Filed: 7/20/2023ACC: 0001140361-23-035293
📋 What this filing means
SUMITOMO LIFE INSURANCE CO filed this quarterly 13F‑HR report disclosing 261 equity positions with a total reported market value of $2.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
261
Positions
$2.27B
Total AUM (reported)
29.43M
Total Shares
Allocation by class
COMMON$2.27B100.0%
Portfolio Concentration
Top 3$1.37B60.3%
4–10$343.77M15.1%
11–25$152.12M6.7%
Rest$407.52M17.9%
Top 3 weight
60.3%
Top 10 weight
75.4%
Voting Authority Distribution
Total shares with voting rights: 4.43M
Sole
Full voting authority
4.43M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole261
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings261
Rows:
VANGUARD WHITEHALL FDS HIGH DIV YLD
SOLEShares10.18M
TypeSH
Market value$1.07B
47.14%
Sole
0.00
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR TR UNIT
SOLEShares380K
TypeSH
Market value$160.84M
7.07%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
SOLEShares3.38M
TypeSH
Market value$137.52M
6.05%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR JPMORGAN USD EMG
SOLEShares1.27M
TypeSH
Market value$109.67M
4.82%
Sole
0.00
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II SR LN ETF
SOLEShares2.96M
TypeSH
Market value$62.19M
2.74%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares222.29K
TypeSH
Market value$43.12M
1.90%
Sole
222.29K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares110.24K
TypeSH
Market value$37.54M
1.65%
Sole
110.24K
Shared
0.00
None
0.00
ISHARES S&P GSCI COMMODITY- UNIT BEN INT
SOLEShares1.85M
TypeSH
Market value$36.08M
1.59%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS REAL ESTATE ETF
SOLEShares402.12K
TypeSH
Market value$33.60M
1.48%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares51K
TypeSH
Market value$21.57M
0.95%
Sole
51K
Shared
0.00
None
0.00
ISHARES TR US INFRASTRUC
SOLEShares404.30K
TypeSH
Market value$15.12M
0.67%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares114.28K
TypeSH
Market value$14.90M
0.66%
Sole
114.28K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares115.19K
TypeSH
Market value$13.79M
0.61%
Sole
115.19K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS EM MK GOV BD ETF
SOLEShares212.10K
TypeSH
Market value$13.07M
0.57%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares84.64K
TypeSH
Market value$10.24M
0.45%
Sole
84.64K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares34.76K
TypeSH
Market value$9.98M
0.44%
Sole
34.76K
Shared
0.00
None
0.00
VANGUARD INDEX FDS S&P 500 ETF SHS
SOLEShares24.50K
TypeSH
Market value$9.48M
0.42%
Sole
0.00
Shared
0.00
None
0.00
LILLY ELI & CO COM
SOLEShares19.67K
TypeSH
Market value$9.23M
0.41%
Sole
19.67K
Shared
0.00
None
0.00
ISHARES TR CRE U S REIT ETF
SOLEShares177.60K
TypeSH
Market value$8.90M
0.39%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US TIPS ETF
SOLEShares155.10K
TypeSH
Market value$8.25M
0.36%
Sole
0.00
Shared
0.00
None
0.00
TESLA INC COM
SOLEShares31.32K
TypeSH
Market value$8.20M
0.36%
Sole
31.32K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares33.74K
TypeSH
Market value$8.01M
0.35%
Sole
33.74K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares54.44K
TypeSH
Market value$7.92M
0.35%
Sole
54.44K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC COM
SOLEShares16.18K
TypeSH
Market value$7.78M
0.34%
Sole
16.18K
Shared
0.00
None
0.00
ISHARES TR BROAD USD HIGH
SOLEShares207K
TypeSH
Market value$7.27M
0.32%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WHITEHALL FDS HIGH DIV YLDSOLE | Common | 10.18M | SH | $1.07B 47.14% | 0.00 | 0.00 | 0.00 |
SPDR S&P 500 ETF TR TR UNITSOLE | Common | 380K | SH | $160.84M 7.07% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETFSOLE | Common | 3.38M | SH | $137.52M 6.05% | 0.00 | 0.00 | 0.00 |
ISHARES TR JPMORGAN USD EMGSOLE | Common | 1.27M | SH | $109.67M 4.82% | 0.00 | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II SR LN ETFSOLE | Common | 2.96M | SH | $62.19M 2.74% | 0.00 | 0.00 | 0.00 |
APPLE INC COMSOLE | Common | 222.29K | SH | $43.12M 1.90% | 222.29K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common | 110.24K | SH | $37.54M 1.65% | 110.24K | 0.00 | 0.00 |
ISHARES S&P GSCI COMMODITY- UNIT BEN INTSOLE | Common | 1.85M | SH | $36.08M 1.59% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDS REAL ESTATE ETFSOLE | Common | 402.12K | SH | $33.60M 1.48% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Common | 51K | SH | $21.57M 0.95% | 51K | 0.00 | 0.00 |
ISHARES TR US INFRASTRUCSOLE | Common | 404.30K | SH | $15.12M 0.67% | 0.00 | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Common | 114.28K | SH | $14.90M 0.66% | 114.28K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Common | 115.19K | SH | $13.79M 0.61% | 115.19K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDS EM MK GOV BD ETFSOLE | Common | 212.10K | SH | $13.07M 0.57% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Common | 84.64K | SH | $10.24M 0.45% | 84.64K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Common | 34.76K | SH | $9.98M 0.44% | 34.76K | 0.00 | 0.00 |
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE | Common | 24.50K | SH | $9.48M 0.42% | 0.00 | 0.00 | 0.00 |
LILLY ELI & CO COMSOLE | Common | 19.67K | SH | $9.23M 0.41% | 19.67K | 0.00 | 0.00 |
ISHARES TR CRE U S REIT ETFSOLE | Common | 177.60K | SH | $8.90M 0.39% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US TIPS ETFSOLE | Common | 155.10K | SH | $8.25M 0.36% | 0.00 | 0.00 | 0.00 |
TESLA INC COMSOLE | Common | 31.32K | SH | $8.20M 0.36% | 31.32K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Common | 33.74K | SH | $8.01M 0.35% | 33.74K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Common | 54.44K | SH | $7.92M 0.35% | 54.44K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INC COMSOLE | Common | 16.18K | SH | $7.78M 0.34% | 16.18K | 0.00 | 0.00 |
ISHARES TR BROAD USD HIGHSOLE | Common | 207K | SH | $7.27M 0.32% | 0.00 | 0.00 | 0.00 |
Page 1 of 11
…