Sumitomo Life Insurance Co.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 26, 2024), Sumitomo Life Insurance Co. reported 263 stock positions worth $3.9 billion. Its top holding was Vanguard High DVD Yield ETF (VYM) at 41.8% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 12.2%) and iShares Core S&P 500 ETF (IVV, 6.9%). Compared with Q4 2023, it opened 7 new positions, sold out of 2, added to 42 and reduced 213. The biggest buy was a new position in iShares Core S&P 500 ETF (IVV) and the biggest sale iShares JP Morgan Usd Emergi (EMB, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0000937760
- Portfolio Value
- $3.9B (Q1 2024)
- SEC Filing
- 0001140361-24-022164 ↗ filed Apr 26, 2024
Holdings Value
Holdings 263 stocks · $3.9B
| VYM Vanguard High DVD Yield ETF | 41.81% | 15,133,322 | $1.6B | No change |
| SCHD Schwab US DVD Equity ETF | 12.24% | 6,320,000 | $471.4M | Add +110.7% |
| IVV iShares Core S&P 500 ETF | 6.92% | 555,000 | $266.6M | New |
| VWO Vanguard Ftse Emerging Marke | 4.57% | 4,212,007 | $175.9M | Add +258.0% |
| TIP iShares Tips Bond ETF | 3.57% | 1,280,653 | $137.6M | Add +102.5% |
| EMB iShares JP Morgan Usd Emergi | 1.82% | 783,005 | $70.2M | Reduce -69.3% |
| BKLN Invesco Senior Loan ETF | 1.65% | 3,011,216 | $63.7M | Add +1.9% |
| MSFT Microsoft Corp. | 1.58% | 147,474 | $60.8M | Add +19.7% |
| VNQ Vanguard Real Estate ETF | 1.25% | 556,530 | $48.1M | Add +141.3% |
| NVDA Nvidia Corp. | 1.22% | 57,062 | $46.9M | Add +8.4% |
| GSG iShares S&P Gsci Commodity I | 1.21% | 2,114,327 | $46.6M | New |
| AAPL Apple Inc. | 0.87% | 195,187 | $33.6M | Reduce -17.1% |
| AMZN Amazon.com Inc. | 0.78% | 175,523 | $30.1M | Add +27.6% |
| VOO Vanguard S&P 500 ETF | 0.68% | 61,900 | $26.3M | Reduce -27.0% |
| GOOGL Alphabet Inc. Class A | 0.68% | 173,569 | $26.1M | Add +53.5% |
| META Meta Platforms Inc. Class A | 0.63% | 49,537 | $24.1M | Add +39.0% |
| SCHP Schwab U.S. Tips ETF | 0.62% | 457,800 | $23.7M | Add +45.0% |
| IEMG iShares Core MSCI Emerging | 0.61% | 476,200 | $23.4M | Reduce -29.7% |
| LLY Eli Lilly & Co. | 0.47% | 24,503 | $18.1M | Add +14.4% |
| FEZ State Street SPDR Euro Stoxx | 0.40% | 344,800 | $15.5M | Reduce -23.7% |
| USHY iShares Broad Usd High Yield | 0.40% | 439,400 | $15.5M | Reduce -50.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.38% | 238,700 | $14.7M | Reduce -50.3% |
| UNH Unitedhealth Group Inc. | 0.32% | 24,502 | $12.5M | Add +27.0% |
| MA Mastercard Inc. Class A | 0.31% | 26,618 | $11.9M | Add +33.5% |
| USRT iShares Core US REIT ETF | 0.31% | 225,200 | $11.9M | Add +129.8% |
| GOOG Alphabet Inc. Class C | 0.31% | 77,715 | $11.8M | Reduce -3.5% |
| PG The Procter & Gamble Co. | 0.29% | 71,765 | $11.2M | Add +38.7% |
| ADBE Adobe Inc. | 0.29% | 20,499 | $11.0M | Add +27.1% |
| NOW ServiceNow Inc. | 0.28% | 14,606 | $10.8M | Add +38.3% |
