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 | |
|---|---|---|---|---|---|---|
551
Cintas
CTAS
$82.4B
| $13.5M | 0.03% |
+1,184,220
| New | +$13.4M |
|
|
PBCT
552
DELISTED
People's United Financial Inc
PBCT
| $13.5M | 0.03% |
+914,335
| New | +$12.5M |
|
|
SEE
553
DELISTED
Sealed Air
SEE
| $13.5M | 0.03% |
+561,987
| New | +$13M |
|
554
Xylem
XYL
$28.5B
| $13.5M | 0.03% |
+499,420
| New | +$13.8M |
|
555
Vermilion Energy
VET
$1.73B
| $13.4M | 0.03% |
+276,157
| New | +$13.7M |
|
|
TEG
556
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
| $13.4M | 0.03% |
+228,610
| New | +$13.5M |
|
557
Leggett & Platt
LEG
$1.52B
| $13.1M | 0.03% |
+421,580
| New | +$13.7M |
|
558
Martin Marietta Materials
MLM
$33.6B
| $13.1M | 0.03% |
+133,072
| New | +$13.8M |
|
559
Eldorado Gold
EGO
$8.31B
| $13M | 0.03% |
+419,655
| New | +$15.5M |
|
|
QEP
560
DELISTED
QEP RESOURCES, INC.
QEP
| $12.9M | 0.03% |
+464,053
| New | +$13.5M |
|
561
Agnico Eagle Mines
AEM
$72.6B
| $12.9M | 0.03% |
+466,946
| New | +$14.8M |
|
562
W.R. Berkley
WRB
$28B
| $12.8M | 0.03% |
+1,059,568
| New | +$13.3M |
|
|
POM
563
DELISTED
PEPCO HOLDINGS, INC.
POM
| $12.8M | 0.03% |
+635,899
| New | +$13.6M |
|
564
Baytex Energy
BTE
$3.08B
| $12.8M | 0.03% |
+356,747
| New | +$13.7M |
|
565
Urban Outfitters
URBN
$5.99B
| $12.6M | 0.03% |
+313,659
| New | +$12.9M |
|
566
ManpowerGroup
MAN
$2.39B
| $12.6M | 0.03% |
+229,560
| New | +$12.6M |
|
|
NUAN
567
DELISTED
Nuance Communications, Inc.
NUAN
| $12.5M | 0.03% |
+787,123
| New | +$13.4M |
|
568
Avnet
AVT
$7.33B
| $12.5M | 0.03% |
+371,623
| New | +$12.4M |
|
|
BTU
569
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
| $12.4M | 0.03% |
+56,613
| New | +$16.3M |
|
570
Under Armour
UAA
$3B
| $12.4M | 0.03% |
+838,566
| New | +$12.1M |
|
|
BPO
571
DELISTED
BROOKFIELD OFFICE PROPERTIES. INC
BPO
| $12.4M | 0.03% |
+744,335
| New | +$13.1M |
|
|
WIN
572
DELISTED
Windstream Holdings Inc
WIN
| $12.4M | 0.03% |
+204,731
| New | +$13.3M |
|
|
BRSL
573
Brightstar Lottery PLC
BRSL
$1.91B
| $12.3M | 0.03% |
+737,633
| New | +$12.6M |
|
574
Robert Half
RHI
$3.61B
| $12.3M | 0.03% |
+369,704
| New | +$12.7M |
|
575
Leidos
LDOS
$14.1B
| $12.2M | 0.03% |
+358,901
| New | +$12.8M |
|
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.