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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
AAT
701
American Assets Trust
AAT
$1.49B
$696K ﹤0.01%
+22,552
New +$744K
HT
702
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
$664K ﹤0.01%
+29,436
New +$685K
SBRA icon
703
Sabra Healthcare REIT
SBRA
$5.64B
$661K ﹤0.01%
+25,299
New +$730K
CHSP
704
DELISTED
Chesapeake Lodging Trust
CHSP
$660K ﹤0.01%
+31,749
New +$717K
RPT
705
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
$627K ﹤0.01%
+40,371
New +$659K
EIDO icon
706
iShares MSCI Indonesia ETF
EIDO
$476M
$586K ﹤0.01%
+18,800
New +$635K
CSR
707
Centerspace
CSR
$936M
$577K ﹤0.01%
+6,712
New +$622K
HPP
708
Hudson Pacific Properties
HPP
$834M
$576K ﹤0.01%
+3,868
New +$601K
IRC
709
DELISTED
INLAND REAL ESTATE CORP
IRC
$558K ﹤0.01%
+54,816
New +$588K
STAG icon
710
STAG Industrial
STAG
$7.86B
$527K ﹤0.01%
+26,400
New +$577K
FPO
711
DELISTED
First Potomac Realty Trust
FPO
$527K ﹤0.01%
+40,359
New +$590K
AEC
712
DELISTED
ASSOCIATED ESTATES REALTY CORP
AEC
$523K ﹤0.01%
+32,912
New +$571K
AHT
713
Ashford Hospitality Trust
AHT
$21M
$495K ﹤0.01%
+69
New +$553K
ROIC
714
DELISTED
Retail Opportunity Investments Corp.
ROIC
$492K ﹤0.01%
+35,376
New +$510K
CCG
715
DELISTED
CAMPUS CREST COMMUNITIES INC COM STK (MD)
CCG
$490K ﹤0.01%
+42,502
New +$553K
LSE
716
DELISTED
CAPLEASE, INC
LSE
$469K ﹤0.01%
+55,607
New +$418K
FCH
717
DELISTED
Felcor Lodging Trust
FCH
$465K ﹤0.01%
+78,628
New +$465K
COR
718
DELISTED
Coresite Realty Corporation
COR
$464K ﹤0.01%
+14,600
New +$499K
PKY
719
DELISTED
Parkway, Inc.
PKY
$450K ﹤0.01%
+26,858
New +$479K
INN
720
Summit Hotel Properties
INN
$761M
$441K ﹤0.01%
+46,614
New +$463K
EXL
721
DELISTED
EXCEL TRUST , INC COM STK
EXL
$423K ﹤0.01%
+33,017
New +$465K
ALX
722
Alexander's
ALX
$1.4B
$400K ﹤0.01%
+1,362
New +$416K
HR icon
723
Healthcare Realty
HR
$7.42B
$392K ﹤0.01%
+17,437
New +$419K
EXP icon
724
Eagle Materials
EXP
$6.6B
$386K ﹤0.01%
+5,825
New +$403K
BFS
725
Saul Centers
BFS
$875M
$359K ﹤0.01%
+8,133
New +$363K

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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.