Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,031 positions
APPLE INC | 35.9M | $8B | 5.6% | $58.06 | +280.26% | 25 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 18.5M | $6.9B | 4.9% | $128.85 | +187.95% | 25 qtrssince 2019-Q1 | Increased 59 |
NVIDIA CORPORATION | 63.8M | $6.9B | 4.9% | $6.45 | +1574.83% | 25 qtrssince 2019-Q1 | Increased 58 |
AMAZON COM INC | 25.6M | $4.9B | 3.4% | $100.69 | +88.95% | 25 qtrssince 2019-Q1 | Increased 59 |
META PLATFORMS INC | 5.8M | $3.3B | 2.4% | $177.80 | +222.59% | 25 qtrssince 2019-Q1 | Increased 55 |
ALPHABET INC | 14.1M | $2.2B | 1.5% | $63.29 | +143.20% | 25 qtrssince 2019-Q1 | Increased 51 |
TESLA INC | 8.3M | $2.2B | 1.5% | $86.71 | +198.89% | 25 qtrssince 2019-Q1 | Increased 53 |
ALPHABET INC | 12.8M | $2B | 1.4% | $58.45 | +166.02% | 25 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 11.7M | $2B | 1.4% | $43.68 | +278.94% | 25 qtrssince 2019-Q1 | Increased 52 |
BERKSHIRE HATHAWAY INC DEL | 3.3M | $1.7B | 1.2% | $213.67 | +149.25% | 25 qtrssince 2019-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 6.7M | $1.6B | 1.2% | $89.82 | +165.07% | 25 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 2M | $1.6B | 1.1% | $133.59 | +511.77% | 25 qtrssince 2019-Q1 | Increased 51 |
VISA INC | 4.4M | $1.6B | 1.1% | $171.49 | +102.05% | 25 qtrssince 2019-Q1 | Increased 52 |
UNITEDHEALTH GROUP INC | 2.6M | $1.4B | 1.0% | $229.76 | +119.09% | 25 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 10.1M | $1.2B | 0.9% | $58.91 | +93.20% | 25 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC. | 1.2M | $1.1B | 0.8% | $34.26 | +172.20% | 25 qtrssince 2019-Q1 | Increased 46 |
MASTERCARD INCORPORATED | 1.9M | $1.1B | 0.8% | $233.52 | +132.59% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES GOLD TR | 17.9M | $1.1B | 0.7% | $35.14 | +65.42% | 12 qtrssince 2022-Q2 | Increased 46 |
PROCTER & GAMBLE CO | 6M | $1B | 0.7% | $92.74 | +76.20% | 25 qtrssince 2019-Q1 | Increased 46 |
COSTCO WHOLESALE CORPORATION | 1.1M | $1B | 0.7% | $288.85 | +224.65% | 25 qtrssince 2019-Q1 | Increased 46 |
Sumitomo Mitsui Trust Group, Inc. manages $141.5B across 1031 positions as of Q1 2025. Top holdings: AAPL (5.6%), MSFT (4.9%), NVDA (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 35 new positions, 45 exits, 472 increased. Top move: AAPL (INCREASED, conviction 62). Portfolio: $141.5B across 1031 positions.
Top holdings by portfolio weight
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
Verify source filings on SEC EDGAR