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Asset Manager ← All Institutions

STATE STREET CORP

Q4 2025 · Filed 2026-02-13
Market Value
$3.0T
+3.4%
Holdings
3,886
-8
New Purchases
82
Added To
2,072
Closed
87
Reduced
1,401
Top 10 Concentration
31.5%
Turnover
4.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 2.41% 1.92% +0.49% $71.5B
GOOG 1.98% 1.58% +0.40% $58.7B
LLY 1.28% 0.92% +0.36% $38.0B
AAPL 5.54% 5.30% +0.24% $164.2B
MU 0.51% 0.30% +0.21% $15.1B
AMD 0.54% 0.42% +0.12% $16.0B
AMZN 3.03% 2.92% +0.10% $89.7B
CAT 0.68% 0.58% +0.10% $20.3B
AVGO 2.22% 2.13% +0.09% $65.8B
MRK 0.43% 0.35% +0.08% $12.7B
JNJ 0.93% 0.85% +0.08% $27.7B
LRCX 0.35% 0.28% +0.07% $10.2B
ISRG 0.30% 0.24% +0.06% $8.9B
AMAT 0.33% 0.27% +0.06% $9.7B
AMGN 0.34% 0.29% +0.05% $10.0B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 4.99% 5.41% -0.42% $148.1B
ORCL 0.50% 0.72% -0.22% $14.9B
META 2.02% 2.21% -0.19% $60.0B
NFLX 0.56% 0.72% -0.16% $16.6B
NVDA 6.24% 6.38% -0.14% $184.9B
HD 0.54% 0.65% -0.11% $16.1B
COST 0.53% 0.59% -0.06% $15.6B
NOW 0.25% 0.30% -0.06% $7.3B
UBER 0.25% 0.30% -0.05% $7.4B
FI 0.05% 0.11% -0.05% $1.6B
PG 0.49% 0.54% -0.05% $14.6B
LMT 0.55% 0.60% -0.05% $16.3B
CVX 0.78% 0.83% -0.04% $23.2B
LIN 0.28% 0.32% -0.04% $8.3B
T 0.28% 0.32% -0.04% $8.2B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $1.6T 54.8%
Large Cap 843 $1.2T 39.8%
Mid Cap 1,010 $133.5B 4.5%
Small Cap 1,151 $27.4B 0.9%
Micro Cap 808 $1.4B 0.0%

Portfolio Analytics

Avg Market Cap
$26.2B
Median Market Cap
$2.0B
Avg P/E
32.3
Median P/E
19.4
Avg Dividend Yield
0.02%
Avg Beta
1.06
# Stocks
3,795
# ETFs / Funds
91

