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 | |
|---|---|---|---|---|---|---|
826
Allison Transmission
ALSN
$7.36B
| $3.81M | ﹤0.01% |
78,900
-3,700
| -4% | -$179K |
|
827
Urban Edge Properties
UE
$2.63B
| $3.81M | ﹤0.01% |
198,743
+38,153
| +24% | +$732K |
|
828
Plains GP Holdings
PAGP
$3.71B
| $3.78M | ﹤0.01% |
199,647
-517,609
| -72% | -$9.81M |
|
829
SITE Centers
SITC
$475M
| $3.7M | ﹤0.01% |
263,906
+69,478
| +36% | +$974K |
|
830
Nice
NICE
$8.48B
| $3.69M | ﹤0.01% |
23,781
-6,100
| -20% | -$947K |
|
831
Empire State Realty Trust
ESRT
$1.32B
| $3.68M | ﹤0.01% |
263,913
+62,978
| +31% | +$879K |
|
832
Essential Properties Realty Trust
EPRT
$6.13B
| $3.67M | ﹤0.01% |
147,971
+41,606
| +39% | +$1.03M |
|
833
iShares Mortgage Real Estate ETF
REM
$602M
| $3.61M | ﹤0.01% |
81,165
+68,550
| +543% | +$3.05M |
|
|
ROIC
834
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $3.61M | ﹤0.01% |
204,572
+52,937
| +35% | +$935K |
|
835
CoreCivic
CXW
$2.15B
| $3.61M | ﹤0.01% |
213,031
+50,491
| +31% | +$855K |
|
|
VRE
836
Veris Residential
VRE
$1.47B
| $3.6M | ﹤0.01% |
157,044
+29,320
| +23% | +$672K |
|
837
Petrobras
PBR
$79.3B
| $3.59M | ﹤0.01% |
225,375
+24,230
| +12% | +$386K |
|
838
The GEO Group
GEO
$2.98B
| $3.59M | ﹤0.01% |
216,146
+50,201
| +30% | +$834K |
|
839
iShares MSCI Saudi Arabia ETF
KSA
$575M
| $3.57M | ﹤0.01% |
115,500
-42,000
| -27% | -$1.3M |
|
|
TTM
840
DELISTED
Tata Motors Limited
TTM
| $3.57M | ﹤0.01% |
275,891
| – | – |
|
841
Liberty Energy
LBRT
$1.69B
| $3.56M | ﹤0.01% |
320,479
+92,831
| +41% | +$1.03M |
|
842
National Storage Affiliates Trust
NSA
$2.47B
| $3.49M | ﹤0.01% |
103,930
+25,374
| +32% | +$853K |
|
843
BRF SA
BRFS
$5.83B
| $3.43M | ﹤0.01% |
394,686
+30,107
| +8% | +$262K |
|
|
TCO
844
DELISTED
Taubman Centers Inc.
TCO
| $3.42M | ﹤0.01% |
110,094
+26,654
| +32% | +$829K |
|
845
Four Corners Property Trust
FCPT
$2.69B
| $3.41M | ﹤0.01% |
122,407
+30,311
| +33% | +$845K |
|
846
CareTrust REIT
CTRE
$7.53B
| $3.4M | ﹤0.01% |
164,857
+31,869
| +24% | +$657K |
|
847
Pilgrim's Pride
PPC
$10.3B
| $3.37M | ﹤0.01% |
103,000
-4,800
| -4% | -$157K |
|
848
Jabil
JBL
$21.8B
| $3.36M | ﹤0.01% |
81,167
+52,200
| +180% | +$2.16M |
|
|
CPE
849
DELISTED
Callon Petroleum Company
CPE
| $3.34M | ﹤0.01% |
691,265
+16,410
| +2% | +$79.3K |
|
850
Telecom Argentina
TEO
$3.56B
| $3.33M | ﹤0.01% |
293,730
+71,716
| +32% | +$814K |
|