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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
KRG icon
726
Kite Realty
KRG
$5.95B
$358K ﹤0.01%
+15,010
New +$380K
GTY
727
Getty Realty Corp
GTY
$2.1B
$357K ﹤0.01%
+17,495
New +$365K
UHT
728
Universal Health Realty Income Trust
UHT
$608M
$349K ﹤0.01%
+8,103
New +$416K
GRP.U
729
DELISTED
Granite Real Estate Investment Trust
GRP.U
$348K ﹤0.01%
+10,148
New +$381K
IAU icon
730
iShares Gold Trust
IAU
$63B
$342K ﹤0.01%
+14,250
New +$392K
ERUS
731
DELISTED
iShares MSCI Russia ETF
ERUS
$327K ﹤0.01%
+8,500
New +$354K
UBA
732
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
$323K ﹤0.01%
+16,200
New +$351K
SIR
733
DELISTED
SELECT INCOME REIT
SIR
$310K ﹤0.01%
+25,551
New +$316K
RPAI
734
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
$308K ﹤0.01%
+21,600
New +$325K
RSE
735
DELISTED
ROUSE PPTYS INC COM (DE)
RSE
$274K ﹤0.01%
+14,059
New +$274K
PAC icon
736
Grupo Aeroportuario del Pacifico
PAC
$12.9B
$269K ﹤0.01%
+5,300
New +$290K
MNR
737
DELISTED
Monmouth Real Estate Investment Corp
MNR
$247K ﹤0.01%
+25,055
New +$263K
ADC icon
738
Agree Realty
ADC
$9.68B
$245K ﹤0.01%
+8,304
New +$257K
TRNO icon
739
Terreno Realty
TRNO
$7.68B
$238K ﹤0.01%
+12,945
New +$243K
FUR
740
DELISTED
WINTHROP REALTY TRUST SHS BENE INT (NEW)
FUR
$216K ﹤0.01%
+17,983
New +$223K
CLDT
741
Chatham Lodging
CLDT
$630M
$205K ﹤0.01%
+11,980
New +$215K
WSR
742
DELISTED
Whitestone REIT
WSR
$169K ﹤0.01%
+10,810
New +$176K
CDR
743
DELISTED
Cedar Realty Trust, Inc
CDR
$165K ﹤0.01%
+4,814
New +$192K
VALE icon
744
Vale
VALE
$62.9B
$139K ﹤0.01%
+10,600
New +$166K
ITUB icon
745
Itaú Unibanco
ITUB
$91.3B
$131K ﹤0.01%
+27,790
New +$151K
MPG
746
DELISTED
MPG OFFICE TRUST, INC COM
MPG
$105K ﹤0.01%
+33,291
New +$99.5K
SID icon
747
Companhia Siderúrgica Nacional
SID
$1.43B
$36K ﹤0.01%
+12,870
New +$45.9K

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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.