Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q1 2022
Top Holdings1,173 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 48.4M | $8.5B | 5.6% | $94.31 | +81.08% | 13 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 22.3M | $6.9B | 4.6% | $119.62 | +154.40% | 13 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.4M | $4.5B | 3.0% | $89.95 | +84.89% | 13 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 3.1M | $3.3B | 2.2% | $126.65 | +187.92% | 13 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 928,190 | $2.6B | 1.7% | $58.14 | +143.53% | 13 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 868,102 | $2.4B | 1.6% | $58.38 | +141.30% | 13 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 8.3M | $2.3B | 1.5% | $16.30 | +69.56% | 13 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 3.1M | $1.6B | 1.0% | $222.22 | +119.72% | 13 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 6.7M | $1.5B | 1.0% | $166.87 | +35.60% | 13 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 7.8M | $1.4B | 0.9% | $115.45 | +39.25% | 13 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 3.6M | $1.3B | 0.9% | $200.56 | +78.30% | 13 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 8.5M | $1.2B | 0.8% | $84.96 | +49.16% | 13 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 5M | $1.1B | 0.7% | $148.95 | +43.84% | 13 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 7.2M | $1.1B | 0.7% | $87.32 | +55.69% | 13 qtrssince 2019-Q1 | Increased 45 |
BLOCK INC | 7.6M | $1B | 0.7% | $108.00 | +29.73% | 13 qtrssince 2019-Q1 | Increased 54 |
HOME DEPOT INC | 3.2M | $964.2M | 0.6% | $163.51 | +71.54% | 13 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 11.6M | $960.2M | 0.6% | $57.05 | +27.95% | 13 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 5.7M | $934.5M | 0.6% | $87.37 | +57.27% | 13 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 5.7M | $925.6M | 0.6% | $62.71 | +120.02% | 13 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 2.7M | $918.2M | 0.6% | $312.16 | 0.00% | 1 qtr | New 62 |
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: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 112 new positions, 104 exits, 338 increased. Top move: ACN (NEW, conviction 62). Portfolio: $150.2B across 1173 positions.
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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