Sumitomo Life Insurance Co.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Sumitomo Life Insurance Co. reported 270 stock positions worth $5.3 billion. Its top holding was Vanguard High DVD Yield ETF (VYM) at 36.4% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 13.8%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 11.8%). Compared with Q3 2024, it opened 8 new positions, sold out of 7, added to 50 and reduced 209. The biggest buy was a new position in Vanguard Ftse Emerging Marke (VWO) and the biggest sale iShares JP Morgan Usd Emergi (EMB, shares −71%).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0000937760
- Portfolio Value
- $5.3B (Q4 2024)
- SEC Filing
- 0001140361-25-001666 ↗ filed Jan 23, 2025
Holdings Value
Holdings 270 stocks · $5.3B
| VYM Vanguard High DVD Yield ETF | 36.45% | 15,133,322 | $1.9B | No change |
| SCHD Schwab US DVD Equity ETF | 13.83% | 26,820,000 | $732.7M | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 11.78% | 9,052,600 | $624.1M | Add +18.4% |
| IVV iShares Core S&P 500 ETF | 6.17% | 555,000 | $326.7M | No change |
| TIP iShares Tips Bond ETF | 2.94% | 1,461,746 | $155.7M | Add +58.0% |
| VWO Vanguard Ftse Emerging Marke | 2.01% | 2,423,347 | $106.7M | New |
| EMB iShares JP Morgan Usd Emergi | 1.88% | 1,120,786 | $99.8M | Reduce -70.7% |
| NVDA Nvidia Corp. | 1.38% | 546,348 | $73.4M | Add +5.6% |
| AAPL Apple Inc. | 1.29% | 273,640 | $68.5M | Add +7.6% |
| MSFT Microsoft Corp. | 1.29% | 161,701 | $68.2M | Add +4.1% |
| BKLN Invesco Senior Loan ETF | 1.23% | 3,101,835 | $65.4M | Add +151.6% |
| VNQ Vanguard Real Estate ETF | 0.88% | 524,956 | $46.8M | Add +168.6% |
| AMZN Amazon.com Inc. | 0.76% | 182,699 | $40.1M | Add +7.4% |
| GSG iShares S&P Gsci Commodity I | 0.66% | 1,596,278 | $34.8M | New |
| AVGO Broadcom Inc. | 0.63% | 144,851 | $33.6M | Add +30.1% |
| GOOGL Alphabet Inc. Class A | 0.63% | 176,433 | $33.4M | Reduce -7.5% |
| META Meta Platforms Inc. Class A | 0.58% | 52,731 | $30.9M | Reduce -1.6% |
| VOO Vanguard S&P 500 ETF | 0.51% | 50,500 | $27.2M | Add +10.0% |
| USHY iShares Broad Usd High Yield | 0.50% | 724,600 | $26.7M | Add +1026.9% |
| JPM JPMorgan Chase & Co. | 0.47% | 104,387 | $25.0M | Reduce -3.7% |
| TSLA Tesla Inc. | 0.38% | 50,418 | $20.4M | Add +61.9% |
| LLY Eli Lilly & Co. | 0.37% | 25,089 | $19.4M | Add +1.9% |
| FEZ State Street SPDR Euro Stoxx | 0.35% | 382,200 | $18.4M | Add +19.5% |
| NOW ServiceNow Inc. | 0.34% | 17,157 | $18.2M | Add +2.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.33% | 279,100 | $17.6M | Add +256.4% |
| MA Mastercard Inc. Class A | 0.32% | 32,304 | $17.0M | Add +15.7% |
| IEMG iShares Core MSCI Emerging | 0.28% | 283,900 | $14.8M | Add +35.2% |
