Filed: 1/23/2025ACC: 0001140361-25-001666
📋 What this filing means
SUMITOMO LIFE INSURANCE CO filed this quarterly 13F‑HR report disclosing 270 equity positions with a total reported market value of $5.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
270
Positions
$5.30B
Total AUM (reported)
70.37M
Total Shares
Allocation by class
COMMON$5.30B100.0%
Portfolio Concentration
Top 3$3.29B62.1%
4–10$899.04M17.0%
11–25$457.64M8.6%
Rest$653.54M12.3%
Top 3 weight
62.1%
Top 10 weight
79.0%
Voting Authority Distribution
Total shares with voting rights: 6.18M
Sole
Full voting authority
6.18M
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)
Sole270
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings270
Rows:
VANGUARD WHITEHALL FDS HIGH DIV YLD
SOLEShares15.13M
TypeSH
Market value$1.93B
36.45%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US DIVIDEND EQ
SOLEShares26.82M
TypeSH
Market value$732.72M
13.83%
Sole
0.00
Shared
0.00
None
0.00
SPDR SER TR PORTFOLIO S&P500
SOLEShares9.05M
TypeSH
Market value$624.09M
11.78%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
SOLEShares555K
TypeSH
Market value$326.72M
6.17%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR TIPS BD ETF
SOLEShares1.46M
TypeSH
Market value$155.75M
2.94%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
SOLEShares2.42M
TypeSH
Market value$106.72M
2.01%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR JPMORGAN USD EMG
SOLEShares1.12M
TypeSH
Market value$99.79M
1.88%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares546.35K
TypeSH
Market value$73.37M
1.38%
Sole
546.35K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares273.64K
TypeSH
Market value$68.52M
1.29%
Sole
273.64K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares161.70K
TypeSH
Market value$68.16M
1.29%
Sole
161.70K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II SR LN ETF
SOLEShares3.10M
TypeSH
Market value$65.36M
1.23%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS REAL ESTATE ETF
SOLEShares524.96K
TypeSH
Market value$46.76M
0.88%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares182.70K
TypeSH
Market value$40.08M
0.76%
Sole
182.70K
Shared
0.00
None
0.00
ISHARES S&P GSCI COMMODITY- UNIT BEN INT
SOLEShares1.60M
TypeSH
Market value$34.75M
0.66%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares144.85K
TypeSH
Market value$33.58M
0.63%
Sole
144.85K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares176.43K
TypeSH
Market value$33.40M
0.63%
Sole
176.43K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares52.73K
TypeSH
Market value$30.87M
0.58%
Sole
52.73K
Shared
0.00
None
0.00
VANGUARD INDEX FDS S&P 500 ETF SHS
SOLEShares50.50K
TypeSH
Market value$27.21M
0.51%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR BROAD USD HIGH
SOLEShares724.60K
TypeSH
Market value$26.66M
0.50%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares104.39K
TypeSH
Market value$25.02M
0.47%
Sole
104.39K
Shared
0.00
None
0.00
TESLA INC COM
SOLEShares50.42K
TypeSH
Market value$20.36M
0.38%
Sole
50.42K
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares25.09K
TypeSH
Market value$19.37M
0.37%
Sole
25.09K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS EURO STOXX 50
SOLEShares382.20K
TypeSH
Market value$18.40M
0.35%
Sole
0.00
Shared
0.00
None
0.00
SERVICENOW INC COM
SOLEShares17.16K
TypeSH
Market value$18.19M
0.34%
Sole
17.16K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS EM MK GOV BD ETF
SOLEShares279.10K
TypeSH
Market value$17.63M
0.33%
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 | $1.93B 36.45% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US DIVIDEND EQSOLE | Common | 26.82M | SH | $732.72M 13.83% | 0.00 | 0.00 | 0.00 |
SPDR SER TR PORTFOLIO S&P500SOLE | Common | 9.05M | SH | $624.09M 11.78% | 0.00 | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFSOLE | Common | 555K | SH | $326.72M 6.17% | 0.00 | 0.00 | 0.00 |
ISHARES TR TIPS BD ETFSOLE | Common | 1.46M | SH | $155.75M 2.94% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETFSOLE | Common | 2.42M | SH | $106.72M 2.01% | 0.00 | 0.00 | 0.00 |
ISHARES TR JPMORGAN USD EMGSOLE | Common | 1.12M | SH | $99.79M 1.88% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Common | 546.35K | SH | $73.37M 1.38% | 546.35K | 0.00 | 0.00 |
APPLE INC COMSOLE | Common | 273.64K | SH | $68.52M 1.29% | 273.64K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common | 161.70K | SH | $68.16M 1.29% | 161.70K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II SR LN ETFSOLE | Common | 3.10M | SH | $65.36M 1.23% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDS REAL ESTATE ETFSOLE | Common | 524.96K | SH | $46.76M 0.88% | 0.00 | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Common | 182.70K | SH | $40.08M 0.76% | 182.70K | 0.00 | 0.00 |
ISHARES S&P GSCI COMMODITY- UNIT BEN INTSOLE | Common | 1.60M | SH | $34.75M 0.66% | 0.00 | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Common | 144.85K | SH | $33.58M 0.63% | 144.85K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Common | 176.43K | SH | $33.40M 0.63% | 176.43K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Common | 52.73K | SH | $30.87M 0.58% | 52.73K | 0.00 | 0.00 |
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE | Common | 50.50K | SH | $27.21M 0.51% | 0.00 | 0.00 | 0.00 |
ISHARES TR BROAD USD HIGHSOLE | Common | 724.60K | SH | $26.66M 0.50% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Common | 104.39K | SH | $25.02M 0.47% | 104.39K | 0.00 | 0.00 |
TESLA INC COMSOLE | Common | 50.42K | SH | $20.36M 0.38% | 50.42K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Common | 25.09K | SH | $19.37M 0.37% | 25.09K | 0.00 | 0.00 |
SPDR INDEX SHS FDS EURO STOXX 50SOLE | Common | 382.20K | SH | $18.40M 0.35% | 0.00 | 0.00 | 0.00 |
SERVICENOW INC COMSOLE | Common | 17.16K | SH | $18.19M 0.34% | 17.16K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDS EM MK GOV BD ETFSOLE | Common | 279.10K | SH | $17.63M 0.33% | 0.00 | 0.00 | 0.00 |
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