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 |
iShares Gold Trust
IAU
|
+$374M |
| 2 |
SPDR Gold Trust
GLD
|
+$101M |
| 3 |
XYZ
Block Inc
XYZ
|
+$67.8M |
| 4 |
Apple
AAPL
|
+$57.9M |
| 5 |
Amazon
AMZN
|
+$49.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BCR
CR Bard Inc.
BCR
|
+$67M |
| 2 |
LVLT
Level 3 Communications Inc
LVLT
|
+$45.3M |
| 3 |
WP
Worldpay, Inc.
WP
|
+$33M |
| 4 |
American International
AIG
|
+$26.9M |
| 5 |
Charter Communications
CHTR
|
+$21.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17.45% |
| 2 | Technology | 15.53% |
| 3 | Healthcare | 12.03% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Communication Services | 9.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
676
Plains All American Pipeline
PAA
$17.4B
| $7.45M | 0.01% |
361,000
+31,000
| +9% | +$632K |
|
677
Equity Lifestyle Properties
ELS
$12.8B
| $7.14M | 0.01% |
160,320
-3,530
| -2% | -$157K |
|
|
WPZ
678
DELISTED
Williams Partners L.P.
WPZ
| $7.14M | 0.01% |
184,000
-44,000
| -19% | -$1.65M |
|
679
Under Armour Class C
UA
$2.92B
| $7.11M | 0.01% |
533,461
+8,700
| +2% | +$114K |
|
680
W.P. Carey
WPC
$17.1B
| $6.82M | 0.01% |
101,067
-2,107
| -2% | -$144K |
|
681
Gaming and Leisure Properties
GLPI
$12.8B
| $6.76M | 0.01% |
182,719
-5,190
| -3% | -$189K |
|
682
Sun Communities
SUI
$15B
| $6.75M | 0.01% |
72,739
-1,648
| -2% | -$151K |
|
683
Compañía de Minas Buenaventura
BVN
$7.85B
| $6.74M | 0.01% |
478,914
-2,300
| -0.5% | -$31.9K |
|
684
Kilroy Realty
KRC
$4.58B
| $6.74M | 0.01% |
90,242
-2,090
| -2% | -$154K |
|
|
MOMO
685
Hello Group
MOMO
$869M
| $6.42M | 0.01% |
262,463
+21,183
| +9% | +$610K |
|
|
AIV
686
Aimco
AIV
$380M
| $6.42M | 0.01% |
1,102,727
-3,746
| -0.3% | -$22.1K |
|
|
TTM
687
DELISTED
Tata Motors Limited
TTM
| $6.11M | 0.01% |
184,892
+86,052
| +87% | +$2.78M |
|
688
ICICI Bank
IBN
$106B
| $6.06M | 0.01% |
623,072
+31,321
| +5% | +$288K |
|
689
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
| $6.05M | 0.01% |
80,000
| – | – |
|
690
Douglas Emmett
DEI
$2.06B
| $5.96M | 0.01% |
145,113
+1,122
| +0.8% | +$45.3K |
|
691
Infosys
INFY
$45B
| $5.93M | 0.01% |
731,004
+338,504
| +86% | +$2.57M |
|
|
FCE.A
692
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $5.9M | 0.01% |
244,637
-6,270
| -2% | -$155K |
|
693
POSCO
PKX
$15.8B
| $5.87M | 0.01% |
75,144
+29,404
| +64% | +$2.17M |
|
|
WNS
694
DELISTED
WNS Holdings
WNS
| $5.74M | 0.01% |
142,938
+77,938
| +120% | +$3.06M |
|
|
MBT
695
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $5.73M | 0.01% |
561,895
+21,031
| +4% | +$217K |
|
696
Healthcare Realty
HR
$7.42B
| $5.59M | 0.01% |
186,259
-4,593
| -2% | -$139K |
|
697
State Street Materials Select Sector SPDR ETF
XLB
$8.51B
| $5.51M | 0.01% |
182,000
| – | – |
|
698
MPLX
MPLX
$59.5B
| $5.33M | 0.01% |
150,240
| – | – |
|
|
ACC
699
DELISTED
American Campus Communities, Inc.
ACC
| $5.14M | 0.01% |
125,341
-3,423
| -3% | -$146K |
|
700
Park Hotels & Resorts
PK
$2.97B
| $5.09M | 0.01% |
177,149
+10,144
| +6% | +$290K |
|
Similar funds
Sumitomo Mitsui Trust Group's Q4 2017 Portfolio in Review
As of Q4 2017, Sumitomo Mitsui Trust Group held 929 positions worth $77.5B, up 9.3% from $70.9B the previous quarter. Its ten largest holdings account for 17% of the portfolio.
Sumitomo Mitsui Trust Group's Q4 2017 filing shows 26 new, 585 increased, 264 reduced and 28 closed positions. Its largest new stake was Cognex: 510,870 shares worth $31.2M. The largest sale was CR Bard Inc., an estimated $67M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 17% a quarter earlier, followed by Technology and Healthcare.
- Sumitomo Mitsui Trust Group's largest Q4 2017 buy was Cognex: 510,870 shares worth $31.2M.
- Sumitomo Mitsui Trust Group added most to iShares Gold Trust in Q4 2017, an estimated $374M increase.
- Sumitomo Mitsui Trust Group's biggest Q4 2017 reduction was American International, cutting an estimated $26.9M.
- Sumitomo Mitsui Trust Group fully exited CR Bard Inc. in Q4 2017, selling an estimated $67M.
- Sumitomo Mitsui Trust Group's ten largest holdings make up 17% of its $77.5B portfolio in Q4 2017.
- Sumitomo Mitsui Trust Group opened 26 new positions and closed 28 in Q4 2017.
- Sumitomo Mitsui Trust Group's portfolio value rose 9.3% quarter-over-quarter to $77.5B.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2017, filed 6 Feb 2018.