Sumitomo Life Insurance Co Top Holdings and 13F Report (2024)

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About Sumitomo Life Insurance Co

Investment Activity

Sumitomo Life Insurance Co has $3.85 billion in total holdings as of March 31, 2024.
Sumitomo Life Insurance Co owns shares of 263 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 23.56% of the portfolio was purchased this quarter.
About 6.27% of the portfolio was sold this quarter.
This quarter, Sumitomo Life Insurance Co has purchased 258 new stocks and bought additional shares in 43 stocks.
Sumitomo Life Insurance Co sold shares of 211 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Vanguard High Dividend Yield ETF: $1,610,342,444
Schwab US Dividend Equity ETF: $471,351,933
iShares Core S&P 500 ETF: $266,629,595
Vanguard FTSE Emerging Markets ETF: $175,935,532
iShares TIPS Bond ETF: $137,554,939

Largest New Holdings this Quarter

iShares Core S&P 500 ETF: $266,629,595 Holding
iShares S&P GSCI Commodity-Indexed Trust: $46,642,054 Holding
KLA: $4,879,100 Holding
Monster Beverage: $3,401,845 Holding
Paychex: $2,461,296 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 555,000 shares (about $266.63M)
Schwab US Dividend Equity ETF: 3,320,000 shares (about $247.61M)
Vanguard FTSE Emerging Markets ETF: 3,035,472 shares (about $126.79M)
iShares TIPS Bond ETF: 648,150 shares (about $69.62M)
iShares S&P GSCI Commodity-Indexed Trust: 2,114,327 shares (about $46.64M)