| IFRA iShares US Infrastructure | 0.27% | 273,000 | $10.6M | Add +19.2% |
| JPM JPMorgan Chase & Co. | 0.27% | 52,257 | $10.5M | Reduce -3.1% |
| TMO Thermo Fisher Scientific Inc. | 0.25% | 17,690 | $9.7M | Add +31.0% |
| AMD Advanced Micro Devices | 0.25% | 53,131 | $9.5M | Add +136.6% |
| V Visa Inc. Class A | 0.22% | 30,698 | $8.6M | Reduce -6.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.22% | 27,272 | $8.5M | Add +99.1% |
| SPGI S&P Global Inc. | 0.20% | 18,869 | $7.8M | Add +30.5% |
| COST Costco Wholesale Corp. | 0.20% | 11,304 | $7.8M | Add +0.8% |
| AVGO Broadcom Inc. | 0.20% | 5,842 | $7.7M | Reduce -3.7% |
| HD Home Depot Inc. | 0.18% | 18,547 | $7.1M | Reduce -5.7% |
| ISRG Intuitive Surgical Inc. | 0.18% | 17,420 | $6.8M | Add +69.1% |
| BSX Boston Scientific Corp. | 0.18% | 111,268 | $6.8M | Add +60.6% |
| ABNB Airbnb Inc. Class A | 0.17% | 42,638 | $6.7M | Add +111.0% |
| NFLX Netflix Inc. | 0.17% | 12,904 | $6.7M | Add +23.6% |
| ZTS Zoetis Inc. | 0.17% | 37,040 | $6.4M | Add +35.3% |
| NEE Nextera Energy Inc. | 0.16% | 103,397 | $6.2M | Add +52.0% |
| NKE Nike Inc. Class B | 0.16% | 60,001 | $6.0M | Add +8.4% |
| WM Waste Management Inc. | 0.15% | 29,959 | $5.7M | Add +14.6% |
| ACN Accenture PLC Class A | 0.14% | 15,394 | $5.3M | Reduce -2.8% |
| CME Cme Group Inc. | 0.14% | 24,344 | $5.3M | Add +227.9% |
| ETN Eaton Corp. PLC | 0.13% | 16,393 | $5.1M | Reduce -3.0% |
| XOM Exxon Mobil Corp. | 0.13% | 44,057 | $5.1M | Reduce -3.7% |
| INTU Intuit Inc. | 0.13% | 7,824 | $5.1M | Reduce -2.6% |
| SNPS Synopsys Inc. | 0.13% | 8,714 | $5.0M | Reduce -2.7% |
| TSLA Tesla Inc. | 0.13% | 28,312 | $5.0M | Reduce -24.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 11,776 | $5.0M | Reduce -14.9% |
| KLAC KLA Corp. | 0.13% | 7,200 | $4.9M | New |
| CVX Chevron Corp. | 0.12% | 30,512 | $4.8M | Reduce -3.7% |
| MCD McDonald's Corp. | 0.12% | 16,273 | $4.6M | Reduce -3.1% |
| TT Trane Technologies PLC | 0.12% | 15,148 | $4.5M | Reduce -2.8% |
| AXP American Express Co. | 0.12% | 19,490 | $4.4M | Reduce -2.9% |
| BKNG Booking Holdings Inc. | 0.11% | 1,198 | $4.3M | Reduce -2.8% |
| ABBV Abbvie Inc. | 0.11% | 23,565 | $4.3M | Reduce -3.7% |
| SYK Stryker Corp. | 0.10% | 11,222 | $4.0M | Reduce -2.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.10% | 105,199 | $4.0M | Add +8.6% |
| UBER Uber Technologies Inc. | 0.10% | 68,800 | $4.0M | Add +31.6% |
| MRK Merck & Co. Inc. | 0.10% | 29,455 | $3.9M | Reduce -3.7% |
| JNJ Johnson & Johnson | 0.10% | 24,341 | $3.9M | Reduce -18.6% |
| COP Conocophillips | 0.10% | 29,672 | $3.8M | Reduce -3.3% |
| PEP Pepsico Inc. | 0.10% | 21,138 | $3.7M | Add +4.6% |
| TTEK Tetra Tech Inc. | 0.10% | 21,444 | $3.7M | Add +40.0% |
| CRM Salesforce Inc. | 0.09% | 12,005 | $3.6M | Reduce -3.7% |
