Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q2 2020
Top Holdings1,096 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 19.4M | $7.1B | 5.0% | $46.12 | +91.31% | 6 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 32.3M | $6.6B | 4.6% | $115.50 | +64.04% | 6 qtrssince 2019-Q1 | Increased 59 |
AMAZON.COM INC | 1.9M | $5.2B | 3.7% | $89.71 | +49.40% | 6 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 10.4M | $2.4B | 1.7% | $166.83 | +31.34% | 6 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC-CL C | 1.4M | $2B | 1.4% | $58.14 | +19.08% | 6 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.2M | $1.8B | 1.2% | $58.38 | +18.76% | 6 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 11.2M | $1.6B | 1.1% | $115.45 | +3.09% | 6 qtrssince 2019-Q1 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 7.3M | $1.6B | 1.1% | $175.75 | +15.49% | 6 qtrssince 2019-Q1 | Increased 53 |
ISHARES | 90M | $1.5B | 1.1% | — | — | — | — |
VISA INC-CLASS A SHARES | 7.6M | $1.5B | 1.0% | $148.95 | +23.95% | 6 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 10.9M | $1.3B | 0.9% | $86.89 | +17.39% | 6 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 4.4M | $1.3B | 0.9% | $222.22 | +19.27% | 6 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 3.2M | $1.2B | 0.9% | $4.85 | +88.98% | 6 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 13.2M | $1.2B | 0.9% | $83.35 | -4.27% | 6 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 20.4M | $1.2B | 0.9% | $46.91 | +10.73% | 6 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 4.8M | $1.2B | 0.8% | $163.51 | +31.85% | 6 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 3.8M | $1.1B | 0.8% | $229.56 | +23.55% | 6 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 984,202 | $1.1B | 0.8% | $17.27 | +289.55% | 6 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 22.1M | $1B | 0.7% | $42.47 | -8.17% | 6 qtrssince 2019-Q1 | Increased 54 |
BERKSHIRE HATHAWAY INC-CL B | 5.6M | $1B | 0.7% | $200.56 | -11.65% | 6 qtrssince 2019-Q1 | Increased 47 |
Sumitomo Mitsui Trust Group, Inc. manages $141.6B across 1096 positions as of Q2 2020. Top holdings: AAPL (5.0%), MSFT (4.6%), AMZN (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 76 new positions, 74 exits, 427 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $141.6B across 1096 positions.
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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