| SCHP Schwab U.S. Tips ETF | 0.28% | 567,500 | $14.7M | Add +279.3% |
| GS Goldman Sachs Group Inc. | 0.28% | 25,441 | $14.6M | Add +598.4% |
| GOOG Alphabet Inc. Class C | 0.25% | 70,222 | $13.4M | Reduce -2.1% |
| SPGI S&P Global Inc. | 0.25% | 26,838 | $13.4M | Add +21.1% |
| NFLX Netflix Inc. | 0.23% | 13,509 | $12.0M | Add +1.7% |
| PG The Procter & Gamble Co. | 0.23% | 71,205 | $11.9M | Add +2.6% |
| ISRG Intuitive Surgical Inc. | 0.20% | 20,574 | $10.7M | Reduce -10.5% |
| WMT Walmart Inc. | 0.20% | 118,144 | $10.7M | Add +4.8% |
| ADBE Adobe Inc. | 0.19% | 22,840 | $10.2M | Reduce -5.5% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 19,431 | $10.1M | Add +3.7% |
| BX Blackstone Inc. | 0.19% | 57,900 | $10.0M | New |
| WM Waste Management Inc. | 0.17% | 44,348 | $8.9M | Add +36.6% |
| BSX Boston Scientific Corp. | 0.17% | 99,858 | $8.9M | Add +11.3% |
| VRT Vertiv Holdings Co. Class A | 0.16% | 76,145 | $8.7M | Add +12.5% |
| V Visa Inc. Class A | 0.16% | 27,003 | $8.5M | Reduce -1.9% |
| AMD Advanced Micro Devices | 0.16% | 68,794 | $8.3M | Reduce -4.5% |
| ABNB Airbnb Inc. Class A | 0.15% | 61,222 | $8.0M | Add +27.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 179,185 | $7.9M | Add +9.9% |
| PAYX Paychex Inc. | 0.14% | 53,300 | $7.5M | Add +31.0% |
| VMC Vulcan Materials Co. | 0.14% | 28,242 | $7.3M | Add +123.1% |
| SYY Sysco Corp. | 0.13% | 93,297 | $7.1M | Add +24.6% |
| UBER Uber Technologies Inc. | 0.13% | 118,018 | $7.1M | Add +10.0% |
| PANW Palo Alto Networks Inc. | 0.13% | 37,600 | $6.8M | New |
| CDNS Cadence Design SYS Inc. | 0.13% | 22,600 | $6.8M | Add +28.4% |
| ZTS Zoetis Inc. | 0.12% | 37,599 | $6.1M | Add +2.1% |
| USRT iShares Core US REIT ETF | 0.11% | 105,300 | $6.0M | Add +172.1% |
| NEE Nextera Energy Inc. | 0.11% | 83,243 | $6.0M | Reduce -25.5% |
| BKNG Booking Holdings Inc. | 0.11% | 1,181 | $5.9M | Reduce -1.3% |
| AXP American Express Co. | 0.11% | 18,921 | $5.6M | Reduce -1.5% |
| TTEK Tetra Tech Inc. | 0.10% | 138,386 | $5.5M | Reduce -7.5% |
| INTU Intuit Inc. | 0.10% | 8,719 | $5.5M | Reduce -1.3% |
| MELI MercadoLibre Inc. | 0.10% | 3,200 | $5.4M | Add +190.9% |
| ACN Accenture PLC Class A | 0.10% | 15,282 | $5.4M | Reduce -1.4% |
| ORCL Oracle Corp. | 0.10% | 30,429 | $5.1M | Add +26.5% |
| HD Home Depot Inc. | 0.09% | 12,924 | $5.0M | Reduce -1.7% |
| UNH Unitedhealth Group Inc. | 0.09% | 9,499 | $4.8M | Reduce -62.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 10,452 | $4.7M | Reduce -2.3% |
| COST Costco Wholesale Corp. | 0.09% | 4,931 | $4.5M | Reduce -61.6% |
| CEG Constellation Energy | 0.08% | 20,014 | $4.5M | Add +308.2% |
| FISV Fiserv Inc. | 0.08% | 20,688 | $4.2M | Add +8.5% |
