Sumitomo Mitsui Trust Holdings, Inc.

data from 30/09/2025

Capitalization

$ 173.802 B 8.29 %

Average holding period

31 ans

Performance

$ 161.822 B 28 986.48 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Sumitomo Mitsui Trust Holdings, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORP 7.00% 12.164 B $ 65194092 2011/06/30 1.857 B $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 5.70% 9.902 B $ 19118341 2011/06/30 388.071 M $ 4.13 %
2025/09/30 AAPL APPLE INC 5.35% 9.298 B $ 36517138 2011/06/30 1.806 B $ 24.11 %
2025/09/30 AMZN AMAZON.COM INC 3.35% 5.822 B $ 26514733 2011/06/30 4.744 M $ 0.08 %
2025/09/30 META META PLATFORMS INC-CLASS A 2.48% 4.305 B $ 5862092 2012/06/30 -21.722 M $ -0.50 %
2025/09/30 AVGO BROADCOM INC 2.30% 3.994 B $ 12106885 2018/06/30 648.159 M $ 19.68 %
2025/09/30 TSLA TESLA INC 2.13% 3.695 B $ 8307560 2013/09/30 1.079 B $ 40.00 %
2025/09/30 GOOGL ALPHABET INC-CL A 2.01% 3.492 B $ 14364600 2015/12/31 954.756 M $ 37.94 %
2025/09/30 GOOG ALPHABET INC-CL C 1.83% 3.178 B $ 13046917 2015/12/31 854.782 M $ 37.30 %
2025/09/30 JPM JPMORGAN CHASE & CO 1.24% 2.148 B $ 6809417 2011/06/30 172.974 M $ 8.80 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC-CL B 0.98% 1.711 B $ 3403699 2011/06/30 57.403 M $ 3.49 %
2025/09/30 V VISA INC-CLASS A SHARES 0.88% 1.534 B $ 4493341 2011/06/30 -60.917 M $ -3.85 %
2025/09/30 LLY ELI LILLY & CO 0.86% 1.495 B $ 1959032 2011/06/30 -31.954 M $ -2.12 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC-A 0.86% 1.490 B $ 8169516 2021/03/31 411.584 M $ 33.82 %
2025/09/30 NFLX NETFLIX INC 0.84% 1.463 B $ 1220632 2011/06/30 -170.686 M $ -10.47 %
2025/09/30 GLDM SPDR GOLD MINISHARES TRUST 0.81% 1.413 B $ 18477937 2022/09/30 159.537 M $ 16.68 %
2025/09/30 ORCL ORACLE CORP 0.78% 1.352 B $ 4806348 2011/06/30 291.417 M $ 28.64 %
2025/09/30 MA MASTERCARD INC - A 0.73% 1.270 B $ 2233389 2011/06/30 14.821 M $ 1.22 %
2025/09/30 XOM EXXON MOBIL CORP 0.68% 1.175 B $ 10423971 2011/06/30 51.151 M $ 4.59 %
2025/09/30 WMT WALMART INC 0.67% 1.166 B $ 11318278 2011/06/30 60.706 M $ 5.40 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.66% 1.146 B $ 6179488 2011/06/30 201.171 M $ 21.39 %
2025/09/30 HD HOME DEPOT INC 0.61% 1.069 B $ 2637316 2011/06/30 102.057 M $ 10.51 %
2025/09/30 COST COSTCO WHOLESALE CORP 0.59% 1.024 B $ 1106319 2011/06/30 -70.528 M $ -6.50 %
2025/09/30 HOOD ROBINHOOD MARKETS INC - A 0.59% 1.023 B $ 7142767 2021/09/30 473.087 M $ 52.92 %
2025/09/30 ABBV ABBVIE INC 0.57% 985.451 M $ 4256071 2013/03/31 192.392 M $ 24.74 %
2025/09/30 PG PROCTER & GAMBLE CO/THE 0.55% 947.515 M $ 6166709 2011/06/30 -34.830 M $ -3.56 %
2025/09/30 AMD ADVANCED MICRO DEVICES 0.54% 945.027 M $ 5841074 2017/03/31 113.160 M $ 14.02 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.53% 927.007 M $ 2684641 2011/06/30 95.181 M $ 10.68 %
2025/09/30 BAC BANK OF AMERICA CORP 0.52% 899.650 M $ 17438466 2011/06/30 70.724 M $ 9.02 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.46% 801.403 M $ 1006345 2011/06/30 88.656 M $ 12.52 %
2025/09/30 CVX CHEVRON CORP 0.44% 759.419 M $ 4890326 2011/06/30 50.222 M $ 8.45 %
