Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q2 2019
Top Holdings1,007 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 28.8M | $3.9B | 3.4% | $110.82 | +14.00% | 2 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 19.4M | $3.8B | 3.4% | $45.22 | +4.60% | 2 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.7M | $3.3B | 2.9% | $89.04 | +6.33% | 2 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 9.6M | $1.9B | 1.7% | $165.80 | +15.59% | 2 qtrssince 2019-Q1 | Increased 51 |
JOHNSON & JOHNSON | 10.7M | $1.5B | 1.3% | $115.59 | +0.32% | 2 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 12.6M | $1.4B | 1.3% | $83.49 | +11.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
ISHARES | 98.1M | $1.3B | 1.2% | — | — | — | — |
ALPHABET INC-CL C | 1.2M | $1.3B | 1.2% | $58.23 | -7.88% | 2 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 16.9M | $1.3B | 1.2% | $58.62 | -4.08% | 2 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.2M | $1.3B | 1.1% | $58.40 | -8.00% | 2 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 7.1M | $1.2B | 1.1% | $148.12 | +11.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 10.2M | $1.1B | 1.0% | $85.93 | +6.12% | 2 qtrssince 2019-Q1 | Increased 45 |
BERKSHIRE HATHAWAY INC-CL B | 5.1M | $1.1B | 1.0% | $200.89 | +6.11% | 2 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 34.5M | $1B | 0.9% | $23.15 | +5.68% | 2 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 4.1M | $989.9M | 0.9% | $221.33 | -0.88% | 2 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 7M | $983.7M | 0.9% | $107.17 | +25.76% | 2 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 7.8M | $974M | 0.9% | $89.78 | +2.02% | 2 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 17.7M | $970.9M | 0.9% | $43.51 | +2.01% | 2 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 16.8M | $961.6M | 0.9% | $40.01 | -2.39% | 2 qtrssince 2019-Q1 | Increased 45 |
PFIZER INC | 22.1M | $958.4M | 0.9% | $28.06 | +2.91% | 2 qtrssince 2019-Q1 | Decreased 0 |
Sumitomo Mitsui Trust Group, Inc. manages $112B across 1007 positions as of Q2 2019. Top holdings: MSFT (3.4%), AAPL (3.4%), AMZN (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 79 new positions, 46 exits, 392 increased. Top move: META (INCREASED, conviction 51). Portfolio: $112.0B across 1007 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