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

About Sumitomo Life Insurance Co

Investment Activity

Sumitomo Life Insurance Co has $5.09 billion in total holdings as of September 30, 2024.
Sumitomo Life Insurance Co owns shares of 269 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
Approximately 12.85% of the portfolio was purchased this quarter.
About 9.03% of the portfolio was sold this quarter.
This quarter, Sumitomo Life Insurance Co has purchased 274 new stocks and bought additional shares in 208 stocks.
Sumitomo Life Insurance Co sold shares of 53 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Vanguard High Dividend Yield ETF: $1,940,091,880
Schwab US Dividend Equity ETF: $755,698,200
SPDR Portfolio S&P 500 ETF: $515,951,926
iShares J.P. Morgan USD Emerging Markets Bond ETF: $358,216,099
iShares Core S&P 500 ETF: $320,135,100

Largest New Holdings this Quarter

iShares TIPS Bond ETF: $102,199,774 Holding
MercadoLibre: $2,257,156 Holding
Amphenol: $2,033,318 Holding
VERALTO CORP COM SHS: $1,085,489 Holding
Interactive Brokers Group: $774,424 Holding

Largest Purchases this Quarter

iShares J.P. Morgan USD Emerging Markets Bond ETF: 2,821,148 shares (about $264.00M)
SPDR Portfolio S&P 500 ETF: 2,550,000 shares (about $172.15M)
iShares TIPS Bond ETF: 925,136 shares (about $102.20M)
Broadcom: 101,722 shares (about $17.55M)
JPMorgan Chase & Co.: 36,860 shares (about $7.77M)

Largest Sales this Quarter

Invesco Senior Loan ETF: 1,778,427 shares (about $37.36M)
iShares Broad USD High Yield Corporate Bond ETF: 947,800 shares (about $35.68M)
Vanguard Real Estate ETF: 361,068 shares (about $35.18M)
Schwab U.S. TIPS ETF: 624,600 shares (about $33.50M)
Vanguard Emerging Markets Government Bond ETF: 439,300 shares (about $29.16M)