| ETN Eaton Corp. PLC | 0.08% | 12,785 | $4.2M | Reduce -1.4% |
| SNPS Synopsys Inc. | 0.08% | 8,741 | $4.2M | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 0.08% | 39,109 | $4.2M | Reduce -2.3% |
| TT Trane Technologies PLC | 0.08% | 11,216 | $4.1M | Reduce -1.2% |
| SYK Stryker Corp. | 0.07% | 11,041 | $4.0M | Reduce -1.4% |
| FTNT Fortinet Inc. | 0.07% | 41,557 | $3.9M | Reduce -13.2% |
| ANET Arista Networks Inc. | 0.07% | 35,395 | $3.9M | Reduce -2.0% |
| WMB Williams Cos Inc. | 0.07% | 68,703 | $3.7M | Add +7.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.07% | 10,764 | $3.7M | Reduce -1.5% |
| ARES Ares Management Corp. Class A | 0.07% | 20,375 | $3.6M | Reduce -1.5% |
| QCOM Qualcomm Inc. | 0.07% | 23,464 | $3.6M | Reduce -1.5% |
| CRM Salesforce Inc. | 0.07% | 10,654 | $3.6M | Reduce -2.1% |
| PH Parker Hannifin Corp. | 0.06% | 5,206 | $3.3M | Reduce -1.5% |
| TW Tradeweb Markets Inc. Class A | 0.06% | 24,959 | $3.3M | Reduce -1.3% |
| APH Amphenol Corp. Class A | 0.06% | 46,847 | $3.3M | Add +50.1% |
| CVX Chevron Corp. | 0.06% | 22,253 | $3.2M | Reduce -19.5% |
| ECL Ecolab Inc. | 0.06% | 13,514 | $3.2M | Reduce -1.5% |
| JNJ Johnson & Johnson | 0.06% | 21,599 | $3.1M | Reduce -2.1% |
| PEP Pepsico Inc. | 0.06% | 20,463 | $3.1M | Reduce -1.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.06% | 7,613 | $3.1M | Reduce -1.5% |
| ABBV Abbvie Inc. | 0.06% | 17,205 | $3.1M | Reduce -36.3% |
| EOG EOG Resources Inc. | 0.06% | 24,348 | $3.0M | Reduce -1.8% |
| WFC Wells Fargo & Co. | 0.06% | 42,419 | $3.0M | Reduce -2.0% |
| TRMB Trimble Inc. | 0.06% | 42,139 | $3.0M | Reduce -1.9% |
| CTAS Cintas Corp. | 0.06% | 16,228 | $3.0M | Reduce -1.7% |
| DDOG Datadog Inc. Class A | 0.06% | 20,598 | $2.9M | Add +77.1% |
| MRSH Marsh & McLennan Cos | 0.06% | 13,845 | $2.9M | Reduce -1.6% |
| BAH Booz Allen Hamilton Holdings | 0.05% | 22,200 | $2.9M | Reduce -1.4% |
| MCD McDonald's Corp. | 0.05% | 9,766 | $2.8M | Reduce -11.6% |
| MS Morgan Stanley | 0.05% | 22,416 | $2.8M | Add +34.7% |
| IBKR Interactive Brokers Gro Class A | 0.05% | 15,272 | $2.7M | Add +174.8% |
| MRK Merck & Co. Inc. | 0.05% | 26,138 | $2.6M | Reduce -70.9% |
| MSCI MSCI Inc. | 0.05% | 4,326 | $2.6M | Reduce -1.8% |
Portfolio Sells Q3 2024 → Q4 2024
| EMB iShares JP Morgan Usd Emergi | Reduce -70.7% | 1.88% | −5.15 |
| UNH Unitedhealth Group Inc. | Reduce -62.3% | 0.09% | −0.20 |
| MRK Merck & Co. Inc. | Reduce -70.9% | 0.05% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -61.6% | 0.09% | −0.14 |
| CME Cme Group Inc. | Reduce -82.6% | 0.03% | −0.13 |
| AMD Advanced Micro Devices | Reduce -4.5% | 0.16% | −0.08 |
| NEE Nextera Energy Inc. | Reduce -25.5% | 0.11% | −0.07 |