Largest Sales this Quarter

iShares J.P. Morgan USD Emerging Markets Bond ETF: 1,767,678 shares (about $158.51M)
iShares Broad USD High Yield Corporate Bond ETF: 445,900 shares (about $15.71M)
Vanguard Emerging Markets Government Bond ETF: 241,500 shares (about $14.90M)
iShares Core MSCI Emerging Markets ETF: 200,800 shares (about $9.86M)
Vanguard S&P 500 ETF: 22,900 shares (about $9.73M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VYM Vanguard High Dividend Yield ETF	$1,610,342,444		0.0%	15,133,322	41.8%	ETF
SCHD Schwab US Dividend Equity ETF	$471,351,933	$247,608,927 ▲	110.7%	6,320,000	12.2%	ETF
IVV iShares Core S&P 500 ETF	$266,629,595	$266,629,595 ▲	New Holding	555,000	6.9%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$175,935,532	$126,791,665 ▲	258.0%	4,212,007	4.6%	ETF
TIP iShares TIPS Bond ETF	$137,554,939	$69,617,792 ▲	102.5%	1,280,653	3.6%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$70,212,058	$158,507,685 ▼	-69.3%	783,005	1.8%	ETF
BKLN Invesco Senior Loan ETF	$63,687,218	$1,173,635 ▲	1.9%	3,011,216	1.7%	ETF
MSFT Microsoft	$60,782,203	$9,995,180 ▲	19.7%	147,474	1.6%	Computer and Technology
VNQ Vanguard Real Estate ETF	$48,128,714	$28,182,708 ▲	141.3%	556,530	1.2%	ETF
NVDA NVIDIA	$46,874,363	$3,623,476 ▲	8.4%	57,062	1.2%	Computer and Technology
GSG iShares S&P GSCI Commodity-Indexed Trust	$46,642,054	$46,642,054 ▲	New Holding	2,114,327	1.2%	Finance
AAPL Apple	$33,620,296	$6,927,241 ▼	-17.1%	195,187	0.9%	Computer and Technology
AMZN Amazon.com	$30,051,985	$6,500,480 ▲	27.6%	175,523	0.8%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$26,297,006	$9,728,618 ▼	-27.0%	61,900	0.7%	ETF
GOOGL Alphabet	$26,122,826	$9,108,501 ▲	53.5%	173,569	0.7%	Computer and Technology
META Meta Platforms	$24,121,256	$6,764,976 ▲	39.0%	49,537	0.6%	Computer and Technology
SCHP Schwab U.S. TIPS ETF	$23,738,942	$7,363,324 ▲	45.0%	457,800	0.6%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$23,384,388	$9,860,532 ▼	-29.7%	476,200	0.6%	ETF
LLY Eli Lilly and Company	$18,114,673	$2,274,037 ▲	14.4%	24,503	0.5%	Medical
FEZ SPDR EURO STOXX 50 ETF	$15,518,262	$4,829,204 ▼	-23.7%	344,800	0.4%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$15,483,911	$15,712,963 ▼	-50.4%	439,400	0.4%	ETF
VWOB Vanguard Emerging Markets Government Bond ETF	$14,728,241	$14,901,006 ▼	-50.3%	238,700	0.4%	ETF
UNH UnitedHealth Group	$12,452,022	$2,644,695 ▲	27.0%	24,502	0.3%	Medical
MA Mastercard	$11,940,535	$2,999,713 ▲	33.6%	26,618	0.3%	Business Services
USRT iShares Core U.S. REIT ETF	$11,862,736	$6,700,444 ▲	129.8%	225,200	0.3%	ETF
GOOG Alphabet	$11,832,886	$432,418 ▼	-3.5%	77,715	0.3%	Computer and Technology
PG Procter & Gamble	$11,218,011	$3,131,008 ▲	38.7%	71,765	0.3%	Consumer Staples
ADBE Adobe	$11,042,220	$2,355,609 ▲	27.1%	20,499	0.3%	Computer and Technology
NOW ServiceNow	$10,770,212	$2,981,238 ▲	38.3%	14,606	0.3%	Computer and Technology
IFRA iShares U.S. Infrastructure ETF	$10,550,859	$1,700,505 ▲	19.2%	273,000	0.3%	ETF
JPM JPMorgan Chase & Co.	$10,467,077	$337,105 ▼	-3.1%	52,257	0.3%	Finance
TMO Thermo Fisher Scientific	$9,708,904	$2,297,426 ▲	31.0%	17,690	0.3%	Medical
AMD Advanced Micro Devices	$9,539,053	$5,507,519 ▲	136.6%	53,131	0.2%	Computer and Technology
V Visa	$8,567,198	$567,649 ▼	-6.2%	30,698	0.2%	Business Services
CRWD CrowdStrike	$8,468,825	$4,215,160 ▲	99.1%	27,272	0.2%	Computer and Technology
SPGI S&P Global	$7,793,292	$1,822,661 ▲	30.5%	18,869	0.2%	Business Services
COST Costco Wholesale	$7,767,364	$61,155 ▲	0.8%	11,304	0.2%	Retail/Wholesale
AVGO Broadcom	$7,743,045	$295,566 ▼	-3.7%	5,842	0.2%	Computer and Technology
HD Home Depot	$7,114,629	$430,783 ▼	-5.7%	18,547	0.2%	Retail/Wholesale
ISRG Intuitive Surgical	$6,845,986	$2,798,130 ▲	69.1%	17,420	0.2%	Medical
BSX Boston Scientific	$6,840,333	$2,582,553 ▲	60.7%	111,268	0.2%	Medical
ABNB Airbnb	$6,716,586	$3,533,147 ▲	111.0%	42,638	0.2%	Computer and Technology
NFLX Netflix	$6,704,928	$1,281,335 ▲	23.6%	12,904	0.2%	Consumer Discretionary
ZTS Zoetis	$6,405,745	$1,671,996 ▲	35.3%	37,040	0.2%	Medical
NEE NextEra Energy	$6,176,065	$2,113,602 ▲	52.0%	103,397	0.2%	Utilities
NKE NIKE	$6,000,100	$464,100 ▲	8.4%	60,001	0.2%	Consumer Discretionary
WM Waste Management	$5,738,482	$731,508 ▲	14.6%	29,959	0.1%	Business Services
ACN Accenture	$5,335,714	$151,122 ▼	-2.8%	15,394	0.1%	Business Services
