Filed: 10/16/2024ACC: 0001140361-24-043470
📋 What this filing means
SUMITOMO LIFE INSURANCE CO filed this quarterly 13F‑HR report disclosing 269 equity positions with a total reported market value of $5.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
269
Positions
$5.09B
Total AUM (reported)
45.38M
Total Shares
Allocation by class
COMMON$5.09B100.0%
Portfolio Concentration
Top 3$3.21B63.1%
4–10$1.00B19.7%
11–25$292.49M5.7%
Rest$587.88M11.5%
Top 3 weight
63.1%
Top 10 weight
82.7%
Voting Authority Distribution
Total shares with voting rights: 6.08M
Sole
Full voting authority
6.08M
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)
Sole269
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings269
Rows:
VANGUARD WHITEHALL FDS HIGH DIV YLD
SOLEShares15.13M
TypeSH
Market value$1.94B
38.09%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US DIVIDEND EQ
SOLEShares8.94M
TypeSH
Market value$755.70M
14.84%
Sole
0.00
Shared
0.00
None
0.00
SPDR SER TR PORTFOLIO S&P500
SOLEShares7.64M
TypeSH
Market value$515.95M
10.13%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR JPMORGAN USD EMG
SOLEShares3.83M
TypeSH
Market value$358.22M
7.03%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
SOLEShares555K
TypeSH
Market value$320.14M
6.29%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR TIPS BD ETF
SOLEShares925.14K
TypeSH
Market value$102.20M
2.01%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares155.28K
TypeSH
Market value$66.81M
1.31%
Sole
155.28K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares517.22K
TypeSH
Market value$62.81M
1.23%
Sole
517.22K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares254.36K
TypeSH
Market value$59.27M
1.16%
Sole
254.36K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares170.16K
TypeSH
Market value$31.71M
0.62%
Sole
170.16K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares190.81K
TypeSH
Market value$31.65M
0.62%
Sole
190.81K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares53.58K
TypeSH
Market value$30.67M
0.60%
Sole
53.58K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II SR LN ETF
SOLEShares1.23M
TypeSH
Market value$25.90M
0.51%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS S&P 500 ETF SHS
SOLEShares45.90K
TypeSH
Market value$24.22M
0.48%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares108.42K
TypeSH
Market value$22.86M
0.45%
Sole
108.42K
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares24.61K
TypeSH
Market value$21.81M
0.43%
Sole
24.61K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares111.38K
TypeSH
Market value$19.21M
0.38%
Sole
111.38K
Shared
0.00
None
0.00
VANGUARD INDEX FDS REAL ESTATE ETF
SOLEShares195.46K
TypeSH
Market value$19.04M
0.37%
Sole
0.00
Shared
0.00
None
0.00
SPDR INDEX SHS FDS EURO STOXX 50
SOLEShares319.80K
TypeSH
Market value$17.03M
0.33%
Sole
0.00
Shared
0.00
None
0.00
SERVICENOW INC COM
SOLEShares16.75K
TypeSH
Market value$14.98M
0.29%
Sole
16.75K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC COM
SOLEShares25.22K
TypeSH
Market value$14.75M
0.29%
Sole
25.22K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares27.93K
TypeSH
Market value$13.79M
0.27%
Sole
27.93K
Shared
0.00
None
0.00
ADOBE INC COM
SOLEShares24.17K
TypeSH
Market value$12.52M
0.25%
Sole
24.17K
Shared
0.00
None
0.00
ISHARES INC CORE MSCI EMKT
SOLEShares210K
TypeSH
Market value$12.06M
0.24%
Sole
0.00
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO COM
SOLEShares69.38K
TypeSH
Market value$12.02M
0.24%
Sole
69.38K
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 | $1.94B 38.09% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US DIVIDEND EQSOLE | Common | 8.94M | SH | $755.70M 14.84% | 0.00 | 0.00 | 0.00 |
SPDR SER TR PORTFOLIO S&P500SOLE | Common | 7.64M | SH | $515.95M 10.13% | 0.00 | 0.00 | 0.00 |
ISHARES TR JPMORGAN USD EMGSOLE | Common | 3.83M | SH | $358.22M 7.03% | 0.00 | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFSOLE | Common | 555K | SH | $320.14M 6.29% | 0.00 | 0.00 | 0.00 |
ISHARES TR TIPS BD ETFSOLE | Common | 925.14K | SH | $102.20M 2.01% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common | 155.28K | SH | $66.81M 1.31% | 155.28K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Common | 517.22K | SH | $62.81M 1.23% | 517.22K | 0.00 | 0.00 |
APPLE INC COMSOLE | Common | 254.36K | SH | $59.27M 1.16% | 254.36K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Common | 170.16K | SH | $31.71M 0.62% | 170.16K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Common | 190.81K | SH | $31.65M 0.62% | 190.81K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Common | 53.58K | SH | $30.67M 0.60% | 53.58K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II SR LN ETFSOLE | Common | 1.23M | SH | $25.90M 0.51% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE | Common | 45.90K | SH | $24.22M 0.48% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Common | 108.42K | SH | $22.86M 0.45% | 108.42K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Common | 24.61K | SH | $21.81M 0.43% | 24.61K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Common | 111.38K | SH | $19.21M 0.38% | 111.38K | 0.00 | 0.00 |
VANGUARD INDEX FDS REAL ESTATE ETFSOLE | Common | 195.46K | SH | $19.04M 0.37% | 0.00 | 0.00 | 0.00 |
SPDR INDEX SHS FDS EURO STOXX 50SOLE | Common | 319.80K | SH | $17.03M 0.33% | 0.00 | 0.00 | 0.00 |
SERVICENOW INC COMSOLE | Common | 16.75K | SH | $14.98M 0.29% | 16.75K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INC COMSOLE | Common | 25.22K | SH | $14.75M 0.29% | 25.22K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | Common | 27.93K | SH | $13.79M 0.27% | 27.93K | 0.00 | 0.00 |
ADOBE INC COMSOLE | Common | 24.17K | SH | $12.52M 0.25% | 24.17K | 0.00 | 0.00 |
ISHARES INC CORE MSCI EMKTSOLE | Common | 210K | SH | $12.06M 0.24% | 0.00 | 0.00 | 0.00 |
PROCTER AND GAMBLE CO COMSOLE | Common | 69.38K | SH | $12.02M 0.24% | 69.38K | 0.00 | 0.00 |
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