Latest SUMITOMO LIFE INSURANCE CO Stock Portfolio

SUMITOMO LIFE INSURANCE CO Performance:

2025 Q3: 2.69%YTD: 9.85%2024: -4.52%

Performance for 2025 Q3 is 2.69%, and YTD is 9.85%, and 2024 is -4.52%.

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

In it's latest 13F Holdings report, SUMITOMO LIFE INSURANCE CO reported an equity portfolio of $3.2 Billions as of 30 Sep, 2025.

The top stock holdings of SUMITOMO LIFE INSURANCE CO are FNDA, IJR, . The fund has invested 26.3% of it's portfolio in SCHWAB STRATEGIC TR US DIVIDEND EQ and 5.1% of portfolio in ISHARES TR TIPS BD ETF.

The fund managers got completely rid off BLACKSTONE INC COM (BX), ANSYS INC COM (ANSS) and CHARTER COMMUNICATIONS INC N CL A (CHTR) stocks. They significantly reduced their stock positions in ADOBE INC COM (ADBE), WORKDAY INC CL A (WDAY) and DUOLINGO INC CL A COM (DUOL). SUMITOMO LIFE INSURANCE CO opened new stock positions in SCHWAB STRATEGIC TR US DIVIDEND EQ (FNDA), INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT (CSD) and ISHARES TR JPMORGAN USD EMG (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS S&P 500 ETF SHS (VB), ISHARES TR CRE U S REIT ETF (AAXJ) and T-MOBILE US INC COM (TMUS).

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

Our best estimate is that SUMITOMO LIFE INSURANCE CO made a return of 2.69% in the last quarter. In trailing 12 months, it's portfolio return was -7.04%.

Performance
S&P 500

New Buys

Ticker	$ Bought
schwab strategic tr us dividend eq	847,665,000
invesco exchange traded fd t s&p500 buy wrt	137,586,000
ishares tr jpmorgan usd emg	123,331,000
vanguard intl equity index f ftse emr mkt etf	114,080,000
ishares tr core s&p500 etf	107,088,000
global x fds s&p 500 covered	67,134,600
sofi technologies inc com	1,649,430
broadridge finl solutions in com	1,283,970

New stocks bought by SUMITOMO LIFE INSURANCE CO

Additions

Ticker	% Inc.
vanguard index fds s&p 500 etf shs	555
ishares tr cre u s reit etf	488
t-mobile us inc com	430
schwab strategic tr us tips etf	384
datadog inc cl a com	365
ishares inc core msci emkt	325
applovin corp com cl a	261
vanguard whitehall fds em mk gov bd etf	241

Additions to existing portfolio by SUMITOMO LIFE INSURANCE CO

Reductions

Ticker	% Reduced
adobe inc com	-95.35
workday inc cl a	-78.32
duolingo inc cl a com	-67.79
cooper cos inc com	-61.46
carlisle cos inc com	-51.32
transdigm group inc com	-50.61
pepsico inc com	-49.93
accenture plc ireland shs class a	-49.79

SUMITOMO LIFE INSURANCE CO reduced stake in above stock

Sold off

Ticker	$ Sold
blackstone inc com	-5,878,490
healthpeak properties inc com	-218,717
general mls inc com	-582,811
trex co inc com	-587,685
omnicom group inc com	-519,623
southwest airls co com	-226,009
united parcel service inc cl b	-505,003
alexandria real estate eq in com	-274,033

SUMITOMO LIFE INSURANCE CO got rid off the above stocks

Sector Distribution

SUMITOMO LIFE INSURANCE CO has about 63% of it's holdings in Others sector.

Sector	%
Others	63
Technology	14.3
Financial Services	5.2
Communication Services	4.2
Consumer Cyclical	3.4
Healthcare	3.3
Industrials	2.7
Consumer Defensive	1.7

Market Cap. Distribution

SUMITOMO LIFE INSURANCE CO has about 36.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	63
MEGA-CAP	21.2
LARGE-CAP	15.7

Stocks belong to which Index?

About 33.6% of the stocks held by SUMITOMO LIFE INSURANCE CO either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	66.3
S&P 500	33.6

Top 5 Winners (%)		%
TER	teradyne inc com	52.4 %
INTC	intel corp com	48.9 %
APP	applovin corp com cl a	48.7 %
WDC	western digital corp com	44.3 %
NEM	newmont corp com	43.8 %

Top 5 Winners ($)		$
NVDA	nvidia corporation com	15.7 M
AAPL	apple inc com	14.2 M
GOOG	alphabet inc cap stk cl a	13.9 M
AVGO	broadcom inc com	7.2 M
GOOG	alphabet inc cap stk cl c	4.1 M

Top 5 Losers (%)		%
TW	tradeweb mkts inc cl a	-24.0 %
	fiserv inc com	-21.3 %
ISRG	intuitive surgical inc com new	-17.4 %
RYAN	ryan specialty holdings inc cl a	-17.1 %
ELV	elevance health inc formerly com	-16.6 %

Top 5 Losers ($)		$
ISRG	intuitive surgical inc com new	-2.4 M
NOW	servicenow inc com	-1.9 M
PAYX	paychex inc com	-1.3 M
MELI	mercadolibre inc com	-1.2 M
SPGI	s&p global inc com	-1.2 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 268 stocks in it's portfolio. About 59.2% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for SUMITOMO LIFE INSURANCE CO last quarter.

Last Reported on: 12 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc com	0.02	5,591	717,605	reduced	-2.05

AAPL	apple inc com	2.29	289,193	73,637,200	added	1.8

AAXJ	ishares tr jpmorgan usd emg	3.83	1,295,630	123,331,000	new

AAXJ	ishares tr cre u s reit etf	0.52	282,300	16,576,700	added	488

ABBV	abbvie inc com	0.11	15,360	3,556,450	reduced	-3.13

ABC	cencora inc com	0.04	4,423	1,382,320	reduced	-3.51

ABNB	airbnb inc com cl a	0.25	66,071	8,022,340	added	15.04

ABT	abbott labs com	0.05	11,691	1,565,890	reduced	-2.92

ACN	accenture plc ireland shs class a	0.05	6,013	1,482,810	reduced	-49.79

ADBE	adobe inc com	0.01	1,136	400,724	reduced	-95.35

ADI	analog devices inc com	0.07	9,251	2,272,970	reduced	-3.15

ADP	automatic data processing in com	0.07	7,447	2,185,700	reduced	-3.13

AEP	american elec pwr co inc com	0.03	7,636	859,050	reduced	-3.73

AGNG	global x fds s&p 500 covered	2.08	1,710,000	67,134,600	new

AIG	american intl group inc com new	0.02	9,279	728,773	reduced	-3.72

AJG	gallagher arthur j & co com	0.02	2,403	744,305	reduced	-3.61

ALL	allstate corp com	0.04	5,752	1,234,670	reduced	-3.52

ALNY	alnylam pharmaceuticals inc com	0.04	3,167	1,444,150	added	49.53

AMAT	applied matls inc com	0.04	5,723	1,171,730	reduced	-2.92

AMD	advanced micro devices inc com	0.09	17,242	2,789,580	reduced	-3.13