13F Insight
DOSSIER · 13F-HR · Q2 2026

SUMITOMO LIFE INSURANCE CO

$6.1B in tracked AUM across 291 positions as of Q2 2026.

SL
CIK 0000937760 · last filed Jun 30, 2026
Total AUM
$6.1B
as of Q2 2026
Holdings
291
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Sumitomo Life Insurance Co
1. Portfolio Overview

Sumitomo Life Insurance Co. reported a significant expansion in its U.S. equity portfolio during the quarter ending September 30, 2025. The total portfolio value surged by 46.5%, rising from approximately $773 million to $1.13 billion. This substantial increase is attributable to a combination of market appreciation and active capital deployment, as evidenced by the creation of new posit...

The portfolio maintains a moderate level of diversification with 115 total holdings. However, the allocation is heavily skewed toward the top assets. The top three positions alone account for approximately 33.7% of the total portfolio value, indicating a conviction-based approach to core holdings while maintaining a long tail of smaller positions for diversification. The filing reflects a blend of broad market exposure, income-generating strategies, and concentrated bets on the technology sector.

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHD
SCHWAB STRATEGIC TR
$1.9B59.6M30.9%02
IVV
ISHARES TR
$1.4B1.9M22.6%03
RDIV
INVESCO EXCH TRADED FD TR II
$255M4.4M4.2%04
TIP
ISHARES TR
$212M1.9M3.5%05
PBP
INVESCO EXCHANGE TRADED FD T
$142M6.2M2.3%06
IVVW
ISHARES TR
$135M3.0M2.2%07
NVDA
NVIDIA CORPORATION
$125M623K2.0%08
AAPL
APPLE INC
$102M351K1.7%09
VWO
VANGUARD INTL EQUITY INDEX F
$93M1.6M1.5%10
GOOGL
ALPHABET INC
$87M243K1.4%

Filing history

2026Q2Jun 30
$6.1B▲ 43.8%
291 positionsView →2026Q1Mar 31
$4.3B▲ 16.5%
282 positionsView →2025Q4Dec 31
$3.7B▲ 222.5%
281 positionsView →2025Q3Sep 30
$1.1B▲ 46.5%
115 positionsView →2025Q2Jun 30
$773M▲ 18.8%
112 positionsLocked2025Q1Mar 31
$651M▼ 87.7%
115 positionsLocked2024Q4Dec 31
$5.3B▲ 4.0%
270 positionsLocked2024Q3Sep 30
$5.1B▲ 17.8%
269 positionsLocked2024Q2Jun 30
$4.3B▲ 12.2%
274 positionsLocked2024Q1Mar 31
$3.9B▲ 19.8%
263 positionsLocked2023Q4Dec 31
$3.2B▼ 9.5%
258 positionsLocked2023Q3Sep 30
$3.6B▲ 56.2%
259 positionsLocked
Showing 12 of 90