Filed: 5/2/2025ACC: 0001140361-25-016980
📋 What this filing means
SUMITOMO LIFE INSURANCE CO filed this quarterly 13F‑HR report disclosing 272 equity positions with a total reported market value of $2.79B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
272
Positions
$2.79B
Total AUM (reported)
41.65M
Total Shares
Allocation by class
COMMON$2.79B100.0%
Portfolio Concentration
Top 3$1.44B51.6%
4–10$443.43M15.9%
11–25$316.55M11.3%
Rest$592.66M21.2%
Top 3 weight
51.6%
Top 10 weight
67.5%
Voting Authority Distribution
Total shares with voting rights: 6.23M
Sole
Full voting authority
6.23M
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)
Sole272
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings272
Rows:
VANGUARD WHITEHALL FDS HIGH DIV YLD
SOLEShares5.77M
TypeSH
Market value$744.53M
26.64%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US DIVIDEND EQ
SOLEShares18.57M
TypeSH
Market value$519.22M
18.58%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR TIPS BD ETF
SOLEShares1.61M
TypeSH
Market value$178.60M
6.39%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR JPMORGAN USD EMG
SOLEShares1.14M
TypeSH
Market value$103.60M
3.71%
Sole
0.00
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II SR LN ETF
SOLEShares3.35M
TypeSH
Market value$69.29M
2.48%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares288.71K
TypeSH
Market value$64.13M
2.29%
Sole
288.71K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares165.76K
TypeSH
Market value$62.23M
2.23%
Sole
165.76K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares541.99K
TypeSH
Market value$58.74M
2.10%
Sole
541.99K
Shared
0.00
None
0.00
ISHARES S&P GSCI COMMODITY- UNIT BEN INT
SOLEShares2.21M
TypeSH
Market value$50.29M
1.80%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares184.76K
TypeSH
Market value$35.15M
1.26%
Sole
184.76K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares55.82K
TypeSH
Market value$32.17M
1.15%
Sole
55.82K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US TIPS ETF
SOLEShares1.06M
TypeSH
Market value$28.64M
1.02%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS EM MK GOV BD ETF
SOLEShares440.70K
TypeSH
Market value$28.29M
1.01%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares178.79K
TypeSH
Market value$27.65M
0.99%
Sole
178.79K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares105.26K
TypeSH
Market value$25.82M
0.92%
Sole
105.26K
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares30.72K
TypeSH
Market value$25.37M
0.91%
Sole
30.72K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares139.06K
TypeSH
Market value$23.28M
0.83%
Sole
139.06K
Shared
0.00
None
0.00
ISHARES TR BROAD USD HIGH
SOLEShares615.60K
TypeSH
Market value$22.66M
0.81%
Sole
0.00
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares34.66K
TypeSH
Market value$19.00M
0.68%
Sole
34.66K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO COM
SOLEShares97.36K
TypeSH
Market value$16.59M
0.59%
Sole
97.36K
Shared
0.00
None
0.00
S&P GLOBAL INC COM
SOLEShares29.04K
TypeSH
Market value$14.75M
0.53%
Sole
29.04K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS EURO STOXX 50
SOLEShares248.60K
TypeSH
Market value$13.53M
0.48%
Sole
0.00
Shared
0.00
None
0.00
NETFLIX INC COM
SOLEShares14.13K
TypeSH
Market value$13.18M
0.47%
Sole
14.13K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC COM
SOLEShares23.97K
TypeSH
Market value$13.10M
0.47%
Sole
23.97K
Shared
0.00
None
0.00
WASTE MGMT INC DEL COM
SOLEShares54.10K
TypeSH
Market value$12.52M
0.45%
Sole
54.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WHITEHALL FDS HIGH DIV YLDSOLE | Common | 5.77M | SH | $744.53M 26.64% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US DIVIDEND EQSOLE | Common | 18.57M | SH | $519.22M 18.58% | 0.00 | 0.00 | 0.00 |
ISHARES TR TIPS BD ETFSOLE | Common | 1.61M | SH | $178.60M 6.39% | 0.00 | 0.00 | 0.00 |
ISHARES TR JPMORGAN USD EMGSOLE | Common | 1.14M | SH | $103.60M 3.71% | 0.00 | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II SR LN ETFSOLE | Common | 3.35M | SH | $69.29M 2.48% | 0.00 | 0.00 | 0.00 |
APPLE INC COMSOLE | Common | 288.71K | SH | $64.13M 2.29% | 288.71K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common | 165.76K | SH | $62.23M 2.23% | 165.76K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Common | 541.99K | SH | $58.74M 2.10% | 541.99K | 0.00 | 0.00 |
ISHARES S&P GSCI COMMODITY- UNIT BEN INTSOLE | Common | 2.21M | SH | $50.29M 1.80% | 0.00 | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Common | 184.76K | SH | $35.15M 1.26% | 184.76K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Common | 55.82K | SH | $32.17M 1.15% | 55.82K | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US TIPS ETFSOLE | Common | 1.06M | SH | $28.64M 1.02% | 0.00 | 0.00 | 0.00 |
VANGUARD WHITEHALL FDS EM MK GOV BD ETFSOLE | Common | 440.70K | SH | $28.29M 1.01% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Common | 178.79K | SH | $27.65M 0.99% | 178.79K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Common | 105.26K | SH | $25.82M 0.92% | 105.26K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Common | 30.72K | SH | $25.37M 0.91% | 30.72K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Common | 139.06K | SH | $23.28M 0.83% | 139.06K | 0.00 | 0.00 |
ISHARES TR BROAD USD HIGHSOLE | Common | 615.60K | SH | $22.66M 0.81% | 0.00 | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | Common | 34.66K | SH | $19.00M 0.68% | 34.66K | 0.00 | 0.00 |
PROCTER AND GAMBLE CO COMSOLE | Common | 97.36K | SH | $16.59M 0.59% | 97.36K | 0.00 | 0.00 |
S&P GLOBAL INC COMSOLE | Common | 29.04K | SH | $14.75M 0.53% | 29.04K | 0.00 | 0.00 |
SPDR INDEX SHS FDS EURO STOXX 50SOLE | Common | 248.60K | SH | $13.53M 0.48% | 0.00 | 0.00 | 0.00 |
NETFLIX INC COMSOLE | Common | 14.13K | SH | $13.18M 0.47% | 14.13K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INC COMSOLE | Common | 23.97K | SH | $13.10M 0.47% | 23.97K | 0.00 | 0.00 |
WASTE MGMT INC DEL COMSOLE | Common | 54.10K | SH | $12.52M 0.45% | 54.10K | 0.00 | 0.00 |
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