Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,041 positions
APPLE INC | 35.8M | $9B | 6.1% | $57.52 | +332.23% | 24 qtrssince 2019-Q1 | Increased 64 |
NVIDIA CORPORATION | 63.6M | $8.5B | 5.8% | $6.19 | +2064.77% | 24 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 18.3M | $7.7B | 5.2% | $126.51 | +228.64% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 25.2M | $5.5B | 3.7% | $99.30 | +120.93% | 24 qtrssince 2019-Q1 | Increased 60 |
META PLATFORMS INC | 5.7M | $3.4B | 2.3% | $174.49 | +233.65% | 24 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 7.9M | $3.2B | 2.1% | $76.72 | +426.39% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 14M | $2.6B | 1.8% | $62.46 | +201.31% | 24 qtrssince 2019-Q1 | Increased 50 |
BROADCOM INC | 11.3M | $2.6B | 1.8% | $39.17 | +483.34% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 12.8M | $2.4B | 1.6% | $58.45 | +223.90% | 24 qtrssince 2019-Q1 | Increased 50 |
JPMORGAN CHASE & CO. | 6.8M | $1.6B | 1.1% | $89.82 | +157.70% | 24 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 1.9M | $1.5B | 1.0% | $127.83 | +496.57% | 24 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 3.2M | $1.5B | 1.0% | $210.49 | +115.35% | 24 qtrssince 2019-Q1 | Increased 45 |
VISA INC | 4.3M | $1.4B | 0.9% | $166.05 | +87.86% | 24 qtrssince 2019-Q1 | Increased 49 |
UNITEDHEALTH GROUP INC | 2.6M | $1.3B | 0.9% | $229.76 | +110.71% | 24 qtrssince 2019-Q1 | Increased 45 |
EXXON MOBIL CORP | 10.2M | $1.1B | 0.7% | $58.91 | +72.01% | 24 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 1.2M | $1.1B | 0.7% | $33.25 | +168.04% | 24 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 11.4M | $1B | 0.7% | $31.86 | +179.08% | 24 qtrssince 2019-Q1 | Increased 45 |
MASTERCARD INCORPORATED | 1.9M | $1B | 0.7% | $233.52 | +123.11% | 24 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 2.6M | $998.8M | 0.7% | $165.49 | +124.46% | 24 qtrssince 2019-Q1 | Increased 45 |
PROCTER AND GAMBLE CO | 5.8M | $974.8M | 0.7% | $90.89 | +75.79% | 24 qtrssince 2019-Q1 | Increased 46 |
Sumitomo Mitsui Trust Group, Inc. manages $148.2B across 1041 positions as of Q4 2024. Top holdings: AAPL (6.1%), NVDA (5.8%), MSFT (5.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 31 new positions, 42 exits, 463 increased. Top move: AAPL (INCREASED, conviction 64). Portfolio: $148.2B across 1041 positions.
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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
Verify source filings on SEC EDGAR