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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
ELME
676
Elme Communities
ELME
$132M
$1.21M ﹤0.01%
+44,912
New +$1.26M
DRH icon
677
Diamondrock Hospitality Co
DRH
$2.63B
$1.21M ﹤0.01%
+129,477
New +$1.25M
EGP icon
678
EastGroup Properties
EGP
$11.5B
$1.15M ﹤0.01%
+20,434
New +$1.23M
TKC icon
679
Turkcell
TKC
$4.84B
$1.12M ﹤0.01%
+78,200
New +$1.21M
KOF icon
680
Coca-Cola Femsa
KOF
$21.6B
$1.09M ﹤0.01%
+7,800
New +$1.22M
SUI icon
681
Sun Communities
SUI
$15B
$1.08M ﹤0.01%
+21,777
New +$1.1M
BEE
682
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
$1.05M ﹤0.01%
+119,032
New +$979K
PEB icon
683
Pebblebrook Hotel Trust
PEB
$2.16B
$1.05M ﹤0.01%
+40,486
New +$1.07M
GRT
684
DELISTED
GLIMCHER REALTY TRUST
GRT
$1.03M ﹤0.01%
+94,595
New +$1.12M
DFT
685
DELISTED
DuPont Fabros Technology Inc.
DFT
$1.03M ﹤0.01%
+42,924
New +$1.07M
NHI icon
686
National Health Investors
NHI
$3.9B
$968K ﹤0.01%
+16,173
New +$1.05M
FR icon
687
First Industrial Realty Trust
FR
$8.88B
$965K ﹤0.01%
+63,585
New +$1.08M
EMB icon
688
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$960K ﹤0.01%
+8,837
New +$1.03M
CIB icon
689
Grupo Cibest SA
CIB
$20.4B
$952K ﹤0.01%
+16,845
New +$1.05M
EQY
690
DELISTED
Equity One
EQY
$934K ﹤0.01%
+41,256
New +$1M
AKR icon
691
Acadia Realty Trust
AKR
$2.99B
$922K ﹤0.01%
+37,349
New +$1.02M
GOV
692
DELISTED
Government Properties Income Trust
GOV
$922K ﹤0.01%
+37,154
New +$946K
VGK icon
693
Vanguard FTSE Europe ETF
VGK
$30B
$893K ﹤0.01%
+18,554
New +$941K
LTC
694
LTC Properties
LTC
$2.16B
$875K ﹤0.01%
+22,496
New +$976K
PSB
695
DELISTED
PS Business Parks, Inc.
PSB
$868K ﹤0.01%
+12,024
New +$935K
PEI
696
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
$793K ﹤0.01%
+2,799
New +$829K
BSMX
697
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
$789K ﹤0.01%
+55,500
New +$864K
EDR
698
DELISTED
Education Realty Trust Inc
EDR
$781K ﹤0.01%
+25,727
New +$823K
FSP
699
Franklin Street Properties
FSP
$44.8M
$744K ﹤0.01%
+57,097
New +$807K
CUZ icon
700
Cousins Properties
CUZ
$5.29B
$698K ﹤0.01%
+24,468
New +$722K

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.