Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,052 positions
Apple Inc | 34.5M | $8B | 5.6% | $50.19 | +360.35% | 23 qtrssince 2019-Q1 | Increased 63 |
Microsoft Corp | 18.4M | $7.9B | 5.5% | $126.51 | +234.83% | 23 qtrssince 2019-Q1 | Increased 63 |
NVIDIA Corp | 63.4M | $7.7B | 5.3% | $5.81 | +1984.21% | 23 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 24.6M | $4.6B | 3.2% | $96.39 | +93.31% | 23 qtrssince 2019-Q1 | Increased 60 |
Facebook Inc | 5.8M | $3.3B | 2.3% | $174.49 | +225.94% | 23 qtrssince 2019-Q1 | Increased 55 |
Alphabet Inc | 13.9M | $2.3B | 1.6% | $62.16 | +164.94% | 23 qtrssince 2019-Q1 | Increased 51 |
Tesla Inc | 8.5M | $2.2B | 1.5% | $76.72 | +241.03% | 23 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 12.8M | $2.1B | 1.5% | $58.14 | +185.57% | 23 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 11.4M | $2B | 1.4% | $39.17 | +332.87% | 23 qtrssince 2019-Q1 | Increased 81 |
Eli Lilly & Co | 2M | $1.7B | 1.2% | $127.83 | +583.49% | 23 qtrssince 2019-Q1 | Increased 50 |
UnitedHealth Group Inc | 2.6M | $1.5B | 1.1% | $228.56 | +143.89% | 23 qtrssince 2019-Q1 | Increased 50 |
Berkshire Hathaway Inc | 3.2M | $1.5B | 1.0% | $209.90 | +119.27% | 23 qtrssince 2019-Q1 | Increased 51 |
JPMorgan Chase & Co | 7M | $1.5B | 1.0% | $89.82 | +125.31% | 23 qtrssince 2019-Q1 | Increased 52 |
Exxon Mobil Corp | 10.5M | $1.2B | 0.9% | $58.91 | +86.85% | 23 qtrssince 2019-Q1 | Increased 45 |
Visa Inc | 3.9M | $1.1B | 0.7% | $152.45 | +77.68% | 23 qtrssince 2019-Q1 | Increased 45 |
Home Depot Inc/The | 2.5M | $1B | 0.7% | $164.00 | +134.71% | 23 qtrssince 2019-Q1 | Decreased 0 |
Procter & Gamble Co/The | 5.7M | $990.1M | 0.7% | $89.72 | +82.91% | 23 qtrssince 2019-Q1 | Increased 45 |
Johnson & Johnson | 6M | $973.8M | 0.7% | $115.37 | +33.08% | 23 qtrssince 2019-Q1 | Increased 45 |
Mastercard Inc | 2M | $968M | 0.7% | $233.52 | +108.95% | 23 qtrssince 2019-Q1 | Increased 45 |
Costco Wholesale Corp | 1.1M | $936.4M | 0.6% | $277.62 | +215.86% | 23 qtrssince 2019-Q1 | Increased 46 |
Sumitomo Mitsui Trust Group, Inc. manages $144.3B across 1052 positions as of Q3 2024. Top holdings: AAPL (5.6%), MSFT (5.5%), NVDA (5.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 53 new positions, 70 exits, 542 increased. Top move: AVGO (INCREASED, conviction 81). Portfolio: $144.3B across 1052 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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