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 |
Apple
AAPL
|
+$1.14B |
| 2 |
ExxonMobil
XOM
|
+$1.13B |
| 3 |
Microsoft
MSFT
|
+$720M |
| 4 |
GE Aerospace
GE
|
+$687M |
| 5 |
Chevron
CVX
|
+$684M |
Top Sells
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 | |
|---|---|---|---|---|---|---|
|
VIAB
126
DELISTED
Viacom Inc. Class B
VIAB
| $83.4M | 0.19% |
+1,225,710
| New | +$81.6M |
|
127
Yum! Brands
YUM
$41B
| $82.8M | 0.19% |
+1,668,627
| New | +$82.6M |
|
128
Lockheed Martin
LMT
$134B
| $82.6M | 0.19% |
+761,827
| New | +$77.8M |
|
129
American Tower
AMT
$77.7B
| $82M | 0.19% |
+1,120,467
| New | +$89.2M |
|
130
Deere & Co
DE
$170B
| $81.2M | 0.18% |
+998,804
| New | +$86.3M |
|
131
Canadian Natural Resources
CNQ
$96.9B
| $81.1M | 0.18% |
+5,956,631
| New | +$85.4M |
|
132
Elevance Health
ELV
$81.9B
| $80.4M | 0.18% |
+982,587
| New | +$73.5M |
|
133
Canadian Imperial Bank of Commerce
CM
$107B
| $79.8M | 0.18% |
+2,298,349
| New | +$86.2M |
|
134
General Motors
GM
$74.7B
| $79.4M | 0.18% |
+2,382,866
| New | +$75.5M |
|
135
Illinois Tool Works
ITW
$81.4B
| $78.6M | 0.18% |
+1,135,813
| New | +$76M |
|
136
Exelon
EXC
$48.6B
| $78M | 0.18% |
+3,542,620
| New | +$85.9M |
|
|
YHOO
137
DELISTED
Yahoo Inc
YHOO
| $77.9M | 0.18% |
+3,100,275
| New | +$78.6M |
|
138
Aflac
AFL
$63.9B
| $77.8M | 0.18% |
+2,675,802
| New | +$72.6M |
|
|
PARA
139
DELISTED
Paramount Global Class B
PARA
| $77.7M | 0.18% |
+1,590,411
| New | +$72.6M |
|
|
SCHW
140
Charles Schwab
SCHW
$177B
| $76.1M | 0.17% |
+3,583,346
| New | +$66.2M |
|
141
McKesson
MCK
$98.5B
| $75.3M | 0.17% |
+657,812
| New | +$73.2M |
|
142
CME Group
CME
$92.2B
| $74.8M | 0.17% |
+985,027
| New | +$64.6M |
|
143
General Dynamics
GD
$105B
| $73M | 0.17% |
+937,997
| New | +$69.8M |
|
144
Healthpeak Properties
DOC
$15.4B
| $70.8M | 0.16% |
+1,732,700
| New | +$79M |
|
145
Archer Daniels Midland
ADM
$41.4B
| $70.2M | 0.16% |
+2,070,079
| New | +$69.1M |
|
146
Bausch Health
BHC
$1.65B
| $69.9M | 0.16% |
+811,319
| New | +$63.9M |
|
147
Ventas
VTR
$48.9B
| $69.6M | 0.16% |
+877,733
| New | +$75.4M |
|
|
AET
148
DELISTED
Aetna Inc
AET
| $68.8M | 0.16% |
+1,086,397
| New | +$63.8M |
|
149
Kinder Morgan
KMI
$73.1B
| $68.5M | 0.16% |
+1,814,945
| New | +$70.4M |
|
150
Equity Residential
EQR
$25.4B
| $68.3M | 0.16% |
+1,176,787
| New | +$67.6M |
|
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.