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	$1,940,091,880		0.0%	15,133,322	38.1%	ETF
SCHD Schwab US Dividend Equity ETF	$755,698,200		0.0%	8,940,000	14.8%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$515,951,926	$172,150,500 ▲	50.1%	7,642,600	10.1%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$358,216,099	$264,003,030 ▲	280.2%	3,827,913	7.0%	ETF
IVV iShares Core S&P 500 ETF	$320,135,100		0.0%	555,000	6.3%	ETF
TIP iShares TIPS Bond ETF	$102,199,774	$102,199,774 ▲	New Holding	925,136	2.0%	ETF
MSFT Microsoft	$66,814,833	$3,140,329 ▲	4.9%	155,275	1.3%	Computer and Technology
NVDA NVIDIA	$62,811,318	$663,548 ▼	-1.0%	517,221	1.2%	Computer and Technology
AAPL Apple	$59,265,181	$5,025,577 ▲	9.3%	254,357	1.2%	Computer and Technology
AMZN Amazon.com	$31,705,726	$401,541 ▲	1.3%	170,159	0.6%	Retail/Wholesale
GOOGL Alphabet	$31,645,839	$880,000 ▲	2.9%	190,810	0.6%	Computer and Technology
META Meta Platforms	$30,671,335	$2,569,683 ▲	9.1%	53,580	0.6%	Computer and Technology
BKLN Invesco Senior Loan ETF	$25,900,897	$37,364,751 ▼	-59.1%	1,232,789	0.5%	ETF
VOO Vanguard S&P 500 ETF	$24,220,053	$3,904,758 ▼	-13.9%	45,900	0.5%	ETF
JPM JPMorgan Chase & Co.	$22,861,230	$7,772,299 ▲	51.5%	108,419	0.4%	Finance
LLY Eli Lilly and Company	$21,805,641	$77,963 ▲	0.4%	24,613	0.4%	Medical
AVGO Broadcom	$19,213,568	$17,547,045 ▲	1,052.9%	111,383	0.4%	Computer and Technology
VNQ Vanguard Real Estate ETF	$19,041,908	$35,175,244 ▼	-64.9%	195,462	0.4%	ETF
FEZ SPDR EURO STOXX 50 ETF	$17,026,152	$3,822,632 ▲	29.0%	319,800	0.3%	ETF
NOW ServiceNow	$14,981,033	$1,883,585 ▲	14.4%	16,750	0.3%	Computer and Technology
UNH UnitedHealth Group	$14,745,630	$2,430,515 ▲	19.7%	25,220	0.3%	Medical
MA Mastercard	$13,790,353	$127,894 ▲	0.9%	27,927	0.3%	Business Services
ADBE Adobe	$12,516,296	$1,995,006 ▲	19.0%	24,173	0.2%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$12,056,100	$17,073,734 ▼	-58.6%	210,000	0.2%	ETF
PG Procter & Gamble	$12,016,096	$356,099 ▲	3.1%	69,377	0.2%	Consumer Staples
GOOG Alphabet	$11,998,223	$345,582 ▲	3.0%	71,764	0.2%	Computer and Technology
AMD Advanced Micro Devices	$11,814,252	$3,326,230 ▲	39.2%	72,003	0.2%	Computer and Technology
TMO Thermo Fisher Scientific	$11,590,765	$711,356 ▲	6.5%	18,738	0.2%	Medical
SPGI S&P Global	$11,451,916	$1,000,176 ▲	9.6%	22,167	0.2%	Business Services
COST Costco Wholesale	$11,390,895	$1,981,372 ▼	-14.8%	12,849	0.2%	Retail/Wholesale
ISRG Intuitive Surgical	$11,295,771	$962,398 ▲	9.3%	22,993	0.2%	Medical
MRK Merck & Co., Inc.	$10,197,007	$1,674,329 ▲	19.6%	89,794	0.2%	Medical
NEE NextEra Energy	$9,440,141	$397,798 ▼	-4.0%	111,678	0.2%	Utilities
NFLX Netflix	$9,423,361	$831,264 ▲	9.7%	13,286	0.2%	Consumer Discretionary
WMT Walmart	$9,103,917	$6,033,560 ▲	196.5%	112,742	0.2%	Retail/Wholesale
TSLA Tesla	$8,148,466	$2,404,641 ▲	41.9%	31,145	0.2%	Auto/Tires/Trucks
UBER Uber Technologies	$8,062,488	$1,711,468 ▲	26.9%	107,271	0.2%	Computer and Technology
CME CME Group	$8,008,050	$3,701,183 ▲	85.9%	36,293	0.2%	Finance
V Visa	$7,572,123	$412,700 ▼	-5.2%	27,540	0.1%	Business Services
BSX Boston Scientific	$7,521,888	$1,018,170 ▼	-11.9%	89,760	0.1%	Medical
ZTS Zoetis	$7,197,408	$4,176,638 ▲	138.3%	36,838	0.1%	Medical
TTEK Tetra Tech	$7,053,014	$5,802,048 ▲	463.8%	149,555	0.1%	Industrial Products
WM Waste Management	$6,739,526	$601,625 ▼	-8.2%	32,464	0.1%	Business Services
VRT Vertiv	$6,735,473	$1,273,472 ▲	23.3%	67,700	0.1%	Computer and Technology
BAC Bank of America	$6,468,872	$433,345 ▲	7.2%	163,026	0.1%	Finance
ABNB Airbnb	$6,099,561	$664,611 ▲	12.2%	48,100	0.1%	Consumer Discretionary
SYY Sysco	$5,843,728	$1,956,886 ▲	50.3%	74,862	0.1%	Consumer Staples
INTU Intuit	$5,487,156	$85,077 ▲	1.6%	8,836	0.1%	Computer and Technology
ACN Accenture	$5,477,880	$86,956 ▲	1.6%	15,497	0.1%	Computer and Technology
