CIK: 0000937760
Total reported value
$4.3B
Reporting period: 2026-03-31 · Number of holdings: 282
SUMITOMO LIFE INSURANCE CO disclosed 282 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $4.3B and a quarterly turnover rate of 34.1%.
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Sumitomo Life Insurance Co's disclosed holdings carry a Herfindahl concentration index of 0.140 — mathematically equivalent to about 7 equally-sized positions, well below its 282 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 6.21), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 30% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add SCHD
+46.4% $542.7M
Trim VWO
-65.7% -$70.6M
Add IVV
+37.0% $157.8M
Trim EMB
-11.9% -$20.5M
Trim MSFT
-6.3% -$25.9M
Trim BKLN
-40.9% -$28.3M
Showing top 200 holdings (of 282 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 32.77% | +9.45% | +46.38% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.80% | +1.71% | +37.02% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.93% | +3.93% | NEW | |
| 4 | PBP | Invesco S&p 500 Buywrite ETF | ETF-Large Cap & Growth | 3.21% | -0.68% | — | |
| 5 | IVVW | Ishares S&p 500 Buywrite ETF | ETF-Large Cap & Growth | 3.11% | -0.67% | — | |
| 6 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.95% | -1.05% | -11.88% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.60% | -0.53% | +3.48% | |
| 8 | AAPL | Apple INC | Stock-Tech | 2.11% | -0.22% | +13.03% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | — | +5.81% | |
| 10 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 1.57% | -0.33% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | -0.96% | -6.28% | |
| 12 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.32% | -0.36% | +1.49% | |
| 13 | AVGO | Broadcom INC | Stock-Tech | 0.93% | — | +8.33% | |
| 14 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.90% | -0.92% | -40.91% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.87% | -2.08% | -65.69% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | — | +19.82% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | — | +8.43% | |
| 18 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.69% | -0.24% | -11.19% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.24% | -2.69% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.58% | -0.33% | -25.21% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.12% | +56.39% | |
| 22 | MA | Mastercard INC - A | Stock-Financials | 0.58% | — | +7.75% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.55% | -0.78% | -51.60% | |
| 24 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.53% | -0.24% | -19.01% | |
| 25 | WMT | Walmart INC | Stock-Consumer Staples | 0.52% | +0.04% | +13.66% | |
| 26 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 0.49% | -0.61% | -63.00% | |
| 27 | GS | Goldman Sachs Group INC | Stock-Financials | 0.49% | — | +8.45% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | -0.14% | -1.55% | |
| 29 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 0.47% | -0.22% | -17.91% | |
| 30 | NEE | Nextera Energy INC | Stock-Utilities | 0.42% | +0.09% | +29.21% | |
| 31 | WM | Waste Management INC | Stock-Industrials | 0.41% | — | +3.32% | |
| 32 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 0.40% | — | +21.11% | |
| 33 | CME | Cme Group INC | Stock-Financials | 0.38% | — | +9.84% | |
| 34 | UBER | Uber Technologies INC | Stock-Industrials | 0.36% | — | +26.67% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | +0.04% | +30.57% | |
| 36 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.35% | — | -14.87% | |
| 37 | SPGI | S&p Global INC | Stock-Financials | 0.35% | — | +12.10% | |
| 38 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.33% | +0.04% | -14.79% | |
| 39 | MELI | Mercadolibre INC | Stock-Consumer Disc | 0.30% | — | +25.86% | |
| 40 | PANW | Palo Alto Networks INC | Stock-Tech | 0.29% | — | +6.00% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.28% | -0.32% | -46.60% | |
| 42 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.28% | — | +13.06% | |
| 43 | GEV | GE Vernova INC | Stock-Industrials | 0.27% | +0.21% | +284.07% | |
| 44 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.25% | — | +11.50% | |
| 45 | TMUS | T-mobile US INC | Stock-Comm Services | 0.25% | +0.03% | +27.26% | |
