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 |
L3Harris
LHX
|
$193M |
| 2 |
Tesla
TSLA
|
$177M |
| 3 |
Illumina
ILMN
|
$157M |
| 4 |
Fidelity National Information Services
FIS
|
$143M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$103M |
Top Sells
| 1 |
RHT
Red Hat Inc
RHT
|
$158M |
| 2 |
WP
Worldpay, Inc.
WP
|
$140M |
| 3 |
APC
Anadarko Petroleum
APC
|
$135M |
| 4 |
iShares Gold Trust
IAU
|
$130M |
| 5 |
Apple
AAPL
|
$83.2M |
Sector Composition
| 1 | Technology | 18.79% |
| 2 | Financials | 15.47% |
| 3 | Healthcare | 12.69% |
| 4 | Consumer Discretionary | 10.72% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Tanger
SKT
$3.94B
| $2.01M | ﹤0.01% |
129,926
+19,403
| +18% | +$300K |
|
877
Enel Chile
ENIC
$5.12B
| $2.01M | ﹤0.01% |
477,079
+67,662
| +17% | +$285K |
|
|
RTL
878
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
| $2.01M | ﹤0.01% |
143,652
+80,181
| +126% | +$1.12M |
|
|
SRG
879
Seritage Growth Properties
SRG
$211M
| $1.99M | ﹤0.01% |
46,913
+14,796
| +46% | +$629K |
|
880
Sociedad Química y Minera de Chile
SQM
$13.1B
| $1.99M | ﹤0.01% |
71,465
+64,245
| +890% | +$1.79M |
|
|
MNR
881
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $1.93M | ﹤0.01% |
133,931
+24,976
| +23% | +$360K |
|
|
ILPT
882
Industrial Logistics Properties Trust
ILPT
$407M
| $1.92M | ﹤0.01% |
90,265
+15,087
| +20% | +$321K |
|
883
Kite Realty
KRG
$5.11B
| $1.9M | ﹤0.01% |
117,395
+19,017
| +19% | +$307K |
|
884
iShares MSCI South Korea ETF
EWY
$5.22B
| $1.88M | ﹤0.01% |
33,411
-1,727
| -5% | -$97.3K |
|
|
UHT
885
Universal Health Realty Income Trust
UHT
$574M
| $1.88M | ﹤0.01% |
18,241
+3,049
| +20% | +$313K |
|
886
America Movil
AMX
$59.1B
| $1.8M | ﹤0.01% |
121,060
+10,800
| +10% | +$160K |
|
887
Cedar Fair
FUN
$2.53B
| $1.77M | ﹤0.01% |
30,240
-4,658
| -13% | -$272K |
|
|
INN
888
Summit Hotel Properties
INN
$614M
| $1.76M | ﹤0.01% |
152,103
+25,203
| +20% | +$292K |
|
889
Independence Realty Trust
IRT
$4.22B
| $1.76M | ﹤0.01% |
122,742
+20,724
| +20% | +$296K |
|
|
SNP
890
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
| $1.72M | ﹤0.01% |
29,246
-3,295
| -10% | -$193K |
|
891
AGCO
AGCO
$8.28B
| $1.7M | ﹤0.01% |
+22,443
| New | +$1.7M |
|
892
Oceaneering
OII
$2.41B
| $1.7M | ﹤0.01% |
125,298
+4,447
| +4% | +$60.3K |
|
893
Deckers Outdoor
DECK
$17.9B
| $1.69M | ﹤0.01% |
68,658
+49,080
| +251% | +$1.21M |
|
894
FTI Consulting
FCN
$5.46B
| $1.68M | ﹤0.01% |
+15,823
| New | +$1.68M |
|
895
Skechers
SKX
$9.5B
| $1.67M | ﹤0.01% |
+44,663
| New | +$1.67M |
|
896
Cactus
WHD
$2.93B
| $1.65M | ﹤0.01% |
57,092
+9,835
| +21% | +$285K |
|
|
PTR
897
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
| $1.65M | ﹤0.01% |
32,480
-3,658
| -10% | -$186K |
|
898
Ultrapar
UGP
$4.17B
| $1.62M | ﹤0.01% |
362,636
+323,376
| +824% | +$1.45M |
|
899
Viper Energy
VNOM
$6.29B
| $1.61M | ﹤0.01% |
58,000
+4,000
| +7% | +$111K |
|
|
TGE
900
DELISTED
Tallgrass Energy, LP Class A Shares
TGE
| $1.59M | ﹤0.01% |
79,000
-17,000
| -18% | -$342K |
|