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 | |
|---|---|---|---|---|---|---|
|
PDM
801
Piedmont Realty Trust, Inc.
PDM
$1.08B
| $4.93M | ﹤0.01% |
221,450
+53,444
| +32% | +$1.19M |
|
802
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$2.84B
| $4.76M | ﹤0.01% |
+64,800
| New | +$4.76M |
|
803
US Foods
USFD
$17.5B
| $4.75M | ﹤0.01% |
113,300
+10,600
| +10% | +$444K |
|
804
MGIC Investment
MTG
$6.51B
| $4.72M | ﹤0.01% |
333,300
+15,000
| +5% | +$213K |
|
805
LXP Industrial Trust
LXP
$2.67B
| $4.72M | ﹤0.01% |
444,435
+109,904
| +33% | +$1.17M |
|
806
Dr. Reddy's Laboratories
RDY
$11.8B
| $4.69M | ﹤0.01% |
577,550
| – | – |
|
807
Galicia Financial Group
GGAL
$6.22B
| $4.65M | ﹤0.01% |
286,417
+33,764
| +13% | +$548K |
|
808
Banco Macro
BMA
$3.66B
| $4.59M | ﹤0.01% |
126,734
+15,631
| +14% | +$567K |
|
|
VIVS
809
VivoSim Labs, Inc. Common Stock
VIVS
$6.37M
| $4.56M | ﹤0.01% |
53,366
| – | – |
|
810
CACI
CACI
$9.97B
| $4.41M | ﹤0.01% |
17,631
+358
| +2% | +$89.5K |
|
811
MPLX
MPLX
$52.3B
| $4.35M | ﹤0.01% |
171,000
-66,240
| -28% | -$1.69M |
|
|
NOAH
812
Noah Holdings
NOAH
$842M
| $4.35M | ﹤0.01% |
123,011
+7,533
| +7% | +$266K |
|
|
CXP
813
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $4.34M | ﹤0.01% |
207,566
+53,118
| +34% | +$1.11M |
|
814
Tencent Music
TME
$38B
| $4.27M | ﹤0.01% |
363,741
+19,936
| +6% | +$234K |
|
|
CBD
815
DELISTED
Companhia Brasileira de Distribuicao
CBD
| $4.23M | ﹤0.01% |
193,375
+12,000
| +7% | +$262K |
|
|
XHR
816
Xenia Hotels & Resorts
XHR
$1.37B
| $4.21M | ﹤0.01% |
194,987
+37,680
| +24% | +$814K |
|
|
ELME
817
Elme Communities
ELME
$1.51B
| $4.08M | ﹤0.01% |
139,747
+29,461
| +27% | +$860K |
|
818
Oil States International
OIS
$333M
| $4.06M | ﹤0.01% |
248,977
-34,082
| -12% | -$556K |
|
|
RSX
819
DELISTED
VanEck Russia ETF
RSX
| $4.06M | ﹤0.01% |
+162,488
| New | +$4.06M |
|
820
DigitalBridge
DBRG
$2.06B
| $4.04M | ﹤0.01% |
212,849
+45,864
| +27% | +$871K |
|
|
BERY
821
DELISTED
Berry Global Group, Inc.
BERY
| $3.99M | ﹤0.01% |
91,585
-10,454
| -10% | -$456K |
|
822
Acadia Realty Trust
AKR
$2.62B
| $3.95M | ﹤0.01% |
152,424
+37,445
| +33% | +$971K |
|
823
Cibus
CBUS
$66.2M
| $3.94M | ﹤0.01% |
11,241
-225
| -2% | -$78.9K |
|
824
DiamondRock Hospitality
DRH
$1.75B
| $3.92M | ﹤0.01% |
354,136
+75,138
| +27% | +$833K |
|
|
AAT
825
American Assets Trust
AAT
$1.26B
| $3.91M | ﹤0.01% |
85,240
+20,181
| +31% | +$926K |
|