Sumitomo Mitsui Trust Group, Inc.Sumitomo Mitsui Trust Group, Inc.

Institutional investor · Portfolio as of Q1 2022

Top Holdings1,173 positions

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Activity:

APPLE INC

48.4M$8.5B5.6%$46.12+270.31%
13 qtrssince 2019-Q1
Decreased
0

MICROSOFT CORP

22.3M$6.9B4.6%$118.72+150.21%
13 qtrssince 2019-Q1
Decreased
0

AMAZON COM INC

1.4M$4.5B3.0%$89.89+81.32%
13 qtrssince 2019-Q1
Decreased
0

TESLA INC

3.1M$3.3B2.2%$47.45+656.98%
13 qtrssince 2019-Q1
Decreased
0

ALPHABET INC

928,190$2.6B1.7%$58.14+137.94%
13 qtrssince 2019-Q1
Decreased
0

ALPHABET INC

868,102$2.4B1.6%$58.30+136.28%
13 qtrssince 2019-Q1
Decreased
0

NVIDIA CORPORATION

8.3M$2.3B1.5%$4.83+462.67%
13 qtrssince 2019-Q1
Decreased
0

UNITEDHEALTH GROUP INC

3.1M$1.6B1.0%$217.79+115.25%
13 qtrssince 2019-Q1
Decreased
0

META PLATFORMS INC

6.7M$1.5B1.0%$166.56+32.23%
13 qtrssince 2019-Q1
Decreased
0

JOHNSON & JOHNSON

7.8M$1.4B0.9%$113.53+37.53%
13 qtrssince 2019-Q1
Decreased
0

BERKSHIRE HATHAWAY INC DEL

3.6M$1.3B0.9%$200.62+75.91%
13 qtrssince 2019-Q1
Decreased
0

JPMORGAN CHASE & CO.

8.5M$1.2B0.8%$83.95+45.01%
13 qtrssince 2019-Q1
Decreased
0

VISA INC

5M$1.1B0.7%$148.95+43.84%
13 qtrssince 2019-Q1
Decreased
0

PROCTER AND GAMBLE CO

7.2M$1.1B0.7%$87.32+55.69%
13 qtrssince 2019-Q1
Increased
45

BLOCK INC

7.6M$1B0.7%$108.00+29.73%
13 qtrssince 2019-Q1
Increased
54

HOME DEPOT INC

3.2M$964.2M0.6%$159.46+67.05%
13 qtrssince 2019-Q1
Decreased
0

EXXON MOBIL CORP

11.6M$960.2M0.6%$57.05+27.95%
13 qtrssince 2019-Q1
Decreased
0

CHEVRON CORP NEW

5.7M$934.5M0.6%$87.37+57.27%
13 qtrssince 2019-Q1
Decreased
0

ABBVIE INC

5.7M$925.6M0.6%$62.71+120.02%
13 qtrssince 2019-Q1
Decreased
0

ACCENTURE PLC IRELAND

2.7M$918.2M0.6%$312.160.00%
1 qtr
New
62
$150.2B
AUM
1,173
Positions
Q1 2022
Filing
HI score · 3.5/5
Quarterly 13F Value Change
+4%Q4'20$154.8B+3%Q1'21$160B+6%Q2'21$169.1B-5%Q3'21$160.6B+2%Q4'21$164.5B-9%Q1'22$150.2B
Activity profile
$ moved · Q1'22
New18%Increased15%Decreased52%Exited14%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 2.4 years
<1Q8%1-4Q5%1-2Y11%2Y+77%

Sumitomo Mitsui Trust Group, Inc. manages $150.2B across 1173 positions as of Q1 2022. Top holdings: AAPL (5.6%), MSFT (4.6%), AMZN (3.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.

Q1 2022 Summary

Active quarter - 112 new positions, 104 exits, 338 increased. Top move: ACN (NEW, conviction 62). Portfolio: $150.2B across 1173 positions.

Top holdings by portfolio weight

Total AUM$150B
AAPL5.63%
MSFT4.59%
AMZN2.98%
TSLA2.21%
GOOG1.73%
GOOGL1.61%
NVDA1.52%
UNH1.04%
META0.99%
JNJ0.92%
Other0.85%

Portfolio allocation by GICS sector

Sectors11
Technology26.28%
Healthcare13.77%
Financial Services12.11%
Consumer Cyclical11.27%
Communication Services8.39%
Industrials7.39%
Consumer Defensive5.20%
Real Estate4.53%
Unknown3.33%
Energy3.27%
Other4.47%

Behavioral investing profile

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Steady Compounder- primarily Technology, Healthcare, Financial Services
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Strong(3.5 / 5.0)
Holdings P&L66
Conviction40
Concentration48
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Position Outcomes

Best and worst performing positions by estimated return

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

Verify source filings on SEC EDGAR

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