Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q1 2023
Top Holdings1,146 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 46.1M | $7.6B | 5.7% | $95.11 | +70.59% | 17 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 22.3M | $6.4B | 4.8% | $123.37 | +125.43% | 17 qtrssince 2019-Q1 | Increased 59 |
AMAZON.COM INC | 27.5M | $2.8B | 2.1% | $107.98 | -5.54% | 17 qtrssince 2019-Q1 | Increased 54 |
NVIDIA CORP | 8.6M | $2.4B | 1.8% | $16.10 | +69.96% | 17 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 10.2M | $2.1B | 1.6% | $215.59 | -9.42% | 17 qtrssince 2019-Q1 | Increased 52 |
ALPHABET INC-CL A | 17.7M | $1.8B | 1.4% | $94.86 | +5.55% | 17 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 17.6M | $1.8B | 1.4% | $95.37 | +5.45% | 17 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 7.2M | $1.5B | 1.1% | $166.90 | +23.66% | 17 qtrssince 2019-Q1 | Increased 52 |
UNITEDHEALTH GROUP INC | 3.2M | $1.5B | 1.1% | $231.78 | +92.68% | 17 qtrssince 2019-Q1 | Increased 51 |
EXXON MOBIL CORP | 12M | $1.3B | 1.0% | $58.45 | +69.12% | 17 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 8M | $1.2B | 0.9% | $117.20 | +20.36% | 17 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 5.2M | $1.2B | 0.9% | $151.35 | +45.05% | 17 qtrssince 2019-Q1 | Increased 46 |
BERKSHIRE HATHAWAY INC-CL B | 3.7M | $1.1B | 0.9% | $202.89 | +50.36% | 17 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 8.6M | $1.1B | 0.8% | $85.54 | +40.19% | 17 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 7.2M | $1.1B | 0.8% | $88.76 | +52.88% | 17 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 3.3M | $976.3M | 0.7% | $168.09 | +58.43% | 17 qtrssince 2019-Q1 | Decreased 0 |
ISHARES GOLD TRUST | 24.7M | $921.7M | 0.7% | $34.55 | +8.74% | 4 qtrssince 2022-Q2 | Decreased 0 |
CHEVRON CORP | 5.6M | $921M | 0.7% | $89.37 | +59.33% | 17 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 2.5M | $918.6M | 0.7% | $232.57 | +51.80% | 17 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 8.4M | $891.7M | 0.7% | $65.38 | +48.87% | 17 qtrssince 2019-Q1 | Increased 45 |
Sumitomo Mitsui Trust Group, Inc. manages $134.2B across 1146 positions as of Q1 2023. Top holdings: AAPL (5.7%), MSFT (4.8%), AMZN (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 33 new positions, 67 exits, 420 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $134.2B across 1146 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
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