SUMITOMO LIFE INSURANCE CO

Q4 2022 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
12/31/2022
Date filed
1/18/2023
Form type
13F-HR
Num holdings
262
Total value ($000)
$1,356,288
Net value change ($000)
-1,003,641 (-42.5%)
New positions
1
Sold out positions
5
Turnover %
20.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/31/2022 Next filing: 4/27/2023 SEC filing

Snapshot: Change Analysis

Compared to Q3 2022
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EMB 11,635 27.9%
SPY 9,595 7.1%
JPM 1,684 27.1%
NVDA 1,291 19.3%
CVX 1,290 23.9%
XOM 1,191 25.1%
DDOG 1,148 NEW
MRK 1,062 27.6%
V 1,015 15.8%
ISRG 800 39.2%
Top Reduces (Value $000, Stocks/ETFs)
VYM -655,807 -55.8%
AAXJ -257,070 -100.0%
TIP -78,721 -66.8%
BKLN -21,176 -39.0%
GSG -19,941 -51.8%
VWO -11,823 -100.0%
TSLA -5,336 -55.6%
AMZN -3,914 -27.0%
AAPL -3,802 -10.6%
META -1,642 -28.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type