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 |
Coinbase
COIN
|
$830M |
| 2 |
UiPath
PATH
|
$410M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$337M |
| 4 |
Twilio
TWLO
|
$292M |
| 5 |
Tesla
TSLA
|
$234M |
Top Sells
| 1 |
Alibaba
BABA
|
$1.18B |
| 2 |
Apple
AAPL
|
$757M |
| 3 |
Microsoft
MSFT
|
$477M |
| 4 |
Intellia Therapeutics
NTLA
|
$272M |
| 5 |
Amazon
AMZN
|
$263M |
Sector Composition
| 1 | Technology | 25.5% |
| 2 | Healthcare | 13.54% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 12.12% |
| 5 | Communication Services | 11.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Four Corners Property Trust
FCPT
$2.73B
| $2.92M | ﹤0.01% |
105,752
-14,686
| -12% | -$406K |
|
902
DiamondRock Hospitality
DRH
$1.76B
| $2.87M | ﹤0.01% |
295,336
-40,963
| -12% | -$397K |
|
903
Comerica
CMA
$8.85B
| $2.85M | ﹤0.01% |
39,896
-474
| -1% | -$33.8K |
|
904
AGCO
AGCO
$8.28B
| $2.83M | ﹤0.01% |
21,716
-9,445
| -30% | -$1.23M |
|
|
UNVR
905
DELISTED
Univar Solutions Inc.
UNVR
| $2.78M | ﹤0.01% |
114,209
-4,253
| -4% | -$104K |
|
906
Organon & Co
OGN
$2.7B
| $2.76M | ﹤0.01% |
+91,322
| New | +$2.76M |
|
907
Louisiana-Pacific
LPX
$6.9B
| $2.75M | ﹤0.01% |
45,634
+25,034
| +122% | +$1.51M |
|
|
ELME
908
Elme Communities
ELME
$1.52B
| $2.74M | ﹤0.01% |
118,930
-16,537
| -12% | -$380K |
|
909
Tanger
SKT
$3.94B
| $2.73M | ﹤0.01% |
144,587
-6,617
| -4% | -$125K |
|
910
Sonoco
SON
$4.56B
| $2.72M | ﹤0.01% |
40,600
| – | – |
|
911
Sabesp
SBS
$15.8B
| $2.71M | ﹤0.01% |
366,694
+4,100
| +1% | +$30.3K |
|
912
Acadia Realty Trust
AKR
$2.63B
| $2.67M | ﹤0.01% |
121,672
-19,700
| -14% | -$433K |
|
913
Sunoco
SUN
$6.95B
| $2.64M | ﹤0.01% |
70,000
| – | – |
|
|
AAT
914
American Assets Trust
AAT
$1.28B
| $2.63M | ﹤0.01% |
70,493
-10,804
| -13% | -$403K |
|
915
Kite Realty
KRG
$5.11B
| $2.62M | ﹤0.01% |
119,202
-18,558
| -13% | -$409K |
|
|
MNR
916
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $2.61M | ﹤0.01% |
139,460
-21,861
| -14% | -$409K |
|
917
Sociedad Química y Minera de Chile
SQM
$13.1B
| $2.61M | ﹤0.01% |
55,049
+946
| +2% | +$44.8K |
|
918
Jones Lang LaSalle
JLL
$14.8B
| $2.58M | ﹤0.01% |
+13,211
| New | +$2.58M |
|
919
Independence Realty Trust
IRT
$4.22B
| $2.58M | ﹤0.01% |
141,307
-21,615
| -13% | -$394K |
|
920
Fidus Investment
FDUS
$757M
| $2.57M | ﹤0.01% |
150,875
-5,896
| -4% | -$100K |
|
|
DEA
921
Easterly Government Properties
DEA
$1.05B
| $2.55M | ﹤0.01% |
48,296
-4,606
| -9% | -$243K |
|
|
MMP
922
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $2.54M | ﹤0.01% |
52,000
-14,000
| -21% | -$685K |
|
923
First American
FAF
$6.83B
| $2.53M | ﹤0.01% |
40,600
+7,652
| +23% | +$477K |
|
|
CD
924
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
| $2.53M | ﹤0.01% |
+167,666
| New | +$2.53M |
|
925
iShares Core US REIT ETF
USRT
$3.11B
| $2.51M | ﹤0.01% |
42,987
+12,455
| +41% | +$727K |
|