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Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $154B
1-Year Est. Return 29.96%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+2.47%
1 Year Est. Return
+29.96%
3 Year Est. Return
+105.91%
5 Year Est. Return
+127.36%
10 Year Est. Return
+508.17%
AUM
$44.1B
AUM Growth
Cap. Flow
+$44.4B
Cap. Flow %
100.7%
Top 10 Hldgs %
16.71%
Holding
747
New
747
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.14B
2
XOM icon
ExxonMobil
XOM
+$1.13B
3
MSFT icon
Microsoft
MSFT
+$720M
4
GE icon
GE Aerospace
GE
+$687M
5
CVX icon
Chevron
CVX
+$684M

Top Sells

No sells this quarter

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
HIW icon
651
Highwoods Properties
HIW
$3.71B
$1.93M ﹤0.01%
+54,274
New +$2.08M
MAA icon
652
Mid-America Apartment Communities
MAA
$15.6B
$1.92M ﹤0.01%
+28,678
New +$1.97M
PPS
653
DELISTED
Post Properties
PPS
$1.81M ﹤0.01%
+36,658
New +$1.8M
EQC
654
DELISTED
Equity Commonwealth
EQC
$1.81M ﹤0.01%
+79,106
New +$1.71M
RLJ icon
655
RLJ Lodging Trust
RLJ
$1.87B
$1.8M ﹤0.01%
+80,030
New +$1.84M
GEO icon
656
The GEO Group
GEO
$4.13B
$1.61M ﹤0.01%
+71,177
New +$1.73M
LHO
657
DELISTED
LaSalle Hotel Properties
LHO
$1.58M ﹤0.01%
+63,991
New +$1.65M
EPR icon
658
EPR Properties
EPR
$4.86B
$1.58M ﹤0.01%
+31,550
New +$1.71M
EEM icon
659
iShares MSCI Emerging Markets ETF
EEM
$28B
$1.57M ﹤0.01%
+40,724
New +$1.69M
VER
660
DELISTED
VEREIT, Inc.
VER
$1.56M ﹤0.01%
+20,519
New +$1.64M
HR
661
DELISTED
Healthcare Realty Trust Incorporated
HR
$1.52M ﹤0.01%
+59,694
New +$1.67M
CDP icon
662
COPT Defense Properties
CDP
$4.31B
$1.46M ﹤0.01%
+57,321
New +$1.58M
LXP icon
663
LXP Industrial Trust
LXP
$3.53B
$1.43M ﹤0.01%
+24,504
New +$1.51M
MPT
664
Medical Properties Trust
MPT
$2.89B
$1.42M ﹤0.01%
+99,322
New +$1.57M
BVN icon
665
Compañía de Minas Buenaventura
BVN
$7.85B
$1.41M ﹤0.01%
+95,693
New +$1.87M
BDN
666
Brandywine Realty Trust
BDN
$551M
$1.36M ﹤0.01%
+101,994
New +$1.49M
RHP icon
667
Ryman Hospitality Properties
RHP
$8.4B
$1.36M ﹤0.01%
+34,968
New +$1.43M
VRE
668
DELISTED
Veris Residential
VRE
$1.36M ﹤0.01%
+56,136
New +$1.51M
LSI
669
DELISTED
Life Storage, Inc.
LSI
$1.35M ﹤0.01%
+31,538
New +$1.39M
DCT
670
DELISTED
DCT Industrial Trust Inc.
DCT
$1.35M ﹤0.01%
+47,666
New +$1.44M
CUBE icon
671
CubeSmart
CUBE
$9.53B
$1.31M ﹤0.01%
+82,173
New +$1.34M
CLP
672
DELISTED
COLONIAL PROPERTIES TRUST
CLP
$1.31M ﹤0.01%
+54,914
New +$1.27M
SHO icon
673
Sunstone Hotel Investors
SHO
$2.19B
$1.29M ﹤0.01%
+106,787
New +$1.3M
IVV icon
674
iShares Core S&P 500 ETF
IVV
$876B
$1.28M ﹤0.01%
+7,970
New +$1.29M
EC icon
675
Ecopetrol
EC
$32.9B
$1.25M ﹤0.01%
+29,737
New +$1.36M

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.