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Latest SUMITOMO LIFE INSURANCE CO Stock Portfolio

$6.12Billion | No. of Holdings #291

SUMITOMO LIFE INSURANCE CO Performance

2026 Q2+7.47%
YTD+6.94%
2025+12.08%

About SUMITOMO LIFE INSURANCE CO and 13F Hedge Fund Stock Holdings

On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, SUMITOMO LIFE INSURANCE CO reported an equity portfolio of $6.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of SUMITOMO LIFE INSURANCE CO are FNDA, IJR, BAB. The fund has invested 30.9% of it's portfolio in SCHWAB STRATEGIC TR and 22.6% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off ZOETIS INC CL A (ZTS), AFFIRM HLDGS INC COM CL A (AFRM) and INGERSOLL RAND INC COM (IR) stocks. They significantly reduced their stock positions in AIRBNB INC (ABNB), VERALTO CORP and INTUIT (INTU). SUMITOMO LIFE INSURANCE CO opened new stock positions in INVESCO EXCH TRADED FD TR II (BAB), COHERENT CORP (COHR) and SANDISK CORP. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (BGRN).
SUMITOMO LIFE INSURANCE CO Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$6.12Billion
  as of Aug 12, 2026

SUMITOMO LIFE INSURANCE CO Annual Return Estimates Vs S&P 500

Our best estimate is that SUMITOMO LIFE INSURANCE CO made a return of 7.47% in the last quarter. In trailing 12 months, it's portfolio return was 11.15%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco exch traded fd tr ii255,200,000
coherent corp6,158,470
sandisk corp4,320,090
brookfield renewable energy1,654,710
marvell technology inc1,368,800
donaldson inc1,155,790
prologis inc.1,134,290
ftai aviation ltd1,004,480
New stocks bought by SUMITOMO LIFE INSURANCE CO

Additions

Ticker% Inc.
vanguard index fds152
vanguard intl equity index f125
ishares tr112
amphenol corp94.53
ishares tr79.79
schwab strategic tr77.89
ishares tr77.36
corning inc74.7
Additions to existing portfolio by SUMITOMO LIFE INSURANCE CO

Reductions

Ticker% Reduced
airbnb inc-96.61
veralto corp-84.94
intuit-72.64
booking holdings inc-62.41
cencora inc-60.09
american wtr wks co inc new-58.38
capital one finl corp-51.16
trimble inc-49.82
SUMITOMO LIFE INSURANCE CO reduced stake in above stock

Sold off

Ticker$ Sold
affirm hldgs inc com cl a-3,280,710
zoetis inc cl a-7,671,830
ingersoll rand inc com-1,148,120
illinois tool wks inc com-810,803
becton dickinson & co com-366,975
avery dennison corp com-356,930
dupont de nemours inc com-222,496
waters corp com-93,807
SUMITOMO LIFE INSURANCE CO got rid off the above stocks

Sector Distribution

SUMITOMO LIFE INSURANCE CO has about 77.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Healthcare
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
Sector%
Others77.1
Technology9.3
Financial Services2.8
Communication Services2.5
Healthcare2
Consumer Cyclical1.9
Industrials1.8
Consumer Defensive1.2

Market Cap. Distribution

SUMITOMO LIFE INSURANCE CO has about 22.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED77.2
MEGA-CAP15.2
LARGE-CAP7.5

Stocks belong to which Index?

About 20.8% of the stocks held by SUMITOMO LIFE INSURANCE CO either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others79.1
S&P 50020.8
Top 5 Winners (%)%
CTVA
corteva inc
101042.2 %
BG
bunge global sa
83774.2 %
NTR
nutrien ltd
83322.2 %
barrick mng corp
78330.6 %
WPM
wheaton precious metals corp
72923.2 %
Top 5 Winners ($)$
IJR
ishares tr
137.7 M
FNDA
schwab strategic tr
54.1 M
GOOG
alphabet inc
17.5 M
NVDA
nvidia corporation
16.2 M
MU
micron technology inc
14.6 M
Top 5 Losers (%)%
ACN
accenture plc ireland
-36.3 %
LYB
lyondellbasell industries nv
-34.0 %
BSX
boston scientific corp
-30.4 %
T
at&t inc
-27.9 %
INTU
intuit
-25.2 %
Top 5 Losers ($)$
CME
cme group inc
-4.1 M
BSX
boston scientific corp
-3.3 M
GSG
ishares s&p gsci commodity-
-2.3 M
TMUS
t-mobile us inc
-2.3 M
WMT
walmart inc
-2.0 M

SUMITOMO LIFE INSURANCE CO Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SUMITOMO LIFE INSURANCE CO

SUMITOMO LIFE INSURANCE CO has 291 stocks in it's portfolio. About 72.3% of the portfolio is in top 10 stocks. CME proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for SUMITOMO LIFE INSURANCE CO last quarter.

$6.12BTotal Value
300Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of SUMITOMO LIFE INSURANCE CO, last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUMITOMO LIFE INSURANCE CO's holding in Ishares Tr over time
1.4%890,369
$85.87M
1.4%
decreased 33.44 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUMITOMO LIFE INSURANCE CO's holding in Ishares Tr over time
0.39%355,500
$23.62M
0.39%
increased 42.37 percentadded
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
SUMITOMO LIFE INSURANCE CO's holding in Agnico Eagle Mines Ltd over time
0.04%14,255
$2.21M
0.04%
decreased 20.76 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
SUMITOMO LIFE INSURANCE CO's holding in Global X Fds over time
1.14%1,710,000
$69.75M
1.14%
unchanged 0 percentunchanged