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 | |
|---|---|---|---|---|---|---|
626
Extra Space Storage
EXR
$31.2B
| $2.9M | 0.01% |
+69,074
| New | +$2.92M |
|
|
ACC
627
DELISTED
American Campus Communities, Inc.
ACC
| $2.85M | 0.01% |
+70,159
| New | +$3.01M |
|
628
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.02B
| $2.74M | 0.01% |
+88,919
| New | +$2.79M |
|
629
SITE Centers
SITC
$230M
| $2.72M | 0.01% |
+126,880
| New | +$2.92M |
|
630
NNN REIT
NNN
$9.39B
| $2.7M | 0.01% |
+79,377
| New | +$2.98M |
|
631
Kilroy Realty
KRC
$4.58B
| $2.66M | 0.01% |
+50,248
| New | +$2.74M |
|
632
CoreCivic
CXW
$3.1B
| $2.58M | 0.01% |
+77,388
| New | +$2.83M |
|
|
BRE
633
DELISTED
BRE PROPERTIES INC CL A
BRE
| $2.55M | 0.01% |
+50,931
| New | +$2.56M |
|
|
SVC
634
Service Properties Trust
SVC
$1.1B
| $2.53M | 0.01% |
+19,700
| New | +$2.77M |
|
|
BMR
635
DELISTED
BIOMED REALTY TRUST INC
BMR
| $2.5M | 0.01% |
+123,744
| New | +$2.68M |
|
636
W.P. Carey
WPC
$17.1B
| $2.5M | 0.01% |
+38,572
| New | +$2.62M |
|
637
Televisa
TV
$1.45B
| $2.43M | 0.01% |
+97,900
| New | +$2.5M |
|
638
iShares Russell 2000 ETF
IWM
$80.9B
| $2.42M | 0.01% |
+25,087
| New | +$2.4M |
|
|
WRI
639
DELISTED
Weingarten Realty Investors
WRI
| $2.41M | 0.01% |
+78,273
| New | +$2.56M |
|
640
Omega Healthcare
OHI
$15.4B
| $2.4M | 0.01% |
+78,394
| New | +$2.58M |
|
641
Invesco QQQ Trust
QQQ
$455B
| $2.39M | 0.01% |
+33,474
| New | +$2.39M |
|
|
CBL
642
DELISTED
CBL& Associates Properties, Inc.
CBL
| $2.34M | 0.01% |
+109,043
| New | +$2.59M |
|
|
HME
643
DELISTED
HOME PROPERTIES, INC
HME
| $2.28M | 0.01% |
+34,879
| New | +$2.23M |
|
644
iShares Europe ETF
IEV
$1.63B
| $2.27M | 0.01% |
+58,618
| New | +$2.4M |
|
645
Douglas Emmett
DEI
$2.06B
| $2.18M | 0.01% |
+87,537
| New | +$2.26M |
|
646
Southern Copper
SCCO
$141B
| $2.17M | ﹤0.01% |
+84,838
| New | +$2.52M |
|
647
Cemex
CX
$17.4B
| $2.16M | ﹤0.01% |
+238,834
| New | +$2.3M |
|
648
Tanger
SKT
$4.82B
| $2.1M | ﹤0.01% |
+63,053
| New | +$2.27M |
|
649
Equity Lifestyle Properties
ELS
$12.8B
| $2.06M | ﹤0.01% |
+105,100
| New | +$2.1M |
|
|
PDM
650
Piedmont Realty Trust
PDM
$1.22B
| $2.01M | ﹤0.01% |
+112,523
| New | +$2.19M |
|
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.