Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,122 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 38.5M | $7.4B | 5.5% | $95.11 | +99.98% | 20 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 19.4M | $7.3B | 5.4% | $123.37 | +200.34% | 20 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 23.7M | $3.6B | 2.7% | $107.98 | +40.71% | 20 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 7M | $3.5B | 2.6% | $16.14 | +206.64% | 20 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 6.2M | $2.2B | 1.6% | $170.33 | +106.37% | 20 qtrssince 2019-Q1 | Increased 51 |
TESLA INC | 8.7M | $2.2B | 1.6% | $215.59 | +15.25% | 20 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 14.8M | $2.1B | 1.5% | $94.86 | +46.15% | 20 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 14.3M | $2B | 1.5% | $95.37 | +46.67% | 20 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.7M | $1.4B | 1.1% | $231.78 | +118.27% | 20 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.3M | $1.4B | 1.0% | $38.36 | +184.58% | 20 qtrssince 2019-Q1 | Increased 58 |
JPMORGAN CHASE & CO | 7.5M | $1.3B | 0.9% | $86.54 | +87.14% | 20 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 2.1M | $1.2B | 0.9% | $123.20 | +364.34% | 20 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 3.1M | $1.1B | 0.8% | $202.89 | +75.79% | 20 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 4.3M | $1.1B | 0.8% | $151.35 | +68.50% | 20 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 10.9M | $1.1B | 0.8% | $58.87 | +57.36% | 20 qtrssince 2019-Q1 | Increased 45 |
JOHNSON & JOHNSON | 6.4M | $1B | 0.7% | $117.20 | +25.79% | 20 qtrssince 2019-Q1 | Decreased 0 |
COINBASE GLOBAL INC -CLASS A | 5.5M | $959.4M | 0.7% | $50.39 | +245.17% | 7 qtrssince 2022-Q2 | Decreased 0 |
HOME DEPOT INC | 2.7M | $944.2M | 0.7% | $168.09 | +96.34% | 20 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 2.1M | $901.3M | 0.7% | $232.57 | +81.02% | 20 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 6.1M | $893M | 0.7% | $88.76 | +53.53% | 20 qtrssince 2019-Q1 | Decreased 0 |
Sumitomo Mitsui Trust Group, Inc. manages $135.3B across 1122 positions as of Q4 2023. Top holdings: AAPL (5.5%), MSFT (5.4%), AMZN (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 37 new positions, 46 exits, 363 increased. Top move: AVGO (INCREASED, conviction 58). Portfolio: $135.3B across 1122 positions.
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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