| KLAC KLA Corp. | Reduce -71.5% | 0.02% | −0.07 |
| ADBE Adobe Inc. | Reduce -5.5% | 0.19% | −0.05 |
| ABBV Abbvie Inc. | Reduce -36.3% | 0.06% | −0.05 |
| TTEK Tetra Tech Inc. | Reduce -7.5% | 0.10% | −0.03 |
| COP Conocophillips | Reduce -46.4% | 0.03% | −0.03 |
| REGN Regeneron Pharmaceuticals | Reduce -1.9% | 0.04% | −0.02 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.02 |
| NKE Nike Inc. Class B | Reduce -42.7% | 0.02% | −0.02 |
| IDXX Idexx Laboratories Inc. | Reduce -28.6% | 0.03% | −0.02 |
| ADI Analog Devices Inc. | Reduce -24.8% | 0.04% | −0.02 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -1.6% | 0.58% | −0.02 |
| CVX Chevron Corp. | Reduce -19.5% | 0.06% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -10.5% | 0.20% | −0.02 |
| BAH Booz Allen Hamilton Holdings | Reduce -1.4% | 0.05% | −0.02 |
| DD Dupont DE Nemours Inc. | Reduce -63.9% | 0.01% | −0.02 |
| APTV Aptiv PLC | Reduce -67.7% | 0.01% | −0.02 |
| AMT American Tower Corp. | Reduce -46.6% | 0.01% | −0.02 |
| PEG Public Service Enterprise GP | Reduce -56.5% | 0.01% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -62.9% | 0.01% | −0.01 |
| WSC Willscot Holdings Corp. | Reduce -32.6% | 0.02% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -2.3% | 0.08% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.5% | 0.06% | −0.01 |
| MCD McDonald's Corp. | Reduce -11.6% | 0.05% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -1.5% | 0.07% | −0.01 |
| JNJ Johnson & Johnson | Reduce -2.1% | 0.06% | −0.01 |
| CTAS Cintas Corp. | Reduce -1.7% | 0.06% | −0.01 |
| PEP Pepsico Inc. | Reduce -1.6% | 0.06% | −0.01 |
| ACGL Arch Capital Group Ltd. | Reduce -2.5% | 0.04% | −0.01 |
| AVY Avery Dennison Corp. | Reduce -1.5% | 0.04% | −0.01 |
| KO The Coca-Cola Co. | Reduce -2.1% | 0.05% | −0.01 |
| IQV Iqvia Holdings Inc. | Reduce -1.6% | 0.04% | −0.01 |
| BIIB Biogen Inc. | Reduce -55.7% | 0.01% | −0.01 |
| HD Home Depot Inc. | Reduce -1.7% | 0.09% | −0.01 |
| DHR Danaher Corp. | Reduce -2.5% | 0.03% | −0.01 |
| ROK Rockwell Automation Inc. | Reduce -19.3% | 0.04% | −0.01 |
| AMGN Amgen Inc. | Reduce -3.0% | 0.03% | −0.01 |
| TDG Transdigm Group Inc. | Reduce -2.1% | 0.05% | −0.01 |
| ECL Ecolab Inc. | Reduce -1.5% | 0.06% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -3.0% | 0.03% | −0.01 |
| TT Trane Technologies PLC | Reduce -1.2% | 0.08% | −0.01 |
| ELV Elevance Health Inc. | Reduce -4.0% | 0.02% | −0.01 |
| SNPS Synopsys Inc. | Reduce -1.3% | 0.08% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| VWO Vanguard Ftse Emerging Marke | New | 2.01% | +2.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +18.4% | 11.78% | +1.65 |
| TIP iShares Tips Bond ETF | Add +58.0% | 2.94% | +0.93 |
