Sumitomo Life Insurance Co.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Sumitomo Life Insurance Co. reported 272 stock positions worth $2.8 billion. Its top holding was Vanguard High DVD Yield ETF (VYM) at 26.6% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 18.6%) and iShares Tips Bond ETF (TIP, 6.4%). Compared with Q4 2024, it opened 7 new positions, sold out of 6, added to 80 and reduced 179. The biggest buy was iShares Tips Bond ETF (TIP, shares +10%) and the biggest sale an exit from Ste STR SPDR PT S&P 500 ETF (SPYM).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0000937760
- Portfolio Value
- $2.8B (Q1 2025)
- SEC Filing
- 0001140361-25-016980 ↗ filed May 2, 2025
Holdings Value
Holdings 272 stocks · $2.8B
| VYM Vanguard High DVD Yield ETF | 26.64% | 5,773,322 | $744.5M | Reduce -61.9% |
| SCHD Schwab US DVD Equity ETF | 18.58% | 18,570,000 | $519.2M | Reduce -30.8% |
| TIP iShares Tips Bond ETF | 6.39% | 1,607,733 | $178.6M | Add +10.0% |
| EMB iShares JP Morgan Usd Emergi | 3.71% | 1,143,647 | $103.6M | Add +2.0% |
| BKLN Invesco Senior Loan ETF | 2.48% | 3,347,454 | $69.3M | Add +7.9% |
| AAPL Apple Inc. | 2.29% | 288,715 | $64.1M | Add +5.5% |
| MSFT Microsoft Corp. | 2.23% | 165,764 | $62.2M | Add +2.5% |
| NVDA Nvidia Corp. | 2.10% | 541,993 | $58.7M | Reduce -0.8% |
| GSG iShares S&P Gsci Commodity I | 1.80% | 2,208,431 | $50.3M | Add +38.4% |
| AMZN Amazon.com Inc. | 1.26% | 184,765 | $35.2M | Add +1.1% |
| META Meta Platforms Inc. Class A | 1.15% | 55,817 | $32.2M | Add +5.8% |
| SCHP Schwab U.S. Tips ETF | 1.02% | 1,064,900 | $28.6M | Add +87.7% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.01% | 440,700 | $28.3M | Add +57.9% |
| GOOGL Alphabet Inc. Class A | 0.99% | 178,794 | $27.6M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 0.92% | 105,260 | $25.8M | Add +0.8% |
| LLY Eli Lilly & Co. | 0.91% | 30,720 | $25.4M | Add +22.4% |
| AVGO Broadcom Inc. | 0.83% | 139,062 | $23.3M | Reduce -4.0% |
| USHY iShares Broad Usd High Yield | 0.81% | 615,600 | $22.7M | Reduce -15.0% |
| MA Mastercard Inc. Class A | 0.68% | 34,657 | $19.0M | Add +7.3% |
| PG The Procter & Gamble Co. | 0.59% | 97,358 | $16.6M | Add +36.7% |
| SPGI S&P Global Inc. | 0.53% | 29,037 | $14.8M | Add +8.2% |
| FEZ State Street SPDR Euro Stoxx | 0.48% | 248,600 | $13.5M | Reduce -35.0% |
| NFLX Netflix Inc. | 0.47% | 14,134 | $13.2M | Add +4.6% |
| GS Goldman Sachs Group Inc. | 0.47% | 23,972 | $13.1M | Reduce -5.8% |
| WM Waste Management Inc. | 0.45% | 54,099 | $12.5M | Add +22.0% |
| ISRG Intuitive Surgical Inc. | 0.44% | 24,684 | $12.2M | Add +20.0% |
| NOW ServiceNow Inc. | 0.44% | 15,306 | $12.2M | Reduce -10.8% |
| NEE Nextera Energy Inc. | 0.43% | 168,795 | $12.0M | Add +102.8% |