| CDNS Cadence Design SYS Inc. | 0.09% | 12,600 | $3.4M | Add +65.8% |
| MNST Monster Beverage Corp. | 0.09% | 58,900 | $3.4M | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.08% | 7,698 | $3.2M | Reduce -2.8% |
| EOG EOG Resources Inc. | 0.08% | 24,982 | $3.2M | Reduce -3.0% |
| ADI Analog Devices Inc. | 0.08% | 15,733 | $3.1M | Reduce -2.8% |
| FTNT Fortinet Inc. | 0.08% | 43,557 | $3.0M | Reduce -2.2% |
| CAT Caterpillar Inc. | 0.08% | 8,020 | $2.9M | Reduce -3.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 24,008 | $2.9M | Reduce -3.7% |
| MRSH Marsh & McLennan Cos | 0.07% | 13,951 | $2.9M | Reduce -2.8% |
| ARES Ares Management Corp. Class A | 0.07% | 21,606 | $2.9M | Reduce -2.2% |
| ORCL Oracle Corp. | 0.07% | 22,693 | $2.9M | Reduce -3.8% |
| ROK Rockwell Automation Inc. | 0.07% | 9,704 | $2.8M | Reduce -2.5% |
| PH Parker Hannifin Corp. | 0.07% | 5,043 | $2.8M | Add +4.5% |
| WFC Wells Fargo & Co. | 0.07% | 47,786 | $2.8M | Reduce -3.7% |
| TRMB Trimble Inc. | 0.07% | 42,863 | $2.8M | Reduce -2.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 14,245 | $2.7M | Reduce -3.7% |
| WDAY Workday Inc. Class A | 0.07% | 9,879 | $2.7M | Reduce -2.9% |
| KO The Coca-Cola Co. | 0.07% | 43,910 | $2.7M | Reduce -3.7% |
| WMT Walmart Inc. | 0.07% | 43,728 | $2.6M | Reduce -2.0% |
| AVY Avery Dennison Corp. | 0.07% | 11,685 | $2.6M | Reduce -2.4% |
| QCOM Qualcomm Inc. | 0.07% | 15,349 | $2.6M | Reduce -3.7% |
| BAH Booz Allen Hamilton Holdings | 0.07% | 17,310 | $2.6M | Add +10.8% |
| LULU Lululemon Athletica Inc. | 0.07% | 6,496 | $2.5M | Reduce -7.3% |
| IDXX Idexx Laboratories Inc. | 0.06% | 4,602 | $2.5M | Reduce -2.5% |
| MSCI MSCI Inc. | 0.06% | 4,401 | $2.5M | Reduce -2.8% |
| PAYX Paychex Inc. | 0.06% | 20,200 | $2.5M | New |
| TW Tradeweb Markets Inc. Class A | 0.06% | 23,476 | $2.4M | Reduce -2.4% |
| IQV Iqvia Holdings Inc. | 0.06% | 9,639 | $2.4M | Reduce -9.6% |
| TXN Texas Instruments Inc. | 0.06% | 13,606 | $2.4M | Reduce -3.8% |
Portfolio Sells Q4 2023 → Q1 2024
| EMB iShares JP Morgan Usd Emergi | Reduce -69.3% | 1.82% | −5.24 |
| USHY iShares Broad Usd High Yield | Reduce -50.4% | 0.40% | −0.60 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -50.3% | 0.38% | −0.57 |
| AAPL Apple Inc. | Reduce -17.1% | 0.87% | −0.54 |
| VOO Vanguard S&P 500 ETF | Reduce -27.0% | 0.68% | −0.47 |
| IEMG iShares Core MSCI Emerging | Reduce -29.7% | 0.61% | −0.46 |
| FEZ State Street SPDR Euro Stoxx | Reduce -23.7% | 0.40% | −0.27 |
| TSLA Tesla Inc. | Reduce -24.9% | 0.13% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -3.5% | 0.31% | −0.05 |
| JNJ Johnson & Johnson | Reduce -18.6% | 0.10% | −0.05 |
| LULU Lululemon Athletica Inc. | Reduce -7.3% | 0.07% | −0.05 |
| V Visa Inc. Class A | Reduce -6.2% | 0.22% | −0.04 |
| APTV Aptiv Irish Holdings Ltd. | Reduce -31.7% | 0.04% | −0.04 |
