Sumitomo Mitsui Trust Group, Inc.

Q1 2025 13F-HR Holdings

Location
Chiyoda Ku, Tokyo, M0
Holdings as of
3/31/2025
Date filed
4/25/2025
Form type
13F-HR
Num holdings
1,031
Total value ($000)
$141,470,087
Net value change ($000)
-6,682,535 (-4.5%)
New positions
35
Sold out positions
45
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/28/2025 Next filing: 7/31/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BRK-B 274,541 18.7%
GLDM 227,495 33.7%
V 194,375 14.3%
IAU 186,332 21.4%
JNJ 135,920 15.7%
ABBV 128,806 17.6%
CCEP 127,243 300.9%
PM 119,287 31.8%
LLY 117,909 7.9%
G 115,807 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVDA -1,630,132 -19.1%
TSLA -1,021,445 -32.1%
AAPL -986,635 -11.0%
MSFT -778,092 -10.1%
AMZN -658,891 -11.9%
AVGO -656,133 -25.1%
GOOGL -464,351 -17.6%
GOOGL -440,898 -18.1%
XYZ -387,236 -67.9%
COIN -227,026 -32.0%
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