Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,052 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 34.5M | $8B | 5.6% | $96.82 | +138.67% | 23 qtrssince 2019-Q1 | Increased 63 |
MICROSOFT CORP | 18.4M | $7.9B | 5.5% | $127.48 | +232.63% | 23 qtrssince 2019-Q1 | Increased 63 |
NVIDIA CORP | 63.4M | $7.7B | 5.3% | $111.93 | +8.42% | 23 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 24.6M | $4.6B | 3.2% | $113.12 | +66.17% | 23 qtrssince 2019-Q1 | Increased 60 |
META PLATFORMS INC-CLASS A | 5.8M | $3.3B | 2.3% | $174.72 | +223.44% | 23 qtrssince 2019-Q1 | Increased 55 |
ALPHABET INC-CL A | 13.9M | $2.3B | 1.6% | $96.12 | +69.70% | 23 qtrssince 2019-Q1 | Increased 51 |
TESLA INC | 8.5M | $2.2B | 1.5% | $211.05 | +23.41% | 23 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 12.8M | $2.1B | 1.5% | $95.37 | +72.44% | 23 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 11.4M | $2B | 1.4% | $156.81 | +8.33% | 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% | $233.16 | +142.62% | 23 qtrssince 2019-Q1 | Increased 50 |
BERKSHIRE HATHAWAY INC-CL B | 3.2M | $1.5B | 1.0% | $209.79 | +118.06% | 23 qtrssince 2019-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 7M | $1.5B | 1.0% | $90.92 | +124.34% | 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-CLASS A SHARES | 3.9M | $1.1B | 0.7% | $152.45 | +77.68% | 23 qtrssince 2019-Q1 | Increased 45 |
HOME DEPOT INC | 2.5M | $1B | 0.7% | $168.09 | +130.69% | 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% | $117.29 | +32.46% | 23 qtrssince 2019-Q1 | Increased 45 |
MASTERCARD INC - A | 2M | $968M | 0.7% | $235.88 | +107.49% | 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: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 51 new positions, 68 exits, 542 increased. Top move: AVGO (INCREASED, conviction 81). Portfolio: $144.3B across 1052 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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