Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,049 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 63.2M | $11.8B | 6.9% | $113.08 | +65.84% | 28 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 35.2M | $9.6B | 5.6% | $104.46 | +159.55% | 28 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 18.6M | $9B | 5.3% | $142.04 | +243.20% | 28 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 25.9M | $6B | 3.5% | $120.65 | +92.73% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 13.9M | $4.3B | 2.6% | $98.80 | +217.68% | 28 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 11.6M | $4B | 2.4% | $162.55 | +115.23% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 12.6M | $4B | 2.3% | $97.82 | +221.55% | 28 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 5.3M | $3.5B | 2.1% | $184.72 | +260.51% | 28 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 7.7M | $3.5B | 2.0% | $215.96 | +110.43% | 28 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 6.5M | $2.1B | 1.2% | $93.52 | +244.28% | 28 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 1.9M | $2B | 1.2% | $141.86 | +653.93% | 28 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 3.4M | $1.7B | 1.0% | $225.17 | +123.71% | 28 qtrssince 2019-Q1 | Increased 50 |
SPDR GOLD MINISHARES TRUST | 18.4M | $1.6B | 0.9% | $46.44 | +84.95% | 15 qtrssince 2022-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 4.3M | $1.5B | 0.9% | $174.16 | +100.17% | 28 qtrssince 2019-Q1 | Decreased 0 |
PALANTIR TECHNOLOGIES INC-A | 7.5M | $1.3B | 0.8% | $20.33 | +789.43% | 20 qtrssince 2021-Q1 | Decreased 0 |
MASTERCARD INC - A | 2.2M | $1.2B | 0.7% | $277.76 | +107.57% | 28 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 5.9M | $1.2B | 0.7% | $118.48 | +74.63% | 28 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 10.7M | $1.2B | 0.7% | $50.34 | +122.35% | 28 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 9.9M | $1.2B | 0.7% | $60.23 | +99.56% | 28 qtrssince 2019-Q1 | Decreased 0 |
ADVANCED MICRO DEVICES | 5.4M | $1.2B | 0.7% | $78.72 | +172.05% | 28 qtrssince 2019-Q1 | Decreased 0 |
Sumitomo Mitsui Trust Group, Inc. manages $170.3B across 1049 positions as of Q4 2025. Top holdings: NVDA (6.9%), AAPL (5.6%), MSFT (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 46 new positions, 47 exits, 258 increased. Top move: BRK/B (INCREASED, conviction 50). Portfolio: $170.3B across 1049 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