Filed: 11/12/2025ACC: 0001140361-25-041496
📋 What this filing means
SUMITOMO LIFE INSURANCE CO filed this quarterly 13F‑HR report disclosing 268 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.
268
Positions
$3.22B
Total AUM (reported)
59.91M
Total Shares
Allocation by class
COMMON$3.22B100.0%
Portfolio Concentration
Top 3$1.15B35.8%
4–10$753.02M23.4%
11–25$583.87M18.1%
Rest$731.48M22.7%
Top 3 weight
35.8%
Top 10 weight
59.2%
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)
Sole268
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings268
Rows:
SCHWAB STRATEGIC TR US DIVIDEND EQ
SOLEShares31.05M
TypeSH
Market value$847.66M
26.32%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR TIPS BD ETF
SOLEShares1.47M
TypeSH
Market value$163.68M
5.08%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR S&P 500 BUYWRITE
SOLEShares3.03M
TypeSH
Market value$141.10M
4.38%
Sole
0.00
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT
SOLEShares6.22M
TypeSH
Market value$137.59M
4.27%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR JPMORGAN USD EMG
SOLEShares1.30M
TypeSH
Market value$123.33M
3.83%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
SOLEShares2.11M
TypeSH
Market value$114.08M
3.54%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
SOLEShares160K
TypeSH
Market value$107.09M
3.32%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares552.49K
TypeSH
Market value$103.08M
3.20%
Sole
552.49K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares181.90K
TypeSH
Market value$94.21M
2.93%
Sole
181.90K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares289.19K
TypeSH
Market value$73.64M
2.29%
Sole
289.19K
Shared
0.00
None
0.00
GLOBAL X FDS S&P 500 COVERED
SOLEShares1.71M
TypeSH
Market value$67.13M
2.08%
Sole
0.00
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II SR LN ETF
SOLEShares2.92M
TypeSH
Market value$61.07M
1.90%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares231.52K
TypeSH
Market value$56.28M
1.75%
Sole
231.52K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares238.06K
TypeSH
Market value$52.27M
1.62%
Sole
238.06K
Shared
0.00
None
0.00
VANGUARD INDEX FDS REAL ESTATE ETF
SOLEShares498.77K
TypeSH
Market value$45.60M
1.42%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares60.10K
TypeSH
Market value$44.14M
1.37%
Sole
60.10K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares130.52K
TypeSH
Market value$43.06M
1.34%
Sole
130.52K
Shared
0.00
None
0.00
VANGUARD INDEX FDS S&P 500 ETF SHS
SOLEShares51.80K
TypeSH
Market value$31.72M
0.98%
Sole
0.00
Shared
0.00
None
0.00
ISHARES INC CORE MSCI EMKT
SOLEShares466.90K
TypeSH
Market value$30.78M
0.96%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares92.52K
TypeSH
Market value$29.18M
0.91%
Sole
92.52K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS EURO STOXX 50
SOLEShares448.90K
TypeSH
Market value$27.89M
0.87%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS EM MK GOV BD ETF
SOLEShares376K
TypeSH
Market value$25.15M
0.78%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR BROAD USD HIGH
SOLEShares651.20K
TypeSH
Market value$24.60M
0.76%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US TIPS ETF
SOLEShares862.70K
TypeSH
Market value$23.25M
0.72%
Sole
0.00
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares38.22K
TypeSH
Market value$21.74M
0.68%
Sole
38.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR US DIVIDEND EQSOLE | Common | 31.05M | SH | $847.66M 26.32% | 0.00 | 0.00 | 0.00 |
ISHARES TR TIPS BD ETFSOLE | Common | 1.47M | SH | $163.68M 5.08% | 0.00 | 0.00 | 0.00 |
ISHARES TR S&P 500 BUYWRITESOLE | Common | 3.03M | SH | $141.10M 4.38% | 0.00 | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD T S&P500 BUY WRTSOLE | Common | 6.22M | SH | $137.59M 4.27% | 0.00 | 0.00 | 0.00 |
ISHARES TR JPMORGAN USD EMGSOLE | Common | 1.30M | SH | $123.33M 3.83% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETFSOLE | Common | 2.11M | SH | $114.08M 3.54% | 0.00 | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFSOLE | Common | 160K | SH | $107.09M 3.32% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Common | 552.49K | SH | $103.08M 3.20% | 552.49K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Common | 181.90K | SH | $94.21M 2.93% | 181.90K | 0.00 | 0.00 |
APPLE INC COMSOLE | Common | 289.19K | SH | $73.64M 2.29% | 289.19K | 0.00 | 0.00 |
GLOBAL X FDS S&P 500 COVEREDSOLE | Common | 1.71M | SH | $67.13M 2.08% | 0.00 | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II SR LN ETFSOLE | Common | 2.92M | SH | $61.07M 1.90% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Common | 231.52K | SH | $56.28M 1.75% | 231.52K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Common | 238.06K | SH | $52.27M 1.62% | 238.06K | 0.00 | 0.00 |
VANGUARD INDEX FDS REAL ESTATE ETFSOLE | Common | 498.77K | SH | $45.60M 1.42% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Common | 60.10K | SH | $44.14M 1.37% | 60.10K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Common | 130.52K | SH | $43.06M 1.34% | 130.52K | 0.00 | 0.00 |
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE | Common | 51.80K | SH | $31.72M 0.98% | 0.00 | 0.00 | 0.00 |
ISHARES INC CORE MSCI EMKTSOLE | Common | 466.90K | SH | $30.78M 0.96% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Common | 92.52K | SH | $29.18M 0.91% | 92.52K | 0.00 | 0.00 |
SPDR INDEX SHS FDS EURO STOXX 50SOLE | Common | 448.90K | SH | $27.89M 0.87% | 0.00 | 0.00 | 0.00 |
VANGUARD WHITEHALL FDS EM MK GOV BD ETFSOLE | Common | 376K | SH | $25.15M 0.78% | 0.00 | 0.00 | 0.00 |
ISHARES TR BROAD USD HIGHSOLE | Common | 651.20K | SH | $24.60M 0.76% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US TIPS ETFSOLE | Common | 862.70K | SH | $23.25M 0.72% | 0.00 | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | Common | 38.22K | SH | $21.74M 0.68% | 38.22K | 0.00 | 0.00 |
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