| MCD McDonald's Corp. | Reduce -3.1% | 0.12% | −0.04 |
| ACN Accenture PLC Class A | Reduce -2.8% | 0.14% | −0.03 |
| HD Home Depot Inc. | Reduce -5.7% | 0.18% | −0.03 |
| CTAS Cintas Corp. | Reduce -28.7% | 0.06% | −0.03 |
| BA The Boeing Co. | Reduce -4.2% | 0.04% | −0.03 |
| ANSS Ansys Inc. | Reduce -14.5% | 0.06% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -14.9% | 0.13% | −0.03 |
| INTU Intuit Inc. | Reduce -2.6% | 0.13% | −0.02 |
| INTC Intel Corp. | Reduce -3.8% | 0.06% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -2.8% | 0.11% | −0.02 |
| ROK Rockwell Automation Inc. | Reduce -2.5% | 0.07% | −0.02 |
| YETI Yeti Holdings Inc. | Reduce -2.0% | 0.03% | −0.02 |
| CVX Chevron Corp. | Reduce -3.7% | 0.12% | −0.02 |
| ADI Analog Devices Inc. | Reduce -2.8% | 0.08% | −0.02 |
| WDAY Workday Inc. Class A | Reduce -2.9% | 0.07% | −0.02 |
| IDXX Idexx Laboratories Inc. | Reduce -2.5% | 0.06% | −0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -2.8% | 0.08% | −0.02 |
| ZS Zscaler Inc. | Reduce -4.2% | 0.04% | −0.02 |
| UPS United Parcel Service Class B | Reduce -3.8% | 0.05% | −0.02 |
| KEYS Keysight Technologies Inc. | Reduce -3.0% | 0.06% | −0.02 |
| MSCI MSCI Inc. | Reduce -2.8% | 0.06% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -3.8% | 0.06% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -3.8% | 0.05% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -4.2% | 0.04% | −0.01 |
| UNP Union Pacific Corp. | Reduce -3.7% | 0.06% | −0.01 |
| SNPS Synopsys Inc. | Reduce -2.7% | 0.13% | −0.01 |
| EOG EOG Resources Inc. | Reduce -3.0% | 0.08% | −0.01 |
| KO The Coca-Cola Co. | Reduce -3.7% | 0.07% | −0.01 |
| PM Philip Morris International | Reduce -3.8% | 0.05% | −0.01 |
| CHTR Charter Communications Inc. Class A | Reduce -4.2% | 0.02% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -3.8% | 0.05% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -3.1% | 0.27% | −0.01 |
| IQV Iqvia Holdings Inc. | Reduce -9.6% | 0.06% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -3.8% | 0.06% | −0.01 |
| AMGN Amgen Inc. | Reduce -3.9% | 0.05% | −0.01 |
| COP Conocophillips | Reduce -3.3% | 0.10% | −0.01 |
| PFE Pfizer Inc. | Reduce -3.8% | 0.04% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| IVV iShares Core S&P 500 ETF | New | 6.92% | +6.92 |
| SCHD Schwab US DVD Equity ETF | Add +110.7% | 12.24% | +5.14 |
| VWO Vanguard Ftse Emerging Marke | Add +258.0% | 4.57% | +3.06 |
| TIP iShares Tips Bond ETF | Add +102.5% | 3.57% | +1.46 |
| GSG iShares S&P Gsci Commodity I | New | 1.21% | +1.21 |
| VNQ Vanguard Real Estate ETF | Add +141.3% | 1.25% | +0.62 |
| NVDA Nvidia Corp. | Add +8.4% | 1.22% | +0.41 |
| META Meta Platforms Inc. Class A | Add +39.0% | 0.63% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +53.5% | 0.68% | +0.19 |
