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 |
Apple
AAPL
|
$6.04B |
| 2 |
Tesla
TSLA
|
$1.36B |
| 3 |
Teladoc Health
TDOC
|
$200M |
| 4 |
Sea Limited
SE
|
$176M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
Top Sells
| 1 |
Microsoft
MSFT
|
$440M |
| 2 |
Amazon
AMZN
|
$316M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$192M |
| 4 |
NVIDIA
NVDA
|
$185M |
| 5 |
Intel
INTC
|
$175M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ENIA
851
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
| $3.24M | ﹤0.01% |
501,190
+562
| +0.1% | +$3.63K |
|
852
BP
BP
$89.1B
| $3.04M | ﹤0.01% |
174,304
+7,527
| +5% | +$131K |
|
853
RLJ Lodging Trust
RLJ
$1.15B
| $2.96M | ﹤0.01% |
341,931
-20,491
| -6% | -$177K |
|
|
SWI
854
DELISTED
SolarWinds Corporation Common Stock
SWI
| $2.96M | ﹤0.01% |
145,400
| – | – |
|
|
NOAH
855
Noah Holdings
NOAH
$823M
| $2.94M | ﹤0.01% |
112,746
| – | – |
|
|
ILPT
856
Industrial Logistics Properties Trust
ILPT
$390M
| $2.92M | ﹤0.01% |
133,508
-4,852
| -4% | -$106K |
|
857
Global Net Lease
GNL
$1.73B
| $2.91M | ﹤0.01% |
182,874
-20,689
| -10% | -$329K |
|
858
The GEO Group
GEO
$2.96B
| $2.89M | ﹤0.01% |
254,907
-19,856
| -7% | -$225K |
|
|
MNR
859
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $2.86M | ﹤0.01% |
206,579
-8,760
| -4% | -$121K |
|
|
LTC
860
LTC Properties
LTC
$1.67B
| $2.86M | ﹤0.01% |
81,889
-6,536
| -7% | -$228K |
|
861
DigitalBridge
DBRG
$2.06B
| $2.72M | ﹤0.01% |
997,263
-88,954
| -8% | -$243K |
|
|
SVC
862
Service Properties Trust
SVC
$454M
| $2.65M | ﹤0.01% |
333,179
-27,954
| -8% | -$222K |
|
|
RDS.A
863
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $2.61M | ﹤0.01% |
103,556
-11,601
| -10% | -$292K |
|
|
PGRE
864
Paramount Group
PGRE
$1.6B
| $2.53M | ﹤0.01% |
357,005
-58,962
| -14% | -$418K |
|
|
ROIC
865
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $2.52M | ﹤0.01% |
242,222
-8,851
| -4% | -$92.2K |
|
|
CXP
866
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $2.52M | ﹤0.01% |
231,139
-19,032
| -8% | -$208K |
|
867
Boston Beer
SAM
$2.37B
| $2.47M | ﹤0.01% |
+2,801
| New | +$2.47M |
|
868
Stantec
STN
$12.4B
| $2.47M | ﹤0.01% |
81,342
+2,212
| +3% | +$67.2K |
|
|
TTM
869
DELISTED
Tata Motors Limited
TTM
| $2.44M | ﹤0.01% |
268,306
-7,585
| -3% | -$69K |
|
870
Builders FirstSource
BLDR
$15.1B
| $2.42M | ﹤0.01% |
74,100
-26,100
| -26% | -$851K |
|
|
AAT
871
American Assets Trust
AAT
$1.27B
| $2.4M | ﹤0.01% |
99,633
-3,080
| -3% | -$74.2K |
|
872
Ciena
CIEN
$13.3B
| $2.39M | ﹤0.01% |
60,164
-251
| -0.4% | -$9.96K |
|
873
Independence Realty Trust
IRT
$4.1B
| $2.32M | ﹤0.01% |
200,445
-6,187
| -3% | -$71.7K |
|
|
VRE
874
Veris Residential
VRE
$1.46B
| $2.31M | ﹤0.01% |
183,157
-17,279
| -9% | -$218K |
|
|
MMP
875
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $2.26M | ﹤0.01% |
66,000
| – | – |
|