Filed: 1/30/2024ACC: 0001140361-24-004381
📋 What this filing means
SUMITOMO LIFE INSURANCE CO filed this quarterly 13F‑HR report disclosing 258 equity positions with a total reported market value of $3.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
258
Positions
$3.22B
Total AUM (reported)
33.47M
Total Shares
Allocation by class
COMMON$3.22B100.0%
Portfolio Concentration
Top 3$2.14B66.7%
4–10$341.89M10.6%
11–25$258.87M8.0%
Rest$470.62M14.6%
Top 3 weight
66.7%
Top 10 weight
77.3%
Voting Authority Distribution
Total shares with voting rights: 4.57M
Sole
Full voting authority
4.57M
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)
Sole258
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings258
Rows:
VANGUARD WHITEHALL FDS HIGH DIV YLD
SOLEShares15.13M
TypeSH
Market value$1.69B
52.52%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US DIVIDEND EQ
SOLEShares3M
TypeSH
Market value$228.39M
7.10%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR JPMORGAN USD EMG
SOLEShares2.55M
TypeSH
Market value$227.16M
7.06%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR TIPS BD ETF
SOLEShares632.50K
TypeSH
Market value$67.99M
2.11%
Sole
0.00
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II SR LN ETF
SOLEShares2.96M
TypeSH
Market value$62.60M
1.95%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
SOLEShares1.18M
TypeSH
Market value$48.36M
1.50%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares123.22K
TypeSH
Market value$46.34M
1.44%
Sole
123.22K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares235.40K
TypeSH
Market value$45.32M
1.41%
Sole
235.40K
Shared
0.00
None
0.00
VANGUARD INDEX FDS S&P 500 ETF SHS
SOLEShares84.80K
TypeSH
Market value$37.04M
1.15%
Sole
0.00
Shared
0.00
None
0.00
ISHARES INC CORE MSCI EMKT
SOLEShares677K
TypeSH
Market value$34.24M
1.06%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR BROAD USD HIGH
SOLEShares885.30K
TypeSH
Market value$32.18M
1.00%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS EM MK GOV BD ETF
SOLEShares480.20K
TypeSH
Market value$30.61M
0.95%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares52.65K
TypeSH
Market value$26.07M
0.81%
Sole
52.65K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS EURO STOXX 50
SOLEShares452.10K
TypeSH
Market value$21.61M
0.67%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares137.56K
TypeSH
Market value$20.90M
0.65%
Sole
137.56K
Shared
0.00
None
0.00
VANGUARD INDEX FDS REAL ESTATE ETF
SOLEShares230.64K
TypeSH
Market value$20.38M
0.63%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US TIPS ETF
SOLEShares315.80K
TypeSH
Market value$16.48M
0.51%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares113.05K
TypeSH
Market value$15.79M
0.49%
Sole
113.05K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares35.64K
TypeSH
Market value$12.62M
0.39%
Sole
35.64K
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares21.43K
TypeSH
Market value$12.49M
0.39%
Sole
21.43K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares80.56K
TypeSH
Market value$11.35M
0.35%
Sole
80.56K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC COM
SOLEShares19.30K
TypeSH
Market value$10.16M
0.32%
Sole
19.30K
Shared
0.00
None
0.00
ADOBE INC COM
SOLEShares16.13K
TypeSH
Market value$9.62M
0.30%
Sole
16.13K
Shared
0.00
None
0.00
TESLA INC COM
SOLEShares37.69K
TypeSH
Market value$9.37M
0.29%
Sole
37.69K
Shared
0.00
None
0.00
ISHARES TR US INFRASTRUC
SOLEShares229K
TypeSH
Market value$9.22M
0.29%
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 | 15.13M | SH | $1.69B 52.52% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US DIVIDEND EQSOLE | Common | 3M | SH | $228.39M 7.10% | 0.00 | 0.00 | 0.00 |
ISHARES TR JPMORGAN USD EMGSOLE | Common | 2.55M | SH | $227.16M 7.06% | 0.00 | 0.00 | 0.00 |
ISHARES TR TIPS BD ETFSOLE | Common | 632.50K | SH | $67.99M 2.11% | 0.00 | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II SR LN ETFSOLE | Common | 2.96M | SH | $62.60M 1.95% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETFSOLE | Common | 1.18M | SH | $48.36M 1.50% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common | 123.22K | SH | $46.34M 1.44% | 123.22K | 0.00 | 0.00 |
APPLE INC COMSOLE | Common | 235.40K | SH | $45.32M 1.41% | 235.40K | 0.00 | 0.00 |
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE | Common | 84.80K | SH | $37.04M 1.15% | 0.00 | 0.00 | 0.00 |
ISHARES INC CORE MSCI EMKTSOLE | Common | 677K | SH | $34.24M 1.06% | 0.00 | 0.00 | 0.00 |
ISHARES TR BROAD USD HIGHSOLE | Common | 885.30K | SH | $32.18M 1.00% | 0.00 | 0.00 | 0.00 |
VANGUARD WHITEHALL FDS EM MK GOV BD ETFSOLE | Common | 480.20K | SH | $30.61M 0.95% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Common | 52.65K | SH | $26.07M 0.81% | 52.65K | 0.00 | 0.00 |
SPDR INDEX SHS FDS EURO STOXX 50SOLE | Common | 452.10K | SH | $21.61M 0.67% | 0.00 | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Common | 137.56K | SH | $20.90M 0.65% | 137.56K | 0.00 | 0.00 |
VANGUARD INDEX FDS REAL ESTATE ETFSOLE | Common | 230.64K | SH | $20.38M 0.63% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US TIPS ETFSOLE | Common | 315.80K | SH | $16.48M 0.51% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Common | 113.05K | SH | $15.79M 0.49% | 113.05K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Common | 35.64K | SH | $12.62M 0.39% | 35.64K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Common | 21.43K | SH | $12.49M 0.39% | 21.43K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Common | 80.56K | SH | $11.35M 0.35% | 80.56K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INC COMSOLE | Common | 19.30K | SH | $10.16M 0.32% | 19.30K | 0.00 | 0.00 |
ADOBE INC COMSOLE | Common | 16.13K | SH | $9.62M 0.30% | 16.13K | 0.00 | 0.00 |
TESLA INC COMSOLE | Common | 37.69K | SH | $9.37M 0.29% | 37.69K | 0.00 | 0.00 |
ISHARES TR US INFRASTRUCSOLE | Common | 229K | SH | $9.22M 0.29% | 0.00 | 0.00 | 0.00 |
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