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 | |
|---|---|---|---|---|---|---|
876
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.03B
| $2.58M | ﹤0.01% |
86,389
+68,281
| +377% | +$2.04M |
|
877
Invesco Senior Loan ETF
BKLN
$6.97B
| $2.58M | ﹤0.01% |
113,277
+89,749
| +381% | +$2.04M |
|
|
ILPT
878
Industrial Logistics Properties Trust
ILPT
$395M
| $2.47M | ﹤0.01% |
110,258
+19,993
| +22% | +$448K |
|
879
Builders FirstSource
BLDR
$15.2B
| $2.46M | ﹤0.01% |
96,620
+19,720
| +26% | +$501K |
|
880
iShares MSCI India ETF
INDA
$9.24B
| $2.43M | ﹤0.01% |
69,015
-23,503
| -25% | -$826K |
|
|
RTL
881
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
| $2.43M | ﹤0.01% |
184,174
+40,522
| +28% | +$534K |
|
|
GRP.U
882
Granite Real Estate Investment Trust
GRP.U
$3.35B
| $2.38M | ﹤0.01% |
46,784
+5,256
| +13% | +$267K |
|
|
MNR
883
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $2.36M | ﹤0.01% |
163,214
+29,283
| +22% | +$424K |
|
884
Tanger
SKT
$3.79B
| $2.36M | ﹤0.01% |
159,990
+30,064
| +23% | +$443K |
|
|
VEDL
885
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $2.35M | ﹤0.01% |
272,692
| – | – |
|
886
Embraer
ERJ
$10.5B
| $2.35M | ﹤0.01% |
120,570
+2,800
| +2% | +$54.6K |
|
887
Ultrapar
UGP
$3.88B
| $2.35M | ﹤0.01% |
375,236
+12,600
| +3% | +$78.9K |
|
|
SRG
888
Seritage Growth Properties
SRG
$210M
| $2.32M | ﹤0.01% |
57,905
+10,992
| +23% | +$441K |
|
889
America Movil
AMX
$60.1B
| $2.29M | ﹤0.01% |
143,160
+22,100
| +18% | +$354K |
|
|
INN
890
Summit Hotel Properties
INN
$588M
| $2.29M | ﹤0.01% |
185,278
+33,175
| +22% | +$409K |
|
891
iShares MSCI South Korea ETF
EWY
$5.1B
| $2.16M | ﹤0.01% |
34,739
+1,328
| +4% | +$82.6K |
|
|
BPYU
892
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
| $2.16M | ﹤0.01% |
117,117
+15,262
| +15% | +$281K |
|
|
UNVR
893
DELISTED
Univar Solutions Inc.
UNVR
| $2.15M | ﹤0.01% |
88,614
-11,610
| -12% | -$281K |
|
|
RPT
894
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $2.13M | ﹤0.01% |
141,426
+26,576
| +23% | +$400K |
|
895
Curtiss-Wright
CW
$18.2B
| $2.12M | ﹤0.01% |
15,038
-3,262
| -18% | -$460K |
|
896
Independence Realty Trust
IRT
$4.12B
| $2.11M | ﹤0.01% |
149,925
+27,183
| +22% | +$383K |
|
897
Aecom
ACM
$16.5B
| $2.07M | ﹤0.01% |
+47,901
| New | +$2.07M |
|
898
Oceaneering
OII
$2.44B
| $2.03M | ﹤0.01% |
135,964
+10,666
| +9% | +$159K |
|
899
Sociedad Química y Minera de Chile
SQM
$12.4B
| $1.99M | ﹤0.01% |
74,365
+2,900
| +4% | +$77.4K |
|
900
Petrobras Class A
PBR.A
$74B
| $1.92M | ﹤0.01% |
128,911
+47,261
| +58% | +$705K |
|