SUMITOMO LIFE INSURANCE CO

Q4 2024 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
12/31/2024
Date filed
1/23/2025
Form type
13F-HR
Num holdings
270
Total value ($000)
$5,297,887
Net value change ($000)
+204,623 (4.0%)
New positions
11
Sold out positions
10
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2024 Next filing: 5/2/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
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)
SPYM 108,134 21.0%
VWO 106,724 NEW
TIP 53,549 52.4%
BKLN 39,455 152.3%
GSG 34,751 NEW
VNQ 27,721 145.6%
USHY 24,237 1001.1%
AVGO 14,368 74.8%
GS 12,764 707.5%
VWOB 12,428 239.1%
Top Reduces (Value $000, Stocks/ETFs)
EMB -258,421 -72.1%
SCHD -22,976 -3.0%
UNH -9,941 -67.4%
VYM -9,231 -0.5%
MRK -7,597 -74.5%
COST -6,873 -60.3%
CME -6,544 -81.7%
KLAC -3,627 -76.8%
AMD -3,504 -29.7%
NEE -3,472 -36.8%
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