SUMITOMO LIFE INSURANCE CO

Q1 2026 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
282
Total value ($000)
$4,254,733
Net value change ($000)
+602,797 (16.5%)
New positions
12
Sold out positions
11
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
SCHD 542,704 63.7%
TIP 167,025 NEW
IVV 157,763 30.7%
GEV 9,301 413.0%
VOO 8,176 49.0%
NEE 5,957 49.5%
AAPL 4,700 5.5%
WMT 4,667 26.8%
PG 3,582 31.6%
XOM 3,506 82.2%
Top Reduces (Value $000, Stocks/ETFs)
VWO -70,626 -65.5%
BKLN -28,340 -42.6%
MSFT -25,941 -28.3%
VNQ -25,046 -51.5%
EMB -20,500 -14.0%
GSG -19,439 -48.3%
NOW -12,601 -79.8%
IEMG -9,712 -44.6%
SCHP -8,235 -24.9%
KKR -6,976 -74.7%
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