CME CME Group	$5,269,583	$3,662,776 ▲	228.0%	24,344	0.1%	Finance
ETN Eaton	$5,125,763	$156,340 ▼	-3.0%	16,393	0.1%	Industrial Products
XOM Exxon Mobil	$5,121,186	$195,051 ▼	-3.7%	44,057	0.1%	Oils/Energy
INTU Intuit	$5,085,600	$136,500 ▼	-2.6%	7,824	0.1%	Computer and Technology
SNPS Synopsys	$4,980,051	$136,017 ▼	-2.7%	8,714	0.1%	Computer and Technology
TSLA Tesla	$4,976,966	$1,648,558 ▼	-24.9%	28,312	0.1%	Auto/Tires/Trucks
BRK.B Berkshire Hathaway	$4,952,044	$869,215 ▼	-14.9%	11,776	0.1%	Finance
KLAC KLA	$4,879,100	$4,879,100 ▲	New Holding	7,200	0.1%	Computer and Technology
CVX Chevron	$4,812,963	$183,136 ▼	-3.7%	30,512	0.1%	Oils/Energy
MCD McDonald's	$4,588,172	$147,742 ▼	-3.1%	16,273	0.1%	Retail/Wholesale
TT Trane Technologies	$4,547,430	$129,987 ▼	-2.8%	15,148	0.1%	Business Services
AXP American Express	$4,437,678	$133,882 ▼	-2.9%	19,490	0.1%	Finance
BKNG Booking	$4,346,200	$123,348 ▼	-2.8%	1,198	0.1%	Retail/Wholesale
ABBV AbbVie	$4,291,187	$163,526 ▼	-3.7%	23,565	0.1%	Medical
SYK Stryker	$4,016,017	$115,950 ▼	-2.8%	11,222	0.1%	Medical
BAC Bank of America	$3,989,146	$314,319 ▲	8.6%	105,199	0.1%	Finance
UBER Uber Technologies	$3,985,366	$955,793 ▲	31.5%	68,800	0.1%	Computer and Technology
MRK Merck & Co., Inc.	$3,886,587	$147,916 ▼	-3.7%	29,455	0.1%	Medical
JNJ Johnson & Johnson	$3,850,503	$878,745 ▼	-18.6%	24,341	0.1%	Medical
COP ConocoPhillips	$3,776,652	$127,280 ▼	-3.3%	29,672	0.1%	Oils/Energy
PEP PepsiCo	$3,699,361	$162,409 ▲	4.6%	21,138	0.1%	Consumer Staples
TTEK Tetra Tech	$3,691,993	$1,055,568 ▲	40.0%	21,444	0.1%	Industrial Products
CRM Salesforce	$3,615,666	$137,639 ▼	-3.7%	12,005	0.1%	Computer and Technology
CDNS Cadence Design Systems	$3,434,458	$1,362,880 ▲	65.8%	12,600	0.1%	Computer and Technology
MNST Monster Beverage	$3,401,845	$3,401,845 ▲	New Holding	58,900	0.1%	Consumer Staples
VRTX Vertex Pharmaceuticals	$3,217,841	$93,634 ▼	-2.8%	7,698	0.1%	Medical
EOG EOG Resources	$3,193,699	$98,565 ▼	-3.0%	24,982	0.1%	Oils/Energy
ADI Analog Devices	$3,111,830	$90,588 ▼	-2.8%	15,733	0.1%	Computer and Technology
FTNT Fortinet	$2,975,379	$65,578 ▼	-2.2%	43,557	0.1%	Computer and Technology
CAT Caterpillar	$2,938,769	$111,761 ▼	-3.7%	8,020	0.1%	Industrial Products
DIS Walt Disney	$2,937,619	$111,837 ▼	-3.7%	24,008	0.1%	Consumer Discretionary
MMC Marsh & McLennan Companies	$2,873,627	$82,804 ▼	-2.8%	13,951	0.1%	Finance
ARES Ares Management	$2,873,166	$65,027 ▼	-2.2%	21,606	0.1%	Finance
ORCL Oracle	$2,850,468	$112,044 ▼	-3.8%	22,693	0.1%	Computer and Technology
ROK Rockwell Automation	$2,827,066	$72,832 ▼	-2.5%	9,704	0.1%	Industrial Products
PH Parker-Hannifin	$2,802,849	$121,718 ▲	4.5%	5,043	0.1%	Industrial Products
WFC Wells Fargo & Company	$2,769,677	$105,487 ▼	-3.7%	47,786	0.1%	Finance
TRMB Trimble	$2,758,663	$82,059 ▼	-2.9%	42,863	0.1%	Computer and Technology
IBM International Business Machines	$2,720,225	$103,500 ▼	-3.7%	14,245	0.1%	Computer and Technology
WDAY Workday	$2,694,497	$79,370 ▼	-2.9%	9,879	0.1%	Computer and Technology
KO Coca-Cola	$2,686,414	$102,354 ▼	-3.7%	43,910	0.1%	Consumer Staples
WMT Walmart	$2,631,114	$1,736,446 ▲	194.1%	43,728	0.1%	Retail/Wholesale
AVY Avery Dennison	$2,608,676	$63,849 ▼	-2.4%	11,685	0.1%	Industrial Products
QCOM QUALCOMM	$2,598,586	$98,871 ▼	-3.7%	15,349	0.1%	Computer and Technology
BAH Booz Allen Hamilton	$2,569,496	$249,528 ▲	10.8%	17,310	0.1%	Business Services
LULU Lululemon Athletica	$2,537,662	$199,622 ▼	-7.3%	6,496	0.1%	Consumer Discretionary
IDXX IDEXX Laboratories	$2,484,758	$63,172 ▼	-2.5%	4,602	0.1%	Medical
MSCI MSCI	$2,466,540	$70,056 ▼	-2.8%	4,401	0.1%	Computer and Technology
PAYX Paychex	$2,461,296	$2,461,296 ▲	New Holding	20,200	0.1%	Business Services
TW Tradeweb Markets	$2,445,495	$60,731 ▼	-2.4%	23,476	0.1%	Finance
IQV IQVIA	$2,437,607	$257,695 ▼	-9.6%	9,639	0.1%	Medical
TXN Texas Instruments	$2,370,301	$93,202 ▼	-3.8%	13,606	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Sumitomo Life Insurance Co Top Holdings and 13F Report (2024)

About Sumitomo Life Insurance Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Sumitomo Life Insurance Co Top Holdings and 13F Report (2024)

About Sumitomo Life Insurance Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSumitomo Life Insurance Co

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information