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 | |
|---|---|---|---|---|---|---|
|
MWV
526
DELISTED
MEADWESTVACO CORP
MWV
| $15.6M | 0.04% |
+459,767
| New | +$16.2M |
|
527
Regency Centers
REG
$15B
| $15.5M | 0.04% |
+304,536
| New | +$16.3M |
|
528
Ulta Beauty
ULTA
$20.4B
| $15.4M | 0.03% |
+153,672
| New | +$13.8M |
|
|
VMW
529
DELISTED
VMware, Inc
VMW
| $15.3M | 0.03% |
+227,700
| New | +$16.7M |
|
530
Hormel Foods
HRL
$13.9B
| $15.1M | 0.03% |
+784,418
| New | +$15.9M |
|
|
LPT
531
DELISTED
Liberty Property Trust
LPT
| $14.8M | 0.03% |
+400,491
| New | +$16.4M |
|
|
XEC
532
DELISTED
CIMAREX ENERGY CO
XEC
| $14.8M | 0.03% |
+227,743
| New | +$16.2M |
|
533
KBR
KBR
$4.68B
| $14.8M | 0.03% |
+454,319
| New | +$14.5M |
|
534
Albemarle
ALB
$13.5B
| $14.7M | 0.03% |
+236,366
| New | +$14.9M |
|
535
Fossil Group
FOSL
$239M
| $14.7M | 0.03% |
+142,430
| New | +$14.4M |
|
536
Synopsys
SNPS
$71.5B
| $14.6M | 0.03% |
+409,730
| New | +$14.6M |
|
537
Alliant Energy
LNT
$19.4B
| $14.5M | 0.03% |
+581,968
| New | +$14.8M |
|
538
F5
FFIV
$22.1B
| $14.5M | 0.03% |
+211,009
| New | +$16.2M |
|
539
Cheniere Energy
LNG
$56.5B
| $14.4M | 0.03% |
+518,667
| New | +$14.6M |
|
|
WLL
540
DELISTED
Whiting Petroleum Corporation
WLL
| $14.3M | 0.03% |
+1,035
| New | +$14.4M |
|
|
AMTD
541
DELISTED
TD Ameritrade Holding Corp
AMTD
| $14.2M | 0.03% |
+586,075
| New | +$12.7M |
|
|
HOUS
542
DELISTED
Anywhere Real Estate
HOUS
| $14.1M | 0.03% |
+293,386
| New | +$14.4M |
|
543
Franco-Nevada
FNV
$41.4B
| $14M | 0.03% |
+391,638
| New | +$15.8M |
|
544
Fidelity National Financial
FNF
$13.9B
| $14M | 0.03% |
+1,026,570
| New | +$14.9M |
|
|
OCR
545
DELISTED
OMNICARE INC
OCR
| $13.9M | 0.03% |
+291,737
| New | +$13.1M |
|
|
HOLX
546
DELISTED
Hologic
HOLX
| $13.9M | 0.03% |
+720,447
| New | +$15.1M |
|
547
MDU Resources
MDU
$4.44B
| $13.9M | 0.03% |
+1,410,991
| New | +$13.6M |
|
548
Hasbro
HAS
$12.6B
| $13.9M | 0.03% |
+312,047
| New | +$14.2M |
|
|
PWE
549
DELISTED
Penn West Energy Petroleum Ltd
PWE
| $13.6M | 0.03% |
+1,288,182
| New | +$12.9M |
|
|
DO
550
DELISTED
Diamond Offshore Drilling
DO
| $13.6M | 0.03% |
+197,339
| New | +$13.6M |
|
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.