SUMITOMO MITSUI TRUST HOLDINGS INC
Q1 2023 Form 13-F
CHIYODA-KU, TOKYO
CIK 0001475365
· CRD 137109
· Exempt reporting adviser
Holdings reported by
Nikko Asset Management Americas Inc since Q1 2024
Consolidated report · includes
6 managers
since Q2 2013
$134.2B Reported Value Total
Exempt Reporting Adviser
Discretionary Manager
Source: Form ADV filed 2019-10-30
Reported value
$134.2B
Quarter over quarter
+8.0%
Holdings
1,146
Top-10 concentration
21.9%
Reports holdings for
- SUMITOMO MITSUI TRUST BANK Ltd · File #028-13706 · since Q2 2013
- Nikko Asset Management Co Ltd · File #028-12975 · since Q2 2013
- Sumitomo Mitsui Trust Asset Management Co Ltd · File #028-13707 · since Q2 2013
- Amova Asset Management Asia Ltd (not a 13F filer in our records) · File #028-24227 · since Q2 2024
- Amova Asset Management UK Ltd (not a 13F filer in our records) · File #028-24226 · since Q2 2024
- AHAM Asset Management Berhad (not a 13F filer in our records) · File #028-27068 · since Q2 2026 · declared by one filing
Holdings reported by
- Nikko Asset Management Americas Inc · since Q1 2024
Key People
Form ADV owners & control persons
Joe Kwong-Yat Fong
CHIEF COMPLIANCE OFFICER
Norimasa Yoshida
MANAGING DIRECTOR
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
Loading 13F Metrics
Q1 2023 13F record
Q1 2023 13F filing summary
| Period of report | March 31, 2023 |
|---|---|
| Filed | April 27, 2023 |
| Form | 13F-HR |
| Reported value | $134.2B |
| Positions | 1,146 |
| Change in reported value | +6.3% |
| New positions | 34 |
| Exited positions | 68 |
| Position turnover | 8.4% |
| Top-10 concentration | 21.9% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 29, 2026
|
1,058 | $174.4B |
|
Q2 2026 13F
Filed Jul 30, 2026
|
1,080 | $175.1B |
|
Q1 2026 13F
Filed Apr 30, 2026
|
1,047 | $154.5B |
|
Q4 2025 13F
Filed Jan 23, 2026
|
1,049 | $170.3B |
|
Q3 2025 13F
Filed Oct 27, 2025
|
1,050 | $173.8B |
|
Q2 2025 13F
Filed Jul 31, 2025
|
1,034 | $160.5B |
|
Q1 2025 13F
Filed Apr 25, 2025
|
1,031 | $141.5B |
|
Q4 2024 13F
Filed Jan 28, 2025
|
1,041 | $148.2B |
|
Q3 2024 13F
Filed Nov 5, 2024
|
1,052 | $144.3B |
|
Q2 2024 13F
Filed Jul 19, 2024
|
1,069 | $135.5B |
|
Q1 2024 13F
Filed Apr 19, 2024
|
1,118 | $145.7B |
|
Q4 2023 13F
Filed Jan 30, 2024
|
1,122 | $135.3B |
|
Q3 2023 13F
Filed Oct 30, 2023
|
1,131 | $121.8B |
|
Q2 2023 13F
Filed Jul 31, 2023
|
1,133 | $128.4B |
|
Q1 2023 13F
Filed Apr 27, 2023
|
1,146 | $134.2B |
|
Q4 2022 13F
Filed Jan 30, 2023
|
1,180 | $126.3B |
|
Q3 2022 13F
Filed Oct 21, 2022
|
1,199 | $121.7B |
|
Q2 2022 13F
Filed Jul 26, 2022
|
1,214 | $130.0B |
|
Q1 2022 13F
Filed Apr 27, 2022
|
1,173 | $150.2B |
|
Q4 2021 13F
Filed Feb 2, 2022
|
1,165 | $164.5B |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $7.6B | 5.67% |
| 2 | MSFT MICROSOFT CORP | $6.4B | 4.8% |
| 3 | AMZN AMAZON.COM INC | $2.8B | 2.11% |
| 4 | NVDA NVIDIA CORP | $2.4B | 1.79% |
| 5 | TSLA TESLA INC | $2.1B | 1.57% |
| 6 | GOOGL ALPHABET INC-CL A | $1.8B | 1.37% |
| 7 | GOOG ALPHABET INC-CL C | $1.8B | 1.36% |
| 8 | META META PLATFORMS INC-CLASS A | $1.5B | 1.14% |
| 9 | UNH UNITEDHEALTH GROUP INC | $1.5B | 1.11% |
| 10 | XOM EXXON MOBIL CORP | $1.3B | 0.98% |
| 11 | JNJ JOHNSON & JOHNSON | $1.2B | 0.93% |
| 12 | V VISA INC-CLASS A SHARES | $1.2B | 0.87% |
| 13 | BRK-B BERKSHIRE HATHAWAY INC-CL B | $1.1B | 0.85% |
| 14 | JPM JPMORGAN CHASE & CO | $1.1B | 0.83% |
| 15 | PG PROCTER & GAMBLE CO/THE | $1.1B | 0.79% |
| 16 | HD HOME DEPOT INC | $976.3M | 0.73% |
| 17 | IAU ISHARES GOLD TRUST | $921.7M | 0.69% |
| 18 | CVX CHEVRON CORP | $921.0M | 0.69% |
| 19 | MA MASTERCARD INC - A | $918.6M | 0.68% |
| 20 | MRK MERCK & CO. INC. | $891.7M | 0.66% |
Values as reported on the Q1 2023 Form 13F. Every position is in the holdings table below.