Filed: 1/30/2024ACC: 0001214659-24-001344
📋 What this filing means
SUMITOMO MITSUI TRUST GROUP, INC. filed this quarterly 13F‑HR report disclosing 1122 equity positions with a total reported market value of $135.25B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1122
Positions
$135.25B
Total AUM (reported)
1.59B
Total Shares
Allocation by class
COM$135.25B100.0%
Portfolio Concentration
Top 3$18.31B13.5%
4–10$14.75B10.9%
11–25$14.52B10.7%
Rest$87.67B64.8%
Top 3 weight
13.5%
Top 10 weight
24.4%
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
Other1122
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1122
Rows:
APPLE INC
DFNDShares38.46M
TypeSH
Market value$7.40B
5.47%
Sole
38.46M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares19.42M
TypeSH
Market value$7.30B
5.40%
Sole
19.42M
Shared
0.00
None
0.00
AMAZON.COM INC
DFNDShares23.71M
TypeSH
Market value$3.60B
2.66%
Sole
23.71M
Shared
0.00
None
0.00
NVIDIA CORP
DFNDShares7.03M
TypeSH
Market value$3.48B
2.57%
Sole
7.03M
Shared
0.00
None
0.00
META PLATFORMS INC-CLASS A
DFNDShares6.19M
TypeSH
Market value$2.19B
1.62%
Sole
6.19M
Shared
0.00
None
0.00
TESLA INC
DFNDShares8.72M
TypeSH
Market value$2.17B
1.60%
Sole
8.72M
Shared
0.00
None
0.00
ALPHABET INC-CL A
DFNDShares14.79M
TypeSH
Market value$2.07B
1.53%
Sole
14.79M
Shared
0.00
None
0.00
ALPHABET INC-CL C
DFNDShares14.30M
TypeSH
Market value$2.02B
1.49%
Sole
14.30M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares2.72M
TypeSH
Market value$1.43B
1.06%
Sole
2.72M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares1.26M
TypeSH
Market value$1.40B
1.04%
Sole
1.26M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares7.51M
TypeSH
Market value$1.28B
0.94%
Sole
7.51M
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares2.10M
TypeSH
Market value$1.23B
0.91%
Sole
2.10M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC-CL B
DFNDShares3.15M
TypeSH
Market value$1.12B
0.83%
Sole
3.15M
Shared
0.00
None
0.00
VISA INC-CLASS A SHARES
DFNDShares4.26M
TypeSH
Market value$1.11B
0.82%
Sole
4.26M
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares10.88M
TypeSH
Market value$1.09B
0.80%
Sole
10.88M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares6.44M
TypeSH
Market value$1.01B
0.75%
Sole
6.44M
Shared
0.00
None
0.00
COINBASE GLOBAL INC -CLASS A
DFNDShares5.52M
TypeSH
Market value$959.39M
0.71%
Sole
5.52M
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares2.72M
TypeSH
Market value$944.16M
0.70%
Sole
2.72M
Shared
0.00
None
0.00
MASTERCARD INC - A
DFNDShares2.11M
TypeSH
Market value$901.30M
0.67%
Sole
2.11M
Shared
0.00
None
0.00
PROCTER & GAMBLE CO/THE
DFNDShares6.09M
TypeSH
Market value$893.00M
0.66%
Sole
6.09M
Shared
0.00
None
0.00
ISHARES GOLD TRUST
DFNDShares21.57M
TypeSH
Market value$841.98M
0.62%
Sole
21.57M
Shared
0.00
None
0.00
ADOBE INC
DFNDShares1.37M
TypeSH
Market value$815.30M
0.60%
Sole
1.37M
Shared
0.00
None
0.00
BLOCK INC
DFNDShares10.38M
TypeSH
Market value$802.74M
0.59%
Sole
10.38M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES
DFNDShares5.23M
TypeSH
Market value$770.56M
0.57%
Sole
5.23M
Shared
0.00
None
0.00
COSTCO WHOLESALE CORP
DFNDShares1.15M
TypeSH
Market value$757.87M
0.56%
Sole
1.15M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 38.46M | SH | $7.40B 5.47% | 38.46M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 19.42M | SH | $7.30B 5.40% | 19.42M | 0.00 | 0.00 |
AMAZON.COM INCDFND | COM | 23.71M | SH | $3.60B 2.66% | 23.71M | 0.00 | 0.00 |
NVIDIA CORPDFND | COM | 7.03M | SH | $3.48B 2.57% | 7.03M | 0.00 | 0.00 |
META PLATFORMS INC-CLASS ADFND | COM | 6.19M | SH | $2.19B 1.62% | 6.19M | 0.00 | 0.00 |
TESLA INCDFND | COM | 8.72M | SH | $2.17B 1.60% | 8.72M | 0.00 | 0.00 |
ALPHABET INC-CL ADFND | COM | 14.79M | SH | $2.07B 1.53% | 14.79M | 0.00 | 0.00 |
ALPHABET INC-CL CDFND | COM | 14.30M | SH | $2.02B 1.49% | 14.30M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 2.72M | SH | $1.43B 1.06% | 2.72M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 1.26M | SH | $1.40B 1.04% | 1.26M | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 7.51M | SH | $1.28B 0.94% | 7.51M | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 2.10M | SH | $1.23B 0.91% | 2.10M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC-CL BDFND | COM | 3.15M | SH | $1.12B 0.83% | 3.15M | 0.00 | 0.00 |
VISA INC-CLASS A SHARESDFND | COM | 4.26M | SH | $1.11B 0.82% | 4.26M | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 10.88M | SH | $1.09B 0.80% | 10.88M | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 6.44M | SH | $1.01B 0.75% | 6.44M | 0.00 | 0.00 |
COINBASE GLOBAL INC -CLASS ADFND | COM | 5.52M | SH | $959.39M 0.71% | 5.52M | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 2.72M | SH | $944.16M 0.70% | 2.72M | 0.00 | 0.00 |
MASTERCARD INC - ADFND | COM | 2.11M | SH | $901.30M 0.67% | 2.11M | 0.00 | 0.00 |
PROCTER & GAMBLE CO/THEDFND | COM | 6.09M | SH | $893.00M 0.66% | 6.09M | 0.00 | 0.00 |
ISHARES GOLD TRUSTDFND | COM | 21.57M | SH | $841.98M 0.62% | 21.57M | 0.00 | 0.00 |
ADOBE INCDFND | COM | 1.37M | SH | $815.30M 0.60% | 1.37M | 0.00 | 0.00 |
BLOCK INCDFND | COM | 10.38M | SH | $802.74M 0.59% | 10.38M | 0.00 | 0.00 |
ADVANCED MICRO DEVICESDFND | COM | 5.23M | SH | $770.56M 0.57% | 5.23M | 0.00 | 0.00 |
COSTCO WHOLESALE CORPDFND | COM | 1.15M | SH | $757.87M 0.56% | 1.15M | 0.00 | 0.00 |
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