Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,050 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 65.2M | $12.2B | 7.0% | $113.08 | +60.80% | 27 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 19.1M | $9.9B | 5.7% | $142.04 | +261.61% | 27 qtrssince 2019-Q1 | Increased 63 |
APPLE INC | 36.5M | $9.3B | 5.3% | $104.46 | +142.87% | 27 qtrssince 2019-Q1 | Increased 62 |
AMAZON.COM INC | 26.5M | $5.8B | 3.3% | $120.65 | +84.14% | 27 qtrssince 2019-Q1 | Increased 59 |
META PLATFORMS INC-CLASS A | 5.9M | $4.3B | 2.5% | $184.72 | +302.11% | 27 qtrssince 2019-Q1 | Increased 55 |
BROADCOM INC | 12.1M | $4B | 2.3% | $161.89 | +102.65% | 27 qtrssince 2019-Q1 | Increased 55 |
TESLA INC | 8.3M | $3.7B | 2.1% | $215.96 | +105.23% | 27 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 14.4M | $3.5B | 2.0% | $98.80 | +146.86% | 27 qtrssince 2019-Q1 | Increased 55 |
ALPHABET INC-CL C | 13M | $3.2B | 1.8% | $97.82 | +149.63% | 27 qtrssince 2019-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 6.8M | $2.1B | 1.2% | $93.52 | +234.42% | 27 qtrssince 2019-Q1 | Increased 50 |
BERKSHIRE HATHAWAY INC-CL B | 3.4M | $1.7B | 1.0% | $223.70 | +123.17% | 27 qtrssince 2019-Q1 | Increased 45 |
VISA INC-CLASS A SHARES | 4.5M | $1.5B | 0.9% | $174.16 | +94.46% | 27 qtrssince 2019-Q1 | Increased 45 |
ELI LILLY & CO | 2M | $1.5B | 0.9% | $141.86 | +434.49% | 27 qtrssince 2019-Q1 | Increased 45 |
PALANTIR TECHNOLOGIES INC-A | 8.2M | $1.5B | 0.9% | $20.33 | +779.69% | 19 qtrssince 2021-Q1 | Decreased 0 |
NETFLIX INC | 1.2M | $1.5B | 0.8% | $35.73 | +237.62% | 27 qtrssince 2019-Q1 | Increased 45 |
SPDR GOLD MINISHARES TRUST | 18.5M | $1.4B | 0.8% | $46.44 | +63.25% | 14 qtrssince 2022-Q2 | Increased 56 |
ORACLE CORP | 4.8M | $1.4B | 0.8% | $83.18 | +238.47% | 27 qtrssince 2019-Q1 | Increased 46 |
MASTERCARD INC - A | 2.2M | $1.3B | 0.7% | $277.76 | +103.97% | 27 qtrssince 2019-Q1 | Increased 47 |
EXXON MOBIL CORP | 10.4M | $1.2B | 0.7% | $60.23 | +86.76% | 27 qtrssince 2019-Q1 | Increased 45 |
WALMART INC | 11.3M | $1.2B | 0.7% | $50.34 | +104.37% | 27 qtrssince 2019-Q1 | Decreased 0 |
Sumitomo Mitsui Trust Group, Inc. manages $173.8B across 1050 positions as of Q3 2025. Top holdings: NVDA (7.0%), MSFT (5.7%), AAPL (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 56 new positions, 40 exits, 571 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $173.8B across 1050 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