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 |
Apple
AAPL
|
$450M |
| 2 |
Microsoft
MSFT
|
$436M |
| 3 |
Amazon
AMZN
|
$421M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$211M |
| 5 |
Johnson & Johnson
JNJ
|
$209M |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
$214M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$176M |
| 3 |
PX
Praxair Inc
PX
|
$149M |
| 4 |
COL
Rockwell Collins
COL
|
$76.7M |
| 5 |
ANDV
Andeavor
ANDV
|
$73M |
Sector Composition
| 1 | Technology | 17.38% |
| 2 | Financials | 15.84% |
| 3 | Healthcare | 13.61% |
| 4 | Consumer Discretionary | 10.74% |
| 5 | Communication Services | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
CareTrust REIT
CTRE
$7.56B
| $1.57M | ﹤0.01% |
85,024
-2,344
| -3% | -$43.3K |
|
|
WES
777
DELISTED
Western Gas Partners Lp
WES
| $1.57M | ﹤0.01% |
37,000
+11,000
| +42% | +$466K |
|
778
Americold
COLD
$3.98B
| $1.54M | ﹤0.01% |
61,382
+4,462
| +8% | +$112K |
|
|
CHSP
779
DELISTED
Chesapeake Lodging Trust
CHSP
| $1.53M | ﹤0.01% |
62,305
-1,955
| -3% | -$47.9K |
|
780
National Storage Affiliates Trust
NSA
$2.56B
| $1.5M | ﹤0.01% |
57,104
-1,997
| -3% | -$52.5K |
|
|
RSX
781
DELISTED
VanEck Russia ETF
RSX
| $1.48M | ﹤0.01% |
79,150
-91,700
| -54% | -$1.72M |
|
782
Global Net Lease
GNL
$1.77B
| $1.45M | ﹤0.01% |
82,310
+8,906
| +12% | +$157K |
|
783
Vale
VALE
$44.4B
| $1.35M | ﹤0.01% |
103,370
-2,100
| -2% | -$27.3K |
|
784
iShares MSCI Brazil ETF
EWZ
$5.47B
| $1.28M | ﹤0.01% |
33,700
+2,400
| +8% | +$91.4K |
|
785
America Movil
AMX
$59.1B
| $1.27M | ﹤0.01% |
89,260
-12,600
| -12% | -$179K |
|
786
Kite Realty
KRG
$5.11B
| $1.25M | ﹤0.01% |
87,748
-3,026
| -3% | -$43K |
|
|
OPRA
787
Opera Ltd
OPRA
$1.6B
| $1.22M | ﹤0.01% |
212,157
-1,367,631
| -87% | -$7.88M |
|
788
iShares MSCI Philippines ETF
EPHE
$103M
| $1.2M | ﹤0.01% |
37,200
-600
| -2% | -$19.4K |
|
789
Foot Locker
FL
$2.29B
| $1.2M | ﹤0.01% |
22,955
+1,078
| +5% | +$56.4K |
|
|
MNR
790
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $1.19M | ﹤0.01% |
96,035
+14,381
| +18% | +$179K |
|
|
TCP
791
DELISTED
TC Pipelines LP
TCP
| $1.19M | ﹤0.01% |
39,000
+6,000
| +18% | +$183K |
|
|
ALX
792
Alexander's
ALX
$1.2B
| $1.15M | ﹤0.01% |
3,765
-130
| -3% | -$39.6K |
|
|
TIER
793
DELISTED
TIER REIT, Inc.
TIER
| $1.14M | ﹤0.01% |
55,253
+4,336
| +9% | +$89.4K |
|
|
DCP
794
DELISTED
DCP Midstream, LP
DCP
| $1.11M | ﹤0.01% |
42,000
+17,000
| +68% | +$449K |
|
|
GRP.U
795
Granite Real Estate Investment Trust
GRP.U
$3.43B
| $1.1M | ﹤0.01% |
28,212
+1,423
| +5% | +$55.2K |
|
|
INN
796
Summit Hotel Properties
INN
$614M
| $1.09M | ﹤0.01% |
112,707
+7,598
| +7% | +$73.5K |
|
|
RPT
797
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $1.07M | ﹤0.01% |
87,773
+8,660
| +11% | +$105K |
|
798
iShares MSCI Chile ETF
ECH
$726M
| $1.04M | ﹤0.01% |
25,130
+2,200
| +10% | +$91K |
|
799
Fomento Económico Mexicano
FMX
$29.6B
| $1.01M | ﹤0.01% |
11,853
-1,250
| -10% | -$106K |
|
800
Black Stone Minerals
BSM
$2.53B
| $1M | ﹤0.01% |
64,000
| – | – |
|