Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,118 positions
Microsoft Corp. | 19.3M | $8.1B | 5.6% | $122.40 | +237.17% | 21 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 36.5M | $6.3B | 4.3% | $47.90 | +254.15% | 21 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 6.9M | $6.2B | 4.3% | $5.81 | +1450.47% | 21 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 24.8M | $4.5B | 3.1% | $93.88 | +92.14% | 21 qtrssince 2019-Q1 | Increased 61 |
Meta Platforms Inc | 6.2M | $3B | 2.1% | $170.50 | +182.39% | 21 qtrssince 2019-Q1 | Increased 55 |
Alphabet Inc. | 14.8M | $2.2B | 1.5% | $60.23 | +148.21% | 21 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 14M | $2.1B | 1.5% | $58.14 | +159.43% | 21 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 9.8M | $1.7B | 1.2% | $76.72 | +129.14% | 21 qtrssince 2019-Q1 | Increased 57 |
Broadcom Inc | 1.2M | $1.6B | 1.1% | $38.12 | +239.59% | 21 qtrssince 2019-Q1 | Decreased 0 |
Eli Lilly & Co. | 2.1M | $1.6B | 1.1% | $123.20 | +520.79% | 21 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 7.3M | $1.5B | 1.0% | $85.46 | +122.39% | 21 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 2.7M | $1.3B | 0.9% | $227.19 | +105.99% | 21 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 3.1M | $1.3B | 0.9% | $203.04 | +107.11% | 21 qtrssince 2019-Q1 | Increased 45 |
EXXON MOBIL CORP | 10.8M | $1.3B | 0.9% | $58.87 | +84.66% | 21 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 4.2M | $1.2B | 0.8% | $151.35 | +80.96% | 21 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc. | 2.7M | $1B | 0.7% | $164.00 | +119.33% | 21 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 6.4M | $1B | 0.7% | $115.27 | +27.99% | 21 qtrssince 2019-Q1 | Decreased 0 |
MasterCard Incorporated | 2.1M | $1B | 0.7% | $230.20 | +106.12% | 21 qtrssince 2019-Q1 | Decreased 0 |
The Procter & Gamble Co. | 6.1M | $987.8M | 0.7% | $88.76 | +71.06% | 21 qtrssince 2019-Q1 | Decreased 0 |
Merck & Co., Inc | 7.1M | $932.9M | 0.6% | $66.51 | +83.51% | 21 qtrssince 2019-Q1 | Increased 47 |
Sumitomo Mitsui Trust Group, Inc. manages $145.7B across 1118 positions as of Q1 2024. Top holdings: MSFT (5.6%), AAPL (4.3%), NVDA (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 50 new positions, 54 exits, 346 increased. Top move: AMZN (INCREASED, conviction 61). Portfolio: $145.7B across 1118 positions.
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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
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