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 | |
|---|---|---|---|---|---|---|
|
HSP
501
DELISTED
HOSPIRA INC
HSP
| $17M | 0.04% |
+444,854
| New | +$15M |
|
|
Y
502
DELISTED
Alleghany Corp
Y
| $16.9M | 0.04% |
+44,106
| New | +$17.1M |
|
503
Vulcan Materials
VMC
$36.3B
| $16.9M | 0.04% |
+348,353
| New | +$17.9M |
|
504
Delta Air Lines
DAL
$55.9B
| $16.8M | 0.04% |
+898,950
| New | +$15.6M |
|
|
FLG
505
Flagstar Bank National Association
FLG
$5.77B
| $16.8M | 0.04% |
+400,018
| New | +$16.2M |
|
506
CGI
GIB
$13.9B
| $16.6M | 0.04% |
+567,594
| New | +$16.6M |
|
|
DRE
507
DELISTED
Duke Realty Corp.
DRE
| $16.6M | 0.04% |
+1,064,101
| New | +$18.1M |
|
|
SCG
508
DELISTED
Scana
SCG
| $16.4M | 0.04% |
+334,230
| New | +$17.2M |
|
|
IHS
509
DELISTED
IHS INC CL-A COM STK
IHS
| $16.4M | 0.04% |
+157,135
| New | +$16.1M |
|
510
Polaris
PII
$4.15B
| $16.4M | 0.04% |
+172,263
| New | +$15.6M |
|
511
Ball Corp
BALL
$17B
| $16.3M | 0.04% |
+784,838
| New | +$17.6M |
|
512
Toll Brothers
TOL
$14B
| $16.3M | 0.04% |
+499,402
| New | +$16.9M |
|
513
Globe Life
GL
$13.5B
| $16.2M | 0.04% |
+373,545
| New | +$15.6M |
|
|
JOY
514
DELISTED
Joy Global Inc
JOY
| $16.2M | 0.04% |
+333,065
| New | +$18.3M |
|
515
Advance Auto Parts
AAP
$3.37B
| $16.1M | 0.04% |
+198,682
| New | +$16.4M |
|
|
BMC
516
DELISTED
BMC SOFTWARE, INC
BMC
| $16.1M | 0.04% |
+357,336
| New | +$16.1M |
|
|
SNI
517
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $16.1M | 0.04% |
+240,978
| New | +$16.2M |
|
518
International Flavors & Fragrances
IFF
$19.4B
| $16.1M | 0.04% |
+213,938
| New | +$16.7M |
|
519
Lennar Class A
LEN
$20.4B
| $16M | 0.04% |
+465,756
| New | +$17.7M |
|
520
Ashland
ASH
$3.04B
| $15.9M | 0.04% |
+390,404
| New | +$16.3M |
|
521
Crown Holdings
CCK
$12.8B
| $15.9M | 0.04% |
+386,928
| New | +$16.3M |
|
522
AGCO
AGCO
$8.78B
| $15.9M | 0.04% |
+316,733
| New | +$16.8M |
|
523
Raymond James Financial
RJF
$32.5B
| $15.9M | 0.04% |
+554,490
| New | +$16M |
|
|
ONXX
524
DELISTED
ONYX PHARMACEUTICALS INC
ONXX
| $15.9M | 0.04% |
+182,868
| New | +$16.8M |
|
525
Dentsply Sirona
XRAY
$2.59B
| $15.8M | 0.04% |
+385,072
| New | +$16.1M |
|
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.