| TMO Thermo Fisher Scientific Inc. | 0.43% | 23,930 | $11.9M | Add +23.1% |
| BSX Boston Scientific Corp. | 0.40% | 111,481 | $11.2M | Add +11.6% |
| WMT Walmart Inc. | 0.39% | 124,459 | $10.9M | Add +5.3% |
| GOOG Alphabet Inc. Class C | 0.39% | 69,206 | $10.8M | Reduce -1.4% |
| VOO Vanguard S&P 500 ETF | 0.38% | 20,500 | $10.5M | Reduce -59.4% |
| TSLA Tesla Inc. | 0.37% | 40,144 | $10.4M | Reduce -20.4% |
| IEMG iShares Core MSCI Emerging | 0.34% | 175,000 | $9.4M | Reduce -38.4% |
| V Visa Inc. Class A | 0.33% | 26,649 | $9.3M | Reduce -1.3% |
| SYY Sysco Corp. | 0.33% | 122,503 | $9.2M | Add +31.3% |
| UBER Uber Technologies Inc. | 0.32% | 122,767 | $8.9M | Add +4.0% |
| PAYX Paychex Inc. | 0.32% | 57,600 | $8.9M | Add +8.1% |
| ZTS Zoetis Inc. | 0.31% | 52,152 | $8.6M | Add +38.7% |
| ADBE Adobe Inc. | 0.29% | 21,291 | $8.2M | Reduce -6.8% |
| AMD Advanced Micro Devices | 0.28% | 74,807 | $7.7M | Add +8.7% |
| ABNB Airbnb Inc. Class A | 0.27% | 64,161 | $7.7M | Add +4.8% |
| MELI MercadoLibre Inc. | 0.27% | 3,900 | $7.6M | Add +21.9% |
| BX Blackstone Inc. | 0.27% | 53,200 | $7.4M | Reduce -8.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 177,213 | $7.4M | Reduce -1.1% |
| CSL Carlisle Cos Inc. | 0.26% | 21,300 | $7.3M | Add +325.1% |
| PANW Palo Alto Networks Inc. | 0.23% | 37,300 | $6.4M | Reduce -0.8% |
| VMC Vulcan Materials Co. | 0.22% | 26,202 | $6.1M | Reduce -7.2% |
| IFRA iShares US Infrastructure | 0.20% | 123,700 | $5.6M | Add +1527.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 10,293 | $5.5M | Reduce -1.5% |
| BKNG Booking Holdings Inc. | 0.19% | 1,167 | $5.4M | Reduce -1.2% |
| INTU Intuit Inc. | 0.19% | 8,630 | $5.3M | Reduce -1.0% |
| AXP American Express Co. | 0.18% | 18,710 | $5.0M | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 0.18% | 9,353 | $4.9M | Reduce -1.5% |
| ACN Accenture PLC Class A | 0.17% | 15,129 | $4.7M | Reduce -1.0% |
| HD Home Depot Inc. | 0.17% | 12,762 | $4.7M | Reduce -1.3% |
| COST Costco Wholesale Corp. | 0.16% | 4,857 | $4.6M | Reduce -1.5% |
| XOM Exxon Mobil Corp. | 0.16% | 38,509 | $4.6M | Reduce -1.5% |
| FISV Fiserv Inc. | 0.16% | 20,498 | $4.5M | Reduce -0.9% |
| USRT iShares Core US REIT ETF | 0.15% | 74,300 | $4.3M | Reduce -29.4% |
| CDNS Cadence Design SYS Inc. | 0.15% | 16,800 | $4.3M | Reduce -25.7% |
| ORCL Oracle Corp. | 0.15% | 30,067 | $4.2M | Reduce -1.2% |
| WMB Williams Cos Inc. | 0.15% | 68,227 | $4.1M | Reduce -0.7% |
| SYK Stryker Corp. | 0.15% | 10,927 | $4.1M | Reduce -1.0% |
| FTNT Fortinet Inc. | 0.14% | 41,267 | $4.0M | Reduce -0.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.13% | 10,643 | $3.8M | Reduce -1.1% |
