S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
What to watch for as China's major political meeting of the year gets underway
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
What to watch for as China's major political meeting of the year gets underway
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
What to watch for as China's major political meeting of the year gets underway
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
What to watch for as China's major political meeting of the year gets underway

Sumitomo Life Insurance Co Top Holdings and 13F Report (2024)

About Sumitomo Life Insurance Co

Investment Activity

  • Sumitomo Life Insurance Co has $3.22 billion in total holdings as of December 31, 2023.
  • Sumitomo Life Insurance Co owns shares of 258 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 16.54% of the portfolio was purchased this quarter.
  • About 32.92% of the portfolio was sold this quarter.
  • This quarter, Sumitomo Life Insurance Co has purchased 259 new stocks and bought additional shares in 35 stocks.
  • Sumitomo Life Insurance Co sold shares of 211 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

Schwab US Dividend Equity ETF
$228,390,000 Holding
iShares TIPS Bond ETF
$67,987,747 Holding
Uber Technologies
$3,220,111 Holding
Cadence Design Systems
$2,070,012 Holding
Linde
$2,044,514 Holding

Largest Purchases this Quarter

Schwab US Dividend Equity ETF
3,000,000 shares (about $228.39M)
iShares J.P. Morgan USD Emerging Markets Bond ETF
1,654,771 shares (about $147.37M)
iShares TIPS Bond ETF
632,503 shares (about $67.99M)
Vanguard Emerging Markets Government Bond ETF
169,500 shares (about $10.81M)
Microsoft
13,203 shares (about $4.96M)

Largest Sales this Quarter

Vanguard High Dividend Yield ETF
3,350,000 shares (about $373.96M)
Vanguard Real Estate ETF
532,573 shares (about $47.06M)
Schwab U.S. TIPS ETF
313,100 shares (about $16.34M)
iShares Core U.S. REIT ETF
147,200 shares (about $7.99M)
iShares U.S. Infrastructure ETF
189,000 shares (about $7.61M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSumitomo Life Insurance Co