| AMD Advanced Micro Devices | Add +136.6% | 0.25% | +0.14 |
| USRT iShares Core US REIT ETF | Add +129.8% | 0.31% | +0.14 |
| MSFT Microsoft Corp. | Add +19.7% | 1.58% | +0.14 |
| AMZN Amazon.com Inc. | Add +27.6% | 0.78% | +0.13 |
| KLAC KLA Corp. | New | 0.13% | +0.13 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +99.1% | 0.22% | +0.11 |
| SCHP Schwab U.S. Tips ETF | Add +45.0% | 0.62% | +0.10 |
| ABNB Airbnb Inc. Class A | Add +111.0% | 0.17% | +0.09 |
| MNST Monster Beverage Corp. | New | 0.09% | +0.09 |
| CME Cme Group Inc. | Add +227.9% | 0.14% | +0.09 |
| LLY Eli Lilly & Co. | Add +14.4% | 0.47% | +0.08 |
| ISRG Intuitive Surgical Inc. | Add +69.1% | 0.18% | +0.07 |
| PAYX Paychex Inc. | New | 0.06% | +0.06 |
| PG The Procter & Gamble Co. | Add +38.7% | 0.29% | +0.06 |
| BSX Boston Scientific Corp. | Add +60.6% | 0.18% | +0.05 |
| NOW ServiceNow Inc. | Add +38.3% | 0.28% | +0.05 |
| MA Mastercard Inc. Class A | Add +33.5% | 0.31% | +0.05 |
| NEE Nextera Energy Inc. | Add +52.0% | 0.16% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +31.0% | 0.25% | +0.03 |
| CDNS Cadence Design SYS Inc. | Add +65.8% | 0.09% | +0.02 |
| DUOL Duolingo | New | 0.02% | +0.02 |
| TTEK Tetra Tech Inc. | Add +40.0% | 0.10% | +0.02 |
| NFLX Netflix Inc. | Add +23.6% | 0.17% | +0.02 |
| FISV Fiserv Inc. | New | 0.01% | +0.01 |
| ECL Ecolab Inc. | Add +44.9% | 0.04% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +27.0% | 0.32% | +0.01 |
| BAH Booz Allen Hamilton Holdings | Add +10.8% | 0.07% | +0.00 |
| SPGI S&P Global Inc. | Add +30.5% | 0.20% | +0.00 |
| PH Parker Hannifin Corp. | Add +4.5% | 0.07% | +0.00 |
| WM Waste Management Inc. | Add +14.6% | 0.15% | +0.00 |
| UBER Uber Technologies Inc. | Add +31.6% | 0.10% | +0.00 |
| BAC Bank of America Corp. | Add +8.6% | 0.10% | +0.00 |
| ZTS Zoetis Inc. | Add +35.3% | 0.17% | −0.00 |
| POOL Pool Corp. | Add +10.2% | 0.05% | −0.00 |
| PEP Pepsico Inc. | Add +4.6% | 0.10% | −0.01 |
| ADBE Adobe Inc. | Add +27.1% | 0.29% | −0.01 |
| IFRA iShares US Infrastructure | Add +19.2% | 0.27% | −0.01 |
| COST Costco Wholesale Corp. | Add +0.8% | 0.20% | −0.03 |
| NKE Nike Inc. Class B | Add +8.4% | 0.16% | −0.03 |
| BKLN Invesco Senior Loan ETF | Add +1.9% | 1.65% | −0.29 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 291 | $6.1B | SCHD, IVV, RDIV, TIP, PBP |
| Q1 2026 | 282 | $4.3B | SCHD, IVV, TIP, PBP, IVVW |
| Q4 2025 | 281 | $3.7B | SCHD, IVV, EMB, PBP, IVVW |
| Q3 2025 | 268 | $3.2B | SCHD, TIP, IVVW, PBP, EMB |
| Q2 2025 | 265 | $1.5B | IVVW, TIP, NVDA, MSFT, AAPL |
| Q1 2025 | 272 | $2.8B | VYM, SCHD, TIP, EMB, BKLN |
| Q4 2024 | 270 | $5.3B | VYM, SCHD, SPYM, IVV, TIP |
| Q3 2024 | 269 | $5.1B | VYM, SCHD, SPYM, EMB, IVV |
| Q2 2024 | 274 | $4.3B | VYM, SCHD, SPYM, IVV, VWO |
| Q1 2024 | 263 | $3.9B | VYM, SCHD, IVV, VWO, TIP |