Filed: 7/31/2023ACC: 0001214659-23-010205
📋 What this filing means
SUMITOMO MITSUI TRUST GROUP, INC. filed this quarterly 13F‑HR report disclosing 1133 equity positions with a total reported market value of $128.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1133
Positions
$128.39B
Total AUM (reported)
1.59B
Total Shares
Allocation by class
COM$128.39B100.0%
Portfolio Concentration
Top 3$17.68B13.8%
4–10$13.45B10.5%
11–25$13.77B10.7%
Rest$83.47B65.0%
Top 3 weight
13.8%
Top 10 weight
24.3%
Voting Authority Distribution
Total shares with voting rights: 1.59B
Sole
Full voting authority
1.59B
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
Other1133
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1133
Rows:
APPLE INC
DFNDShares40.09M
TypeSH
Market value$7.78B
6.06%
Sole
40.09M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares19.79M
TypeSH
Market value$6.74B
5.25%
Sole
19.79M
Shared
0.00
None
0.00
AMAZON.COM INC
DFNDShares24.30M
TypeSH
Market value$3.17B
2.47%
Sole
24.30M
Shared
0.00
None
0.00
NVIDIA CORP
DFNDShares7.27M
TypeSH
Market value$3.08B
2.40%
Sole
7.27M
Shared
0.00
None
0.00
TESLA INC
DFNDShares9.19M
TypeSH
Market value$2.41B
1.87%
Sole
9.19M
Shared
0.00
None
0.00
ALPHABET INC-CL C
DFNDShares15.17M
TypeSH
Market value$1.83B
1.43%
Sole
15.17M
Shared
0.00
None
0.00
ALPHABET INC-CL A
DFNDShares15.31M
TypeSH
Market value$1.83B
1.43%
Sole
15.31M
Shared
0.00
None
0.00
META PLATFORMS INC-CLASS A
DFNDShares6.11M
TypeSH
Market value$1.75B
1.37%
Sole
6.11M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares2.83M
TypeSH
Market value$1.36B
1.06%
Sole
2.83M
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares11.10M
TypeSH
Market value$1.19B
0.93%
Sole
11.10M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares7.12M
TypeSH
Market value$1.18B
0.92%
Sole
7.12M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC-CL B
DFNDShares3.22M
TypeSH
Market value$1.10B
0.86%
Sole
3.22M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares7.54M
TypeSH
Market value$1.10B
0.85%
Sole
7.54M
Shared
0.00
None
0.00
VISA INC-CLASS A SHARES
DFNDShares4.57M
TypeSH
Market value$1.08B
0.84%
Sole
4.57M
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares2.15M
TypeSH
Market value$1.01B
0.79%
Sole
2.15M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares1.11M
TypeSH
Market value$959.36M
0.75%
Sole
1.11M
Shared
0.00
None
0.00
PROCTER & GAMBLE CO/THE
DFNDShares6.28M
TypeSH
Market value$953.49M
0.74%
Sole
6.28M
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares2.85M
TypeSH
Market value$884.54M
0.69%
Sole
2.85M
Shared
0.00
None
0.00
MASTERCARD INC - A
DFNDShares2.19M
TypeSH
Market value$861.95M
0.67%
Sole
2.19M
Shared
0.00
None
0.00
MERCK & CO. INC.
DFNDShares7.42M
TypeSH
Market value$856.51M
0.67%
Sole
7.42M
Shared
0.00
None
0.00
ISHARES GOLD TRUST
DFNDShares23.18M
TypeSH
Market value$843.63M
0.66%
Sole
23.18M
Shared
0.00
None
0.00
CHEVRON CORP
DFNDShares4.83M
TypeSH
Market value$759.32M
0.59%
Sole
4.83M
Shared
0.00
None
0.00
COCA-COLA CO/THE
DFNDShares12.49M
TypeSH
Market value$752.34M
0.59%
Sole
12.49M
Shared
0.00
None
0.00
PEPSICO INC
DFNDShares3.92M
TypeSH
Market value$726.24M
0.57%
Sole
3.92M
Shared
0.00
None
0.00
WALMART INC
DFNDShares4.52M
TypeSH
Market value$711.00M
0.55%
Sole
4.52M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 40.09M | SH | $7.78B 6.06% | 40.09M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 19.79M | SH | $6.74B 5.25% | 19.79M | 0.00 | 0.00 |
AMAZON.COM INCDFND | COM | 24.30M | SH | $3.17B 2.47% | 24.30M | 0.00 | 0.00 |
NVIDIA CORPDFND | COM | 7.27M | SH | $3.08B 2.40% | 7.27M | 0.00 | 0.00 |
TESLA INCDFND | COM | 9.19M | SH | $2.41B 1.87% | 9.19M | 0.00 | 0.00 |
ALPHABET INC-CL CDFND | COM | 15.17M | SH | $1.83B 1.43% | 15.17M | 0.00 | 0.00 |
ALPHABET INC-CL ADFND | COM | 15.31M | SH | $1.83B 1.43% | 15.31M | 0.00 | 0.00 |
META PLATFORMS INC-CLASS ADFND | COM | 6.11M | SH | $1.75B 1.37% | 6.11M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 2.83M | SH | $1.36B 1.06% | 2.83M | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 11.10M | SH | $1.19B 0.93% | 11.10M | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 7.12M | SH | $1.18B 0.92% | 7.12M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC-CL BDFND | COM | 3.22M | SH | $1.10B 0.86% | 3.22M | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 7.54M | SH | $1.10B 0.85% | 7.54M | 0.00 | 0.00 |
VISA INC-CLASS A SHARESDFND | COM | 4.57M | SH | $1.08B 0.84% | 4.57M | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 2.15M | SH | $1.01B 0.79% | 2.15M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 1.11M | SH | $959.36M 0.75% | 1.11M | 0.00 | 0.00 |
PROCTER & GAMBLE CO/THEDFND | COM | 6.28M | SH | $953.49M 0.74% | 6.28M | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 2.85M | SH | $884.54M 0.69% | 2.85M | 0.00 | 0.00 |
MASTERCARD INC - ADFND | COM | 2.19M | SH | $861.95M 0.67% | 2.19M | 0.00 | 0.00 |
MERCK & CO. INC.DFND | COM | 7.42M | SH | $856.51M 0.67% | 7.42M | 0.00 | 0.00 |
ISHARES GOLD TRUSTDFND | COM | 23.18M | SH | $843.63M 0.66% | 23.18M | 0.00 | 0.00 |
CHEVRON CORPDFND | COM | 4.83M | SH | $759.32M 0.59% | 4.83M | 0.00 | 0.00 |
COCA-COLA CO/THEDFND | COM | 12.49M | SH | $752.34M 0.59% | 12.49M | 0.00 | 0.00 |
PEPSICO INCDFND | COM | 3.92M | SH | $726.24M 0.57% | 3.92M | 0.00 | 0.00 |
WALMART INCDFND | COM | 4.52M | SH | $711.00M 0.55% | 4.52M | 0.00 | 0.00 |
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