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 | |
|---|---|---|---|---|---|---|
|
FISV
326
Fiserv Inc
FISV
$27.2B
| $31.4M | 0.07% |
+1,436,636
| New | +$31.5M |
|
327
EQT Corp
EQT
$33.2B
| $31.3M | 0.07% |
+723,927
| New | +$29.8M |
|
328
Rockwell Automation
ROK
$51.4B
| $30.9M | 0.07% |
+371,874
| New | +$32.1M |
|
329
Dollar Tree
DLTR
$23.1B
| $30.8M | 0.07% |
+605,802
| New | +$29.5M |
|
330
Keurig Dr Pepper
KDP
$40.4B
| $30.7M | 0.07% |
+668,476
| New | +$31.7M |
|
|
PLL
331
DELISTED
PALL CORP
PLL
| $30.6M | 0.07% |
+462,958
| New | +$31.3M |
|
|
JNPR
332
DELISTED
Juniper Networks
JNPR
| $30.5M | 0.07% |
+1,580,695
| New | +$28.1M |
|
333
Ralph Lauren
RL
$22.2B
| $30.1M | 0.07% |
+173,526
| New | +$30.5M |
|
334
CenterPoint Energy
CNP
$29.1B
| $29.9M | 0.07% |
+1,272,338
| New | +$30.2M |
|
|
CTXS
335
DELISTED
Citrix Systems Inc
CTXS
| $29.8M | 0.07% |
+619,558
| New | +$32M |
|
336
Chipotle Mexican Grill
CMG
$40.8B
| $29.7M | 0.07% |
+4,078,150
| New | +$29.3M |
|
337
SiriusXM
SIRI
$10B
| $29.7M | 0.07% |
+886,207
| New | +$29.1M |
|
338
Whirlpool
WHR
$2.42B
| $29.7M | 0.07% |
+259,517
| New | +$31.5M |
|
339
Kohl's
KSS
$2.03B
| $29.6M | 0.07% |
+585,449
| New | +$29M |
|
340
J.M. Smucker
SJM
$12.6B
| $29.5M | 0.07% |
+286,194
| New | +$29.1M |
|
341
Western Union
WU
$2.57B
| $29.2M | 0.07% |
+1,705,693
| New | +$27M |
|
|
CIT
342
DELISTED
CIT Group Inc.
CIT
| $29.1M | 0.07% |
+624,142
| New | +$27.6M |
|
343
Kimco Realty
KIM
$17.6B
| $29M | 0.07% |
+1,367,515
| New | +$31.3M |
|
|
CA
344
DELISTED
CA, Inc.
CA
| $29M | 0.07% |
+1,011,721
| New | +$27.1M |
|
345
Perrigo
PRGO
$1.4B
| $28.9M | 0.07% |
+239,202
| New | +$28.4M |
|
346
Lincoln National
LNC
$7.91B
| $28.9M | 0.07% |
+795,729
| New | +$27.1M |
|
|
CPN
347
DELISTED
Calpine Corporation
CPN
| $28.9M | 0.07% |
+1,361,293
| New | +$28.6M |
|
|
XLNX
348
DELISTED
Xilinx Inc
XLNX
| $28.7M | 0.07% |
+723,874
| New | +$27.8M |
|
|
ADT
349
DELISTED
ADT Corp
ADT
| $28.6M | 0.07% |
+720,692
| New | +$30.6M |
|
350
Netflix
NFLX
$292B
| $28.6M | 0.07% |
+9,490,530
| New | +$28.2M |
|
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.