Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,041 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 35.8M | $9B | 6.1% | $102.42 | +142.74% | 24 qtrssince 2019-Q1 | Increased 64 |
NVIDIA CORP | 63.6M | $8.5B | 5.8% | $112.01 | +22.71% | 24 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 18.3M | $7.7B | 5.2% | $127.48 | +230.81% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 25.2M | $5.5B | 3.7% | $115.68 | +91.31% | 24 qtrssince 2019-Q1 | Increased 60 |
META PLATFORMS INC-CLASS A | 5.7M | $3.4B | 2.3% | $174.72 | +237.32% | 24 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 7.9M | $3.2B | 2.1% | $211.05 | +97.78% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 14M | $2.6B | 1.8% | $96.34 | +97.72% | 24 qtrssince 2019-Q1 | Increased 50 |
BROADCOM INC | 11.3M | $2.6B | 1.8% | $157.56 | +48.18% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 12.8M | $2.4B | 1.6% | $95.60 | +100.77% | 24 qtrssince 2019-Q1 | Increased 50 |
JPMORGAN CHASE & CO | 6.8M | $1.6B | 1.1% | $90.92 | +156.62% | 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-CL B | 3.2M | $1.5B | 1.0% | $210.38 | +114.93% | 24 qtrssince 2019-Q1 | Increased 45 |
VISA INC-CLASS A SHARES | 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% | $234.40 | +111.44% | 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% | $33.28 | +170.57% | 24 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 11.4M | $1B | 0.7% | $49.74 | +80.35% | 24 qtrssince 2019-Q1 | Increased 45 |
MASTERCARD INC - A | 1.9M | $1B | 0.7% | $235.88 | +121.20% | 24 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 2.6M | $998.8M | 0.7% | $169.62 | +124.01% | 24 qtrssince 2019-Q1 | Increased 45 |
PROCTER & GAMBLE CO/THE | 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: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 29 new positions, 40 exits, 465 increased. Top move: AAPL (INCREASED, conviction 64). Portfolio: $148.2B across 1041 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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