2025/09/30 GE GENERAL ELECTRIC 0.44% 757.048 M $ 2516614 2021/09/30 108.517 M $ 16.87 %
2025/09/30 CSCO CISCO SYSTEMS INC 0.44% 756.652 M $ 11058929 2011/06/30 -10.518 M $ -1.38 %
2025/09/30 COIN COINBASE GLOBAL INC -CLASS A 0.43% 743.621 M $ 2203387 2021/06/30 -34.323 M $ -3.71 %
2025/09/30 IBM INTL BUSINESS MACHINES CORP 0.42% 721.329 M $ 2556455 2011/06/30 -31.616 M $ -4.28 %
2025/09/30 LIN LINDE PLC 0.41% 717.303 M $ 1510111 2023/03/31 8.865 M $ 1.24 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.41% 712.779 M $ 7275479 2019/06/30 28.945 M $ 5.01 %
2025/09/30 CAT CATERPILLAR INC 0.41% 705.393 M $ 1478346 2011/06/30 133.345 M $ 22.91 %
2025/09/30 IAUM ISHARES GOLD TRUST MICRO 0.40% 698.195 M $ 18134927 2022/12/31 51.243 M $ 16.70 %
2025/09/30 KO COCA-COLA CO/THE 0.40% 690.311 M $ 10408798 2011/06/30 -45.230 M $ -6.26 %
2025/09/30 APH AMPHENOL CORP-CL A 0.38% 662.395 M $ 5352684 2011/06/30 128.281 M $ 25.32 %
2025/09/30 IAU ISHARES GOLD TRUST 0.38% 655.264 M $ 9004594 2021/06/30 164.084 M $ 16.69 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.37% 647.424 M $ 1447632 2011/06/30 -138.251 M $ -17.70 %
2025/09/30 WFC WELLS FARGO & CO 0.37% 643.219 M $ 7673807 2011/06/30 27.782 M $ 4.62 %
2025/09/30 CRM SALESFORCE INC 0.37% 642.975 M $ 2712974 2011/06/30 -97.235 M $ -13.09 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.37% 642.756 M $ 3841475 2011/06/30 195.446 M $ 35.76 %
2025/09/30 MCD MCDONALD'S CORP 0.36% 628.520 M $ 2068249 2011/06/30 24.017 M $ 4.01 %
2025/09/30 SHOP SHOPIFY INC - CLASS A 0.36% 620.533 M $ 4175583 2017/06/30 173.992 M $ 28.83 %
2025/09/30 MRK MERCK & CO. INC. 0.36% 618.244 M $ 7366188 2011/06/30 35.473 M $ 6.03 %
2025/09/30 RBLX ROBLOX CORP -CLASS A 0.36% 617.722 M $ 4459443 2021/03/31 203.201 M $ 31.67 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.33% 578.111 M $ 107072 2018/03/31 -41.406 M $ -6.74 %
2025/09/30 WELL WELLTOWER INC 0.32% 564.560 M $ 3169190 2015/09/30 79.829 M $ 15.88 %
2025/09/30 QCOM QUALCOMM INC 0.32% 561.567 M $ 3375614 2011/06/30 24.923 M $ 4.46 %
2025/09/30 ABT ABBOTT LABORATORIES 0.32% 561.310 M $ 4190759 2011/06/30 -8.567 M $ -1.52 %
2025/09/30 DIS WALT DISNEY CO/THE 0.32% 553.014 M $ 4829819 2011/06/30 -46.717 M $ -7.67 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.32% 547.953 M $ 1129754 2011/06/30 89.414 M $ 19.62 %
2025/09/30 INTU INTUIT INC 0.31% 545.855 M $ 799307 2011/06/30 -83.085 M $ -13.30 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.31% 531.038 M $ 1598743 2011/06/30 21.018 M $ 4.13 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.30% 526.435 M $ 11978037 2011/06/30 8.134 M $ 1.57 %
2025/09/30 ETN EATON CORP PLC 0.30% 526.386 M $ 1406509 2022/03/31 24.756 M $ 4.83 %
2025/09/30 PEP PEPSICO INC 0.30% 523.302 M $ 3726158 2011/06/30 31.769 M $ 6.36 %
2025/09/30 PM PHILIP MORRIS INTERNATIONAL 0.30% 522.204 M $ 3219508 2011/06/30 -63.298 M $ -10.94 %
2025/09/30 RTX RTX CORP 0.30% 515.151 M $ 3078654 2020/06/30 66.154 M $ 14.59 %
2025/09/30 T AT&T INC 0.29% 512.077 M $ 18133054 2011/06/30 -12.519 M $ -2.42 %
2025/09/30 MELI MERCADOLIBRE INC 0.29% 496.693 M $ 212540 2016/12/31 -61.046 M $ -10.59 %
