Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q1 2019
Top Holdings974 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 19.7M | $3.7B | 3.5% | $45.22 | 0.00% | 1 qtr | New 88 |
MICROSOFT CORP | 29M | $3.4B | 3.2% | $110.82 | 0.00% | 1 qtr | New 88 |
AMAZON.COM INC | 1.7M | $3.1B | 2.9% | $89.04 | 0.00% | 1 qtr | New 83 |
META PLATFORMS INC-CLASS A | 9.5M | $1.6B | 1.5% | $165.53 | 0.00% | 1 qtr | New 73 |
JOHNSON & JOHNSON | 10.9M | $1.5B | 1.4% | $115.59 | 0.00% | 1 qtr | New 73 |
ALPHABET INC-CL C | 1.2M | $1.5B | 1.4% | $58.23 | 0.00% | 1 qtr | New 73 |
ALPHABET INC-CL A | 1.2M | $1.4B | 1.3% | $58.40 | 0.00% | 1 qtr | New 73 |
EXXON MOBIL CORP | 17M | $1.4B | 1.3% | $58.62 | 0.00% | 1 qtr | New 73 |
JPMORGAN CHASE & CO | 13M | $1.3B | 1.2% | $83.49 | 0.00% | 1 qtr | New 73 |
ISHARES | 96.6M | $1.2B | 1.1% | — | — | — | — |
VISA INC-CLASS A SHARES | 7.2M | $1.1B | 1.0% | $148.12 | 0.00% | 1 qtr | New 73 |
PROCTER & GAMBLE CO/THE | 10.2M | $1.1B | 1.0% | $85.93 | 0.00% | 1 qtr | New 62 |
BERKSHIRE HATHAWAY INC-CL B | 5.1M | $1B | 1.0% | $200.89 | 0.00% | 1 qtr | New 62 |
UNITEDHEALTH GROUP INC | 4.1M | $1B | 0.9% | $221.33 | 0.00% | 1 qtr | New 62 |
INTEL CORP | 18.8M | $1B | 0.9% | $46.51 | 0.00% | 1 qtr | New 62 |
VERIZON COMMUNICATIONS INC | 16.8M | $991.6M | 0.9% | $40.01 | 0.00% | 1 qtr | New 62 |
BANK OF AMERICA CORP | 35.8M | $987.5M | 0.9% | $23.40 | 0.00% | 1 qtr | New 62 |
PFIZER INC | 23.2M | $987.2M | 0.9% | $28.06 | 0.00% | 1 qtr | New 62 |
CISCO SYSTEMS INC | 18.2M | $980.2M | 0.9% | $43.51 | 0.00% | 1 qtr | New 62 |
CHEVRON CORP | 7.9M | $976.7M | 0.9% | $89.78 | 0.00% | 1 qtr | New 62 |
Sumitomo Mitsui Trust Group, Inc. manages $108.1B across 974 positions as of Q1 2019. Top holdings: AAPL (3.5%), MSFT (3.2%), AMZN (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 974 new positions, 0 exits, 0 increased. Top move: AAPL (NEW, conviction 88). Portfolio: $108.1B across 974 positions.
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Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer