Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q1 2020
Top Holdings1,094 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 19.8M | $5B | 4.3% | $46.12 | +33.00% | 5 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 31.9M | $5B | 4.3% | $114.54 | +33.19% | 5 qtrssince 2019-Q1 | Increased 63 |
AMAZON.COM INC | 1.9M | $3.7B | 3.2% | $89.71 | +9.47% | 5 qtrssince 2019-Q1 | Increased 63 |
META PLATFORMS INC-CLASS A | 10.3M | $1.7B | 1.5% | $166.29 | -0.89% | 5 qtrssince 2019-Q1 | Increased 53 |
ALPHABET INC-CL C | 1.5M | $1.7B | 1.5% | $58.14 | -2.11% | 5 qtrssince 2019-Q1 | Increased 59 |
JOHNSON & JOHNSON | 11.4M | $1.5B | 1.3% | $115.45 | -2.07% | 5 qtrssince 2019-Q1 | Increased 53 |
ALPHABET INC-CL A | 1.3M | $1.5B | 1.3% | $58.38 | -2.55% | 5 qtrssince 2019-Q1 | Increased 53 |
ALIBABA GROUP HOLDING-SP ADR | 6.9M | $1.3B | 1.2% | $174.32 | +4.99% | 5 qtrssince 2019-Q1 | Increased 53 |
VISA INC-CLASS A SHARES | 7.8M | $1.3B | 1.1% | $148.95 | +3.21% | 5 qtrssince 2019-Q1 | Increased 54 |
PROCTER & GAMBLE CO/THE | 11.1M | $1.2B | 1.0% | $86.89 | +7.28% | 5 qtrssince 2019-Q1 | Increased 54 |
JPMORGAN CHASE & CO | 13.6M | $1.2B | 1.0% | $83.35 | -4.75% | 5 qtrssince 2019-Q1 | Increased 54 |
INTEL CORP | 21.6M | $1.2B | 1.0% | $46.91 | +4.87% | 5 qtrssince 2019-Q1 | Increased 57 |
ISHARES | 76.9M | $1.2B | 1.0% | — | — | — | — |
UNITEDHEALTH GROUP INC | 4.4M | $1.1B | 0.9% | $222.22 | +2.98% | 5 qtrssince 2019-Q1 | Increased 48 |
MASTERCARD INC - A | 4.2M | $1B | 0.9% | $229.56 | +6.65% | 5 qtrssince 2019-Q1 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL B | 5.4M | $994.7M | 0.9% | $201.36 | -9.03% | 5 qtrssince 2019-Q1 | Increased 46 |
VERIZON COMMUNICATIONS INC | 18.3M | $972.7M | 0.8% | $39.97 | -3.39% | 5 qtrssince 2019-Q1 | Increased 48 |
NVIDIA CORP | 3.5M | $926.5M | 0.8% | $4.85 | +36.22% | 5 qtrssince 2019-Q1 | Increased 55 |
HOME DEPOT INC | 4.9M | $907.6M | 0.8% | $163.51 | +4.43% | 5 qtrssince 2019-Q1 | Increased 48 |
MERCK & CO. INC. | 11.7M | $900.6M | 0.8% | $64.10 | -4.50% | 5 qtrssince 2019-Q1 | Increased 49 |
Sumitomo Mitsui Trust Group, Inc. manages $116.3B across 1094 positions as of Q1 2020. Top holdings: AAPL (4.3%), MSFT (4.3%), AMZN (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 86 new positions, 78 exits, 813 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $116.3B across 1094 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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