| TT Trane Technologies PLC | 0.13% | 11,120 | $3.7M | Reduce -0.9% |
| SNPS Synopsys Inc. | 0.13% | 8,657 | $3.7M | Reduce -1.0% |
| VRT Vertiv Holdings Co. Class A | 0.13% | 51,399 | $3.7M | Reduce -32.5% |
| TW Tradeweb Markets Inc. Class A | 0.13% | 24,847 | $3.7M | Reduce -0.5% |
| CVX Chevron Corp. | 0.13% | 21,937 | $3.7M | Reduce -1.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.13% | 7,537 | $3.7M | Reduce -1.0% |
| QCOM Qualcomm Inc. | 0.13% | 23,215 | $3.6M | Reduce -1.1% |
| ABBV Abbvie Inc. | 0.13% | 16,844 | $3.5M | Reduce -2.1% |
| JNJ Johnson & Johnson | 0.13% | 21,275 | $3.5M | Reduce -1.5% |
| ETN Eaton Corp. PLC | 0.12% | 12,656 | $3.4M | Reduce -1.0% |
| ECL Ecolab Inc. | 0.12% | 13,371 | $3.4M | Reduce -1.1% |
| MRSH Marsh & McLennan Cos | 0.12% | 13,791 | $3.4M | Reduce -0.4% |
| CTAS Cintas Corp. | 0.12% | 15,981 | $3.3M | Reduce -1.5% |
| APH Amphenol Corp. Class A | 0.12% | 49,304 | $3.2M | Add +5.2% |
| PH Parker Hannifin Corp. | 0.11% | 5,171 | $3.1M | Reduce -0.7% |
| EOG EOG Resources Inc. | 0.11% | 24,155 | $3.1M | Reduce -0.8% |
| PEP Pepsico Inc. | 0.11% | 20,231 | $3.0M | Reduce -1.1% |
| MCD McDonald's Corp. | 0.11% | 9,619 | $3.0M | Reduce -1.5% |
| WFC Wells Fargo & Co. | 0.11% | 41,769 | $3.0M | Reduce -1.5% |
| ARES Ares Management Corp. Class A | 0.11% | 20,249 | $3.0M | Reduce -0.6% |
| PM Philip Morris International | 0.10% | 18,159 | $2.9M | Reduce -1.5% |
| CRM Salesforce Inc. | 0.10% | 10,493 | $2.8M | Reduce -1.5% |
| KO The Coca-Cola Co. | 0.10% | 38,381 | $2.7M | Reduce -1.5% |
| TRMB Trimble Inc. | 0.10% | 41,810 | $2.7M | Reduce -0.8% |
| ANET Arista Networks Inc. | 0.10% | 35,281 | $2.7M | Reduce -0.3% |
| TDG Transdigm Group Inc. | 0.10% | 1,921 | $2.7M | Reduce -1.5% |
| MS Morgan Stanley | 0.09% | 22,097 | $2.6M | Reduce -1.4% |
| IBKR Interactive Brokers Gro Class A | 0.09% | 15,215 | $2.5M | Reduce -0.4% |
| ADP Automatic Data Processing | 0.09% | 8,166 | $2.5M | Reduce -1.5% |
| WELL Welltower Inc. | 0.09% | 16,079 | $2.5M | Reduce -1.1% |
| MSCI MSCI Inc. | 0.09% | 4,308 | $2.4M | Reduce -0.4% |
| CAT Caterpillar Inc. | 0.08% | 7,009 | $2.3M | Reduce -1.5% |
| MRK Merck & Co. Inc. | 0.08% | 25,746 | $2.3M | Reduce -1.5% |
Portfolio Sells Q4 2024 → Q1 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −11.78 |
| VYM Vanguard High DVD Yield ETF | Reduce -61.9% | 26.64% | −9.81 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −6.17 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −2.01 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.88 |
| VOO Vanguard S&P 500 ETF | Reduce -59.4% | 0.38% | −0.14 |
| TTEK Tetra Tech Inc. | Reduce -79.0% | 0.03% | −0.07 |
| CEG Constellation Energy | Reduce -76.9% | 0.03% | −0.05 |