Top Holdings (3,886 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 6.24% 991,480,489 $184.9B $186.50 $2.0B +11,451,386 +1.2%
2 AAPL 5.54% 604,056,505 $164.2B $271.86 $12.1B +6,555,392 +1.1%
3 MSFT 4.99% 306,150,608 $148.1B $483.62 -$7.2B +6,388,930 +2.1%
4 AMZN 3.03% 388,653,121 $89.7B $230.82 $5.9B +6,971,680 +1.8%
5 GOOGL 2.41% 228,296,955 $71.5B $313.00 $16.4B +1,959,078 +0.9%
6 AVGO 2.22% 190,084,351 $65.8B $346.10 $4.7B +5,040,801 +2.7%
7 META 2.02% 90,841,345 $60.0B $660.09 -$3.5B +4,395,763 +5.1%
8 GOOG 1.98% 187,102,863 $58.7B $313.80 $13.4B +953,790 +0.5%
9 TSLA 1.74% 114,842,934 $51.6B $449.72 $1.1B +1,080,085 +0.9%
10 JPM 1.36% 125,342,135 $40.4B $322.22 $897M +144,171 +0.1%
11 LLY 1.28% 35,361,916 $38.0B $1,074.68 $11.5B +635,358 +1.8%
12 BRK-B 1.25% 73,925,068 $37.2B $502.65 $552M +1,112,094 +1.5%
13 V 0.98% 82,798,151 $29.0B $350.71 $986M +626,821 +0.8%
14 JNJ 0.93% 133,869,843 $27.7B $206.95 $3.2B +1,663,782 +1.3%
15 XOM 0.83% 205,114,242 $24.7B $120.34 $1.4B -1,584,284 -0.8%
16 CVX 0.78% 152,281,267 $23.2B $152.41 -$489M -324,721 -0.2%
17 MA 0.71% 36,611,476 $20.9B $570.88 $93M +31,102 +0.1%
18 WMT 0.70% 184,703,850 $20.6B $111.64 $1.6B -102,128 -0.1%
19 CAT 0.68% 35,388,550 $20.3B $572.87 $3.6B +385,204 +1.1%
20 ABBV 0.62% 80,940,931 $18.5B $228.49 $12M +1,119,274 +1.4%
21 MS 0.62% 103,854,751 $18.4B $177.53 $2.0B +539,544 +0.5%
22 PLTR 0.61% 102,385,317 $18.2B $177.75 -$273M +1,126,418 +1.1%
23 GS 0.58% 19,564,783 $17.2B $879.00 $1.9B +394,198 +2.1%
24 RTX 0.57% 91,884,588 $16.9B $183.40 $1.6B +630,558 +0.7%
25 NFLX 0.56% 176,780,995 $16.6B $93.76 -$4.0B +159,578,053 +927.6%
26 BAC 0.55% 298,499,829 $16.4B $55.00 $873M -2,812,637 -0.9%
27 IBM 0.55% 54,996,293 $16.3B $296.21 $919M +518,321 +0.9%
28 LMT 0.55% 33,666,918 $16.3B $483.67 -$784M -522,916 -1.5%
29 HD 0.54% 46,925,342 $16.1B $344.10 -$2.5B +825,164 +1.8%
30 AMD 0.54% 74,919,276 $16.0B $214.16 $4.1B +1,094,835 +1.5%
31 COST 0.53% 18,147,159 $15.6B $862.34 -$1.2B -17,626 -0.1%
32 MU 0.51% 52,749,817 $15.1B $285.52 $6.4B +1,090,644 +2.1%
33 CSCO 0.51% 195,521,161 $15.1B $77.03 $1.8B +1,057,962 +0.5%
34 UNH 0.50% 45,232,170 $14.9B $330.11 -$300M +1,119,834 +2.5%
35 ORCL 0.50% 76,527,759 $14.9B $194.91 -$5.7B +3,216,915 +4.4%
36 PG 0.49% 101,618,926 $14.6B $143.31 -$900M +984,102 +1.0%
37 GE 0.47% 45,240,802 $14.0B $308.38 $526M +663,160 +1.5%
38 CRM 0.45% 50,080,230 $13.3B $265.31 $1.6B +659,573 +1.3%
39 WFC 0.43% 137,088,237 $12.8B $93.20 $1.2B -1,488,339 -1.1%
40 MRK 0.43% 120,040,168 $12.7B $106.11 $2.7B +1,859,990 +1.6%
41 KO 0.40% 167,850,330 $11.7B $69.91 $651M +1,992,327 +1.2%
42 MCD 0.37% 35,983,997 $11.0B $305.63 $354M +959,140 +2.7%
43 AXP 0.37% 29,464,868 $10.9B $369.95 $1.2B +369,967 +1.3%
44 LRCX 0.35% 59,686,084 $10.2B $171.43 $2.2B -131,268 -0.2%
45 AMGN 0.34% 30,591,403 $10.0B $327.31 $1.7B +1,287,310 +4.4%
46 ABT 0.34% 79,853,782 $10.0B $125.29 -$473M +1,627,791 +2.1%
47 AMAT 0.33% 37,930,623 $9.7B $256.99 $1.9B -241,479 -0.6%
48 TMO 0.32% 16,613,761 $9.6B $579.88 $1.7B +229,630 +1.4%
49 DIS 0.32% 83,873,646 $9.6B $114.51 $213M +1,853,897 +2.3%
50 NEE 0.32% 118,582,782 $9.5B $80.28 $888M +4,243,603 +3.7%
51 C 0.31% 79,914,501 $9.3B $116.69 $1.1B -1,032,858 -1.3%
52 VZ 0.31% 222,951,399 $9.1B $40.73 -$390M +7,461,335 +3.5%
53 QCOM 0.31% 52,946,069 $9.1B $171.05 $246M -11,053 -0.0%
