B
| $4.76M | ﹤0.01% |
58,696
+27,131
| +86% | +$2.2M |
|
|
HR
774
DELISTED
Healthcare Realty Trust Incorporated
HR
| $4.69M | ﹤0.01% |
149,771
+68,380
| +84% | +$2.14M |
|
|
EQC
775
DELISTED
Equity Commonwealth
EQC
| $4.66M | ﹤0.01% |
143,289
+64,401
| +82% | +$2.09M |
|