Sumitomo Mitsui Trust Group, Inc.

Q3 2024 13F-HR Holdings

Location
Chiyoda Ku, Tokyo, M0
Holdings as of
9/30/2024
Date filed
11/5/2024
Form type
13F-HR
Num holdings
1,052
Total value ($000)
$144,293,148
Net value change ($000)
+8,815,409 (6.5%)
New positions
53
Sold out positions
70
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/19/2024 Next filing: 1/28/2025 SEC filing

Snapshot: Change Analysis

Compared to Q2 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 862,818 12.0%
TSLA 453,688 25.5%
META 423,474 14.7%
BRK-B 204,576 15.9%
UNH 202,145 15.3%
PLTR 198,325 55.2%
WMT 158,829 21.0%
HD 155,056 17.7%
AVGO 150,521 8.3%
IBM 124,707 29.5%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -271,486 -11.3%
NVDA -210,632 -2.7%
MSFT -193,795 -2.4%
GOOGL -180,262 -7.2%
ZM -178,942 -80.9%
COIN -125,174 -18.0%
TEL -112,279 -100.0%
QCOM -86,062 -13.3%
SMCI -85,524 -94.3%
Ferguson (Jersey) Ltd -83,415 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type