54 PM 0.30% 54,996,480 $8.9B $161.86 -$12M +45,226 +0.1%
55 ISRG 0.30% 15,701,591 $8.9B $566.36 $1.9B +162,264 +1.0%
56 INTU 0.29% 13,062,848 $8.7B $662.42 -$145M +180,069 +1.4%
57 PEP 0.29% 59,392,615 $8.6B $144.92 $251M -107,204 -0.2%
58 PH 0.28% 9,441,059 $8.3B $878.96 $1.1B -82,668 -0.9%
59 LIN 0.28% 19,356,793 $8.3B $426.39 -$923M +37,210 +0.2%
60 T 0.28% 332,089,723 $8.2B $24.84 -$894M +8,314,678 +2.6%
61 BA 0.27% 37,091,750 $8.1B $217.12 $563M +2,387,791 +6.9%
62 APP 0.27% 11,904,843 $8.0B $673.82 -$495M +52,377 +0.4%
63 WELL 0.26% 41,760,328 $7.8B $185.61 $402M +506,374 +1.2%
64 APH 0.26% 56,913,598 $7.7B $135.39 $763M +888,526 +1.6%
65 INTC 0.26% 208,536,784 $7.7B $36.90 $890M +5,714,400 +2.8%
66 BKNG 0.26% 1,435,116 $7.7B $5,355.33 -$25M +6,976 +0.5%
67 ACN 0.26% 28,264,675 $7.6B $268.30 $645M +129,610 +0.5%
68 KLAC 0.25% 6,219,297 $7.6B $1,215.08 $880M +28,940 +0.5%
69 TXN 0.25% 43,446,720 $7.5B $173.49 -$465M -108,392 -0.2%
70 NOC 0.25% 13,208,361 $7.5B $570.21 -$521M -7,262 -0.1%
71 GEV 0.25% 11,469,670 $7.5B $653.57 $586M +231,392 +2.1%
72 TJX 0.25% 48,708,519 $7.5B $153.61 $512M +485,210 +1.0%
73 PFE 0.25% 300,445,164 $7.5B $24.90 -$140M +1,357,756 +0.5%
74 SPGI 0.25% 14,259,690 $7.5B $522.59 $588M +157,301 +1.1%
75 UBER 0.25% 90,908,749 $7.4B $81.71 -$1.3B +1,847,282 +2.1%
76 GILD 0.25% 60,240,518 $7.4B $122.74 $835M +1,151,213 +1.9%
77 NOW 0.25% 47,896,597 $7.3B $153.19 -$1.4B +38,441,898 +406.6%
78 PLD 0.25% 57,335,668 $7.3B $127.66 $668M -747,354 -1.3%
79 SCHW 0.24% 72,626,508 $7.3B $99.91 $272M -529,782 -0.7%
80 ADBE 0.24% 20,473,733 $7.2B $349.99 -$112M -158,276 -0.8%
81 COF 0.23% 27,873,327 $6.8B $242.36 $841M +50,147 +0.2%
82 BLK 0.23% 6,264,545 $6.7B $1,070.34 -$559M +33,752 +0.5%
83 CEG 0.22% 18,485,892 $6.5B $353.27 $545M +295,292 +1.6%
84 ADI 0.21% 23,487,584 $6.4B $271.20 $621M +88,538 +0.4%
85 DHR 0.21% 27,681,334 $6.3B $229.23 $943M +472,608 +1.7%
86 BSX 0.21% 65,846,059 $6.3B $95.35 -$60M +920,495 +1.4%
87 HON 0.21% 31,677,082 $6.2B $195.09 -$271M +1,031,897 +3.4%
88 ANET 0.21% 46,970,697 $6.2B $131.03 -$598M +628,146 +1.4%
89 UNP 0.21% 26,330,080 $6.1B $231.32 $123M +1,082,285 +4.3%
90 COP 0.20% 64,551,609 $6.0B $93.61 -$152M -942,607 -1.4%
91 MDT 0.20% 61,660,158 $6.0B $96.77 $166M +1,199,621 +2.0%
92 LOW 0.20% 24,694,133 $6.0B $241.16 -$337M -342,143 -1.4%
93 PGR 0.20% 25,815,690 $5.9B $227.72 -$495M +6,928 +0.0%
94 PANW 0.19% 30,331,705 $5.6B $184.20 -$468M +594,789 +2.0%
95 CMCSA 0.19% 186,805,081 $5.6B $29.89 -$94M +6,117,946 +3.4%
96 SYK 0.18% 15,254,407 $5.4B $352.34 -$162M +311,507 +2.1%
97 ETN 0.18% 16,861,321 $5.4B $318.51 -$971M -83,233 -0.5%
98 SO 0.18% 61,490,694 $5.4B $87.20 -$241M +2,365,771 +4.0%
99 VRTX 0.18% 11,689,539 $5.3B $453.36 $754M +83,539 +0.7%
100 BMY 0.18% 97,980,438 $5.3B $53.94 $929M +1,385,206 +1.4%

New Positions

SymbolValue% Port
Q $729M 0.02%
SOLS $245M 0.01%
TLT $89M —%
VPL $67M —%
MDLN $42M —%
LGN $30M —%
LLYVA $28M —%
SOMN $28M —%
VCLT $21M —%
FIGR $18M —%
TOTB.DE $15M —%
SMIN $14M —%
ALH $14M —%
DEC $12M —%
NAVN $11M —%

Sold Out Positions

SymbolValue% Port
LXP —%
TECK —%
HPP —%
UL —%
CANG —%
TTE —%
BNAI —%
ACET —%
GRVY —%
LLYVK —%
ASRT —%
JRVR —%
SCWO —%
VOD —%
RWR —%
View SEC EDGAR Filings for STATE STREET CORP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms