Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,131 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 39.2M | $6.7B | 5.5% | $95.11 | +77.61% | 19 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 19.6M | $6.2B | 5.1% | $123.37 | +151.67% | 19 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 7.3M | $3.2B | 2.6% | $16.14 | +169.34% | 19 qtrssince 2019-Q1 | Increased 55 |
AMAZON.COM INC | 23.9M | $3B | 2.5% | $107.98 | +17.72% | 19 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 8.8M | $2.2B | 1.8% | $215.59 | +16.06% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 15M | $2B | 1.6% | $94.86 | +36.91% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 14.6M | $1.9B | 1.6% | $95.37 | +37.22% | 19 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 6.1M | $1.8B | 1.5% | $166.90 | +78.62% | 19 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.8M | $1.4B | 1.2% | $231.78 | +108.32% | 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-CL B | 3.2M | $1.1B | 0.9% | $202.89 | +72.65% | 19 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 7.7M | $1.1B | 0.9% | $86.54 | +58.38% | 19 qtrssince 2019-Q1 | Increased 46 |
JOHNSON & JOHNSON | 6.5M | $1B | 0.8% | $117.20 | +24.00% | 19 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 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% | $26.96 | +198.78% | 19 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 2.1M | $850.1M | 0.7% | $232.57 | +67.79% | 19 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 2.8M | $842.3M | 0.7% | $168.09 | +70.05% | 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: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 45 new positions, 47 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