Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q4 2022
Top Holdings1,180 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 47.4M | $6.2B | 4.9% | $95.11 | +34.21% | 16 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 22.2M | $5.3B | 4.2% | $122.61 | +91.02% | 16 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 27.5M | $2.3B | 1.8% | $107.98 | -22.21% | 16 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 3.1M | $1.6B | 1.3% | $226.96 | +121.14% | 16 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 17.9M | $1.6B | 1.3% | $95.37 | -7.66% | 16 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 17.7M | $1.6B | 1.2% | $94.86 | -7.69% | 16 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 8.1M | $1.4B | 1.1% | $117.20 | +37.59% | 16 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 12.2M | $1.3B | 1.1% | $58.45 | +69.07% | 16 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 8.9M | $1.3B | 1.0% | $16.10 | -9.31% | 16 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 9.8M | $1.2B | 1.0% | $216.22 | -43.03% | 16 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 8.6M | $1.2B | 0.9% | $85.54 | +44.95% | 16 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 3.7M | $1.2B | 0.9% | $202.89 | +52.25% | 16 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 7.2M | $1.1B | 0.9% | $88.76 | +54.86% | 16 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 3.4M | $1.1B | 0.8% | $168.09 | +74.10% | 16 qtrssince 2019-Q1 | Increased 45 |
VISA INC-CLASS A SHARES | 5.1M | $1.1B | 0.8% | $150.13 | +34.49% | 16 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 5.8M | $1B | 0.8% | $89.37 | +73.74% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES GOLD TRUST | 27.7M | $958.2M | 0.8% | $34.55 | +0.12% | 3 qtrssince 2022-Q2 | Decreased 0 |
PFIZER INC | 18.1M | $929.2M | 0.7% | $28.09 | +45.82% | 16 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 8.3M | $922.8M | 0.7% | $65.14 | +55.46% | 16 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 2.4M | $894.4M | 0.7% | $123.20 | +188.57% | 16 qtrssince 2019-Q1 | Decreased 0 |
Sumitomo Mitsui Trust Group, Inc. manages $126.3B across 1180 positions as of Q4 2022. Top holdings: AAPL (4.9%), MSFT (4.2%), AMZN (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 49 new positions, 68 exits, 320 increased. Top move: TSLA (INCREASED, conviction 47). Portfolio: $126.3B across 1180 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