Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,118 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 19.3M | $8.1B | 5.6% | $123.37 | +236.64% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 36.5M | $6.3B | 4.3% | $95.11 | +78.35% | 21 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 6.9M | $6.2B | 4.3% | $16.14 | +459.57% | 21 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 24.8M | $4.5B | 3.1% | $111.03 | +62.47% | 21 qtrssince 2019-Q1 | Increased 61 |
META PLATFORMS INC-CLASS A | 6.2M | $3B | 2.1% | $170.78 | +182.66% | 21 qtrssince 2019-Q1 | Increased 55 |
ALPHABET INC-CL A | 14.8M | $2.2B | 1.5% | $94.86 | +57.91% | 21 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 14M | $2.1B | 1.5% | $95.37 | +58.47% | 21 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 9.8M | $1.7B | 1.2% | $211.05 | -16.71% | 21 qtrssince 2019-Q1 | Increased 57 |
BROADCOM INC | 1.2M | $1.6B | 1.1% | $38.19 | +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% | $86.54 | +121.73% | 21 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.7M | $1.3B | 0.9% | $231.78 | +105.91% | 21 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 3.1M | $1.3B | 0.9% | $202.99 | +107.16% | 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-CLASS A SHARES | 4.2M | $1.2B | 0.8% | $151.35 | +80.96% | 21 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 2.7M | $1B | 0.7% | $168.09 | +118.63% | 21 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 6.4M | $1B | 0.7% | $117.20 | +27.91% | 21 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 2.1M | $1B | 0.7% | $232.57 | +104.71% | 21 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 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% | $67.86 | +83.57% | 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 Rating: 3.5/5.0.
Active quarter - 49 new positions, 53 exits, 347 increased. Top move: AMZN (INCREASED, conviction 61). Portfolio: $145.7B across 1118 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