Filed: 1/28/2025ACC: 0001214659-25-001416
📋 What this filing means
SUMITOMO MITSUI TRUST GROUP, INC. filed this quarterly 13F‑HR report disclosing 1041 equity positions with a total reported market value of $148.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1041
Positions
$148.15B
Total AUM (reported)
1.34B
Total Shares
Allocation by class
COM$148.15B100.0%
Portfolio Concentration
Top 3$25.23B17.0%
4–10$21.39B14.4%
11–25$16.25B11.0%
Rest$85.28B57.6%
Top 3 weight
17.0%
Top 10 weight
31.5%
Voting Authority Distribution
Total shares with voting rights: 1.34B
Sole
Full voting authority
1.34B
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
Other1041
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1041
Rows:
APPLE INC
DFNDShares35.81M
TypeSH
Market value$8.97B
6.05%
Sole
35.81M
Shared
0.00
None
0.00
NVIDIA CORP
DFNDShares63.62M
TypeSH
Market value$8.54B
5.77%
Sole
63.62M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares18.31M
TypeSH
Market value$7.72B
5.21%
Sole
18.31M
Shared
0.00
None
0.00
AMAZON.COM INC
DFNDShares25.18M
TypeSH
Market value$5.52B
3.73%
Sole
25.18M
Shared
0.00
None
0.00
META PLATFORMS INC-CLASS A
DFNDShares5.74M
TypeSH
Market value$3.36B
2.27%
Sole
5.74M
Shared
0.00
None
0.00
TESLA INC
DFNDShares7.88M
TypeSH
Market value$3.18B
2.15%
Sole
7.88M
Shared
0.00
None
0.00
ALPHABET INC-CL A
DFNDShares13.97M
TypeSH
Market value$2.64B
1.78%
Sole
13.97M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares11.27M
TypeSH
Market value$2.61B
1.76%
Sole
11.27M
Shared
0.00
None
0.00
ALPHABET INC-CL C
DFNDShares12.81M
TypeSH
Market value$2.44B
1.65%
Sole
12.81M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares6.80M
TypeSH
Market value$1.63B
1.10%
Sole
6.80M
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares1.94M
TypeSH
Market value$1.50B
1.01%
Sole
1.94M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC-CL B
DFNDShares3.24M
TypeSH
Market value$1.47B
0.99%
Sole
3.24M
Shared
0.00
None
0.00
VISA INC-CLASS A SHARES
DFNDShares4.29M
TypeSH
Market value$1.36B
0.92%
Sole
4.29M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares2.62M
TypeSH
Market value$1.33B
0.89%
Sole
2.62M
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares10.22M
TypeSH
Market value$1.10B
0.74%
Sole
10.22M
Shared
0.00
None
0.00
NETFLIX INC
DFNDShares1.18M
TypeSH
Market value$1.05B
0.71%
Sole
1.18M
Shared
0.00
None
0.00
WALMART INC
DFNDShares11.35M
TypeSH
Market value$1.03B
0.69%
Sole
11.35M
Shared
0.00
None
0.00
MASTERCARD INC - A
DFNDShares1.95M
TypeSH
Market value$1.03B
0.69%
Sole
1.95M
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares2.57M
TypeSH
Market value$998.80M
0.67%
Sole
2.57M
Shared
0.00
None
0.00
PROCTER & GAMBLE CO/THE
DFNDShares5.81M
TypeSH
Market value$974.78M
0.66%
Sole
5.81M
Shared
0.00
None
0.00
COSTCO WHOLESALE CORP
DFNDShares1.06M
TypeSH
Market value$968.44M
0.65%
Sole
1.06M
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC-A
DFNDShares11.92M
TypeSH
Market value$901.70M
0.61%
Sole
11.92M
Shared
0.00
None
0.00
ISHARES GOLD TRUST
DFNDShares17.60M
TypeSH
Market value$871.42M
0.59%
Sole
17.60M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares5.99M
TypeSH
Market value$866.47M
0.58%
Sole
5.99M
Shared
0.00
None
0.00
SALESFORCE INC
DFNDShares2.43M
TypeSH
Market value$813.61M
0.55%
Sole
2.43M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 35.81M | SH | $8.97B 6.05% | 35.81M | 0.00 | 0.00 |
NVIDIA CORPDFND | COM | 63.62M | SH | $8.54B 5.77% | 63.62M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 18.31M | SH | $7.72B 5.21% | 18.31M | 0.00 | 0.00 |
AMAZON.COM INCDFND | COM | 25.18M | SH | $5.52B 3.73% | 25.18M | 0.00 | 0.00 |
META PLATFORMS INC-CLASS ADFND | COM | 5.74M | SH | $3.36B 2.27% | 5.74M | 0.00 | 0.00 |
TESLA INCDFND | COM | 7.88M | SH | $3.18B 2.15% | 7.88M | 0.00 | 0.00 |
ALPHABET INC-CL ADFND | COM | 13.97M | SH | $2.64B 1.78% | 13.97M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 11.27M | SH | $2.61B 1.76% | 11.27M | 0.00 | 0.00 |
ALPHABET INC-CL CDFND | COM | 12.81M | SH | $2.44B 1.65% | 12.81M | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 6.80M | SH | $1.63B 1.10% | 6.80M | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 1.94M | SH | $1.50B 1.01% | 1.94M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC-CL BDFND | COM | 3.24M | SH | $1.47B 0.99% | 3.24M | 0.00 | 0.00 |
VISA INC-CLASS A SHARESDFND | COM | 4.29M | SH | $1.36B 0.92% | 4.29M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 2.62M | SH | $1.33B 0.89% | 2.62M | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 10.22M | SH | $1.10B 0.74% | 10.22M | 0.00 | 0.00 |
NETFLIX INCDFND | COM | 1.18M | SH | $1.05B 0.71% | 1.18M | 0.00 | 0.00 |
WALMART INCDFND | COM | 11.35M | SH | $1.03B 0.69% | 11.35M | 0.00 | 0.00 |
MASTERCARD INC - ADFND | COM | 1.95M | SH | $1.03B 0.69% | 1.95M | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 2.57M | SH | $998.80M 0.67% | 2.57M | 0.00 | 0.00 |
PROCTER & GAMBLE CO/THEDFND | COM | 5.81M | SH | $974.78M 0.66% | 5.81M | 0.00 | 0.00 |
COSTCO WHOLESALE CORPDFND | COM | 1.06M | SH | $968.44M 0.65% | 1.06M | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INC-ADFND | COM | 11.92M | SH | $901.70M 0.61% | 11.92M | 0.00 | 0.00 |
ISHARES GOLD TRUSTDFND | COM | 17.60M | SH | $871.42M 0.59% | 17.60M | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 5.99M | SH | $866.47M 0.58% | 5.99M | 0.00 | 0.00 |
SALESFORCE INCDFND | COM | 2.43M | SH | $813.61M 0.55% | 2.43M | 0.00 | 0.00 |
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