SUMITOMO LIFE INSURANCE CO

Q3 2023 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
9/30/2023
Date filed
10/23/2023
Form type
13F-HR
Num holdings
259
Total value ($000)
$3,552,238
Net value change ($000)
+1,278,640 (56.2%)
New positions
2
Sold out positions
4
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/20/2023 Next filing: 1/30/2024 SEC filing

Snapshot: Change Analysis

Compared to Q2 2023
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)
VYM 894,972 83.5%
SPY 345,639 214.9%
GSG 30,351 84.1%
IEMG 26,859 718.2%
SCHP 24,343 295.1%
VNQ 24,144 71.9%
VOO 23,971 253.0%
USHY 21,822 300.2%
FEZ 16,783 280.2%
VWOB 6,108 46.7%
Top Reduces (Value $000, Stocks/ETFs)
VWO -85,107 -61.9%
EMB -35,742 -32.6%
AAPL -6,509 -15.1%
MSFT -2,803 -7.5%
WORLD WRESTLING ENTERTAINMENT, LLC -1,234 -100.0%
TXN -1,065 -31.0%
COST -959 -20.7%
EL -926 -48.2%
UPS -884 -27.9%
UNH -867 -11.1%
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