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 | |
|---|---|---|---|---|---|---|
176
Crown Castle
CCI
$32.7B
| $59.1M | 0.13% |
+815,775
| New | +$59.9M |
|
|
MRSH
177
Marsh
MRSH
$86.3B
| $58.6M | 0.13% |
+1,476,228
| New | +$57.8M |
|
|
HES
178
DELISTED
Hess
HES
| $57.9M | 0.13% |
+871,223
| New | +$60.3M |
|
179
Las Vegas Sands
LVS
$30.5B
| $57.9M | 0.13% |
+1,094,075
| New | +$61.2M |
|
180
Cenovus Energy
CVE
$54.6B
| $57.4M | 0.13% |
+2,013,227
| New | +$59.5M |
|
|
STI
181
DELISTED
SunTrust Banks, Inc.
STI
| $57.2M | 0.13% |
+1,811,006
| New | +$54.9M |
|
182
PPG Industries
PPG
$25.9B
| $57.1M | 0.13% |
+780,424
| New | +$57.8M |
|
183
Canadian Pacific Kansas City
CP
$82B
| $57.1M | 0.13% |
+2,357,685
| New | +$59.3M |
|
184
Micron Technology
MU
$1.04T
| $57M | 0.13% |
+3,980,374
| New | +$44.1M |
|
|
NBL
185
DELISTED
Noble Energy, Inc.
NBL
| $56.9M | 0.13% |
+949,823
| New | +$54.9M |
|
186
Adobe
ADBE
$89.5B
| $56.5M | 0.13% |
+1,240,494
| New | +$55M |
|
187
Salesforce
CRM
$134B
| $56.1M | 0.13% |
+1,468,478
| New | +$60.6M |
|
188
AvalonBay Communities
AVB
$27.1B
| $55.5M | 0.13% |
+411,079
| New | +$54.9M |
|
189
PG&E
PCG
$47.8B
| $55.1M | 0.13% |
+1,204,463
| New | +$55.6M |
|
190
Estee Lauder
EL
$29B
| $54.9M | 0.12% |
+834,819
| New | +$57M |
|
|
MJN
191
DELISTED
Mead Johnson Nutrition Company
MJN
| $54.2M | 0.12% |
+684,282
| New | +$54.9M |
|
|
BHI
192
DELISTED
Baker Hughes
BHI
| $54.2M | 0.12% |
+1,178,954
| New | +$53.9M |
|
|
BRCM
193
DELISTED
BROADCOM CORP CL-A
BRCM
| $54.1M | 0.12% |
+1,601,767
| New | +$55.8M |
|
194
Intuitive Surgical
ISRG
$121B
| $54M | 0.12% |
+960,498
| New | +$52.9M |
|
|
GG
195
DELISTED
Goldcorp Inc
GG
| $53.9M | 0.12% |
+2,176,997
| New | +$61.6M |
|
196
PACCAR
PCAR
$69.6B
| $53.6M | 0.12% |
+1,498,286
| New | +$51.7M |
|
197
Sysco
SYY
$39.7B
| $53.5M | 0.12% |
+1,579,683
| New | +$54.4M |
|
198
Boston Properties
BXP
$11B
| $53.4M | 0.12% |
+506,574
| New | +$55M |
|
199
Devon Energy
DVN
$51.9B
| $53.4M | 0.12% |
+1,028,868
| New | +$57.3M |
|
|
RAI
200
DELISTED
Reynolds American Inc
RAI
| $53.1M | 0.12% |
+2,196,136
| New | +$52M |
|
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.