Filed: 10/23/2023ACC: 0001140361-23-049103
📋 What this filing means
SUMITOMO LIFE INSURANCE CO filed this quarterly 13F‑HR report disclosing 259 equity positions with a total reported market value of $3.55B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
259
Positions
$3.55B
Total AUM (reported)
36.62M
Total Shares
Allocation by class
COMMON$3.55B100.0%
Portfolio Concentration
Top 3$2.55B71.7%
4–10$343.42M9.7%
11–25$261.96M7.4%
Rest$399.65M11.3%
Top 3 weight
71.7%
Top 10 weight
81.4%
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)
Sole259
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings259
Rows:
VANGUARD WHITEHALL FDS HIGH DIV YLD
SOLEShares18.48M
TypeSH
Market value$1.97B
55.37%
Sole
0.00
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR TR UNIT
SOLEShares1.16M
TypeSH
Market value$506.48M
14.26%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR JPMORGAN USD EMG
SOLEShares895.91K
TypeSH
Market value$73.93M
2.08%
Sole
0.00
Shared
0.00
None
0.00
ISHARES S&P GSCI COMMODITY- UNIT BEN INT
SOLEShares2.95M
TypeSH
Market value$66.43M
1.87%
Sole
0.00
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II SR LN ETF
SOLEShares2.96M
TypeSH
Market value$62.04M
1.75%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS REAL ESTATE ETF
SOLEShares763.22K
TypeSH
Market value$57.74M
1.63%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
SOLEShares1.34M
TypeSH
Market value$52.41M
1.48%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares213.82K
TypeSH
Market value$36.61M
1.03%
Sole
213.82K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares110.02K
TypeSH
Market value$34.74M
0.98%
Sole
110.02K
Shared
0.00
None
0.00
VANGUARD INDEX FDS S&P 500 ETF SHS
SOLEShares83K
TypeSH
Market value$33.45M
0.94%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US TIPS ETF
SOLEShares628.90K
TypeSH
Market value$32.59M
0.92%
Sole
0.00
Shared
0.00
None
0.00
ISHARES INC CORE MSCI EMKT
SOLEShares622.20K
TypeSH
Market value$30.60M
0.86%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR BROAD USD HIGH
SOLEShares829.90K
TypeSH
Market value$29.09M
0.82%
Sole
0.00
Shared
0.00
None
0.00
SPDR INDEX SHS FDS EURO STOXX 50
SOLEShares513.90K
TypeSH
Market value$22.77M
0.64%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares47.74K
TypeSH
Market value$20.77M
0.58%
Sole
47.74K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS EM MK GOV BD ETF
SOLEShares310.70K
TypeSH
Market value$19.17M
0.54%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR US INFRASTRUC
SOLEShares418K
TypeSH
Market value$15.92M
0.45%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares117.53K
TypeSH
Market value$15.38M
0.43%
Sole
117.53K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares112.78K
TypeSH
Market value$14.34M
0.40%
Sole
112.78K
Shared
0.00
None
0.00
ISHARES TR CRE U S REIT ETF
SOLEShares245.20K
TypeSH
Market value$12.47M
0.35%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares37.28K
TypeSH
Market value$11.19M
0.32%
Sole
37.28K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares84.56K
TypeSH
Market value$11.15M
0.31%
Sole
84.56K
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares19.98K
TypeSH
Market value$10.73M
0.30%
Sole
19.98K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares54.70K
TypeSH
Market value$7.93M
0.22%
Sole
54.70K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares34.12K
TypeSH
Market value$7.85M
0.22%
Sole
34.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WHITEHALL FDS HIGH DIV YLDSOLE | Common | 18.48M | SH | $1.97B 55.37% | 0.00 | 0.00 | 0.00 |
SPDR S&P 500 ETF TR TR UNITSOLE | Common | 1.16M | SH | $506.48M 14.26% | 0.00 | 0.00 | 0.00 |
ISHARES TR JPMORGAN USD EMGSOLE | Common | 895.91K | SH | $73.93M 2.08% | 0.00 | 0.00 | 0.00 |
ISHARES S&P GSCI COMMODITY- UNIT BEN INTSOLE | Common | 2.95M | SH | $66.43M 1.87% | 0.00 | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II SR LN ETFSOLE | Common | 2.96M | SH | $62.04M 1.75% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDS REAL ESTATE ETFSOLE | Common | 763.22K | SH | $57.74M 1.63% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETFSOLE | Common | 1.34M | SH | $52.41M 1.48% | 0.00 | 0.00 | 0.00 |
APPLE INC COMSOLE | Common | 213.82K | SH | $36.61M 1.03% | 213.82K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common | 110.02K | SH | $34.74M 0.98% | 110.02K | 0.00 | 0.00 |
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE | Common | 83K | SH | $33.45M 0.94% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US TIPS ETFSOLE | Common | 628.90K | SH | $32.59M 0.92% | 0.00 | 0.00 | 0.00 |
ISHARES INC CORE MSCI EMKTSOLE | Common | 622.20K | SH | $30.60M 0.86% | 0.00 | 0.00 | 0.00 |
ISHARES TR BROAD USD HIGHSOLE | Common | 829.90K | SH | $29.09M 0.82% | 0.00 | 0.00 | 0.00 |
SPDR INDEX SHS FDS EURO STOXX 50SOLE | Common | 513.90K | SH | $22.77M 0.64% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Common | 47.74K | SH | $20.77M 0.58% | 47.74K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDS EM MK GOV BD ETFSOLE | Common | 310.70K | SH | $19.17M 0.54% | 0.00 | 0.00 | 0.00 |
ISHARES TR US INFRASTRUCSOLE | Common | 418K | SH | $15.92M 0.45% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Common | 117.53K | SH | $15.38M 0.43% | 117.53K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Common | 112.78K | SH | $14.34M 0.40% | 112.78K | 0.00 | 0.00 |
ISHARES TR CRE U S REIT ETFSOLE | Common | 245.20K | SH | $12.47M 0.35% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Common | 37.28K | SH | $11.19M 0.32% | 37.28K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Common | 84.56K | SH | $11.15M 0.31% | 84.56K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Common | 19.98K | SH | $10.73M 0.30% | 19.98K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Common | 54.70K | SH | $7.93M 0.22% | 54.70K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Common | 34.12K | SH | $7.85M 0.22% | 34.12K | 0.00 | 0.00 |
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