Filed: 4/26/2024ACC: 0001140361-24-022164
📋 What this filing means
SUMITOMO LIFE INSURANCE CO filed this quarterly 13F‑HR report disclosing 263 equity positions with a total reported market value of $3.85B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
263
Positions
$3.85B
Total AUM (reported)
41.39M
Total Shares
Allocation by class
COMMON$3.85B100.0%
Portfolio Concentration
Top 3$2.35B61.0%
4–10$603.18M15.7%
11–25$334.08M8.7%
Rest$566.39M14.7%
Top 3 weight
61.0%
Top 10 weight
76.6%
Voting Authority Distribution
Total shares with voting rights: 4.90M
Sole
Full voting authority
4.90M
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)
Sole263
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings263
Rows:
VANGUARD WHITEHALL FDS HIGH DIV YLD
SOLEShares15.13M
TypeSH
Market value$1.61B
41.81%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US DIVIDEND EQ
SOLEShares6.32M
TypeSH
Market value$471.35M
12.24%
Sole
0.00
Shared
0.00
None
0.00
ISHARES CORE S&P500 ETF
SOLEShares555K
TypeSH
Market value$266.63M
6.92%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
SOLEShares4.21M
TypeSH
Market value$175.94M
4.57%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR TIPS BD ETF
SOLEShares1.28M
TypeSH
Market value$137.55M
3.57%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR JPMORGAN USD EMG
SOLEShares783K
TypeSH
Market value$70.21M
1.82%
Sole
0.00
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II SR LN ETF
SOLEShares3.01M
TypeSH
Market value$63.69M
1.65%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares147.47K
TypeSH
Market value$60.78M
1.58%
Sole
147.47K
Shared
0.00
None
0.00
VANGUARD INDEX FDS REAL ESTATE ETF
SOLEShares556.53K
TypeSH
Market value$48.13M
1.25%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares57.06K
TypeSH
Market value$46.87M
1.22%
Sole
57.06K
Shared
0.00
None
0.00
ISHARES S&P GSCI COMMODITY- UNIT BEN INT
SOLEShares2.11M
TypeSH
Market value$46.64M
1.21%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares195.19K
TypeSH
Market value$33.62M
0.87%
Sole
195.19K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares175.52K
TypeSH
Market value$30.05M
0.78%
Sole
175.52K
Shared
0.00
None
0.00
VANGUARD INDEX FDS S&P 500 ETF SHS
SOLEShares61.90K
TypeSH
Market value$26.30M
0.68%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares173.57K
TypeSH
Market value$26.12M
0.68%
Sole
173.57K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares49.54K
TypeSH
Market value$24.12M
0.63%
Sole
49.54K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US TIPS ETF
SOLEShares457.80K
TypeSH
Market value$23.74M
0.62%
Sole
0.00
Shared
0.00
None
0.00
ISHARES INC CORE MSCI EMKT
SOLEShares476.20K
TypeSH
Market value$23.38M
0.61%
Sole
0.00
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares24.50K
TypeSH
Market value$18.11M
0.47%
Sole
24.50K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS EURO STOXX 50
SOLEShares344.80K
TypeSH
Market value$15.52M
0.40%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR BROAD USD HIGH
SOLEShares439.40K
TypeSH
Market value$15.48M
0.40%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS EM MK GOV BD ETF
SOLEShares238.70K
TypeSH
Market value$14.73M
0.38%
Sole
0.00
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC COM
SOLEShares24.50K
TypeSH
Market value$12.45M
0.32%
Sole
24.50K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares26.62K
TypeSH
Market value$11.94M
0.31%
Sole
26.62K
Shared
0.00
None
0.00
ISHARES TR CRE U S REIT ETF
SOLEShares225.20K
TypeSH
Market value$11.86M
0.31%
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 | $1.61B 41.81% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US DIVIDEND EQSOLE | Common | 6.32M | SH | $471.35M 12.24% | 0.00 | 0.00 | 0.00 |
ISHARES CORE S&P500 ETFSOLE | Common | 555K | SH | $266.63M 6.92% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETFSOLE | Common | 4.21M | SH | $175.94M 4.57% | 0.00 | 0.00 | 0.00 |
ISHARES TR TIPS BD ETFSOLE | Common | 1.28M | SH | $137.55M 3.57% | 0.00 | 0.00 | 0.00 |
ISHARES TR JPMORGAN USD EMGSOLE | Common | 783K | SH | $70.21M 1.82% | 0.00 | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II SR LN ETFSOLE | Common | 3.01M | SH | $63.69M 1.65% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common | 147.47K | SH | $60.78M 1.58% | 147.47K | 0.00 | 0.00 |
VANGUARD INDEX FDS REAL ESTATE ETFSOLE | Common | 556.53K | SH | $48.13M 1.25% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Common | 57.06K | SH | $46.87M 1.22% | 57.06K | 0.00 | 0.00 |
ISHARES S&P GSCI COMMODITY- UNIT BEN INTSOLE | Common | 2.11M | SH | $46.64M 1.21% | 0.00 | 0.00 | 0.00 |
APPLE INC COMSOLE | Common | 195.19K | SH | $33.62M 0.87% | 195.19K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Common | 175.52K | SH | $30.05M 0.78% | 175.52K | 0.00 | 0.00 |
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE | Common | 61.90K | SH | $26.30M 0.68% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Common | 173.57K | SH | $26.12M 0.68% | 173.57K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Common | 49.54K | SH | $24.12M 0.63% | 49.54K | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US TIPS ETFSOLE | Common | 457.80K | SH | $23.74M 0.62% | 0.00 | 0.00 | 0.00 |
ISHARES INC CORE MSCI EMKTSOLE | Common | 476.20K | SH | $23.38M 0.61% | 0.00 | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Common | 24.50K | SH | $18.11M 0.47% | 24.50K | 0.00 | 0.00 |
SPDR INDEX SHS FDS EURO STOXX 50SOLE | Common | 344.80K | SH | $15.52M 0.40% | 0.00 | 0.00 | 0.00 |
ISHARES TR BROAD USD HIGHSOLE | Common | 439.40K | SH | $15.48M 0.40% | 0.00 | 0.00 | 0.00 |
VANGUARD WHITEHALL FDS EM MK GOV BD ETFSOLE | Common | 238.70K | SH | $14.73M 0.38% | 0.00 | 0.00 | 0.00 |
UNITEDHEALTH GROUP INC COMSOLE | Common | 24.50K | SH | $12.45M 0.32% | 24.50K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | Common | 26.62K | SH | $11.94M 0.31% | 26.62K | 0.00 | 0.00 |
ISHARES TR CRE U S REIT ETFSOLE | Common | 225.20K | SH | $11.86M 0.31% | 0.00 | 0.00 | 0.00 |
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