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Latest SUMITOMO LIFE INSURANCE CO Stock Portfolio

$4.25Billion | No. of Holdings #282

SUMITOMO LIFE INSURANCE CO Performance

2026 Q1-0.49%
YTD-0.49%
2025+12.08%

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

On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, SUMITOMO LIFE INSURANCE CO reported an equity portfolio of $4.3 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of SUMITOMO LIFE INSURANCE CO are FNDA, IJR, IJR. The fund has invested 32.8% of it's portfolio in SCHWAB STRATEGIC TR US DIVIDEND EQ and 15.8% of portfolio in ISHARES TR CORE S&P500 ETF. <br><br> The fund managers got completely rid off AUTOMATIC DATA PROCESSING IN COM (ADP), BROADRIDGE FINL SOLUTIONS IN COM (BR) and COSTAR GROUP INC COM (CSGP) stocks. They significantly reduced their stock positions in SERVICENOW INC COM (NOW), TRANSDIGM GROUP INC COM (TDG) and QUALCOMM INC COM (QCOM). SUMITOMO LIFE INSURANCE CO opened new stock positions in ISHARES TR TIPS BD ETF (IJR), SEAGATE TECHNOLOGY HLDNGS PL ORD SHS (STX) and WEC ENERGY GROUP INC COM (WEC). The fund showed a lot of confidence in some stocks as they added substantially to CF INDUSTRIES HOLD COM (CF), GE VERNOVA INC COM and CURTISS WRIGHT CORP COM (CW).
SUMITOMO LIFE INSURANCE CO Equity Portfolio Value
Last Reported on: 12 May, 2026
$4.25Billion
  as of May 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 -0.49% in the last quarter. In trailing 12 months, it's portfolio return was 12.22%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr tips bd etf167,025,000
seagate technology hldngs pl ord shs1,780,160
wec energy group inc com1,300,790
royalty pharma plc shs class a1,161,550
corning inc com1,074,440
freeport mcmoran inc cl b846,608
intercontinental hotels grou sponsored ads803,429
royal caribbean group com711,065
New stocks bought by SUMITOMO LIFE INSURANCE CO

Additions

Ticker% Inc.
cf industries hold com586
ge vernova inc com284
curtiss wright corp com194
baker hughes company cl a159
lam research corp com new142
robinhood mkts inc com cl a99.23
nextpower inc class a com94.79
pepsico inc com89.85
Additions to existing portfolio by SUMITOMO LIFE INSURANCE CO

Reductions

Ticker% Reduced
servicenow inc com-70.42
transdigm group inc com-69.22
qualcomm inc com-68.55
vanguard intl equity index f ftse emr mkt etf-65.69
kkr & co inc com-65.08
garmin ltd shs-63.82
ishares s&p gsci commodity- unit ben int-63.00
public storage oper co com-57.76
SUMITOMO LIFE INSURANCE CO reduced stake in above stock

Sold off

Ticker$ Sold
costar group inc com-947,412
automatic data processing in com-1,932,310
paypal hldgs inc com-434,814
broadridge finl solutions in com-1,209,800
ryan specialty holdings inc cl a-261,196
international paper co com-195,177
pool corp com-634,324
elevance health inc formerly com-697,244
SUMITOMO LIFE INSURANCE CO got rid off the above stocks

Sector Distribution

SUMITOMO LIFE INSURANCE CO has about 70.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Healthcare
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
Sector%
Others70.9
Technology10.2
Financial Services3.9
Communication Services3.3
Healthcare2.9
Consumer Cyclical2.7
Industrials2.3
Consumer Defensive1.6

Market Cap. Distribution

SUMITOMO LIFE INSURANCE CO has about 29% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED70.9
MEGA-CAP18.2
LARGE-CAP10.8

Stocks belong to which Index?

About 26.8% of the stocks held by SUMITOMO LIFE INSURANCE CO either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others73
S&P 50026.8
Top 5 Winners (%)%
LYB
lyondellbasell industries nv shs - a -
82.8 %
OXY
occidental pete corp com
56.2 %
TER
teradyne inc com
51.6 %
VRT
vertiv holdings co com cl a
50.6 %
VLO
valero energy corp com
50.6 %
Top 5 Winners ($)$
FNDA
schwab strategic tr us dividend eq
124.3 M
GSG
ishares s&p gsci commodity- unit ben int
11.0 M
VRT
vertiv holdings co com cl a
5.4 M
NEE
nextera energy inc com
2.2 M
WMT
walmart inc com
2.2 M
Top 5 Losers (%)%
GFI
gold fields ltd sponsored adr
-92.4 %
anglogold ashanti plc com shs
-92.3 %
barrick mng corp com shs
-92.3 %
WPM
wheaton precious metals corp com
-92.2 %
KGC
kinross gold corp com
-92.1 %
Top 5 Losers ($)$
IJR
ishares tr core s&p500 etf
-28.2 M
MSFT
microsoft corp com
-20.9 M
NVDA
nvidia corporation com
-7.6 M
GOOG
alphabet inc cap stk cl a
-6.4 M
AMZN
amazon com inc com
-6.0 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 282 stocks in it's portfolio. About 69.8% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for SUMITOMO LIFE INSURANCE CO last quarter.

$4.25BTotal Value
293Positions
12 May, 2026Last Reported
Current holdings of Current Stock Holdings of SUMITOMO LIFE INSURANCE CO, last reported on 12 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr Jpmorgan Usd Emg

Ishares Tr Jpmorgan Usd Emg

AAXJ
SUMITOMO LIFE INSURANCE CO's holding in Ishares Tr Jpmorgan Usd Emg over time
2.95%1,337,710
$125.65M
2.95%
decreased 11.88 percentreduced
AAXJ
Ishares Tr Cre U S Reit Etf

Ishares Tr Cre U S Reit Etf

AAXJ
SUMITOMO LIFE INSURANCE CO's holding in Ishares Tr Cre U S Reit Etf over time
0.35%249,700
$14.78M
0.35%
decreased 14.87 percentreduced
AEM
Agnico Eagle Mines Ltd Com

Agnico Eagle Mines Ltd Com

AEM
SUMITOMO LIFE INSURANCE CO's holding in Agnico Eagle Mines Ltd Com over time
0.03%17,989
$1.10M
0.03%
decreased 10.8 percentreduced
AGNG
Global X Fds S&P 500 Covered

Global X Fds S&P 500 Covered

AGNG
SUMITOMO LIFE INSURANCE CO's holding in Global X Fds S&P 500 Covered over time
1.57%1,710,000
$66.91M
1.57%
unchanged 0 percentunchanged