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 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
Edwards Lifesciences
EW
|
$165M |
| 5 |
AbbVie
ABBV
|
$158M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
YPF
YPF
$11.9B
| $3.45M | ﹤0.01% |
600,213
+10,075
| +2% | +$57.9K |
|
827
RLJ Lodging Trust
RLJ
$1.14B
| $3.42M | ﹤0.01% |
362,422
+15,972
| +5% | +$151K |
|
|
LTC
828
LTC Properties
LTC
$1.67B
| $3.33M | ﹤0.01% |
88,425
+7,782
| +10% | +$293K |
|
829
Global Net Lease
GNL
$1.73B
| $3.32M | ﹤0.01% |
203,563
+17,990
| +10% | +$294K |
|
830
Leggett & Platt
LEG
$1.26B
| $3.31M | ﹤0.01% |
94,043
-518,816
| -85% | -$18.2M |
|
|
CXP
831
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $3.29M | ﹤0.01% |
250,171
+10,973
| +5% | +$144K |
|
832
Ciena
CIEN
$13.2B
| $3.27M | ﹤0.01% |
+60,415
| New | +$3.27M |
|
|
GRP.U
833
Granite Real Estate Investment Trust
GRP.U
$3.35B
| $3.25M | ﹤0.01% |
63,183
+8,375
| +15% | +$431K |
|
834
The GEO Group
GEO
$2.97B
| $3.25M | ﹤0.01% |
274,763
+24,681
| +10% | +$292K |
|
|
PGRE
835
Paramount Group
PGRE
$1.6B
| $3.21M | ﹤0.01% |
415,967
+4,625
| +1% | +$35.7K |
|
|
MNR
836
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $3.12M | ﹤0.01% |
215,339
+19,155
| +10% | +$278K |
|
837
SPDR Bloomberg High Yield Bond ETF
JNK
$8.04B
| $3.11M | ﹤0.01% |
+30,923
| New | +$3.11M |
|
|
VRE
838
Veris Residential
VRE
$1.44B
| $3.02M | ﹤0.01% |
200,436
+11,124
| +6% | +$168K |
|
|
NOAH
839
Noah Holdings
NOAH
$811M
| $2.87M | ﹤0.01% |
112,746
| – | – |
|
|
OPI
840
Office Properties Income Trust
OPI
$15.7M
| $2.86M | ﹤0.01% |
110,164
+7,432
| +7% | +$193K |
|
|
AAT
841
American Assets Trust
AAT
$1.26B
| $2.86M | ﹤0.01% |
102,713
+6,684
| +7% | +$186K |
|
|
MMP
842
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $2.85M | ﹤0.01% |
66,000
-89,000
| -57% | -$3.84M |
|
|
ROIC
843
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $2.85M | ﹤0.01% |
251,073
+4,354
| +2% | +$49.3K |
|
|
ILPT
844
Industrial Logistics Properties Trust
ILPT
$395M
| $2.84M | ﹤0.01% |
138,360
+7,059
| +5% | +$145K |
|
|
BEST
845
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
| $2.84M | ﹤0.01% |
662,423
-14,857
| -2% | -$63.6K |
|
846
Plains GP Holdings
PAGP
$3.76B
| $2.8M | ﹤0.01% |
315,000
+177,234
| +129% | +$1.58M |
|
847
Acadia Pharmaceuticals
ACAD
$4.33B
| $2.8M | ﹤0.01% |
+57,740
| New | +$2.8M |
|
848
Sabesp
SBS
$15.1B
| $2.71M | ﹤0.01% |
257,644
| – | – |
|
849
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
| $2.66M | ﹤0.01% |
39,500
+1,000
| +3% | +$67.3K |
|
850
DigitalBridge
DBRG
$2.05B
| $2.61M | ﹤0.01% |
1,086,217
+124,869
| +13% | +$300K |
|