DOSSIER · 13F-HR · Q1 2026

SUMITOMO LIFE INSURANCE CO

SUMITOMO LIFE INSURANCE's holding co. based in Omaha, NE $4.3B in tracked AUM across 282 positions as of Q1 2026.

SL
SUMITOMO LIFE INSURANCE·Omaha, NE·Holding Co.
CIK 0000937760 · last filed Mar 31, 2026
Total AUM
$4.3B
2.1%
vs prior
Holdings
282
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
Top sector
Tech
48% weight
concentration
AI Analysis · Q1 2026 · 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...

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

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