Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,131 positions
Apple Inc | 39.2M | $6.7B | 5.5% | $47.90 | +252.67% | 19 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 19.6M | $6.2B | 5.1% | $122.40 | +152.07% | 19 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp | 7.3M | $3.2B | 2.6% | $5.81 | +646.32% | 19 qtrssince 2019-Q1 | Increased 55 |
Amazon.com Inc | 23.9M | $3B | 2.5% | $90.08 | +41.12% | 19 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 8.8M | $2.2B | 1.8% | $63.94 | +291.34% | 19 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 15M | $2B | 1.6% | $60.23 | +115.21% | 19 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 14.6M | $1.9B | 1.6% | $58.14 | +124.65% | 19 qtrssince 2019-Q1 | Decreased 0 |
Facebook Inc | 6.1M | $1.8B | 1.5% | $166.64 | +78.44% | 19 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc | 2.8M | $1.4B | 1.2% | $227.19 | +108.41% | 19 qtrssince 2019-Q1 | Decreased 0 |
Exxon Mobil Corp | 10.8M | $1.3B | 1.0% | $58.45 | +84.69% | 19 qtrssince 2019-Q1 | Decreased 0 |
Eli Lilly & Co | 2.1M | $1.2B | 0.9% | $123.20 | +327.08% | 19 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc | 3.2M | $1.1B | 0.9% | $202.94 | +72.61% | 19 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co | 7.7M | $1.1B | 0.9% | $85.46 | +58.85% | 19 qtrssince 2019-Q1 | Increased 46 |
Johnson & Johnson | 6.5M | $1B | 0.8% | $115.27 | +24.07% | 19 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 4.3M | $1B | 0.8% | $151.35 | +48.55% | 19 qtrssince 2019-Q1 | Decreased 0 |
Procter & Gamble Co/The | 6.2M | $901.1M | 0.7% | $88.76 | +51.86% | 19 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 1.1M | $899.5M | 0.7% | $26.91 | +198.78% | 19 qtrssince 2019-Q1 | Decreased 0 |
Mastercard Inc | 2.1M | $850.1M | 0.7% | $230.20 | +68.94% | 19 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc/The | 2.8M | $842.3M | 0.7% | $164.00 | +70.59% | 19 qtrssince 2019-Q1 | Decreased 0 |
Chevron Corp | 4.8M | $817.3M | 0.7% | $89.64 | +67.37% | 19 qtrssince 2019-Q1 | Increased 45 |
Sumitomo Mitsui Trust Group, Inc. manages $121.8B across 1131 positions as of Q3 2023. Top holdings: AAPL (5.5%), MSFT (5.1%), NVDA (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 47 new positions, 49 exits, 248 increased. Top move: NVDA (INCREASED, conviction 55). Portfolio: $121.8B across 1131 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
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