Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q1 2020
Top Holdings1,094 positions
Apple Inc | 19.8M | $5B | 4.3% | $46.12 | +33.00% | 5 qtrssince 2019-Q1 | Increased 62 |
Microsoft Corp | 31.9M | $5B | 4.3% | $113.66 | +31.27% | 5 qtrssince 2019-Q1 | Increased 63 |
Amazon.com Inc | 1.9M | $3.7B | 3.2% | $89.66 | +8.73% | 5 qtrssince 2019-Q1 | Increased 63 |
Facebook Inc | 10.3M | $1.7B | 1.5% | $165.92 | -0.42% | 5 qtrssince 2019-Q1 | Increased 53 |
Alphabet Inc | 1.5M | $1.7B | 1.5% | $58.14 | -0.94% | 5 qtrssince 2019-Q1 | Increased 59 |
Johnson & Johnson | 11.4M | $1.5B | 1.3% | $113.53 | -3.38% | 5 qtrssince 2019-Q1 | Increased 53 |
Alphabet Inc | 1.3M | $1.5B | 1.3% | $58.30 | -1.29% | 5 qtrssince 2019-Q1 | Increased 53 |
Alibaba Group Holding Ltd | 6.9M | $1.3B | 1.2% | $174.32 | +4.99% | 5 qtrssince 2019-Q1 | Increased 53 |
Visa Inc | 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% | $82.36 | -8.07% | 5 qtrssince 2019-Q1 | Increased 54 |
Intel Corp | 21.6M | $1.2B | 1.0% | $46.77 | +2.58% | 5 qtrssince 2019-Q1 | Increased 57 |
ISHARES GOLD TRUST ETF | 76.9M | $1.2B | 1.0% | $24.79 | +21.57% | 5 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc | 4.4M | $1.1B | 0.9% | $217.79 | +2.26% | 5 qtrssince 2019-Q1 | Increased 48 |
Mastercard Inc | 4.2M | $1B | 0.9% | $227.39 | +2.35% | 5 qtrssince 2019-Q1 | Increased 51 |
Berkshire Hathaway Inc | 5.4M | $994.7M | 0.9% | $201.38 | -9.21% | 5 qtrssince 2019-Q1 | Increased 46 |
Verizon Communications Inc | 18.3M | $972.7M | 0.8% | $38.09 | -5.11% | 5 qtrssince 2019-Q1 | Increased 48 |
NVIDIA Corp | 3.5M | $926.5M | 0.8% | $4.83 | +35.61% | 5 qtrssince 2019-Q1 | Increased 55 |
Home Depot Inc/The | 4.9M | $907.6M | 0.8% | $159.46 | -0.22% | 5 qtrssince 2019-Q1 | Increased 48 |
Merck & Co Inc | 11.7M | $900.6M | 0.8% | $62.84 | -4.55% | 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: Steady Compounder. HoldingsIntel Score: 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
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR