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 |
Bristol-Myers Squibb
BMY
|
$200M |
| 2 |
Alibaba
BABA
|
$176M |
| 3 |
Blackstone
BX
|
$127M |
| 4 |
Truist Financial
TFC
|
$127M |
| 5 |
Mercado Libre
MELI
|
$54.4M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$289M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$116M |
| 3 |
Tesla
TSLA
|
$92.4M |
| 4 |
Apple
AAPL
|
$90.7M |
| 5 |
NVIDIA
NVDA
|
$52.7M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Financials | 15.26% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Discretionary | 10.55% |
| 5 | Communication Services | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Rexford Industrial Realty
REXR
$9.96B
| $8.9M | 0.01% |
194,795
+48,448
| +33% | +$2.21M |
|
752
Energy Select Sector SPDR Fund
XLE
$27.2B
| $8.89M | 0.01% |
148,000
-316,000
| -68% | -$19M |
|
753
BP
BP
$88.4B
| $8.87M | 0.01% |
235,044
-32,306
| -12% | -$1.22M |
|
|
LSI
754
DELISTED
Life Storage, Inc.
LSI
| $8.86M | 0.01% |
123,995
+27,738
| +29% | +$1.98M |
|
755
Highwoods Properties
HIW
$3.38B
| $8.8M | 0.01% |
179,828
+41,592
| +30% | +$2.03M |
|
|
CBMG
756
DELISTED
Cellular Biomedicine Group, Inc.
CBMG
| $8.65M | 0.01% |
532,825
-24,927
| -4% | -$405K |
|
|
SRC
757
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $8.49M | 0.01% |
172,664
+49,218
| +40% | +$2.42M |
|
|
JBGS
758
JBG SMITH
JBGS
$1.36B
| $8.34M | 0.01% |
209,058
+46,783
| +29% | +$1.87M |
|
759
Ryman Hospitality Properties
RHP
$6.36B
| $8.27M | 0.01% |
95,477
+25,856
| +37% | +$2.24M |
|
760
Telefônica Brasil
VIV
$19.9B
| $7.99M | 0.01% |
565,746
-2,987
| -0.5% | -$42.2K |
|
761
Wipro
WIT
$28.6B
| $7.84M | 0.01% |
4,179,544
-100,532
| -2% | -$189K |
|
|
HR
762
DELISTED
Healthcare Realty Trust Incorporated
HR
| $7.83M | 0.01% |
234,624
+57,162
| +32% | +$1.91M |
|
763
Kratos Defense & Security Solutions
KTOS
$10.7B
| $7.7M | 0.01% |
427,504
-8,598
| -2% | -$155K |
|
764
ICICI Bank
IBN
$114B
| $7.64M | 0.01% |
506,323
| – | – |
|
765
NIO
NIO
$13.8B
| $7.52M | 0.01% |
1,870,037
+151,481
| +9% | +$609K |
|
|
COR
766
DELISTED
Coresite Realty Corporation
COR
| $7.44M | 0.01% |
66,322
+16,555
| +33% | +$1.86M |
|
767
STAG Industrial
STAG
$6.86B
| $7.34M | 0.01% |
232,343
+56,980
| +32% | +$1.8M |
|
768
Sabra Healthcare REIT
SBRA
$4.58B
| $7.28M | 0.01% |
341,002
+88,449
| +35% | +$1.89M |
|
|
SVC
769
Service Properties Trust
SVC
$462M
| $7.05M | 0.01% |
289,740
+66,867
| +30% | +$1.63M |
|
|
EQC
770
DELISTED
Equity Commonwealth
EQC
| $7.02M | 0.01% |
213,749
+51,341
| +32% | +$1.69M |
|
771
TIM SA
TIMB
$10.1B
| $6.96M | 0.01% |
366,242
-8,535
| -2% | -$162K |
|
|
WRI
772
DELISTED
Weingarten Realty Investors
WRI
| $6.6M | 0.01% |
211,120
+48,328
| +30% | +$1.51M |
|
773
Terreno Realty
TRNO
$5.98B
| $6.39M | 0.01% |
118,067
+28,500
| +32% | +$1.54M |
|
774
National Health Investors
NHI
$3.67B
| $6.39M | 0.01% |
78,372
+19,152
| +32% | +$1.56M |
|
|
PGRE
775
Paramount Group
PGRE
$1.63B
| $6.28M | ﹤0.01% |
451,093
+39,452
| +10% | +$549K |
|