| 46 | VMC | Vulcan Materials Co | Stock-Materials | 0.25% | — | +16.51% | |
| 47 | SYY | Sysco CORP | Stock-Consumer Staples | 0.23% | +0.04% | +45.86% | |
| 48 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.22% | -0.14% | +11.77% | |
| 49 | IFRA | Ishares US Infrastructure | ETF-Other | 0.22% | — | -15.56% | |
| 50 | TSLA | Tesla INC | Stock-Consumer Disc | 0.22% | — | +2.62% |
Performance for Q3 2026
+2.5%
Performance Last 4 Quarters
+22.7%
Based on 75% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 282 | $4.3B | 34 | |
| 2025-12-31 | 281 | $3.7B | 28 | |
| 2025-09-30 | 268 | $3.2B | 99 | |
| 2025-06-30 | 265 | $1.5B | 0 | |
| 2025-03-31 | 272 | $2.8B | 100 | |
| 2024-12-31 | 270 | $5.3B | 0 | |
| 2024-09-30 | 269 | $5.1B | 0 | |
| 2024-06-30 | 274 | $4.3B | 0 | |
| 2024-03-31 | 263 | $3.9B | 0 | |
| 2023-12-31 | 258 | $3.2B | 0 | |
| 2023-09-30 | 259 | $3.6B | 0 | |
| 2023-06-30 | 261 | $2.3B | 0 | |
| 2023-03-31 | 256 | $1.2B | 0 | |
| 2022-12-31 | 262 | $1.4B | 0 | |
| 2022-09-30 | 266 | $2.4B | 0 | |
| 2022-06-30 | 275 | $3.6B | 0 | |
| 2022-03-31 | 271 | $4.0B | 0 | |
| 2021-12-31 | 273 | $4.2B | 0 | |
| 2021-09-30 | 270 | $3.7B | 0 | |
| 2021-06-30 | 285 | $3.1B | 100 | |
| 2021-03-31 | 281 | $2.5B | 20 | |
| 2020-12-31 | 273 | $2.4B | 15 | |
| 2020-09-30 | 266 | $2.1B | 17 | |
| 2020-06-30 | 261 | $1.9B | 31 | |
| 2020-03-31 | 268 | $1.4B | 75 | |
| 2019-12-31 | 264 | $882.6M | 17 | |
| 2019-09-30 | 265 | $768.7M | 15 | |
| 2019-06-30 | 269 | $847.3M | 18 | |
| 2019-03-31 | 258 | $743.9M | 10 | |
| 2018-12-31 | 255 | $721.5M | 18 | |
| 2018-09-30 | 259 | $832.2M | 12 | |
| 2018-06-30 | 253 | $815.3M | 15 | |
| 2018-03-31 | 255 | $756.4M | 14 | |
| 2017-12-31 | 257 | $797.0M | 12 | |
| 2017-09-30 | 258 | $785.1M | 14 | |
| 2017-06-30 | 261 | $766.7M | 23 | |
| 2017-03-31 | 285 | $707.5M | 14 | |
| 2016-12-31 | 278 | $701.3M | 20 | |
| 2016-09-30 | 291 | $674.0M | 20 | |
| 2016-06-30 | 282 | $729.7M | 14 | |
| 2016-03-31 | 283 | $768.8M | 15 | |
| 2015-12-31 | 287 | $792.3M | 17 | |
| 2015-09-30 | 294 | $753.7M | 19 | |
| 2015-06-30 | 294 | $820.7M | 19 | |
| 2015-03-31 | 290 | $906.6M | 19 | |
| 2014-12-31 | 285 | $1.0B | 13 | |
| 2014-09-30 | 283 | $1.0B | 12 | |
| 2014-06-30 | 291 | $1.0B | 18 | |
| 2014-03-31 | 271 | $1.0B | 15 | |
| 2013-12-31 | 264 | $1.1B | 13 | |
| 2013-09-30 | 256 | $1.1B | 100 | |
| 2013-06-30 | 249 | $1.0B | — |
Sumitomo Life Insurance Co's most significant position changes for 2026-03-31: New buy: Ishares Tips Bond ETF (TIP); Add: Schwab US Dvd Equity ETF (SCHD) — shares +46.38%; Trim: Vanguard Ftse Emerging Marke (VWO) — shares -65.69%; Add: Ishares Core S&p 500 ETF (IVV) — shares +37.02%; Trim: Ishares Jp Morgan Usd Emergi (EMB) — shares -11.88%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +9.5% | +46.38% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.7% | +37.02% | Add |
| 3 | GEV | GE Vernova INC | +0.2% | +284.07% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.1% | +56.39% | Add |
| 5 | NEE | Nextera Energy INC | +0.1% | +29.21% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.1% | +29.27% | Add |
| 7 | WMT | Walmart INC | 0% | +13.66% | Add |
| 8 | PG | Procter & Gamble Co/the | 0% | +30.57% | Add |
| 9 | VRT | Vertiv Holdings Co-a | 0% | -14.79% | Trim |
| 10 | SYY | Sysco CORP | 0% | +45.86% | Add |
| 11 | JNJ | Johnson & Johnson | 0% | +36.91% | Add |
| 12 | TMUS | T-mobile US INC | 0% | +27.26% | Add |
| 13 | CME | Cme Group INC | — | +9.84% | Add |
| 14 | AEM | Agnico Eagle Mines LTD | -0.1% | -10.80% | Trim |
| 15 | WPM | Wheaton Precious Metals CORP | -0.1% | -15.35% | Trim |
| 16 | GFI | Gold Fields Ltd-spons Adr | -0.1% | -15.06% | Trim |
| 17 | NEM | Newmont CORP | -0.1% | +1.48% | Add |
| 18 | AU | AngloGold Ashanti plc | -0.1% | -15.27% | Trim |
| 19 | QCOM | Qualcomm INC | -0.1% | -68.55% | Trim |
| 20 | KGC | Kinross Gold CORP | -0.1% | -15.55% | Trim |
| 21 | BKNG | Booking Holdings INC | -0.1% | -27.99% | Trim |
| 22 | ORCL | Oracle CORP | -0.1% | -31.01% | Trim |
| 23 | B | Barrick Mining CORP | -0.1% | -15.33% | Trim |
| 24 | INTU | Intuit INC | -0.1% | -19.15% | Trim |
| 25 | DDOG | Datadog INC - Class A | -0.1% | -15.44% | Trim |
| 26 | PAYX | Paychex INC | -0.1% | -33.22% | Trim |
| 27 | BSX | Boston Scientific CORP | -0.1% | +11.77% | Add |
