Filed: 7/31/2025ACC: 0001214659-25-011183
π What this filing means
SUMITOMO MITSUI TRUST GROUP, INC. filed this quarterly 13FβHR report disclosing 1034 equity positions with a total reported market value of $160.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1034
Positions
$160.50B
Total AUM (reported)
1.33B
Total Shares
Allocation by class
COM$160.50B100.0%
Portfolio Concentration
Top 3$27.15B16.9%
4β10$22.87B14.2%
11β25$17.96B11.2%
Rest$92.52B57.6%
Top 3 weight
16.9%
Top 10 weight
31.2%
Voting Authority Distribution
Total shares with voting rights: 1.33B
Sole
Full voting authority
1.33B
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
Other1034
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings1034
Rows:
NVIDIA CORP
DFNDShares64.95M
TypeSH
Market value$10.26B
6.39%
Sole
64.95M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares18.89M
TypeSH
Market value$9.40B
5.86%
Sole
18.89M
Shared
0.00
None
0.00
APPLE INC
DFNDShares36.51M
TypeSH
Market value$7.49B
4.67%
Sole
36.51M
Shared
0.00
None
0.00
AMAZON.COM INC
DFNDShares26.36M
TypeSH
Market value$5.78B
3.60%
Sole
26.36M
Shared
0.00
None
0.00
META PLATFORMS INC-CLASS A
DFNDShares5.85M
TypeSH
Market value$4.32B
2.69%
Sole
5.85M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares11.95M
TypeSH
Market value$3.29B
2.05%
Sole
11.95M
Shared
0.00
None
0.00
TESLA INC
DFNDShares8.49M
TypeSH
Market value$2.70B
1.68%
Sole
8.49M
Shared
0.00
None
0.00
ALPHABET INC-CL A
DFNDShares14.28M
TypeSH
Market value$2.52B
1.57%
Sole
14.28M
Shared
0.00
None
0.00
ALPHABET INC-CL C
DFNDShares12.92M
TypeSH
Market value$2.29B
1.43%
Sole
12.92M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares6.78M
TypeSH
Market value$1.97B
1.22%
Sole
6.78M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC-CL B
DFNDShares3.38M
TypeSH
Market value$1.64B
1.02%
Sole
3.38M
Shared
0.00
None
0.00
NETFLIX INC
DFNDShares1.22M
TypeSH
Market value$1.63B
1.02%
Sole
1.22M
Shared
0.00
None
0.00
VISA INC-CLASS A SHARES
DFNDShares4.46M
TypeSH
Market value$1.58B
0.99%
Sole
4.46M
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares1.93M
TypeSH
Market value$1.51B
0.94%
Sole
1.93M
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC-A
DFNDShares8.93M
TypeSH
Market value$1.22B
0.76%
Sole
8.93M
Shared
0.00
None
0.00
MASTERCARD INC - A
DFNDShares2.16M
TypeSH
Market value$1.21B
0.76%
Sole
2.16M
Shared
0.00
None
0.00
WALMART INC
DFNDShares11.50M
TypeSH
Market value$1.12B
0.70%
Sole
11.50M
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares10.33M
TypeSH
Market value$1.11B
0.69%
Sole
10.33M
Shared
0.00
None
0.00
COSTCO WHOLESALE CORP
DFNDShares1.10M
TypeSH
Market value$1.09B
0.68%
Sole
1.10M
Shared
0.00
None
0.00
ORACLE CORP
DFNDShares4.65M
TypeSH
Market value$1.02B
0.63%
Sole
4.65M
Shared
0.00
None
0.00
ISHARES GOLD TRUST
DFNDShares15.76M
TypeSH
Market value$982.93M
0.61%
Sole
15.76M
Shared
0.00
None
0.00
PROCTER & GAMBLE CO/THE
DFNDShares6.14M
TypeSH
Market value$978.69M
0.61%
Sole
6.14M
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares2.65M
TypeSH
Market value$970.64M
0.60%
Sole
2.65M
Shared
0.00
None
0.00
SPDR GOLD MINISHARES TRUST
DFNDShares14.60M
TypeSH
Market value$956.35M
0.60%
Sole
14.60M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares6.16M
TypeSH
Market value$940.58M
0.59%
Sole
6.16M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPDFND | COM | 64.95M | SH | $10.26B 6.39% | 64.95M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 18.89M | SH | $9.40B 5.86% | 18.89M | 0.00 | 0.00 |
APPLE INCDFND | COM | 36.51M | SH | $7.49B 4.67% | 36.51M | 0.00 | 0.00 |
AMAZON.COM INCDFND | COM | 26.36M | SH | $5.78B 3.60% | 26.36M | 0.00 | 0.00 |
META PLATFORMS INC-CLASS ADFND | COM | 5.85M | SH | $4.32B 2.69% | 5.85M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 11.95M | SH | $3.29B 2.05% | 11.95M | 0.00 | 0.00 |
TESLA INCDFND | COM | 8.49M | SH | $2.70B 1.68% | 8.49M | 0.00 | 0.00 |
ALPHABET INC-CL ADFND | COM | 14.28M | SH | $2.52B 1.57% | 14.28M | 0.00 | 0.00 |
ALPHABET INC-CL CDFND | COM | 12.92M | SH | $2.29B 1.43% | 12.92M | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 6.78M | SH | $1.97B 1.22% | 6.78M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC-CL BDFND | COM | 3.38M | SH | $1.64B 1.02% | 3.38M | 0.00 | 0.00 |
NETFLIX INCDFND | COM | 1.22M | SH | $1.63B 1.02% | 1.22M | 0.00 | 0.00 |
VISA INC-CLASS A SHARESDFND | COM | 4.46M | SH | $1.58B 0.99% | 4.46M | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 1.93M | SH | $1.51B 0.94% | 1.93M | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INC-ADFND | COM | 8.93M | SH | $1.22B 0.76% | 8.93M | 0.00 | 0.00 |
MASTERCARD INC - ADFND | COM | 2.16M | SH | $1.21B 0.76% | 2.16M | 0.00 | 0.00 |
WALMART INCDFND | COM | 11.50M | SH | $1.12B 0.70% | 11.50M | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 10.33M | SH | $1.11B 0.69% | 10.33M | 0.00 | 0.00 |
COSTCO WHOLESALE CORPDFND | COM | 1.10M | SH | $1.09B 0.68% | 1.10M | 0.00 | 0.00 |
ORACLE CORPDFND | COM | 4.65M | SH | $1.02B 0.63% | 4.65M | 0.00 | 0.00 |
ISHARES GOLD TRUSTDFND | COM | 15.76M | SH | $982.93M 0.61% | 15.76M | 0.00 | 0.00 |
PROCTER & GAMBLE CO/THEDFND | COM | 6.14M | SH | $978.69M 0.61% | 6.14M | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 2.65M | SH | $970.64M 0.60% | 2.65M | 0.00 | 0.00 |
SPDR GOLD MINISHARES TRUSTDFND | COM | 14.60M | SH | $956.35M 0.60% | 14.60M | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 6.16M | SH | $940.58M 0.59% | 6.16M | 0.00 | 0.00 |
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