Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q4 2019
Top Holdings1,086 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 18.7M | $5.5B | 4.3% | $45.22 | +56.25% | 4 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 29.5M | $4.7B | 3.7% | $111.52 | +34.18% | 4 qtrssince 2019-Q1 | Increased 59 |
AMAZON.COM INC | 1.8M | $3.3B | 2.6% | $89.05 | +3.69% | 4 qtrssince 2019-Q1 | Increased 55 |
META PLATFORMS INC-CLASS A | 9.8M | $2B | 1.6% | $166.37 | +22.01% | 4 qtrssince 2019-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 12.7M | $1.8B | 1.4% | $83.64 | +39.83% | 4 qtrssince 2019-Q1 | Increased 50 |
ALPHABET INC-CL C | 1.2M | $1.7B | 1.3% | $58.35 | +13.64% | 4 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC-CL A | 1.2M | $1.6B | 1.3% | $58.46 | +13.72% | 4 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 10.7M | $1.6B | 1.2% | $115.59 | +6.17% | 4 qtrssince 2019-Q1 | Increased 50 |
ALIBABA GROUP HOLDING-SP ADR | 6.6M | $1.4B | 1.1% | $173.83 | +14.82% | 4 qtrssince 2019-Q1 | Increased 57 |
VISA INC-CLASS A SHARES | 7.2M | $1.4B | 1.1% | $148.59 | +20.48% | 4 qtrssince 2019-Q1 | Increased 51 |
PROCTER & GAMBLE CO/THE | 10.4M | $1.3B | 1.0% | $86.48 | +21.66% | 4 qtrssince 2019-Q1 | Increased 52 |
ISHARES | 85.7M | $1.2B | 1.0% | — | — | — | — |
BERKSHIRE HATHAWAY INC-CL B | 5.3M | $1.2B | 0.9% | $201.79 | +11.88% | 4 qtrssince 2019-Q1 | Increased 47 |
UNITEDHEALTH GROUP INC | 4.1M | $1.2B | 0.9% | $221.72 | +20.18% | 4 qtrssince 2019-Q1 | Increased 45 |
EXXON MOBIL CORP | 17.2M | $1.2B | 0.9% | $58.52 | -10.73% | 4 qtrssince 2019-Q1 | Increased 46 |
BANK OF AMERICA CORP | 34M | $1.2B | 0.9% | $23.15 | +29.90% | 4 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 19M | $1.1B | 0.9% | $46.60 | +12.86% | 4 qtrssince 2019-Q1 | Increased 46 |
AT&T INC | 28.9M | $1.1B | 0.9% | $14.50 | +31.48% | 4 qtrssince 2019-Q1 | Increased 45 |
MASTERCARD INC - A | 3.6M | $1.1B | 0.9% | $227.32 | +26.44% | 4 qtrssince 2019-Q1 | Increased 45 |
WALT DISNEY CO/THE | 7.3M | $1B | 0.8% | $107.99 | +30.06% | 4 qtrssince 2019-Q1 | Increased 46 |
Sumitomo Mitsui Trust Group, Inc. manages $127.2B across 1086 positions as of Q4 2019. Top holdings: AAPL (4.3%), MSFT (3.7%), AMZN (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 76 new positions, 59 exits, 681 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $127.2B across 1086 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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