| 28 | GOOG | Alphabet Inc-cl C | -0.1% | -1.55% | Trim |
| 29 | MDB | Mongodb INC | -0.2% | -30.85% | Trim |
| 30 | KKR | Kkr & Co INC | -0.2% | -65.08% | Trim |
| 31 | FEZ | State Street Spdr Euro Stoxx | -0.2% | -17.91% | Trim |
| 32 | AAPL | Apple INC | -0.2% | +13.03% | Add |
| 33 | USHY | Ishares Broad Usd High Yield | -0.2% | -19.01% | Trim |
| 34 | META | Meta Platforms Inc-class A | -0.2% | -2.69% | Trim |
| 35 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.2% | -11.19% | Trim |
| 36 | IEMG | Ishares Core Msci Emerging | -0.3% | -46.60% | Trim |
| 37 | SCHP | Schwab U.s. Tips ETF | -0.3% | -25.21% | Trim |
| 38 | XYLD | Global X S&p 500 Cove Call E | -0.3% | — | Unchanged |
| 39 | NOW | Servicenow INC | -0.4% | -70.42% | Trim |
| 40 | AMZN | Amazon.com INC | -0.4% | +1.49% | Add |
| 41 | NVDA | Nvidia CORP | -0.5% | +3.48% | Add |
| 42 | GSG | Ishares S&p Gsci Commodity I | -0.6% | -63.00% | Trim |
| 43 | IVVW | Ishares S&p 500 Buywrite ETF | -0.7% | — | Unchanged |
| 44 | PBP | Invesco S&p 500 Buywrite ETF | -0.7% | — | Unchanged |
| 45 | VNQ | Vanguard Real Estate ETF | -0.8% | -51.60% | Trim |
| 46 | BKLN | Invesco Senior Loan ETF | -0.9% | -40.91% | Trim |
| 47 | MSFT | Microsoft CORP | -1% | -6.28% | Trim |
| 48 | EMB | Ishares Jp Morgan Usd Emergi | -1.1% | -11.88% | Trim |
| 49 | VWO | Vanguard Ftse Emerging Marke | -2.1% | -65.69% | Trim |
| 50 | TIP | Ishares Tips Bond ETF | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-12 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-05 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-02 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-23 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-16 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-19 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-26 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-30 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-23 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-20 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-27 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-18 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-31 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-22 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-27 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-04 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-25 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-20 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-27 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-05 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-29 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-22 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-01 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-24 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-24 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-26 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-17 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-24 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-18 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-23 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-27 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-01 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-17 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-27 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-26 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-01-27 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-25 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-15 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-26 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-21 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-10-22 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-29 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-30 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-04 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-04 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-30 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-02 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-07 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-13 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-08 | 13F-HR | View on EDGAR |
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