Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q1 2021
Top Holdings1,152 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 60.7M | $7.4B | 4.6% | $94.31 | +25.93% | 9 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 25.8M | $6.1B | 3.8% | $115.50 | +93.06% | 9 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.5M | $4.7B | 3.0% | $89.71 | +70.29% | 9 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 9.2M | $2.7B | 1.7% | $166.87 | +71.39% | 9 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 4.1M | $2.7B | 1.7% | $118.16 | +79.31% | 9 qtrssince 2019-Q1 | Increased 54 |
ALPHABET INC-CL C | 1.1M | $2.4B | 1.5% | $58.14 | +75.47% | 9 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 999,656 | $2.1B | 1.3% | $58.38 | +73.97% | 9 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 10.4M | $1.6B | 1.0% | $83.35 | +63.21% | 9 qtrssince 2019-Q1 | Decreased 0 |
BLOCK INC | 6.9M | $1.6B | 1.0% | $98.17 | +116.81% | 9 qtrssince 2019-Q1 | Increased 55 |
JOHNSON & JOHNSON | 9.1M | $1.5B | 0.9% | $115.45 | +24.78% | 9 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 7.8M | $1.4B | 0.9% | $108.85 | +66.52% | 9 qtrssince 2019-Q1 | Increased 46 |
PAYPAL HOLDINGS INC | 5.8M | $1.4B | 0.9% | $117.25 | +101.27% | 9 qtrssince 2019-Q1 | Increased 46 |
ALIBABA GROUP HOLDING-SP ADR | 5.9M | $1.3B | 0.8% | $175.75 | +21.40% | 9 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 2.5M | $1.3B | 0.8% | $4.85 | +164.61% | 9 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 3.6M | $1.3B | 0.8% | $222.22 | +55.50% | 9 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 6.1M | $1.3B | 0.8% | $148.95 | +36.48% | 9 qtrssince 2019-Q1 | Decreased 0 |
ISHARES | 78.7M | $1.3B | 0.8% | — | — | — | — |
PROCTER & GAMBLE CO/THE | 9M | $1.2B | 0.8% | $86.89 | +35.36% | 9 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 3.8M | $1.1B | 0.7% | $163.51 | +66.09% | 9 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 4.4M | $1.1B | 0.7% | $200.56 | +28.73% | 9 qtrssince 2019-Q1 | Decreased 0 |
Sumitomo Mitsui Trust Group, Inc. manages $160B across 1152 positions as of Q1 2021. Top holdings: AAPL (4.6%), MSFT (3.8%), AMZN (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 72 new positions, 39 exits, 270 increased. Top move: XYZ (INCREASED, conviction 55). Portfolio: $160.0B across 1152 positions.
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Portfolio allocation by GICS sector
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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