Sumitomo Mitsui Trust Group, Inc.

Q4 2024 13F-HR Holdings

Location
Chiyoda Ku, Tokyo, M0
Holdings as of
12/31/2024
Date filed
1/28/2025
Form type
13F-HR
Num holdings
1,041
Total value ($000)
$148,152,622
Net value change ($000)
+3,859,474 (2.7%)
New positions
31
Sold out positions
42
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/5/2024 Next filing: 4/25/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
TSLA 949,838 42.6%
AMZN 943,371 20.6%
AAPL 931,783 11.6%
NVDA 840,141 10.9%
AVGO 650,987 33.2%
BLK 360,876 NEW
PLTR 344,338 61.8%
GOOGL 332,970 14.4%
GOOGL 303,044 14.2%
V 276,943 25.7%
Top Reduces (Value $000, Stocks/ETFs)
BLK -334,929 -100.0%
LRCX -278,165 -100.0%
LLY -235,704 -13.6%
ANET -229,526 -100.0%
UNH -199,268 -13.1%
MSFT -192,845 -2.4%
AMD -188,279 -22.8%
SYK -135,975 -32.9%
ELV -133,294 -29.9%
XOM -127,963 -10.4%
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