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 |
L3Harris
LHX
|
$193M |
| 2 |
Tesla
TSLA
|
$177M |
| 3 |
Illumina
ILMN
|
$157M |
| 4 |
Fidelity National Information Services
FIS
|
$143M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$103M |
Top Sells
| 1 |
RHT
Red Hat Inc
RHT
|
$158M |
| 2 |
WP
Worldpay, Inc.
WP
|
$140M |
| 3 |
APC
Anadarko Petroleum
APC
|
$135M |
| 4 |
iShares Gold Trust
IAU
|
$130M |
| 5 |
Apple
AAPL
|
$83.2M |
Sector Composition
| 1 | Technology | 18.79% |
| 2 | Financials | 15.47% |
| 3 | Healthcare | 12.69% |
| 4 | Consumer Discretionary | 10.72% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
EQC
776
DELISTED
Equity Commonwealth
EQC
| $5.56M | ﹤0.01% |
162,408
+19,119
| +13% | +$655K |
|
|
BPL
777
DELISTED
Buckeye Partners, L.P.
BPL
| $5.51M | ﹤0.01% |
134,000
+5,000
| +4% | +$205K |
|
|
PGRE
778
Paramount Group
PGRE
$1.66B
| $5.5M | ﹤0.01% |
411,641
+144,935
| +54% | +$1.93M |
|
779
TIM SA
TIMB
$10.3B
| $5.38M | ﹤0.01% |
374,777
+158,081
| +73% | +$2.27M |
|
780
CareDx
CDNA
$736M
| $5.29M | ﹤0.01% |
234,112
+221,009
| +1,687% | +$5M |
|
781
STAG Industrial
STAG
$6.9B
| $5.17M | ﹤0.01% |
175,363
+34,117
| +24% | +$1.01M |
|
782
AngloGold Ashanti
AU
$30.2B
| $5.11M | ﹤0.01% |
279,853
-106,685
| -28% | -$1.95M |
|
783
National Health Investors
NHI
$3.72B
| $4.88M | ﹤0.01% |
59,220
+9,489
| +19% | +$782K |
|
|
PSB
784
DELISTED
PS Business Parks, Inc.
PSB
| $4.84M | ﹤0.01% |
26,584
+3,038
| +13% | +$553K |
|
785
Pebblebrook Hotel Trust
PEB
$1.4B
| $4.83M | ﹤0.01% |
173,492
+19,872
| +13% | +$553K |
|
786
Apple Hospitality REIT
APLE
$3.09B
| $4.81M | ﹤0.01% |
290,030
+44,982
| +18% | +$746K |
|
787
iShares MSCI Saudi Arabia ETF
KSA
$577M
| $4.8M | ﹤0.01% |
157,500
+37,500
| +31% | +$1.14M |
|
|
WRI
788
DELISTED
Weingarten Realty Investors
WRI
| $4.74M | ﹤0.01% |
162,792
+26,486
| +19% | +$772K |
|
789
YPF
YPF
$12.1B
| $4.69M | ﹤0.01% |
506,965
-115,265
| -19% | -$1.07M |
|
790
COPT Defense Properties
CDP
$3.46B
| $4.63M | ﹤0.01% |
155,418
+23,623
| +18% | +$703K |
|
791
Terreno Realty
TRNO
$6.1B
| $4.58M | ﹤0.01% |
89,567
+18,545
| +26% | +$947K |
|
|
DOC
792
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $4.47M | ﹤0.01% |
251,566
+40,298
| +19% | +$715K |
|
793
Tencent Music
TME
$37.7B
| $4.39M | ﹤0.01% |
343,805
-14,181
| -4% | -$181K |
|
794
Dr. Reddy's Laboratories
RDY
$11.9B
| $4.38M | ﹤0.01% |
+577,550
| New | +$4.38M |
|
795
Nice
NICE
$8.67B
| $4.3M | ﹤0.01% |
29,881
-8,250
| -22% | -$1.19M |
|
796
US Foods
USFD
$17.5B
| $4.22M | ﹤0.01% |
+102,700
| New | +$4.22M |
|
|
BDN
797
Brandywine Realty Trust
BDN
$759M
| $4.22M | ﹤0.01% |
278,536
+74,224
| +36% | +$1.12M |
|
798
Teledyne Technologies
TDY
$25.7B
| $4.22M | ﹤0.01% |
13,093
+11,923
| +1,019% | +$3.84M |
|
799
Sabesp
SBS
$15.8B
| $4.12M | ﹤0.01% |
346,874
+324,694
| +1,464% | +$3.86M |
|
800
Sunstone Hotel Investors
SHO
$1.81B
| $4.09M | ﹤0.01% |
297,862
+28,002
| +10% | +$385K |
|