SUMITOMO LIFE INSURANCE CO

Q4 2021 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
12/31/2021
Date filed
2/4/2022
Form type
13F-HR
Num holdings
273
Total value ($000)
$4,202,070
Net value change ($000)
+464,474 (12.4%)
New positions
10
Sold out positions
7
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/25/2021 Next filing: 4/27/2022 SEC filing

Snapshot: Change Analysis

Compared to Q3 2021
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 422,623 19.3%
AAXJ 85,941 31.0%
BKLN 60,052 NEW
VWO 31,110 NEW
AAPL 9,206 21.3%
VNQ 8,699 15.9%
MSFT 5,993 15.8%
NVDA 4,283 33.1%
TSLA 3,346 32.2%
INTU 2,105 61.9%
Top Reduces (Value $000, Stocks/ETFs)
EMB -144,802 -100.0%
TIP -37,841 -12.8%
GSG -14,072 -23.8%
PYPL -2,354 -29.6%
LMT -1,562 -100.0%
CMCSA -1,534 -30.9%
ULTA -1,527 -100.0%
MA -1,499 -23.8%
ROST -1,462 -100.0%
MAS -1,267 -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