SUMITOMO LIFE INSURANCE CO

Q1 2025 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
3/31/2025
Date filed
5/2/2025
Form type
13F-HR
Num holdings
272
Total value ($000)
$2,794,997
Net value change ($000)
-2,502,890 (-47.2%)
New positions
8
Sold out positions
6
Turnover %
39.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2025 Next filing: 8/5/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TIP 22,854 14.7%
GSG 15,535 44.7%
SCHP 13,976 95.3%
VWOB 10,668 60.5%
LLY 6,003 31.0%
NEE 5,998 100.5%
CSL 5,405 292.5%
IFRA 5,223 1483.8%
PG 4,654 39.0%
BKLN 3,936 6.0%
Top Reduces (Value $000, Stocks/ETFs)
VYM -1,186,333 -61.4%
SPYM -624,086 -100.0%
IVV -326,717 -100.0%
SCHD -213,505 -29.1%
VWO -106,724 -100.0%
VNQ -46,763 -100.0%
VOO -16,675 -61.3%
NVDA -14,628 -19.9%
AVGO -10,299 -30.7%
TSLA -9,957 -48.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type