Filed: 4/27/2023ACC: 0001214659-23-006029
📋 What this filing means
SUMITOMO MITSUI TRUST GROUP, INC. filed this quarterly 13F‑HR report disclosing 1146 equity positions with a total reported market value of $134.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1146
Positions
$134.22B
Total AUM (reported)
1.74B
Total Shares
Allocation by class
COM$134.22B100.0%
Portfolio Concentration
Top 3$16.88B12.6%
4–10$12.51B9.3%
11–25$14.51B10.8%
Rest$90.32B67.3%
Top 3 weight
12.6%
Top 10 weight
21.9%
Voting Authority Distribution
Total shares with voting rights: 1.74B
Sole
Full voting authority
1.74B
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
Other1146
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1146
Rows:
APPLE INC
DFNDShares46.11M
TypeSH
Market value$7.60B
5.67%
Sole
46.11M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares22.34M
TypeSH
Market value$6.44B
4.80%
Sole
22.34M
Shared
0.00
None
0.00
AMAZON.COM INC
DFNDShares27.47M
TypeSH
Market value$2.84B
2.11%
Sole
27.47M
Shared
0.00
None
0.00
NVIDIA CORP
DFNDShares8.64M
TypeSH
Market value$2.40B
1.79%
Sole
8.64M
Shared
0.00
None
0.00
TESLA INC
DFNDShares10.15M
TypeSH
Market value$2.11B
1.57%
Sole
10.15M
Shared
0.00
None
0.00
ALPHABET INC-CL A
DFNDShares17.71M
TypeSH
Market value$1.84B
1.37%
Sole
17.71M
Shared
0.00
None
0.00
ALPHABET INC-CL C
DFNDShares17.56M
TypeSH
Market value$1.83B
1.36%
Sole
17.56M
Shared
0.00
None
0.00
META PLATFORMS INC-CLASS A
DFNDShares7.20M
TypeSH
Market value$1.53B
1.14%
Sole
7.20M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares3.16M
TypeSH
Market value$1.49B
1.11%
Sole
3.16M
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares12.02M
TypeSH
Market value$1.32B
0.98%
Sole
12.02M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares8.05M
TypeSH
Market value$1.25B
0.93%
Sole
8.05M
Shared
0.00
None
0.00
VISA INC-CLASS A SHARES
DFNDShares5.17M
TypeSH
Market value$1.17B
0.87%
Sole
5.17M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC-CL B
DFNDShares3.71M
TypeSH
Market value$1.14B
0.85%
Sole
3.71M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares8.59M
TypeSH
Market value$1.12B
0.83%
Sole
8.59M
Shared
0.00
None
0.00
PROCTER & GAMBLE CO/THE
DFNDShares7.16M
TypeSH
Market value$1.06B
0.79%
Sole
7.16M
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares3.31M
TypeSH
Market value$976.35M
0.73%
Sole
3.31M
Shared
0.00
None
0.00
ISHARES GOLD TRUST
DFNDShares24.66M
TypeSH
Market value$921.65M
0.69%
Sole
24.66M
Shared
0.00
None
0.00
CHEVRON CORP
DFNDShares5.64M
TypeSH
Market value$921.03M
0.69%
Sole
5.64M
Shared
0.00
None
0.00
MASTERCARD INC - A
DFNDShares2.53M
TypeSH
Market value$918.56M
0.68%
Sole
2.53M
Shared
0.00
None
0.00
MERCK & CO. INC.
DFNDShares8.38M
TypeSH
Market value$891.69M
0.66%
Sole
8.38M
Shared
0.00
None
0.00
COCA-COLA CO/THE
DFNDShares13.91M
TypeSH
Market value$862.68M
0.64%
Sole
13.91M
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares2.42M
TypeSH
Market value$831.97M
0.62%
Sole
2.42M
Shared
0.00
None
0.00
ABBVIE INC
DFNDShares5.15M
TypeSH
Market value$821.46M
0.61%
Sole
5.15M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
DFNDShares1.42M
TypeSH
Market value$818.11M
0.61%
Sole
1.42M
Shared
0.00
None
0.00
PEPSICO INC
DFNDShares4.39M
TypeSH
Market value$799.66M
0.60%
Sole
4.39M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 46.11M | SH | $7.60B 5.67% | 46.11M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 22.34M | SH | $6.44B 4.80% | 22.34M | 0.00 | 0.00 |
AMAZON.COM INCDFND | COM | 27.47M | SH | $2.84B 2.11% | 27.47M | 0.00 | 0.00 |
NVIDIA CORPDFND | COM | 8.64M | SH | $2.40B 1.79% | 8.64M | 0.00 | 0.00 |
TESLA INCDFND | COM | 10.15M | SH | $2.11B 1.57% | 10.15M | 0.00 | 0.00 |
ALPHABET INC-CL ADFND | COM | 17.71M | SH | $1.84B 1.37% | 17.71M | 0.00 | 0.00 |
ALPHABET INC-CL CDFND | COM | 17.56M | SH | $1.83B 1.36% | 17.56M | 0.00 | 0.00 |
META PLATFORMS INC-CLASS ADFND | COM | 7.20M | SH | $1.53B 1.14% | 7.20M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 3.16M | SH | $1.49B 1.11% | 3.16M | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 12.02M | SH | $1.32B 0.98% | 12.02M | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 8.05M | SH | $1.25B 0.93% | 8.05M | 0.00 | 0.00 |
VISA INC-CLASS A SHARESDFND | COM | 5.17M | SH | $1.17B 0.87% | 5.17M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC-CL BDFND | COM | 3.71M | SH | $1.14B 0.85% | 3.71M | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 8.59M | SH | $1.12B 0.83% | 8.59M | 0.00 | 0.00 |
PROCTER & GAMBLE CO/THEDFND | COM | 7.16M | SH | $1.06B 0.79% | 7.16M | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 3.31M | SH | $976.35M 0.73% | 3.31M | 0.00 | 0.00 |
ISHARES GOLD TRUSTDFND | COM | 24.66M | SH | $921.65M 0.69% | 24.66M | 0.00 | 0.00 |
CHEVRON CORPDFND | COM | 5.64M | SH | $921.03M 0.69% | 5.64M | 0.00 | 0.00 |
MASTERCARD INC - ADFND | COM | 2.53M | SH | $918.56M 0.68% | 2.53M | 0.00 | 0.00 |
MERCK & CO. INC.DFND | COM | 8.38M | SH | $891.69M 0.66% | 8.38M | 0.00 | 0.00 |
COCA-COLA CO/THEDFND | COM | 13.91M | SH | $862.68M 0.64% | 13.91M | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 2.42M | SH | $831.97M 0.62% | 2.42M | 0.00 | 0.00 |
ABBVIE INCDFND | COM | 5.15M | SH | $821.46M 0.61% | 5.15M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCDFND | COM | 1.42M | SH | $818.11M 0.61% | 1.42M | 0.00 | 0.00 |
PEPSICO INCDFND | COM | 4.39M | SH | $799.66M 0.60% | 4.39M | 0.00 | 0.00 |
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