SUMITOMO LIFE INSURANCE CO

Q1 2024 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
3/31/2024
Date filed
4/26/2024
Form type
13F-HR
Num holdings
263
Total value ($000)
$3,851,970
Net value change ($000)
+635,709 (19.8%)
New positions
8
Sold out positions
3
Turnover %
8.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/30/2024 Next filing: 7/19/2024 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IVV 266,630 NEW
SCHD 242,962 106.4%
VWO 127,580 263.8%
TIP 69,567 102.3%
GSG 46,642 NEW
VNQ 27,749 136.2%
NVDA 20,800 79.8%
MSFT 14,445 31.2%
META 11,504 91.2%
GOOGL 10,331 65.4%
Top Reduces (Value $000, Stocks/ETFs)
EMB -156,952 -69.1%
VYM -78,991 -4.7%
USHY -16,697 -51.9%
VWOB -15,885 -51.9%
AAPL -11,702 -25.8%
IEMG -10,859 -31.7%
VOO -10,744 -29.0%
FEZ -6,097 -28.2%
TSLA -4,388 -46.9%
COO -1,198 -100.0%
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