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 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$109M |
| 2 |
Starbucks
SBUX
|
$106M |
| 3 |
CF Industries
CF
|
$47.5M |
| 4 |
PPG Industries
PPG
|
$40M |
| 5 |
Marathon Petroleum
MPC
|
$37.7M |
Top Sells
| 1 |
LO
LORILLARD INC COM STK
LO
|
$64.1M |
| 2 |
Pfizer
PFE
|
$43.4M |
| 3 |
PCYC
PHARMACYCLICS INC
PCYC
|
$41.2M |
| 4 |
TRW
TRW AUTOMOTIVE HOLDINGS CORP
TRW
|
$31.4M |
| 5 |
SLXP
SALIX PHARMACEUTICALS LTD DEL
SLXP
|
$28.9M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Healthcare | 14.41% |
| 3 | Technology | 13.48% |
| 4 | Energy | 9.16% |
| 5 | Industrials | 9.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
EQY
776
DELISTED
Equity One
EQY
| $1.35M | ﹤0.01% |
57,740
+9,035
| +19% | +$211K |
|
|
CSG
777
DELISTED
CHAMBERS STR PPTYS COM
CSG
| $1.32M | ﹤0.01% |
166,132
+15,095
| +10% | +$120K |
|
778
LXP Industrial Trust
LXP
$2.69B
| $1.3M | ﹤0.01% |
153,472
+13,424
| +10% | +$114K |
|
|
HEP
779
DELISTED
Holly Energy Partners, L.P.
HEP
| $1.27M | ﹤0.01% |
36,000
| – | – |
|
780
iShares Core S&P 500 ETF
IVV
$657B
| $1.26M | ﹤0.01% |
+6,100
| New | +$1.26M |
|
781
iShares MSCI Indonesia ETF
EIDO
$330M
| $1.25M | ﹤0.01% |
54,100
+26,200
| +94% | +$607K |
|
|
ELME
782
Elme Communities
ELME
$1.51B
| $1.25M | ﹤0.01% |
48,037
+4,845
| +11% | +$126K |
|
783
EastGroup Properties
EGP
$8.85B
| $1.24M | ﹤0.01% |
22,042
+1,784
| +9% | +$100K |
|
784
Cheniere Energy
CQP
$26.7B
| $1.23M | ﹤0.01% |
40,000
| – | – |
|
785
SPDR Dow Jones International Real Estate ETF
RWX
$301M
| $1.23M | ﹤0.01% |
29,269
+9,373
| +47% | +$392K |
|
|
CHSP
786
DELISTED
Chesapeake Lodging Trust
CHSP
| $1.22M | ﹤0.01% |
39,872
+5,040
| +14% | +$154K |
|
|
NTI
787
DELISTED
NORTHERN TIER ENERGY LP CLASS A
NTI
| $1.21M | ﹤0.01% |
51,000
| – | – |
|
|
NYRT
788
DELISTED
New York REIT, Inc.
NYRT
| $1.17M | ﹤0.01% |
117,797
+11,892
| +11% | +$118K |
|
|
AEC
789
DELISTED
ASSOCIATED ESTATES REALTY CORP
AEC
| $1.14M | ﹤0.01% |
39,921
+3,954
| +11% | +$113K |
|
|
VRE
790
Veris Residential
VRE
$1.47B
| $1.1M | ﹤0.01% |
60,113
+5,778
| +11% | +$106K |
|
|
LTC
791
LTC Properties
LTC
$1.68B
| $1.07M | ﹤0.01% |
25,736
+2,952
| +13% | +$123K |
|
792
Sabra Healthcare REIT
SBRA
$4.58B
| $1.06M | ﹤0.01% |
41,307
+3,646
| +10% | +$93.8K |
|
|
AAT
793
American Assets Trust
AAT
$1.28B
| $1.06M | ﹤0.01% |
27,050
+2,736
| +11% | +$107K |
|
794
Cemex
CX
$13.2B
| $1.05M | ﹤0.01% |
114,679
+910
| +0.8% | +$8.33K |
|
|
EDR
795
DELISTED
Education Realty Trust Inc
EDR
| $1.04M | ﹤0.01% |
33,058
+2,969
| +10% | +$93.1K |
|
|
PSB
796
DELISTED
PS Business Parks, Inc.
PSB
| $1.02M | ﹤0.01% |
14,151
+1,580
| +13% | +$114K |
|
|
MORE
797
DELISTED
Monogram Residential Trust, Inc.
MORE
| $1.01M | ﹤0.01% |
112,410
+11,402
| +11% | +$103K |
|
|
PKY
798
DELISTED
Parkway, Inc.
PKY
| $993K | ﹤0.01% |
56,936
+447
| +0.8% | +$7.8K |
|
|
PEI
799
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $993K | ﹤0.01% |
46,535
+662
| +1% | +$14.1K |
|
800
iShares MSCI Taiwan ETF
EWT
$6.03B
| $982K | ﹤0.01% |
+62,243
| New | +$982K |
|