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 | |
|---|---|---|---|---|---|---|
|
HCBK
576
DELISTED
HUDSON CITY BANCORP INC
HCBK
| $12.2M | 0.03% |
+1,330,356
| New | +$11.3M |
|
577
Gildan
GIL
$9.25B
| $12.2M | 0.03% |
+600,076
| New | +$12.2M |
|
|
EV
578
DELISTED
Eaton Vance Corp.
EV
| $11.9M | 0.03% |
+319,228
| New | +$12.8M |
|
579
O-I Glass
OI
$1.39B
| $11.9M | 0.03% |
+427,635
| New | +$11.5M |
|
580
Arrow Electronics
ARW
$10.9B
| $11.7M | 0.03% |
+293,895
| New | +$11.4M |
|
|
RAX
581
DELISTED
Rackspace Hosting Inc
RAX
| $11.7M | 0.03% |
+308,176
| New | +$12.9M |
|
|
FLIR
582
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $11.6M | 0.03% |
+430,385
| New | +$10.7M |
|
|
DNB
583
DELISTED
Dun & Bradstreet
DNB
| $11.4M | 0.03% |
+117,052
| New | +$10.8M |
|
584
Avery Dennison
AVY
$12.3B
| $11.4M | 0.03% |
+266,279
| New | +$11.4M |
|
|
LM
585
DELISTED
Legg Mason, Inc.
LM
| $11.2M | 0.03% |
+362,452
| New | +$11.8M |
|
|
SPN
586
DELISTED
Superior Energy Services, Inc.
SPN
| $11.2M | 0.03% |
+43,050
| New | +$11.4M |
|
|
TSS
587
DELISTED
Total System Services, Inc.
TSS
| $10.9M | 0.02% |
+446,508
| New | +$10.6M |
|
|
FTR
588
DELISTED
Frontier Communications Corp.
FTR
| $10.9M | 0.02% |
+179,227
| New | +$11.1M |
|
|
CLR
589
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $10.9M | 0.02% |
+252,204
| New | +$10.4M |
|
590
Assurant
AIZ
$13.7B
| $10.8M | 0.02% |
+211,614
| New | +$10.3M |
|
|
LSI
591
DELISTED
LSI CORPORATION
LSI
| $10.8M | 0.02% |
+1,506,106
| New | +$10.3M |
|
592
SEI Investments
SEIC
$11.9B
| $10.6M | 0.02% |
+372,825
| New | +$10.8M |
|
593
Nasdaq
NDAQ
$51.5B
| $10.3M | 0.02% |
+938,631
| New | +$9.57M |
|
594
Iron Mountain
IRM
$38.2B
| $10.2M | 0.02% |
+413,204
| New | +$13.3M |
|
595
Open Text
OTEX
$5.43B
| $10.1M | 0.02% |
+591,088
| New | +$9.66M |
|
596
T-Mobile US
TMUS
$193B
| $10.1M | 0.02% |
+406,735
| New | +$8.7M |
|
|
CVC
597
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
| $10M | 0.02% |
+595,434
| New | +$8.9M |
|
|
EGN
598
DELISTED
Energen
EGN
| $9.85M | 0.02% |
+188,428
| New | +$9.65M |
|
599
SPX Corp
SPXC
$11B
| $9.84M | 0.02% |
+543,026
| New | +$10.3M |
|
600
TransAlta
TAC
$4.34B
| $9.71M | 0.02% |
+709,717
| New | +$10M |
|
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.