| BKLN Invesco Senior Loan ETF | Add +151.6% | 1.23% | +0.73 |
| GSG iShares S&P Gsci Commodity I | New | 0.66% | +0.66 |
| VNQ Vanguard Real Estate ETF | Add +168.6% | 0.88% | +0.51 |
| USHY iShares Broad Usd High Yield | Add +1026.9% | 0.50% | +0.46 |
| AVGO Broadcom Inc. | Add +30.1% | 0.63% | +0.26 |
| GS Goldman Sachs Group Inc. | Add +598.4% | 0.28% | +0.24 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +256.4% | 0.33% | +0.23 |
| TSLA Tesla Inc. | Add +61.9% | 0.38% | +0.22 |
| SCHP Schwab U.S. Tips ETF | Add +279.3% | 0.28% | +0.20 |
| BX Blackstone Inc. | New | 0.19% | +0.19 |
| NVDA Nvidia Corp. | Add +5.6% | 1.38% | +0.15 |
| AMZN Amazon.com Inc. | Add +7.4% | 0.76% | +0.13 |
| AAPL Apple Inc. | Add +7.6% | 1.29% | +0.13 |
| PANW Palo Alto Networks Inc. | New | 0.13% | +0.13 |
| VMC Vulcan Materials Co. | Add +123.1% | 0.14% | +0.07 |
| USRT iShares Core US REIT ETF | Add +172.1% | 0.11% | +0.07 |
| CEG Constellation Energy | Add +308.2% | 0.08% | +0.06 |
| MELI MercadoLibre Inc. | Add +190.9% | 0.10% | +0.06 |
| MA Mastercard Inc. Class A | Add +15.7% | 0.32% | +0.05 |
| NOW ServiceNow Inc. | Add +2.4% | 0.34% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +35.2% | 0.28% | +0.04 |
| NFLX Netflix Inc. | Add +1.7% | 0.23% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +10.0% | 0.51% | +0.04 |
| WM Waste Management Inc. | Add +36.6% | 0.17% | +0.04 |
| IBKR Interactive Brokers Gro Class A | Add +174.8% | 0.05% | +0.04 |
| CSL Carlisle Cos Inc. | New | 0.03% | +0.03 |
| CDNS Cadence Design SYS Inc. | Add +28.4% | 0.13% | +0.03 |
| PAYX Paychex Inc. | Add +31.0% | 0.14% | +0.03 |
| ABNB Airbnb Inc. Class A | Add +27.3% | 0.15% | +0.03 |
| VRT Vertiv Holdings Co. Class A | Add +12.5% | 0.16% | +0.03 |
| DDOG Datadog Inc. Class A | Add +77.1% | 0.06% | +0.03 |
| SPGI S&P Global Inc. | Add +21.1% | 0.25% | +0.03 |
| WMT Walmart Inc. | Add +4.8% | 0.20% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | Add +9.9% | 0.15% | +0.02 |
| APH Amphenol Corp. Class A | Add +50.1% | 0.06% | +0.02 |
| BSX Boston Scientific Corp. | Add +11.3% | 0.17% | +0.02 |
| SYY Sysco Corp. | Add +24.6% | 0.13% | +0.02 |
| MS Morgan Stanley | Add +34.7% | 0.05% | +0.02 |
| ORCL Oracle Corp. | Add +26.5% | 0.10% | +0.02 |
| CRH CRH PLC | New | 0.01% | +0.01 |
| IT Gartner Inc. | New | 0.01% | +0.01 |
| PNC PNC Financial Services Group | Add +59.8% | 0.04% | +0.01 |
| FEZ State Street SPDR Euro Stoxx | Add +19.5% | 0.35% | +0.01 |
| FISV Fiserv Inc. | Add +8.5% | 0.08% | +0.01 |
| WMB Williams Cos Inc. | Add +7.3% | 0.07% | +0.01 |
| PWR Quanta Services Inc. | Add +30.4% | 0.04% | +0.01 |
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 |