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 | |
|---|---|---|---|---|---|---|
|
TRW
426
DELISTED
TRW AUTOMOTIVE HOLDINGS CORP
TRW
| $22.6M | 0.05% |
+340,725
| New | +$20.5M |
|
427
Masco
MAS
$16B
| $22.5M | 0.05% |
+1,321,084
| New | +$23.8M |
|
|
CSC
428
DELISTED
Computer Sciences
CSC
| $22.5M | 0.05% |
+1,221,727
| New | +$23.5M |
|
|
RKT
429
DELISTED
ROCK-TENN COMPANY CL-A
RKT
| $22.5M | 0.05% |
+451,060
| New | +$22M |
|
430
Teradata
TDC
$2.68B
| $22.3M | 0.05% |
+444,008
| New | +$23.9M |
|
431
Constellation Brands
STZ
$22.2B
| $22.3M | 0.05% |
+427,019
| New | +$21.5M |
|
432
Molson Coors Class B
TAP
$7.68B
| $22.3M | 0.05% |
+464,967
| New | +$23.5M |
|
433
Cameco
CCJ
$38.3B
| $22.1M | 0.05% |
+1,072,346
| New | +$21.8M |
|
434
H&R Block
HRB
$5.18B
| $22M | 0.05% |
+793,199
| New | +$22.6M |
|
435
Mohawk Industries
MHK
$6.9B
| $21.9M | 0.05% |
+194,534
| New | +$21.9M |
|
|
MXIM
436
DELISTED
Maxim Integrated Products
MXIM
| $21.9M | 0.05% |
+786,739
| New | +$23.8M |
|
437
Tractor Supply
TSCO
$16.3B
| $21.8M | 0.05% |
+1,854,470
| New | +$20.5M |
|
|
LLL
438
DELISTED
L3 Technologies, Inc.
LLL
| $21.7M | 0.05% |
+253,202
| New | +$21.2M |
|
|
CFN
439
DELISTED
CAREFUSION CORPORATION
CFN
| $21.7M | 0.05% |
+589,103
| New | +$20.8M |
|
440
Unum
UNM
$13.8B
| $21.6M | 0.05% |
+738,325
| New | +$20.6M |
|
441
Newell Brands
NWL
$2.16B
| $21.4M | 0.05% |
+815,221
| New | +$21.7M |
|
442
Travel + Leisure Co
TNL
$4.54B
| $21.4M | 0.05% |
+827,659
| New | +$22.8M |
|
443
UDR
UDR
$12.9B
| $21.4M | 0.05% |
+846,048
| New | +$21M |
|
444
Expeditors International
EXPD
$22.9B
| $21.2M | 0.05% |
+558,562
| New | +$20.9M |
|
445
Autodesk
ADSK
$44.3B
| $20.9M | 0.05% |
+615,472
| New | +$22.9M |
|
446
Jefferies Financial Group
JEF
$12.9B
| $20.8M | 0.05% |
+887,748
| New | +$23.3M |
|
447
Textron
TXT
$16.6B
| $20.8M | 0.05% |
+799,142
| New | +$21.6M |
|
448
Pinnacle West Capital
PNW
$12.9B
| $20.8M | 0.05% |
+378,092
| New | +$22M |
|
449
Edwards Lifesciences
EW
$47.6B
| $20.5M | 0.05% |
+1,828,668
| New | +$21.6M |
|
|
VAR
450
DELISTED
Varian Medical Systems, Inc.
VAR
| $20.5M | 0.05% |
+345,785
| New | +$20.7M |
|
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.