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 | |
|---|---|---|---|---|---|---|
801
Western Midstream Partners
WES
$14.5B
| $3.38M | ﹤0.01% |
109,675
+32,000
| +41% | +$985K |
|
802
Infosys
INFY
$67.9B
| $3.33M | ﹤0.01% |
310,714
-50,000
| -14% | -$535K |
|
803
TIM SA
TIMB
$10.3B
| $3.24M | ﹤0.01% |
216,696
+84,000
| +63% | +$1.26M |
|
|
QTS
804
DELISTED
QTS REALTY TRUST, INC.
QTS
| $3.03M | ﹤0.01% |
65,595
+29,167
| +80% | +$1.35M |
|
|
RPAI
805
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $2.98M | ﹤0.01% |
253,519
+111,070
| +78% | +$1.31M |
|
806
The GEO Group
GEO
$2.92B
| $2.95M | ﹤0.01% |
140,197
+63,835
| +84% | +$1.34M |
|
807
Petrobras
PBR
$78.7B
| $2.93M | ﹤0.01% |
188,444
+34,031
| +22% | +$530K |
|
|
BDN
808
Brandywine Realty Trust
BDN
$759M
| $2.93M | ﹤0.01% |
204,312
+93,400
| +84% | +$1.34M |
|
|
CXP
809
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $2.89M | ﹤0.01% |
139,223
+61,670
| +80% | +$1.28M |
|
|
TCO
810
DELISTED
Taubman Centers Inc.
TCO
| $2.88M | ﹤0.01% |
70,489
+32,337
| +85% | +$1.32M |
|
811
CoreCivic
CXW
$2.11B
| $2.87M | ﹤0.01% |
138,044
+62,204
| +82% | +$1.29M |
|
812
EQT Corp
EQT
$32.2B
| $2.84M | ﹤0.01% |
179,869
-22,262
| -11% | -$352K |
|
813
DigitalBridge
DBRG
$2.04B
| $2.82M | ﹤0.01% |
141,020
+63,949
| +83% | +$1.28M |
|
|
PDM
814
Piedmont Realty Trust, Inc.
PDM
$1.09B
| $2.81M | ﹤0.01% |
141,086
+66,498
| +89% | +$1.33M |
|
|
BSMX
815
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
| $2.81M | ﹤0.01% |
367,526
+44,900
| +14% | +$344K |
|
816
Agree Realty
ADC
$8.08B
| $2.81M | ﹤0.01% |
43,793
+20,303
| +86% | +$1.3M |
|
|
XHR
817
Xenia Hotels & Resorts
XHR
$1.38B
| $2.79M | ﹤0.01% |
133,572
+59,454
| +80% | +$1.24M |
|
818
CareTrust REIT
CTRE
$7.56B
| $2.69M | ﹤0.01% |
112,922
+59,862
| +113% | +$1.42M |
|
819
Acadia Realty Trust
AKR
$2.63B
| $2.59M | ﹤0.01% |
94,755
+43,384
| +84% | +$1.19M |
|
820
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.8B
| $2.53M | ﹤0.01% |
+9,500
| New | +$2.53M |
|
|
VRE
821
Veris Residential
VRE
$1.52B
| $2.52M | ﹤0.01% |
108,059
+48,036
| +80% | +$1.12M |
|
|
ELME
822
Elme Communities
ELME
$1.52B
| $2.51M | ﹤0.01% |
93,810
+42,400
| +82% | +$1.13M |
|
823
DiamondRock Hospitality
DRH
$1.76B
| $2.47M | ﹤0.01% |
238,781
+107,323
| +82% | +$1.11M |
|
824
Oceaneering
OII
$2.41B
| $2.46M | ﹤0.01% |
120,851
-16,586
| -12% | -$338K |
|
|
UNVR
825
DELISTED
Univar Solutions Inc.
UNVR
| $2.46M | ﹤0.01% |
111,488
-14,764
| -12% | -$325K |
|