Sumitomo Mitsui Trust Group, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 19, 2024), Sumitomo Mitsui Trust Group, Inc. reported 1,118 stock positions worth $145.7 billion. Its top holding was Microsoft (MSFT) at 5.6% of the portfolio, followed by Apple (AAPL, 4.3%) and Nvidia (NVDA, 4.3%). Compared with Q4 2023, it opened 47 new positions, sold out of 51, added to 344 and reduced 660. The biggest buy was Meta Platforms Class A (META, shares +0%) and the biggest sale Apple (AAPL, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- CHIYODA-KU, TOKYO, M0
- CIK
- 0001475365
- Portfolio Value
- $145.7B (Q1 2024)
- SEC Filing
- 0001214659-24-007136 ↗ filed Apr 19, 2024
Holdings Value
Holdings 1,118 stocks · $145.7B
| MSFT Microsoft Corp. | 5.59% | 19,337,714 | $8.1B | Reduce -0.4% |
| AAPL Apple Inc. | 4.30% | 36,498,256 | $6.3B | Reduce -5.1% |
| NVDA Nvidia Corp. | 4.28% | 6,895,462 | $6.2B | Reduce -1.9% |
| AMZN Amazon.com Inc. | 3.07% | 24,751,420 | $4.5B | Add +4.4% |
| META Meta Platforms Inc. Class A | 2.06% | 6,194,162 | $3.0B | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 1.53% | 14,753,428 | $2.2B | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 1.47% | 14,024,826 | $2.1B | Reduce -1.9% |
| TSLA Tesla Inc. | 1.19% | 9,849,425 | $1.7B | Add +12.9% |
| AVGO Broadcom Inc. | 1.12% | 1,232,024 | $1.6B | Reduce -1.9% |
| LLY Eli Lilly & Co. | 1.11% | 2,084,795 | $1.6B | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 1.00% | 7,251,851 | $1.5B | Reduce -3.4% |
| UNH Unitedhealth Group Inc. | 0.92% | 2,721,379 | $1.3B | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.91% | 3,148,185 | $1.3B | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.86% | 10,827,329 | $1.3B | Reduce -0.5% |
| V Visa Inc. Class A | 0.80% | 4,195,271 | $1.2B | Reduce -1.5% |
| HD Home Depot Inc. | 0.72% | 2,723,494 | $1.0B | Reduce -0.0% |
| JNJ Johnson & Johnson | 0.70% | 6,404,914 | $1.0B | Reduce -0.6% |
| MA Mastercard Inc. Class A | 0.70% | 2,103,371 | $1.0B | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.68% | 6,087,841 | $987.8M | Reduce -0.1% |
| MRK Merck & Co. Inc. | 0.64% | 7,070,287 | $932.9M | Add +4.4% |
| COIN Coinbase Global Inc. Class A | 0.62% | 3,428,620 | $909.0M | Reduce -37.9% |
| IAU iShares Gold Trust | 0.61% | 21,249,413 | $892.7M | Reduce -1.5% |
| AMD Advanced Micro Devices | 0.59% | 4,784,034 | $863.5M | Reduce -8.5% |
| COST Costco Wholesale Corp. | 0.58% | 1,157,350 | $847.9M | Add +0.8% |
| XYZ Block Inc. | 0.57% | 9,756,991 | $825.2M | Reduce -6.0% |
| CRM Salesforce Inc. | 0.57% | 2,734,170 | $823.5M | Reduce -2.5% |
| NFLX Netflix Inc. | 0.56% | 1,344,918 | $816.8M | Reduce -1.0% |
| ABBV Abbvie Inc. | 0.55% | 4,367,381 | $795.3M | Reduce -1.4% |
| WMT Walmart Inc. | 0.52% | 12,567,533 | $756.2M | Reduce -5.3% |
| KO The Coca-Cola Co. | 0.52% | 12,323,842 | $754.0M | Reduce -0.8% |
