Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q4 2021
Top Holdings1,165 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 50.3M | $8.9B | 5.4% | $94.31 | +83.92% | 12 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 23.4M | $7.9B | 4.8% | $119.62 | +174.47% | 12 qtrssince 2019-Q1 | Increased 60 |
AMAZON.COM INC | 1.4M | $4.7B | 2.8% | $89.95 | +87.49% | 12 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 3.3M | $3.5B | 2.1% | $126.65 | +181.70% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 969,266 | $2.8B | 1.7% | $58.14 | +149.28% | 12 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 8.8M | $2.6B | 1.6% | $16.30 | +81.15% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 886,225 | $2.6B | 1.6% | $58.38 | +148.55% | 12 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 7M | $2.4B | 1.4% | $166.87 | +104.94% | 12 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 3.1M | $1.5B | 0.9% | $222.22 | +112.18% | 12 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 9.2M | $1.5B | 0.9% | $84.96 | +67.19% | 12 qtrssince 2019-Q1 | Increased 46 |
JOHNSON & JOHNSON | 7.9M | $1.4B | 0.8% | $115.45 | +32.75% | 12 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 3.3M | $1.4B | 0.8% | $163.51 | +126.60% | 12 qtrssince 2019-Q1 | Decreased 0 |
SHOPIFY INC - CLASS A | 893,710 | $1.2B | 0.7% | $82.39 | +69.70% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES GOLD TRUST | 33.7M | $1.2B | 0.7% | $26.11 | +32.38% | 12 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 7.1M | $1.2B | 0.7% | $86.89 | +66.60% | 12 qtrssince 2019-Q1 | Decreased 0 |
COINBASE GLOBAL INC -CLASS A | 4.4M | $1.1B | 0.7% | $245.65 | +4.54% | 3 qtrssince 2021-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 5.1M | $1.1B | 0.7% | $148.95 | +40.33% | 12 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 3.7M | $1.1B | 0.7% | $200.56 | +49.57% | 12 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 7.1M | $1.1B | 0.7% | $109.33 | +39.34% | 12 qtrssince 2019-Q1 | Decreased 0 |
PFIZER INC | 17.8M | $1.1B | 0.6% | $27.57 | +65.85% | 12 qtrssince 2019-Q1 | Decreased 0 |
Sumitomo Mitsui Trust Group, Inc. manages $164.5B across 1165 positions as of Q4 2021. Top holdings: AAPL (5.4%), MSFT (4.8%), AMZN (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 57 new positions, 74 exits, 275 increased. Top move: MSFT (INCREASED, conviction 60). Portfolio: $164.5B across 1165 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