Institutional Manager · CIK 0000937760
SUMITOMO LIFE INSURANCE CO
TOKYO, M0 · File #028-04674
Latest AUM
$3.65B
Positions
281
Top-10 Concentration
70.8%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | ISHARES TR CORE S&P500 ETF | 464287200 | +591,000 | +$404.8M | +$2.5M |
| EXITED | ISHARES TR TIPS BD ETF | 464287176 | -1,471,634 | -$163.7M | $0 |
| NEW | ISHARES S&P GSCI COMMODITY- UNIT BEN INT | ISMCF | +1,746,896 | +$40.3M | $0 |
| ADD | ISHARES TR JPMORGAN USD EMG | 464288281 | +222,344 | +$21.4M | +$1.4M |
| REDUCE | VANGUARD INDEX FDS S&P 500 ETF SHS | 922908363 | -25,200 | -$15.8M | +$764,050 |
| ADD | SERVICENOW INC COM | NOW | +85,207 | +$13.1M | -$13.7M |
| ADD | NVIDIA CORPORATION COM | NVDA | +60,888 | +$11.4M | -$44,198 |
| ADD | SCHWAB STRATEGIC TR US TIPS ETF | 808524870 | +387,300 | +$10.3M | -$396,842 |
| REDUCE | ISHARES INC CORE MSCI EMKT | 46434G103 | -142,900 | -$9.6M | +$606,970 |
| ADD | VANGUARD WHITEHALL FDS EM MK GOV BD ETF | 921946885 | +126,300 | +$8.5M | +$199,280 |
Sector Allocation
Filing History
- 13F COMBINATION REPORTQ/E Dec 2025281 pos · $3.65B
- 13F COMBINATION REPORTQ/E Sep 2025268 pos · $3.22B
- 13F COMBINATION REPORTQ/E Jun 2025265 pos · $1.47B
- 13F COMBINATION REPORTQ/E Mar 2025272 pos · $2.79B
- 13F COMBINATION REPORTQ/E Dec 2024270 pos · $5.30B
- 13F COMBINATION REPORTQ/E Sep 2024269 pos · $5.09B
- 13F COMBINATION REPORTQ/E Jun 2024274 pos · $4.32B
- 13F COMBINATION REPORTQ/E Mar 2024263 pos · $3.85B
- 13F COMBINATION REPORTQ/E Dec 2023259 pos · $3.55B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR US DIVIDEND EQ | 808524797 | 31,050,000 | $851.7M | 26.61% |
| 2 | ISHARES TR CORE S&P500 ETF | 464287200 | 751,000 | $514.4M | 16.07% |
| 3 | ISHARES TR JPMORGAN USD EMG | 464288281 | 1,517,978 | $146.2M | 4.57% |
| 4 | INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT | IVZ | 6,220,000 | $142.0M | 4.44% |
| 5 | ISHARES TR S&P 500 BUYWRITE | 46438G711 | 3,030,000 | $138.0M | 4.31% |
| 6 | NVIDIA CORPORATION COM | NVDA | 613,375 | $114.4M | 3.57% |
| 7 | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 922042858 | 2,005,583 | $107.8M | 3.37% |
| 8 | MICROSOFT CORP COM | MSFT | 189,751 | $91.8M | 2.87% |
| 9 | APPLE INC COM | AAPL | 313,432 | $85.2M | 2.66% |
| 10 | ALPHABET INC CAP STK CL A | GOOG | 243,955 | $76.4M | 2.39% |
| 11 | GLOBAL X FDS S&P 500 COVERED | 37954Y475 | 1,710,000 | $69.5M | 2.17% |
| 12 | INVESCO EXCH TRADED FD TR II SR LN ETF | IVZ | 3,170,000 | $66.6M | 2.08% |
| 13 | AMAZON COM INC COM | AMZN | 266,291 | $61.5M | 1.92% |
| 14 | VANGUARD INDEX FDS REAL ESTATE ETF | 922908553 | 549,762 | $48.6M | 1.52% |
| 15 | BROADCOM INC COM | AVGO | 117,849 | $40.8M | 1.27% |
| 16 | ISHARES S&P GSCI COMMODITY- UNIT BEN INT | ISMCF | 1,746,896 | $40.3M | 1.26% |
| 17 | ELI LILLY & CO COM | LLY | 32,546 | $35.0M | 1.09% |
| 18 | VANGUARD WHITEHALL FDS EM MK GOV BD ETF | 921946885 | 502,300 | $33.9M | 1.06% |
| 19 | SCHWAB STRATEGIC TR US TIPS ETF | 808524870 | 1,250,000 | $33.1M | 1.03% |
| 20 | META PLATFORMS INC CL A | META | 47,511 | $31.4M | 0.98% |