| CVX Chevron Corp. | 0.51% | 4,690,098 | $739.8M | Reduce -2.3% |
| ADBE Adobe Inc. | 0.47% | 1,364,060 | $688.3M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.47% | 3,924,121 | $686.8M | Add +0.8% |
| LIN Linde PLC | 0.47% | 1,468,134 | $681.7M | Add +1.9% |
| TMO Thermo Fisher Scientific Inc. | 0.46% | 1,159,699 | $674.0M | Reduce -0.7% |
| ACN Accenture PLC Class A | 0.46% | 1,931,145 | $669.4M | Reduce -2.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.45% | 17,119,694 | $649.2M | Reduce -0.6% |
| GLDM SPDR Gold Minishares Trust | 0.42% | 13,800,000 | $607.9M | No change |
| ABT Abbott Laboratories | 0.42% | 5,331,760 | $606.0M | Add +3.3% |
| MCD McDonald's Corp. | 0.41% | 2,131,851 | $601.1M | Reduce -4.1% |
| PLD Prologis Inc. | 0.41% | 4,557,603 | $593.5M | Reduce -2.2% |
| AMAT Applied Materials Inc. | 0.40% | 2,855,768 | $588.9M | Reduce -6.0% |
| QCOM Qualcomm Inc. | 0.40% | 3,476,901 | $588.6M | Add +0.8% |
| CSCO Cisco Systems Inc. | 0.40% | 11,738,629 | $585.9M | Reduce -1.7% |
| SHOP Shopify Inc. Class A | 0.40% | 7,510,342 | $580.7M | Reduce -10.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.40% | 4,743,636 | $580.4M | Reduce -1.6% |
| ISRG Intuitive Surgical Inc. | 0.40% | 1,451,414 | $579.2M | Reduce -1.2% |
| CAT Caterpillar Inc. | 0.39% | 1,545,258 | $566.2M | Reduce -0.5% |
| INTU Intuit Inc. | 0.38% | 859,888 | $558.9M | Reduce -4.8% |
| HOOD Robinhood Markets Inc. Class A | 0.36% | 26,127,461 | $525.9M | Reduce -10.5% |
| DHR Danaher Corp. | 0.35% | 2,054,592 | $513.1M | Reduce -0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 2,626,767 | $501.6M | Reduce -1.0% |
| ORCL Oracle Corp. | 0.34% | 3,934,131 | $494.2M | Add +0.3% |
| WFC Wells Fargo & Co. | 0.34% | 8,504,568 | $492.9M | Reduce -0.9% |
| GE General Electric | 0.34% | 2,791,277 | $490.0M | Add +0.0% |
| INTC Intel Corp. | 0.34% | 11,056,704 | $488.4M | Add +3.1% |
| ROKU Roku Inc. | 0.33% | 7,349,067 | $478.9M | Add +24.8% |
| AMGN Amgen Inc. | 0.32% | 1,660,042 | $472.0M | Add +0.2% |
| CMCSA Comcast Corp. Class A | 0.32% | 10,844,805 | $470.1M | Reduce -0.3% |
| MU Micron Technology Inc. | 0.32% | 3,963,505 | $467.3M | Reduce -0.2% |
| VZ Verizon Communications Inc. | 0.32% | 10,948,472 | $459.4M | Add +0.5% |
| ETN Eaton Corp. PLC | 0.31% | 1,449,513 | $453.2M | Reduce -8.3% |
| GS Goldman Sachs Group Inc. | 0.30% | 1,051,057 | $439.0M | Reduce -1.4% |
| PATH Uipath Inc. Class A | 0.30% | 19,312,015 | $437.8M | Reduce -14.0% |
| ELV Elevance Health Inc. | 0.30% | 843,480 | $437.4M | Add +1.5% |
| PFE Pfizer Inc. | 0.30% | 15,597,173 | $432.8M | Reduce -0.7% |
| TXN Texas Instruments Inc. | 0.29% | 2,399,321 | $418.0M | Reduce -0.3% |
| SYK Stryker Corp. | 0.29% | 1,167,297 | $417.7M | Reduce -1.2% |
| NOW ServiceNow Inc. | 0.29% | 547,070 | $417.1M | Reduce -0.1% |
| PGR Progressive Corp. | 0.29% | 2,009,192 | $415.5M | Reduce -2.6% |
| SNPS Synopsys Inc. | 0.28% | 726,059 | $414.9M | Reduce -5.5% |
| BKNG Booking Holdings Inc. | 0.28% | 111,961 | $406.2M | Reduce -1.9% |
| COP Conocophillips | 0.27% | 3,135,332 | $399.1M | Add +1.5% |
| HON Honeywell International Inc. | 0.27% | 1,937,110 | $397.6M | Reduce 0.0% |
| AXP American Express Co. | 0.26% | 1,690,528 | $384.9M | Reduce -5.5% |
| UBER Uber Technologies Inc. | 0.26% | 4,915,111 | $378.4M | Reduce -0.0% |
| EQIX Equinix Inc. | 0.25% | 448,990 | $370.6M | Reduce -0.8% |
| ADI Analog Devices Inc. | 0.25% | 1,852,308 | $366.4M | Reduce -0.8% |
| MELI MercadoLibre Inc. | 0.25% | 238,810 | $361.1M | Add +4.5% |
| UNP Union Pacific Corp. | 0.25% | 1,458,722 | $358.7M | Add +0.2% |
| LOW Lowe's Cos Inc. | 0.24% | 1,394,993 | $355.3M | Reduce -0.6% |
| DKNG Draftkings Inc. Class A | 0.24% | 7,660,563 | $347.9M | Reduce -8.7% |
| TRMB Trimble Inc. | 0.23% | 5,315,941 | $342.1M | Add +2.4% |
| SPGI S&P Global Inc. | 0.23% | 788,753 | $335.6M | Reduce -0.7% |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 14,571,224 | $335.3M | Add +15.7% |
| NEE Nextera Energy Inc. | 0.23% | 5,195,099 | $332.0M | Add +0.7% |
| RTX RTX Corp. | 0.23% | 3,392,087 | $330.8M | Reduce -0.9% |
| LRCX Lam Research Corp. | 0.23% | 338,129 | $328.5M | Reduce -0.4% |
| RY Royal Bank of Canada | 0.23% | 3,249,227 | $327.9M | Add +0.8% |
| RBLX Roblox Corp. Class A | 0.22% | 8,493,091 | $324.3M | Add +9.9% |
| BLK BlackRock Finance Inc. | 0.22% | 387,202 | $322.8M | Add +3.9% |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 0.22% | 4,900,288 | $320.3M | Reduce -25.9% |
| U Unity Software Inc. | 0.22% | 11,909,509 | $318.0M | Add +30.4% |
| BA The Boeing Co. | 0.22% | 1,637,638 | $316.0M | Add +0.1% |
| REGN Regeneron Pharmaceuticals | 0.21% | 319,048 | $307.1M | Reduce -0.1% |
| DE Deere & Co. | 0.21% | 747,563 | $307.1M | Reduce -3.8% |
| ICE Intercontinental Exchange Inc. | 0.21% | 2,231,539 | $306.7M | Add +0.6% |
| T AT&T Inc. | 0.21% | 17,300,435 | $304.5M | Reduce -0.6% |
| C Citigroup Inc. | 0.21% | 4,807,317 | $304.0M | Reduce -1.9% |
| NKE Nike Inc. Class B | 0.21% | 3,219,896 | $302.6M | Reduce -0.8% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -5.1% | 4.30% | −1.18 |
| TWLO Twilio Inc. Class A | Reduce -54.1% | 0.12% | −0.22 |
| UNH Unitedhealth Group Inc. | Reduce -0.1% | 0.92% | −0.14 |
| ZM Zoom Communications Inc. | Reduce -25.9% | 0.22% | −0.13 |
| ADBE Adobe Inc. | Reduce -0.2% | 0.47% | −0.13 |
| PATH Uipath Inc. Class A | Reduce -14.0% | 0.30% | −0.11 |
| COIN Coinbase Global Inc. Class A | Reduce -37.9% | 0.62% | −0.09 |
| SHOP Shopify Inc. Class A | Reduce -10.3% | 0.40% | −0.08 |
| MCD McDonald's Corp. | Reduce -4.1% | 0.41% | −0.07 |
| PACB Pacific Biosciences of Calif | Reduce -2.9% | 0.03% | −0.06 |
| ACN Accenture PLC Class A | Reduce -2.5% | 0.46% | −0.05 |
| STNE Stoneco Ltd. Class A | Reduce -44.1% | 0.05% | −0.05 |
| NKE Nike Inc. Class B | Reduce -0.8% | 0.21% | −0.05 |
| PLD Prologis Inc. | Reduce -2.2% | 0.41% | −0.05 |
| JNJ Johnson & Johnson | Reduce -0.6% | 0.70% | −0.05 |
| APTV Aptiv Irish Holdings Ltd. | Reduce -44.8% | 0.04% | −0.05 |
| TDOC Teladoc Health Inc. | Reduce -3.9% | 0.07% | −0.04 |
| SPLK Splunk Inc. | Sold out | 0.00% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -1.7% | 0.40% | −0.04 |
| MMM 3M Co. | Reduce -3.9% | 0.11% | −0.04 |
| HUM Humana Inc. | Reduce -7.5% | 0.08% | −0.04 |
| PDD PDD Holdings Inc. | Reduce -0.9% | 0.12% | −0.04 |
| LULU Lululemon Athletica Inc. | Reduce -5.9% | 0.08% | −0.04 |
| PFE Pfizer Inc. | Reduce -0.7% | 0.30% | −0.04 |
| INTU Intuit Inc. | Reduce -4.8% | 0.38% | −0.03 |
| TD Toronto-Dominion Bank | Reduce -2.9% | 0.17% | −0.03 |
| EXR Extra Space Storage Inc. | Reduce -11.9% | 0.09% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -0.3% | 0.32% | −0.03 |
| DNA Ginkgo Bioworks Holdings Inc. | Reduce -4.1% | 0.04% | −0.03 |
| SPGI S&P Global Inc. | Reduce -0.7% | 0.23% | −0.03 |
| HON Honeywell International Inc. | Reduce 0.0% | 0.27% | −0.03 |
| EXAS Exact Sciences Corp. | Reduce -10.7% | 0.09% | −0.03 |
| XYZ Block Inc. | Reduce -6.0% | 0.57% | −0.03 |
| UPS United Parcel Service Class B | Reduce -0.8% | 0.18% | −0.03 |
| NNN NNN REIT Inc. | Reduce -79.8% | 0.01% | −0.03 |
| SNOW Snowflake Inc. | Reduce -0.1% | 0.08% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -1.9% | 1.47% | −0.02 |
| PSA Public Storage | Reduce -0.6% | 0.17% | −0.02 |
| PM Philip Morris International | Reduce -0.8% | 0.21% | −0.02 |
| SNAP Snap Inc. Class A | Reduce -13.3% | 0.03% | −0.02 |
| KO The Coca-Cola Co. | Reduce -0.8% | 0.52% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -9.3% | 0.19% | −0.02 |
| SBUX Starbucks Corp. | Reduce -0.1% | 0.18% | −0.02 |
| ADI Analog Devices Inc. | Reduce -0.8% | 0.25% | −0.02 |
| NEM Newmont Corp. | Reduce -2.7% | 0.08% | −0.02 |
| CVX Chevron Corp. | Reduce -2.3% | 0.51% | −0.02 |
| WBA Walgreens Boots Alliance Inc. | Reduce -16.7% | 0.04% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -1.9% | 0.28% | −0.02 |
| ANSS Ansys Inc. | Reduce -3.4% | 0.12% | −0.02 |
| SDGR Schrodinger Inc. | Reduce -4.7% | 0.04% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| META Meta Platforms Inc. Class A | Add +0.1% | 2.06% | +0.45 |
| AMZN Amazon.com Inc. | Add +4.4% | 3.07% | +0.40 |
| MRK Merck & Co. Inc. | Add +4.4% | 0.64% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 0.91% | +0.08 |
| GE General Electric | Add +0.0% | 0.34% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +15.7% | 0.23% | +0.07 |
| SMCI Super Micro Computer Inc. | Add +5.2% | 0.07% | +0.05 |
| FLUT Flutter Entertainment PLC-Di | New | 0.05% | +0.05 |
| KSPI JSC Kaspi.kz ADR | New | 0.04% | +0.04 |
| SPOT Spotify Technology SA | Add +28.1% | 0.09% | +0.04 |
| QCOM Qualcomm Inc. | Add +0.8% | 0.40% | +0.04 |
