Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q2 2022
Top Holdings1,214 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 49.4M | $6.8B | 5.2% | $95.11 | +40.80% | 14 qtrssince 2019-Q1 | Increased 63 |
MICROSOFT CORP | 22.9M | $5.9B | 4.5% | $122.61 | +106.28% | 14 qtrssince 2019-Q1 | Increased 60 |
AMAZON.COM INC | 27.7M | $2.9B | 2.3% | $107.98 | +0.87% | 14 qtrssince 2019-Q1 | Increased 88 |
TESLA INC | 3.2M | $2.2B | 1.7% | $131.71 | +73.48% | 14 qtrssince 2019-Q1 | Increased 53 |
ALPHABET INC-CL C | 927,650 | $2B | 1.6% | $58.14 | +91.66% | 14 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 903,252 | $2B | 1.5% | $60.42 | +83.48% | 14 qtrssince 2019-Q1 | Increased 52 |
UNITEDHEALTH GROUP INC | 3.1M | $1.6B | 1.2% | $226.96 | +113.77% | 14 qtrssince 2019-Q1 | Increased 51 |
JOHNSON & JOHNSON | 8.1M | $1.4B | 1.1% | $117.10 | +36.17% | 14 qtrssince 2019-Q1 | Increased 52 |
NVIDIA CORP | 8.9M | $1.4B | 1.0% | $16.25 | -4.49% | 14 qtrssince 2019-Q1 | Increased 54 |
META PLATFORMS INC-CLASS A | 6.9M | $1.1B | 0.9% | $166.77 | -2.38% | 14 qtrssince 2019-Q1 | Increased 46 |
PROCTER & GAMBLE CO/THE | 7.4M | $1.1B | 0.8% | $88.76 | +44.94% | 14 qtrssince 2019-Q1 | Increased 47 |
EXXON MOBIL CORP | 12.1M | $1B | 0.8% | $57.92 | +33.92% | 14 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 3.7M | $1B | 0.8% | $202.89 | +34.79% | 14 qtrssince 2019-Q1 | Increased 46 |
VISA INC-CLASS A SHARES | 5.2M | $1B | 0.8% | $150.13 | +26.94% | 14 qtrssince 2019-Q1 | Increased 46 |
ISHARES GOLD TRUST | 29.1M | $997.1M | 0.8% | $34.55 | 0.00% | 1 qtr | New 62 |
JPMORGAN CHASE & CO | 8.8M | $988.8M | 0.8% | $85.54 | +22.43% | 14 qtrssince 2019-Q1 | Increased 46 |
PFIZER INC | 18.4M | $965.8M | 0.7% | $28.09 | +46.80% | 14 qtrssince 2019-Q1 | Increased 47 |
HOME DEPOT INC | 3.4M | $925.2M | 0.7% | $167.43 | +49.67% | 14 qtrssince 2019-Q1 | Increased 47 |
COCA-COLA CO/THE | 14M | $883.1M | 0.7% | $39.35 | +43.59% | 14 qtrssince 2019-Q1 | Increased 47 |
CHEVRON CORP | 6.1M | $880.3M | 0.7% | $89.37 | +37.82% | 14 qtrssince 2019-Q1 | Increased 48 |
Sumitomo Mitsui Trust Group, Inc. manages $130B across 1214 positions as of Q2 2022. Top holdings: AAPL (5.2%), MSFT (4.5%), AMZN (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 117 new positions, 76 exits, 680 increased. Top move: AMZN (INCREASED, conviction 88). Portfolio: $130.0B across 1214 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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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