Filed: 1/30/2023ACC: 0001214659-23-001227
📋 What this filing means
SUMITOMO MITSUI TRUST GROUP, INC. filed this quarterly 13F‑HR report disclosing 1180 equity positions with a total reported market value of $126.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1180
Positions
$126.30B
Total AUM (reported)
1.76B
Total Shares
Allocation by class
COM$126.30B100.0%
Portfolio Concentration
Top 3$13.80B10.9%
4–10$10.08B8.0%
11–25$14.52B11.5%
Rest$87.91B69.6%
Top 3 weight
10.9%
Top 10 weight
18.9%
Voting Authority Distribution
Total shares with voting rights: 1.76B
Sole
Full voting authority
1.76B
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other1180
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1180
Rows:
APPLE INC
DFNDShares47.41M
TypeSH
Market value$6.16B
4.88%
Sole
47.41M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares22.23M
TypeSH
Market value$5.33B
4.22%
Sole
22.23M
Shared
0.00
None
0.00
AMAZON.COM INC
DFNDShares27.47M
TypeSH
Market value$2.31B
1.83%
Sole
27.47M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares3.09M
TypeSH
Market value$1.64B
1.30%
Sole
3.09M
Shared
0.00
None
0.00
ALPHABET INC-CL C
DFNDShares17.94M
TypeSH
Market value$1.59B
1.26%
Sole
17.94M
Shared
0.00
None
0.00
ALPHABET INC-CL A
DFNDShares17.74M
TypeSH
Market value$1.57B
1.24%
Sole
17.74M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares8.07M
TypeSH
Market value$1.43B
1.13%
Sole
8.07M
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares12.23M
TypeSH
Market value$1.35B
1.07%
Sole
12.23M
Shared
0.00
None
0.00
NVIDIA CORP
DFNDShares8.86M
TypeSH
Market value$1.30B
1.03%
Sole
8.86M
Shared
0.00
None
0.00
TESLA INC
DFNDShares9.85M
TypeSH
Market value$1.21B
0.96%
Sole
9.85M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares8.62M
TypeSH
Market value$1.16B
0.92%
Sole
8.62M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC-CL B
DFNDShares3.73M
TypeSH
Market value$1.15B
0.91%
Sole
3.73M
Shared
0.00
None
0.00
PROCTER & GAMBLE CO/THE
DFNDShares7.23M
TypeSH
Market value$1.10B
0.87%
Sole
7.23M
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares3.36M
TypeSH
Market value$1.06B
0.84%
Sole
3.36M
Shared
0.00
None
0.00
VISA INC-CLASS A SHARES
DFNDShares5.08M
TypeSH
Market value$1.06B
0.84%
Sole
5.08M
Shared
0.00
None
0.00
CHEVRON CORP
DFNDShares5.79M
TypeSH
Market value$1.04B
0.82%
Sole
5.79M
Shared
0.00
None
0.00
ISHARES GOLD TRUST
DFNDShares27.70M
TypeSH
Market value$958.22M
0.76%
Sole
27.70M
Shared
0.00
None
0.00
PFIZER INC
DFNDShares18.13M
TypeSH
Market value$929.17M
0.74%
Sole
18.13M
Shared
0.00
None
0.00
MERCK & CO. INC.
DFNDShares8.32M
TypeSH
Market value$922.77M
0.73%
Sole
8.32M
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares2.44M
TypeSH
Market value$894.45M
0.71%
Sole
2.44M
Shared
0.00
None
0.00
MASTERCARD INC - A
DFNDShares2.55M
TypeSH
Market value$888.34M
0.70%
Sole
2.55M
Shared
0.00
None
0.00
COCA-COLA CO/THE
DFNDShares13.73M
TypeSH
Market value$873.12M
0.69%
Sole
13.73M
Shared
0.00
None
0.00
ABBVIE INC
DFNDShares5.25M
TypeSH
Market value$847.83M
0.67%
Sole
5.25M
Shared
0.00
None
0.00
META PLATFORMS INC-CLASS A
DFNDShares7M
TypeSH
Market value$842.08M
0.67%
Sole
7M
Shared
0.00
None
0.00
PEPSICO INC
DFNDShares4.43M
TypeSH
Market value$801.17M
0.63%
Sole
4.43M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 47.41M | SH | $6.16B 4.88% | 47.41M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 22.23M | SH | $5.33B 4.22% | 22.23M | 0.00 | 0.00 |
AMAZON.COM INCDFND | COM | 27.47M | SH | $2.31B 1.83% | 27.47M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 3.09M | SH | $1.64B 1.30% | 3.09M | 0.00 | 0.00 |
ALPHABET INC-CL CDFND | COM | 17.94M | SH | $1.59B 1.26% | 17.94M | 0.00 | 0.00 |
ALPHABET INC-CL ADFND | COM | 17.74M | SH | $1.57B 1.24% | 17.74M | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 8.07M | SH | $1.43B 1.13% | 8.07M | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 12.23M | SH | $1.35B 1.07% | 12.23M | 0.00 | 0.00 |
NVIDIA CORPDFND | COM | 8.86M | SH | $1.30B 1.03% | 8.86M | 0.00 | 0.00 |
TESLA INCDFND | COM | 9.85M | SH | $1.21B 0.96% | 9.85M | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 8.62M | SH | $1.16B 0.92% | 8.62M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC-CL BDFND | COM | 3.73M | SH | $1.15B 0.91% | 3.73M | 0.00 | 0.00 |
PROCTER & GAMBLE CO/THEDFND | COM | 7.23M | SH | $1.10B 0.87% | 7.23M | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 3.36M | SH | $1.06B 0.84% | 3.36M | 0.00 | 0.00 |
VISA INC-CLASS A SHARESDFND | COM | 5.08M | SH | $1.06B 0.84% | 5.08M | 0.00 | 0.00 |
CHEVRON CORPDFND | COM | 5.79M | SH | $1.04B 0.82% | 5.79M | 0.00 | 0.00 |
ISHARES GOLD TRUSTDFND | COM | 27.70M | SH | $958.22M 0.76% | 27.70M | 0.00 | 0.00 |
PFIZER INCDFND | COM | 18.13M | SH | $929.17M 0.74% | 18.13M | 0.00 | 0.00 |
MERCK & CO. INC.DFND | COM | 8.32M | SH | $922.77M 0.73% | 8.32M | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 2.44M | SH | $894.45M 0.71% | 2.44M | 0.00 | 0.00 |
MASTERCARD INC - ADFND | COM | 2.55M | SH | $888.34M 0.70% | 2.55M | 0.00 | 0.00 |
COCA-COLA CO/THEDFND | COM | 13.73M | SH | $873.12M 0.69% | 13.73M | 0.00 | 0.00 |
ABBVIE INCDFND | COM | 5.25M | SH | $847.83M 0.67% | 5.25M | 0.00 | 0.00 |
META PLATFORMS INC-CLASS ADFND | COM | 7M | SH | $842.08M 0.67% | 7M | 0.00 | 0.00 |
PEPSICO INCDFND | COM | 4.43M | SH | $801.17M 0.63% | 4.43M | 0.00 | 0.00 |
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