Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,031 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 35.9M | $8B | 5.6% | $102.81 | +114.73% | 25 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 18.5M | $6.9B | 4.9% | $129.86 | +190.13% | 25 qtrssince 2019-Q1 | Increased 59 |
NVIDIA CORP | 63.8M | $6.9B | 4.9% | $112.00 | -2.10% | 25 qtrssince 2019-Q1 | Increased 58 |
AMAZON.COM INC | 25.6M | $4.9B | 3.4% | $116.86 | +64.92% | 25 qtrssince 2019-Q1 | Increased 59 |
META PLATFORMS INC-CLASS A | 5.8M | $3.3B | 2.4% | $178.05 | +223.18% | 25 qtrssince 2019-Q1 | Increased 55 |
ALPHABET INC-CL A | 14.1M | $2.2B | 1.5% | $96.87 | +58.88% | 25 qtrssince 2019-Q1 | Increased 51 |
TESLA INC | 8.3M | $2.2B | 1.5% | $213.92 | +23.20% | 25 qtrssince 2019-Q1 | Increased 53 |
ALPHABET INC-CL C | 12.8M | $2B | 1.4% | $95.60 | +62.79% | 25 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 11.7M | $2B | 1.4% | $157.13 | +5.53% | 25 qtrssince 2019-Q1 | Increased 52 |
BERKSHIRE HATHAWAY INC-CL B | 3.3M | $1.7B | 1.2% | $213.50 | +146.52% | 25 qtrssince 2019-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 6.7M | $1.6B | 1.2% | $90.92 | +161.75% | 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-CLASS A SHARES | 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% | $234.40 | +115.78% | 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% | $34.29 | +172.38% | 25 qtrssince 2019-Q1 | Increased 46 |
MASTERCARD INC - A | 1.9M | $1.1B | 0.8% | $235.88 | +127.88% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES GOLD TRUST | 17.9M | $1.1B | 0.7% | $35.14 | +65.42% | 12 qtrssince 2022-Q2 | Increased 46 |
PROCTER & GAMBLE CO/THE | 6M | $1B | 0.7% | $92.74 | +76.20% | 25 qtrssince 2019-Q1 | Increased 46 |
COSTCO WHOLESALE CORP | 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: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 34 new positions, 44 exits, 473 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
Best and worst performing positions by estimated return
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Top Losers
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