PAYX Paychex	$5,461,533	$1,905,498 ▲	53.6%	40,700	0.1%	Business Services
ABBV AbbVie	$5,332,552	$1,216,674 ▲	29.6%	27,003	0.1%	Medical
HD Home Depot	$5,327,570	$131,285 ▼	-2.4%	13,148	0.1%	Retail/Wholesale
AXP American Express	$5,208,938	$91,394 ▲	1.8%	19,207	0.1%	Finance
VWOB Vanguard Emerging Markets Government Bond ETF	$5,196,771	$29,156,341 ▼	-84.9%	78,300	0.1%	ETF
BKNG Booking	$5,041,908	$84,242 ▲	1.7%	1,197	0.1%	Retail/Wholesale
BRK.B Berkshire Hathaway	$4,922,481	$129,333 ▲	2.7%	10,695	0.1%	Finance
CDNS Cadence Design Systems	$4,770,128	$1,815,901 ▲	61.5%	17,600	0.1%	Computer and Technology
KLAC KLA	$4,723,901	$696,969 ▲	17.3%	6,100	0.1%	Computer and Technology
XOM Exxon Mobil	$4,691,144	$123,784 ▲	2.7%	40,020	0.1%	Oils/Energy
SNPS Synopsys	$4,485,603	$69,375 ▲	1.6%	8,858	0.1%	Computer and Technology
TT Trane Technologies	$4,414,418	$1,383,101 ▼	-23.9%	11,356	0.1%	Construction
ETN Eaton	$4,298,114	$69,271 ▲	1.6%	12,968	0.1%	Industrial Products
ORCL Oracle	$4,098,972	$678,192 ▲	19.8%	24,055	0.1%	Computer and Technology
CVX Chevron	$4,072,310	$98,229 ▲	2.5%	27,652	0.1%	Oils/Energy
QCOM QUALCOMM	$4,051,611	$1,742,672 ▲	75.5%	23,826	0.1%	Computer and Technology
SYK Stryker	$4,046,473	$65,749 ▲	1.7%	11,201	0.1%	Medical
SCHP Schwab U.S. TIPS ETF	$4,011,524	$33,497,298 ▼	-89.3%	74,800	0.1%	ETF
FTNT Fortinet	$3,711,388	$37,612 ▲	1.0%	47,858	0.1%	Computer and Technology
BAH Booz Allen Hamilton	$3,664,379	$58,431 ▲	1.6%	22,514	0.1%	Business Services
VRTX Vertex Pharmaceuticals	$3,594,138	$59,530 ▲	1.7%	7,728	0.1%	Medical
JNJ Johnson & Johnson	$3,574,719	$85,081 ▲	2.4%	22,058	0.1%	Medical
PEP PepsiCo	$3,535,510	$63,939 ▲	1.8%	20,791	0.1%	Consumer Staples
ECL Ecolab	$3,504,404	$492,787 ▲	16.4%	13,725	0.1%	Basic Materials
ANET Arista Networks	$3,465,127	$1,424,356 ▲	69.8%	9,028	0.1%	Computer and Technology
FI Fiserv	$3,424,488	$522,961 ▲	18.0%	19,062	0.1%	Business Services
CTAS Cintas	$3,398,667	$2,515,442 ▲	284.8%	16,508	0.1%	Industrial Products
MCD McDonald's	$3,362,704	$1,325,532 ▼	-28.3%	11,043	0.1%	Retail/Wholesale
PH Parker-Hannifin	$3,340,432	$49,914 ▲	1.5%	5,287	0.1%	Industrial Products
REGN Regeneron Pharmaceuticals	$3,336,636	$1,500,120 ▲	81.7%	3,174	0.1%	Medical
ARES Ares Management	$3,222,460	$333,498 ▼	-9.4%	20,678	0.1%	Finance
VMC Vulcan Materials	$3,169,943	$2,581,432 ▲	438.6%	12,658	0.1%	Construction
ADI Analog Devices	$3,152,408	$435,942 ▼	-12.1%	13,696	0.1%	Computer and Technology
MMC Marsh & McLennan Companies	$3,139,546	$47,741 ▲	1.5%	14,073	0.1%	Finance
TW Tradeweb Markets	$3,127,738	$36,483 ▲	1.2%	25,291	0.1%	Finance
CRWD CrowdStrike	$3,066,098	$3,087,133 ▼	-50.2%	10,932	0.1%	Computer and Technology
EOG EOG Resources	$3,046,697	$51,754 ▲	1.7%	24,784	0.1%	Oils/Energy
CRM Salesforce	$2,977,965	$71,165 ▲	2.4%	10,880	0.1%	Computer and Technology
WMB Williams Companies	$2,924,293	$436,460 ▲	17.5%	64,059	0.1%	Oils/Energy
COP ConocoPhillips	$2,864,669	$59,694 ▲	2.1%	27,210	0.1%	Oils/Energy
KO Coca-Cola	$2,859,597	$66,542 ▲	2.4%	39,794	0.1%	Consumer Staples
TDG TransDigm Group	$2,844,270	$67,075 ▲	2.4%	1,993	0.1%	Aerospace
CAT Caterpillar	$2,841,878	$66,882 ▲	2.4%	7,266	0.1%	Industrial Products
AVY Avery Dennison	$2,710,712	$35,763 ▲	1.3%	12,279	0.1%	Industrial Products
ROK Rockwell Automation	$2,706,345	$39,732 ▲	1.5%	10,081	0.1%	Computer and Technology
TRMB Trimble	$2,665,710	$47,188 ▲	1.8%	42,933	0.1%	Industrial Products
MSCI MSCI	$2,567,224	$42,554 ▲	1.7%	4,404	0.1%	Computer and Technology
TXN Texas Instruments	$2,550,313	$60,525 ▲	2.4%	12,346	0.1%	Computer and Technology
WFC Wells Fargo & Company	$2,446,412	$58,185 ▲	2.4%	43,307	0.0%	Finance
WDAY Workday	$2,424,058	$42,772 ▲	1.8%	9,918	0.0%	Computer and Technology
IDXX IDEXX Laboratories	$2,423,540	$36,376 ▲	1.5%	4,797	0.0%	Medical

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools