Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q3 2020
Top Holdings1,098 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 71.6M | $8.3B | 5.6% | $94.31 | +19.01% | 7 qtrssince 2019-Q1 | Increased 100 |
MICROSOFT CORP | 30.2M | $6.4B | 4.3% | $115.50 | +71.73% | 7 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.8M | $5.6B | 3.8% | $89.71 | +75.29% | 7 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 10.4M | $2.7B | 1.8% | $166.87 | +55.79% | 7 qtrssince 2019-Q1 | Increased 50 |
ALIBABA GROUP HOLDING-SP ADR | 6.9M | $2B | 1.4% | $175.75 | +57.41% | 7 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.3M | $2B | 1.3% | $58.14 | +25.43% | 7 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 4.2M | $1.8B | 1.2% | $110.75 | +26.13% | 7 qtrssince 2019-Q1 | Increased 81 |
ALPHABET INC-CL A | 1.2M | $1.7B | 1.1% | $58.38 | +24.62% | 7 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 2.9M | $1.6B | 1.1% | $4.85 | +171.62% | 7 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 10.5M | $1.6B | 1.1% | $115.45 | +9.76% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES | 85.6M | $1.5B | 1.0% | — | — | — | — |
VISA INC-CLASS A SHARES | 7M | $1.4B | 0.9% | $148.95 | +28.51% | 7 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 10.1M | $1.4B | 0.9% | $86.89 | +37.32% | 7 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 4.1M | $1.3B | 0.9% | $222.22 | +25.71% | 7 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 4.4M | $1.2B | 0.8% | $163.51 | +46.54% | 7 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 12.4M | $1.2B | 0.8% | $83.35 | -0.90% | 7 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 3.5M | $1.2B | 0.8% | $229.56 | +42.00% | 7 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 5.2M | $1.1B | 0.8% | $200.56 | +4.92% | 7 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 2.2M | $1.1B | 0.7% | $272.26 | +80.13% | 7 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE.COM INC | 4.2M | $1B | 0.7% | $161.31 | +51.56% | 7 qtrssince 2019-Q1 | Increased 48 |
Sumitomo Mitsui Trust Group, Inc. manages $148.5B across 1098 positions as of Q3 2020. Top holdings: AAPL (5.6%), MSFT (4.3%), AMZN (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 53 new positions, 51 exits, 216 increased. Top move: AAPL (INCREASED, conviction 100). Portfolio: $148.5B across 1098 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