Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q3 2022
Top Holdings1,199 positions
Apple Inc. | 48.5M | $6.7B | 5.5% | $47.90 | +183.00% | 15 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 22.6M | $5.3B | 4.3% | $121.62 | +85.32% | 15 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 27.7M | $3.1B | 2.6% | $90.08 | +25.44% | 15 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 9.4M | $2.5B | 2.0% | $56.25 | +371.57% | 15 qtrssince 2019-Q1 | Increased 88 |
Alphabet Inc. | 18.3M | $1.8B | 1.4% | $58.14 | +63.82% | 15 qtrssince 2019-Q1 | Increased 81 |
Alphabet Inc. | 17.9M | $1.7B | 1.4% | $60.23 | +57.30% | 15 qtrssince 2019-Q1 | Increased 81 |
UnitedHealth Group Inc. | 3.1M | $1.6B | 1.3% | $222.41 | +110.15% | 15 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 8.2M | $1.3B | 1.1% | $115.27 | +26.50% | 15 qtrssince 2019-Q1 | Increased 50 |
NVIDIA Corp. | 9.3M | $1.1B | 0.9% | $5.75 | +110.18% | 15 qtrssince 2019-Q1 | Increased 47 |
EXXON MOBIL CORP | 12.5M | $1.1B | 0.9% | $58.45 | +34.84% | 15 qtrssince 2019-Q1 | Increased 46 |
Berkshire Hathaway Inc. | 3.7M | $996.2M | 0.8% | $202.94 | +31.58% | 15 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 6.9M | $929.5M | 0.8% | $166.39 | -19.23% | 15 qtrssince 2019-Q1 | Decreased 0 |
The Procter & Gamble Co. | 7.3M | $925.6M | 0.8% | $88.76 | +28.09% | 15 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc. | 3.3M | $923.3M | 0.8% | $163.35 | +52.28% | 15 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 5.2M | $915.3M | 0.8% | $150.13 | +14.74% | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES GOLD TRUST | 28.9M | $912.4M | 0.7% | $34.55 | -8.77% | 2 qtrssince 2022-Q2 | Decreased 0 |
JPMorgan Chase & Co. | 8.7M | $911.5M | 0.7% | $84.46 | +12.29% | 15 qtrssince 2019-Q1 | Decreased 0 |
Chevron Corp. | 5.9M | $842.1M | 0.7% | $89.37 | +38.00% | 15 qtrssince 2019-Q1 | Decreased 0 |
PFIZER INC | 18.3M | $801.1M | 0.7% | $28.09 | +23.47% | 15 qtrssince 2019-Q1 | Decreased 0 |
Eli Lilly & Co. | 2.5M | $800M | 0.7% | $123.20 | +154.35% | 15 qtrssince 2019-Q1 | Decreased 0 |
Sumitomo Mitsui Trust Group, Inc. manages $121.7B across 1199 positions as of Q3 2022. Top holdings: AAPL (5.5%), MSFT (4.3%), AMZN (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 50 new positions, 65 exits, 404 increased. Top move: TSLA (INCREASED, conviction 88). Portfolio: $121.7B across 1199 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR