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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.14B |
| 2 |
ExxonMobil
XOM
|
+$1.13B |
| 3 |
Microsoft
MSFT
|
+$720M |
| 4 |
GE Aerospace
GE
|
+$687M |
| 5 |
Chevron
CVX
|
+$684M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.24% |
| 2 | Technology | 12.63% |
| 3 | Healthcare | 12.62% |
| 4 | Energy | 11.02% |
| 5 | Industrials | 9.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Magna International
MGA
$17.9B
| $46.1M | 0.1% |
+1,296,994
| New | +$41.1M |
|
|
B
227
Barrick Mining
B
$62.2B
| $46M | 0.1% |
+2,916,458
| New | +$59.1M |
|
|
SNDK
228
DELISTED
SANDISK CORP
SNDK
| $45.9M | 0.1% |
+751,399
| New | +$42.9M |
|
229
Regeneron Pharmaceuticals
REGN
$68.8B
| $45.8M | 0.1% |
+203,744
| New | +$47.4M |
|
230
VF Corp
VFC
$6.68B
| $45.7M | 0.1% |
+1,006,521
| New | +$42.7M |
|
231
Cardinal Health
CAH
$53.4B
| $45.5M | 0.1% |
+964,923
| New | +$44.1M |
|
232
Omnicom Group
OMC
$22.7B
| $45.1M | 0.1% |
+717,720
| New | +$44M |
|
233
BorgWarner
BWA
$13.2B
| $45M | 0.1% |
+1,189,880
| New | +$41.8M |
|
234
Humana
HUM
$46.7B
| $44.4M | 0.1% |
+525,812
| New | +$41.5M |
|
235
Conagra Brands
CAG
$7.07B
| $44.3M | 0.1% |
+1,639,244
| New | +$44.3M |
|
|
K
236
DELISTED
Kellanova
K
| $43.9M | 0.1% |
+727,795
| New | +$43.9M |
|
237
Public Service Enterprise Group
PEG
$39.8B
| $43.9M | 0.1% |
+1,343,800
| New | +$46M |
|
238
Ameriprise Financial
AMP
$46.8B
| $43.6M | 0.1% |
+542,809
| New | +$42.2M |
|
239
The Mosaic Company
MOS
$7.09B
| $42.9M | 0.1% |
+800,572
| New | +$47.6M |
|
|
BBBY
240
DELISTED
Bed Bath & Beyond Inc
BBBY
| $42.8M | 0.1% |
+602,539
| New | +$41.1M |
|
241
Progressive
PGR
$124B
| $42.7M | 0.1% |
+1,681,333
| New | +$42.5M |
|
|
KSU
242
DELISTED
Kansas City Southern
KSU
| $42.6M | 0.1% |
+402,506
| New | +$43.8M |
|
243
Tapestry
TPR
$28.8B
| $42.6M | 0.1% |
+746,513
| New | +$42M |
|
244
Weyerhaeuser
WY
$17.3B
| $42.5M | 0.1% |
+1,489,982
| New | +$45M |
|
245
FirstEnergy
FE
$28.9B
| $42.2M | 0.1% |
+1,129,281
| New | +$47.5M |
|
|
FITB
246
Fifth Third Bancorp
FITB
$52B
| $42.1M | 0.1% |
+2,331,051
| New | +$40.6M |
|
247
Sherwin-Williams
SHW
$78.3B
| $42M | 0.1% |
+713,970
| New | +$43.1M |
|
248
Western Digital
WDC
$179B
| $41.8M | 0.1% |
+891,551
| New | +$39.1M |
|
|
LNKD
249
DELISTED
LinkedIn Corporation
LNKD
| $41.8M | 0.09% |
+234,211
| New | +$41.5M |
|
250
Dollar General
DG
$25.9B
| $41.4M | 0.09% |
+821,222
| New | +$42.6M |
|
Similar funds
Sumitomo Mitsui Trust Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Sumitomo Mitsui Trust Group, which disclosed 747 positions worth $44.1B. Its ten largest holdings account for 17% of the portfolio.
Its largest position is Apple: 73,952,648 shares worth $1.05B.
By sector, the portfolio is most concentrated in Financials at 16% of assets, followed by Technology and Healthcare.
- Sumitomo Mitsui Trust Group's largest Q2 2013 buy was Apple: 73,952,648 shares worth $1.05B.
- Sumitomo Mitsui Trust Group's ten largest holdings make up 17% of its $44.1B portfolio in Q2 2013.
- Sumitomo Mitsui Trust Group disclosed 747 positions in Q2 2013, its first 13F filing on record.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2013, filed 12 Aug 2013.