| MRNA Moderna Inc. | Add +42.9% | 0.11% | +0.03 |
| ORCL Oracle Corp. | Add +0.3% | 0.34% | +0.03 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +22.3% | 0.08% | +0.03 |
| TRMB Trimble Inc. | Add +2.4% | 0.23% | +0.03 |
| TGT Target Corp. | Add +6.5% | 0.16% | +0.03 |
| LIN Linde PLC | Add +1.9% | 0.47% | +0.03 |
| PINS Pinterest Inc. Class A | Add +45.7% | 0.14% | +0.03 |
| TOST Toast Inc. Class A | Add +4.3% | 0.12% | +0.03 |
| WSM Williams-Sonoma Inc. | New | 0.03% | +0.03 |
| SOFI Sofi Technologies Inc. | Add +176.3% | 0.05% | +0.03 |
| NTRA Natera Inc. | New | 0.02% | +0.02 |
| CI The Cigna Group | Add +0.2% | 0.20% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | Add +0.7% | 0.14% | +0.02 |
| COST Costco Wholesale Corp. | Add +0.8% | 0.58% | +0.02 |
| PSX Phillips 66 | Add +4.5% | 0.13% | +0.02 |
| TRV The Travelers Cos Inc. | Add +3.8% | 0.15% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +13.9% | 0.05% | +0.02 |
| SE Sea Ltd.-ADR | Add +42.4% | 0.04% | +0.02 |
| APP AppLovin Corp. Class A | New | 0.02% | +0.02 |
| DASH DoorDash Inc. Class A | Add +7.4% | 0.07% | +0.02 |
| ANET Arista Networks Inc. | Add +1.1% | 0.13% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.5% | 0.20% | +0.02 |
| ABNB Airbnb Inc. Class A | Add +2.5% | 0.13% | +0.02 |
| LAB Standard Biotools Inc. | New | 0.02% | +0.02 |
| TTD Trade Desk Inc./the Class A | Add +3.2% | 0.11% | +0.02 |
| ECL Ecolab Inc. | Add +7.5% | 0.11% | +0.02 |
| EW Edwards Lifesciences Corp. | Add +0.4% | 0.11% | +0.02 |
| TDG Transdigm Group Inc. | Add +0.9% | 0.11% | +0.01 |
| DDOG Datadog Inc. Class A | Add +28.9% | 0.07% | +0.01 |
| VZ Verizon Communications Inc. | Add +0.5% | 0.32% | +0.01 |
| CRBG Corebridge Financial Inc. | New | 0.01% | +0.01 |
| KR Kroger Co. | Add +0.7% | 0.08% | +0.01 |
| ALL Allstate Corp. | Add +1.0% | 0.08% | +0.01 |
| FAST Fastenal Co. | Add +4.0% | 0.08% | +0.01 |
| MRVL Marvell Technology Inc. | Add +2.3% | 0.11% | +0.01 |
| CMI Cummins Inc. | Add +0.5% | 0.08% | +0.01 |
| ELV Elevance Health Inc. | Add +1.5% | 0.30% | +0.01 |
| BNL Broadstone Net Lease Inc. | Add +431.9% | 0.01% | +0.01 |
| FANG Diamondback Energy Inc. | Add +0.8% | 0.06% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,080 | $175.1B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q1 2026 | 1,047 | $154.5B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q4 2025 | 1,049 | $170.3B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q3 2025 | 1,050 | $173.8B | NVDA, MSFT, AAPL, AMZN, META |
| Q2 2025 | 1,034 | $160.5B | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2025 | 1,031 | $141.5B | AAPL, MSFT, NVDA, AMZN, META |
| Q4 2024 | 1,041 | $148.2B | AAPL, NVDA, MSFT, AMZN, META |
| Q3 2024 | 1,052 | $144.3B | AAPL, MSFT, NVDA, AMZN, META |
| Q2 2024 | 1,069 | $135.5B | MSFT, NVDA, AAPL, AMZN, META |
| Q1 2024 | 1,118 | $145.7B | MSFT, AAPL, NVDA, AMZN, META |