Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,034 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 65M | $10.3B | 6.4% | $112.82 | +39.80% | 26 qtrssince 2019-Q1 | Increased 63 |
MICROSOFT CORP | 18.9M | $9.4B | 5.9% | $137.62 | +259.11% | 26 qtrssince 2019-Q1 | Increased 63 |
APPLE INC | 36.5M | $7.5B | 4.7% | $104.43 | +95.51% | 26 qtrssince 2019-Q1 | Increased 59 |
AMAZON.COM INC | 26.4M | $5.8B | 3.6% | $120.03 | +86.03% | 26 qtrssince 2019-Q1 | Increased 60 |
META PLATFORMS INC-CLASS A | 5.9M | $4.3B | 2.7% | $184.05 | +298.02% | 26 qtrssince 2019-Q1 | Increased 55 |
BROADCOM INC | 11.9M | $3.3B | 2.1% | $159.64 | +71.41% | 26 qtrssince 2019-Q1 | Increased 56 |
TESLA INC | 8.5M | $2.7B | 1.7% | $215.96 | +49.86% | 26 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC-CL A | 14.3M | $2.5B | 1.6% | $97.91 | +82.05% | 26 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC-CL C | 12.9M | $2.3B | 1.4% | $96.38 | +84.67% | 26 qtrssince 2019-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 6.8M | $2B | 1.2% | $92.50 | +206.01% | 26 qtrssince 2019-Q1 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL B | 3.4M | $1.6B | 1.0% | $221.99 | +118.79% | 26 qtrssince 2019-Q1 | Increased 52 |
NETFLIX INC | 1.2M | $1.6B | 1.0% | $35.50 | +272.66% | 26 qtrssince 2019-Q1 | Increased 51 |
VISA INC-CLASS A SHARES | 4.5M | $1.6B | 1.0% | $172.79 | +103.49% | 26 qtrssince 2019-Q1 | Increased 45 |
ELI LILLY & CO | 1.9M | $1.5B | 0.9% | $133.59 | +478.60% | 26 qtrssince 2019-Q1 | Decreased 0 |
PALANTIR TECHNOLOGIES INC-A | 8.9M | $1.2B | 0.8% | $20.33 | +543.02% | 18 qtrssince 2021-Q1 | Decreased 0 |
MASTERCARD INC - A | 2.2M | $1.2B | 0.8% | $267.57 | +104.82% | 26 qtrssince 2019-Q1 | Increased 50 |
WALMART INC | 11.5M | $1.1B | 0.7% | $50.34 | +92.41% | 26 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 10.3M | $1.1B | 0.7% | $59.77 | +78.55% | 26 qtrssince 2019-Q1 | Increased 46 |
COSTCO WHOLESALE CORP | 1.1M | $1.1B | 0.7% | $302.83 | +224.55% | 26 qtrssince 2019-Q1 | Increased 46 |
ORACLE CORP | 4.7M | $1B | 0.6% | $76.71 | +172.32% | 26 qtrssince 2019-Q1 | Increased 47 |
Sumitomo Mitsui Trust Group, Inc. manages $160.5B across 1034 positions as of Q2 2025. Top holdings: NVDA (6.4%), MSFT (5.9%), AAPL (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 47 new positions, 44 exits, 603 increased. Top move: NVDA (INCREASED, conviction 63). Portfolio: $160.5B across 1034 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