2025/09/30 NOW SERVICENOW INC 0.28% 492.310 M $ 534957 2013/12/31 -53.392 M $ -10.49 %
2025/09/30 SNPS SYNOPSYS INC 0.28% 489.387 M $ 991887 2011/06/30 -15.887 M $ -3.76 %
2025/09/30 ADBE ADOBE INC 0.28% 486.488 M $ 1379129 2011/06/30 -47.751 M $ -8.82 %
2025/09/30 PLD PROLOGIS INC 0.28% 482.800 M $ 4215857 2011/06/30 39.728 M $ 8.94 %
2025/09/30 AMGN AMGEN INC 0.27% 467.344 M $ 1656072 2011/06/30 5.089 M $ 1.07 %
2025/09/30 C CITIGROUP INC 0.26% 459.586 M $ 4527943 2011/06/30 73.418 M $ 19.24 %
2025/09/30 APP APPLOVIN CORP-CLASS A 0.26% 444.923 M $ 619204 2024/03/31 224.125 M $ 105.25 %
2025/09/30 MS MORGAN STANLEY 0.26% 443.443 M $ 2789651 2011/06/30 51.395 M $ 12.85 %
2025/09/30 BA BOEING CO/THE 0.25% 437.465 M $ 2026896 2011/06/30 12.694 M $ 3.01 %
2025/09/30 LRCX LAM RESEARCH CORP 0.25% 436.318 M $ 3258535 2024/12/31 118.298 M $ 37.56 %
2025/09/30 DHR DANAHER CORP 0.25% 427.796 M $ 2157752 2011/06/30 1.486 M $ 0.36 %
2025/09/30 TXN TEXAS INSTRUMENTS INC 0.25% 427.348 M $ 2325959 2011/06/30 -55.295 M $ -11.51 %
2025/09/30 EQIX EQUINIX INC 0.25% 426.444 M $ 544462 2015/03/31 -6.568 M $ -1.54 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.24% 423.924 M $ 2081938 2014/12/31 -1.918 M $ -0.50 %
2025/09/30 ADI ANALOG DEVICES INC 0.24% 423.868 M $ 1725144 2011/06/30 13.190 M $ 3.23 %
2025/09/30 PGR PROGRESSIVE CORP 0.24% 422.233 M $ 1709793 2011/06/30 -35.530 M $ -7.46 %
2025/09/30 GEV GE VERNOVA INC 0.24% 419.423 M $ 682099 2024/06/30 58.090 M $ 16.21 %
2025/09/30 BLK BLACKROCK INC 0.24% 418.925 M $ 359324 2024/12/31 41.709 M $ 11.11 %
2025/09/30 AMAT APPLIED MATERIALS INC 0.24% 416.121 M $ 2032438 2011/06/30 61.646 M $ 11.84 %
2025/09/30 HON HONEYWELL INTERNATIONAL INC 0.23% 400.940 M $ 1904702 2011/06/30 -42.361 M $ -9.61 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY SA 0.23% 398.223 M $ 570520 2022/03/31 -43.338 M $ -9.04 %
2025/09/30 PFE PFIZER INC 0.23% 397.868 M $ 15614918 2011/06/30 19.345 M $ 5.12 %
2025/09/30 ACN ACCENTURE PLC-CL A 0.23% 396.930 M $ 1609612 2022/03/31 -83.144 M $ -17.49 %
2025/09/30 TJX TJX COMPANIES INC 0.23% 390.973 M $ 2704948 2011/06/30 56.602 M $ 17.05 %
2025/09/30 TER TERADYNE INC 0.22% 385.606 M $ 2801558 2018/06/30 137.134 M $ 53.07 %
2025/09/30 CRWD CROWDSTRIKE HOLDINGS INC - A 0.22% 384.324 M $ 783727 2020/06/30 -15.474 M $ -3.72 %
2025/09/30 SCHW SCHWAB (CHARLES) CORP 0.22% 382.110 M $ 4002413 2011/06/30 16.570 M $ 4.64 %
2025/09/30 NEE NEXTERA ENERGY INC 0.22% 373.903 M $ 4953009 2011/06/30 29.521 M $ 8.74 %
2025/09/30 CDNS CADENCE DESIGN SYS INC 0.21% 371.599 M $ 1057902 2016/06/30 45.600 M $ 13.99 %
2025/09/30 GILD GILEAD SCIENCES INC 0.21% 369.577 M $ 3329522 2011/06/30 429.297 K $ 0.12 %
2025/09/30 ROKU ROKU INC 0.21% 369.341 M $ 3688618 2019/09/30 54.489 M $ 13.93 %
2025/09/30 ANET ARISTA NETWORKS INC 0.21% 367.015 M $ 2518805 2024/12/31 108.341 M $ 42.42 %
2025/09/30 INTC INTEL CORP 0.21% 365.783 M $ 10902625 2011/06/30 120.703 M $ 49.78 %
2025/09/30 SPGI S&P GLOBAL INC 0.21% 363.498 M $ 746847 2016/06/30 -29.715 M $ -7.70 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.21% 363.245 M $ 2156013 2013/12/31 -32.014 M $ -8.17 %