Stocks
SO
Sumitomo Mitsui Trust Group, Inc.

Sumitomo Mitsui Trust Group, Inc.

CIK

1475365

City

CHIYODA-KU, TOKYO

State / Country

Stock

SO — Southern Co

Top Portfolio Positions

979 positions · $148,440,196,630 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	60,623,030	$10,572,656,432	7.12%
AAPL	Apple Inc. Technology	33,209,803	$8,428,315,903	5.68%
MSFT	Microsoft Corp Technology	17,687,515	$6,547,387,427	4.41%
AMZN	Amazon Com Inc Consumer Cyclical	24,620,350	$5,127,680,294	3.45%
GOOGL	Alphabet Inc. Communication Services	13,222,122	$3,802,153,402	2.56%
AVGO	Broadcom Inc. Technology	11,116,332	$3,440,615,917	2.32%
META	Meta Platforms, Inc. Communication Services	5,076,431	$2,904,378,468	1.96%
TSLA	Tesla, Inc. Consumer Cyclical	7,461,326	$2,773,747,940	1.87%
JPM	Jpmorgan Chase & Co Financial Services	6,110,549	$1,797,479,093	1.21%
GLDM	World Gold Trust	18,594,406	$1,723,515,492	1.16%

Portfolio Trend

52 quarters · across all stocks

Holdings in SO

Compact Export CSV

Shares Held

Position Value (USD)

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$235,459,478	2,439,489	-5.7%	Shares	Defined	2026-04-30
2025-12-31	$225,597,474	2,587,127	-4.4%	Shares	Defined	2026-01-23
2025-09-30	$256,439,185	2,705,911	+2.1%	Shares	Defined	2025-10-27
2025-06-30	$243,449,686	2,651,091	+1.3%	Shares	Defined	2025-07-31
2025-03-31	$240,684,458	2,617,558	+0.9%	Shares	Defined	2025-04-25
2024-12-31	$213,600,231	2,594,755	-1.0%	Shares	Defined	2025-01-28
2024-09-30	$236,271,149	2,619,995	+3.3%	Shares	Defined	2024-11-05
2024-06-30	$196,798,890	2,537,049	-7.5%	Shares	Defined	2024-07-19
2024-03-31	$196,714,021	2,742,041	-1.1%	Shares	Defined	2024-04-19
2023-12-31	$194,448,790	2,773,086	-0.4%	Shares	Defined	2024-01-30
2023-09-30	$180,223,130	2,784,659	-1.9%	Shares	Defined	2023-10-30
2023-06-30	$199,315,196	2,837,227	-12.9%	Shares	Defined	2023-07-31
2023-03-31	$226,585,321	3,256,472	-0.6%	Shares	Defined	2023-04-27
2022-12-31	$233,936,446	3,275,962	-5.2%	Shares	Defined	2023-01-30
2022-09-30	$234,970,260	3,455,445	+6.6%	Shares	Defined	2022-10-21
2022-06-30	$231,106,439	3,240,870	+4.2%	Shares	Defined	2022-07-26
2022-03-31	$225,544,022	3,110,523	-0.8%	Shares	Defined	2022-04-27
2021-12-31	$214,941,241	3,134,168	-3.9%	Shares	Defined	2022-02-02
2021-09-30	$202,175,079	3,262,467	-5.1%	Shares	Defined	2021-10-25
2021-06-30	$207,984,245	3,437,188	-5.5%	Shares	Defined	2021-08-02
2021-03-31	$226,129,128	3,637,856	-3.1%	Shares	Defined	2021-04-30
2020-12-31	$230,521,173	3,752,583	-11.5%	Shares	Defined	2021-02-05
2020-09-30	$229,957,104	4,241,186	-7.9%	Shares	Defined	2020-10-30
2020-06-30	$238,766,294	4,604,943	-6.4%	Shares	Defined	2020-07-27
2020-03-31	$266,395,761	4,920,498	—	Shares	Defined	2020-04-27
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