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 |
iShares Gold Trust
IAU
|
$282M |
| 2 |
Walt Disney
DIS
|
$135M |
| 3 |
Microsoft
MSFT
|
$89M |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
$66.6M |
| 5 |
SPDR Gold Trust
GLD
|
$62.9M |
Top Sells
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$192M |
| 2 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$82.3M |
| 3 |
Oracle
ORCL
|
$55M |
| 4 |
PG&E
PCG
|
$46.6M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$42.2M |
Sector Composition
| 1 | Technology | 18.11% |
| 2 | Financials | 15.3% |
| 3 | Healthcare | 13.11% |
| 4 | Consumer Discretionary | 10.93% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PEI
951
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $223K | ﹤0.01% | 35,421 -24,737 | -41% | -$156K |
|
952
Liberty Broadband Class A
LBRDA
$8.71B
| $220K | ﹤0.01% | +2,405 | New | +$220K |
|
953
iShares MSCI Singapore ETF
EWS
$792M
| $205K | ﹤0.01% | 8,626 -7,569 | -47% | -$180K |
|
954
Commerce Bancshares
CBSH
$8.27B
| $203K | ﹤0.01% | +3,493 | New | +$203K |
|
|
BHR
955
Braemar Hotels & Resorts
BHR
$188M
| $197K | ﹤0.01% | 16,124 -11,649 | -42% | -$142K |
|
|
CDR
956
DELISTED
Cedar Realty Trust, Inc
CDR
| $190K | ﹤0.01% | 55,759 -34,491 | -38% | -$118K |
|
|
MTLS
957
Materialise
MTLS
$302M
| $173K | ﹤0.01% | +10,992 | New | +$173K |
|
|
SMTA
958
DELISTED
Spirit MTA REIT Common Shares of Beneficial Interest
SMTA
| $170K | ﹤0.01% | 26,158 -16,494 | -39% | -$107K |
|
|
CBL
959
DELISTED
CBL& Associates Properties, Inc.
CBL
| $169K | ﹤0.01% | 109,079 -66,423 | -38% | -$103K |
|
|
HCR
960
DELISTED
Hi-Crush Inc. Common Stock
HCR
| $165K | ﹤0.01% | 37,000 | – | – |
|
961
Calumet Specialty Products
CLMT
$1.41B
| $153K | ﹤0.01% | 43,000 | – | – |
|
962
FS KKR Capital
FSK
$5.11B
| $144K | ﹤0.01% | 23,830 -7,509 | -24% | -$45.4K |
|
963
YPF
YPF
$12B
| $144K | ﹤0.01% | 10,300 -2,200 | -18% | -$30.8K |
|
964
Sabesp
SBS
$15.5B
| $141K | ﹤0.01% | 13,280 +3,200 | +32% | +$34K |
|
|
FPI
965
Farmland Partners
FPI
$487M
| $129K | ﹤0.01% | 20,194 -10,917 | -35% | -$69.7K |
|
966
Prospect Capital
PSEC
$1.38B
| $118K | ﹤0.01% | 18,085 +1,036 | +6% | +$6.76K |
|
|
BRG
967
DELISTED
Bluerock Residential Growth REIT, Inc.
BRG
| $110K | ﹤0.01% | 10,229 -10,515 | -51% | -$113K |
|
|
GMRE
968
Global Medical REIT
GMRE
$502M
| $103K | ﹤0.01% | 10,525 -7,060 | -40% | -$69.1K |
|
969
Companhia Siderúrgica Nacional
SID
$1.92B
| $91K | ﹤0.01% | 22,070 +11,900 | +117% | +$49.1K |
|
970
Sibanye-Stillwater
SBSW
$5.36B
| $82K | ﹤0.01% | 19,900 | – | – |
|
971
CEMIG Preferred Shares
CIG
$5.81B
| $74K | ﹤0.01% | 20,700 +6,500 | +46% | +$23.2K |
|
972
BRF SA
BRFS
$6.12B
| $72K | ﹤0.01% | 12,420 | – | – |
|
973
Gerdau
GGB
$6.15B
| $72K | ﹤0.01% | 18,500 -106,629 | -85% | -$415K |
|
974
Gold Fields
GFI
$30B
| $51K | ﹤0.01% | 13,739 | – | – |
|
975
Antero Resources
AR
$9.86B
| – | – | -826,820 | Closed | -$7.62M |
|