| VRT Vertiv Holdings Co. Class A | Reduce -32.5% | 0.13% | −0.03 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.02 |
| TSLA Tesla Inc. | Reduce -20.4% | 0.37% | −0.01 |
| UPS United Parcel Service Class B | Reduce -56.3% | 0.02% | −0.01 |
| APTV Aptiv PLC | Sold out | 0.00% | −0.01 |
| YETI Yeti Holdings Inc. | Reduce -51.6% | 0.02% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -51.6% | 0.03% | −0.00 |
| SNDK Sandisk Corp. | Reduce -1.3% | 0.00% | +0.00 |
| WDC Western Digital Corp. | Reduce -1.3% | 0.01% | +0.00 |
| TER Teradyne Inc. | Reduce -1.0% | 0.01% | +0.00 |
| BIIB Biogen Inc. | Reduce -1.1% | 0.01% | +0.00 |
| HAL Halliburton Co. | Reduce -1.1% | 0.01% | +0.00 |
| MET Metlife Inc. | Reduce -1.5% | 0.01% | +0.00 |
| CF CF Industries Holdings Inc. | Reduce -1.2% | 0.01% | +0.00 |
| DOW Dow Inc. | Reduce -0.9% | 0.01% | +0.00 |
| LUV Southwest Airlines Co. | Reduce -1.5% | 0.01% | +0.00 |
| DOC Healthpeak Properties Inc. | Reduce -1.1% | 0.01% | +0.00 |
| IP International Paper Co. | Reduce -4.3% | 0.01% | +0.00 |
| DAR Darling Ingredients Inc. | Reduce -1.0% | 0.01% | +0.01 |
| DG Dollar General Corp. | Reduce -1.2% | 0.01% | +0.01 |
| ARE Alexandria Real Estate Equit | Reduce -1.1% | 0.01% | +0.01 |
| BNS Bank of Nova Scotia | Reduce -1.0% | 0.01% | +0.01 |
| DD Dupont DE Nemours Inc. | Reduce -1.1% | 0.01% | +0.01 |
| SWK Stanley Black & Decker Inc. | Reduce -0.8% | 0.02% | +0.01 |
| XEL Xcel Energy Inc. | Reduce -4.0% | 0.02% | +0.01 |
| ROK Rockwell Automation Inc. | Reduce -31.6% | 0.05% | +0.01 |
| IT Gartner Inc. | Reduce -2.7% | 0.02% | +0.01 |
| INTC Intel Corp. | Reduce -1.0% | 0.02% | +0.01 |
| PEG Public Service Enterprise GP | Reduce -1.1% | 0.02% | +0.01 |
| FDX FedEx Corp. | Reduce -1.8% | 0.02% | +0.01 |
| ENTG Entegris Inc. | Reduce -1.7% | 0.02% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.1% | 0.02% | +0.01 |
| TGT Target Corp. | Reduce -0.7% | 0.03% | +0.01 |
| SRE Sempra | Reduce -1.5% | 0.03% | +0.01 |
| GXO Gxo Logistics Inc. | Reduce -0.5% | 0.03% | +0.01 |
| DHI D.R. Horton Inc. | Reduce -0.5% | 0.03% | +0.01 |
| REGN Regeneron Pharmaceuticals | Reduce -25.4% | 0.05% | +0.01 |
| WSC Willscot Holdings Corp. | Reduce -0.1% | 0.03% | +0.01 |
| USB US Bancorp | Reduce -0.9% | 0.03% | +0.01 |
| DLR Digital Realty Trust Inc. | Reduce -0.1% | 0.03% | +0.01 |
| PRU Prudential Financial Inc. | Reduce -2.5% | 0.03% | +0.01 |
| ITW Illinois Tool Works | Reduce -2.6% | 0.03% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| TIP iShares Tips Bond ETF | Add +10.0% | 6.39% | +3.45 |
| EMB iShares JP Morgan Usd Emergi | Add +2.0% | 3.71% | +1.82 |
| BKLN Invesco Senior Loan ETF | Add +7.9% | 2.48% | +1.25 |
| GSG iShares S&P Gsci Commodity I | Add +38.4% | 1.80% | +1.14 |
