13F Insight
DOSSIER · 13F-HR · Q1 2026

SUMITOMO LIFE INSURANCE CO

$4.3B in tracked AUM across 282 positions as of Q1 2026.

SL
CIK 0000937760 · last filed Mar 31, 2026
Total AUM
$4.3B
as of Q1 2026
Holdings
282
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 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

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHD
SCHWAB STRATEGIC TR US DIVIDEND EQ
$1.4B45.5M32.8%02
IVV
ISHARES TR CORE S&P500 ETF
$672M1.0M15.8%03
TIP
ISHARES TR TIPS BD ETF
$167M1.5M3.9%04
PBP
INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT
$137M6.2M3.2%05
IVVW
ISHARES TR S&P 500 BUYWRITE
$132M3.0M3.1%06
EMB
ISHARES TR JPMORGAN USD EMG
$126M1.3M3.0%07
NVDA
NVIDIA CORPORATION COM
$111M635K2.6%08
AAPL
APPLE INC COM
$90M354K2.1%09
GOOGL
ALPHABET INC CAP STK CL A
$74M258K1.7%10
XYLD
GLOBAL X FDS S&P 500 COVERED
$67M1.7M1.6%

Filing history

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 positionsLocked2023Q2Jun 30
$2.3B▲ 91.3%
261 positionsLocked
Showing 12 of 89