Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q4 2019
Top Holdings1,086 positions
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% | $110.84 | +34.24% | 4 qtrssince 2019-Q1 | Increased 59 |
Amazon.com, Inc. | 1.8M | $3.3B | 2.6% | $89.06 | +3.75% | 4 qtrssince 2019-Q1 | Increased 55 |
Meta Platforms Inc | 9.8M | $2B | 1.6% | $165.96 | +22.50% | 4 qtrssince 2019-Q1 | Increased 51 |
JPMorgan Chase & Co. | 12.7M | $1.8B | 1.4% | $82.85 | +40.60% | 4 qtrssince 2019-Q1 | Increased 50 |
Alphabet Inc. | 1.2M | $1.7B | 1.3% | $58.24 | +13.72% | 4 qtrssince 2019-Q1 | Increased 51 |
Alphabet Inc. | 1.2M | $1.6B | 1.3% | $58.34 | +13.71% | 4 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 10.7M | $1.6B | 1.2% | $113.77 | +6.58% | 4 qtrssince 2019-Q1 | Increased 50 |
ALIBABA GROUP HLDG LTD | 6.6M | $1.4B | 1.1% | $173.83 | +14.82% | 4 qtrssince 2019-Q1 | Increased 57 |
Visa Inc | 7.2M | $1.4B | 1.1% | $148.59 | +20.48% | 4 qtrssince 2019-Q1 | Increased 51 |
The Procter & Gamble Co. | 10.4M | $1.3B | 1.0% | $86.48 | +21.66% | 4 qtrssince 2019-Q1 | Increased 52 |
ISHARES | 85.7M | $1.2B | 1.0% | — | — | — | Decreased 0 |
Berkshire Hathaway Inc. | 5.3M | $1.2B | 0.9% | $201.82 | +12.23% | 4 qtrssince 2019-Q1 | Increased 47 |
UnitedHealth Group Inc. | 4.1M | $1.2B | 0.9% | $217.43 | +20.23% | 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 |
BK OF AMERICA CORP | 34M | $1.2B | 0.9% | $23.03 | +29.90% | 4 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 19M | $1.1B | 0.9% | $46.60 | +13.28% | 4 qtrssince 2019-Q1 | Increased 46 |
AT&T INC | 28.9M | $1.1B | 0.9% | $14.01 | +31.62% | 4 qtrssince 2019-Q1 | Increased 45 |
MasterCard Incorporated | 3.6M | $1.1B | 0.9% | $226.60 | +26.78% | 4 qtrssince 2019-Q1 | Increased 45 |
DISNEY WALT CO | 7.3M | $1B | 0.8% | $107.19 | +30.83% | 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 Score: 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.
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Portfolio allocation by GICS sector
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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
Verify source filings on SEC EDGAR