| AAPL Apple Inc. | Add +5.5% | 2.29% | +1.00 |
| MSFT Microsoft Corp. | Add +2.5% | 2.23% | +0.94 |
| SCHP Schwab U.S. Tips ETF | Add +87.7% | 1.02% | +0.75 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +57.9% | 1.01% | +0.68 |
| META Meta Platforms Inc. Class A | Add +5.8% | 1.15% | +0.57 |
| LLY Eli Lilly & Co. | Add +22.4% | 0.91% | +0.54 |
| AMZN Amazon.com Inc. | Add +1.1% | 1.26% | +0.50 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 0.92% | +0.45 |
| PG The Procter & Gamble Co. | Add +36.7% | 0.59% | +0.37 |
| GOOGL Alphabet Inc. Class A | Add +1.3% | 0.99% | +0.36 |
| MA Mastercard Inc. Class A | Add +7.3% | 0.68% | +0.36 |
| NEE Nextera Energy Inc. | Add +102.8% | 0.43% | +0.32 |
| WM Waste Management Inc. | Add +22.0% | 0.45% | +0.28 |
| SPGI S&P Global Inc. | Add +8.2% | 0.53% | +0.28 |
| NFLX Netflix Inc. | Add +4.6% | 0.47% | +0.24 |
| TMO Thermo Fisher Scientific Inc. | Add +23.1% | 0.43% | +0.24 |
| ISRG Intuitive Surgical Inc. | Add +20.0% | 0.44% | +0.23 |
| BSX Boston Scientific Corp. | Add +11.6% | 0.40% | +0.23 |
| CSL Carlisle Cos Inc. | Add +325.1% | 0.26% | +0.22 |
| SYY Sysco Corp. | Add +31.3% | 0.33% | +0.19 |
| IFRA iShares US Infrastructure | Add +1527.6% | 0.20% | +0.19 |
| ZTS Zoetis Inc. | Add +38.7% | 0.31% | +0.19 |
| WMT Walmart Inc. | Add +5.3% | 0.39% | +0.19 |
| UBER Uber Technologies Inc. | Add +4.0% | 0.32% | +0.19 |
| PAYX Paychex Inc. | Add +8.1% | 0.32% | +0.18 |
| MELI MercadoLibre Inc. | Add +21.9% | 0.27% | +0.17 |
| ABNB Airbnb Inc. Class A | Add +4.8% | 0.27% | +0.12 |
| AMD Advanced Micro Devices | Add +8.7% | 0.28% | +0.12 |
| APH Amphenol Corp. Class A | Add +5.2% | 0.12% | +0.05 |
| MSI Motorola Solutions Inc. | New | 0.04% | +0.04 |
| PWR Quanta Services Inc. | Add +30.1% | 0.08% | +0.04 |
| RYAN Ryan Specialty Holdings Inc. | New | 0.04% | +0.04 |
| MDLZ Mondelez International Inc. Class A | Add +0.0% | 0.06% | +0.03 |
| CVS CVS Health Corp. | Add +1.0% | 0.04% | +0.03 |
| VEEV Veeva Systems Inc. Class A | New | 0.03% | +0.03 |
| DDOG Datadog Inc. Class A | Add +10.7% | 0.08% | +0.03 |
| IDXX Idexx Laboratories Inc. | Add +0.3% | 0.05% | +0.02 |
| WSO Watsco Inc. | New | 0.02% | +0.02 |
| HEI Heico Corp. | New | 0.02% | +0.02 |
| ORLY O'reilly Automotive Inc. | Add +0.9% | 0.04% | +0.02 |
| ELV Elevance Health Inc. | Add +1.0% | 0.03% | +0.02 |
| LYV Live Nation Entertainment Inc. | New | 0.02% | +0.02 |
| AEP American Electric Power | Add +1.4% | 0.03% | +0.02 |
| CMS CMS Energy Corp. | Add +1.3% | 0.03% | +0.02 |
| MU Micron Technology Inc. | Add +1.0% | 0.03% | +0.02 |
| ENB Enbridge Inc. | Add +0.4% | 0.03% | +0.02 |
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 |