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$1,689,332,735$373,960,500 -18.1%15,133,32252.5%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$228,390,000$228,390,000 New Holding3,000,0007.1%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$227,163,828$147,373,905 184.7%2,550,6837.1%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$67,987,747$67,987,747 New Holding632,5032.1%ETF
Invesco Senior Loan ETF stock logo
BKLN
Invesco Senior Loan ETF
$62,602,2560.0%2,955,7251.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$48,355,589$6,585,576 -12.0%1,176,5351.5%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$46,336,777$4,964,856 12.0%123,2231.4%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$45,322,332$4,155,568 10.1%235,4041.4%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$37,040,640$786,240 2.2%84,8001.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$34,242,660$2,771,784 8.8%677,0001.1%ETF
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$32,180,655$2,013,790 6.7%885,3001.0%ETF
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$30,612,750$10,805,625 54.6%480,2001.0%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$26,073,828$2,433,511 10.3%52,6510.8%Computer and Technology
SPDR EURO STOXX 50 ETF stock logo
FEZ
SPDR EURO STOXX 50 ETF
$21,614,901$2,954,658 -12.0%452,1000.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$20,900,259$3,764,162 22.0%137,5560.6%Retail/Wholesale
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$20,379,615$47,058,149 -69.8%230,6430.6%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$16,484,760$16,343,820 -49.8%315,8000.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$15,791,815$625,252 -3.8%113,0490.5%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$12,616,550$578,725 -4.4%35,6440.4%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$12,490,227$845,234 7.3%21,4270.4%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$11,352,616$564,143 -4.7%80,5550.4%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$10,159,818$2,944,547 40.8%19,2980.3%Medical
Adobe Inc. stock logo
ADBE
Adobe
$9,620,772$2,586,858 36.8%16,1260.3%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$9,365,211$1,685,440 21.9%37,6900.3%Auto/Tires/Trucks
iShares U.S. Infrastructure ETF stock logo
IFRA
iShares U.S. Infrastructure ETF
$9,221,830$7,611,030 -45.2%229,0000.3%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$9,175,194$129,956 -1.4%53,9400.3%Finance
Visa Inc. stock logo
V
Visa
$8,521,776$362,407 -4.1%32,7320.3%Business Services
Mastercard Incorporated stock logo
MA
Mastercard
$8,500,771$3,462,835 68.7%19,9310.3%Business Services
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$7,581,247$3,506,556 86.1%51,7350.2%Consumer Staples
ServiceNow, Inc. stock logo
NOW
ServiceNow
$7,462,654$2,881,773 62.9%10,5630.2%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$7,402,797$3,099,736 72.0%11,2150.2%Retail/Wholesale
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$7,167,788$2,350,869 48.8%13,5040.2%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$6,816,639$281,745 -4.0%19,6700.2%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$6,770,056$349,386 -4.9%6,0650.2%Computer and Technology
S&P Global Inc. stock logo
SPGI
S&P Global
$6,368,157$3,187,603 100.2%14,4560.2%Business Services
NIKE, Inc. stock logo
NKE
NIKE
$6,010,435$2,349,780 64.2%55,3600.2%Consumer Discretionary
Accenture plc stock logo
ACN
Accenture
$5,554,905$215,459 -3.7%15,8300.2%Business Services
Zoetis Inc. stock logo
ZTS
Zoetis
$5,402,412$2,152,715 66.2%27,3720.2%Medical
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$5,320,420$7,991,488 -60.0%98,0000.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$5,082,053$3,272,320 180.8%10,4380.2%Consumer Discretionary
Intuit Inc. stock logo
INTU
Intuit
$5,021,491$183,134 -3.5%8,0340.2%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$4,980,478$220,010 -4.2%16,7970.2%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,937,244$256,082 -4.9%13,8430.2%Finance
Chevron Co. stock logo
CVX
Chevron
$4,724,345$244,921 -4.9%31,6730.1%Oils/Energy
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4,685,899$242,477 -4.9%29,8960.1%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$4,681,674$2,790,378 147.5%26,1400.1%Business Services
Synopsys, Inc. stock logo
SNPS
Synopsys
$4,609,474$383,608 -7.7%8,9520.1%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$4,572,585$236,753 -4.9%45,7350.1%Oils/Energy
Booking Holdings Inc. stock logo
BKNG
Booking
$4,370,175$170,267 -3.8%1,2320.1%Retail/Wholesale
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$4,131,049$2,251,875 119.8%68,0120.1%Utilities
Eaton Co. plc stock logo
ETN
Eaton
$4,068,172$172,186 -4.1%16,8930.1%Industrial Products
Boston Scientific Co. stock logo
BSX
Boston Scientific
$4,003,863$2,721,695 212.3%69,2590.1%Medical
Trane Technologies plc stock logo
TT
Trane Technologies
$3,800,206$150,486 -3.8%15,5810.1%Business Services
AbbVie Inc. stock logo
ABBV
AbbVie
$3,791,031$196,967 -4.9%24,4630.1%Medical
American Express stock logo
AXP
American Express
$3,761,413$155,492 -4.0%20,0780.1%Finance
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$3,582,609$127,822 -3.4%7,0070.1%Consumer Discretionary
ConocoPhillips stock logo
COP
ConocoPhillips
$3,560,099$164,355 -4.4%30,6720.1%Oils/Energy
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$3,497,373$372,512 11.9%13,6980.1%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$3,474,808$133,595 -3.7%10,3000.1%Medical
Stryker Co. stock logo
SYK
Stryker
$3,457,565$137,153 -3.8%11,5460.1%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,432,466$159,650 -4.4%20,2100.1%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,333,396$173,124 -4.9%30,5760.1%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,310,092$171,733 -4.9%22,4550.1%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$3,279,251$170,252 -4.9%12,4620.1%Computer and Technology
Bank of America Co. stock logo
BAC
Bank of America
$3,262,960$152,996 -4.5%96,9100.1%Finance
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$3,223,383$6,917 0.2%7,9220.1%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,220,111$3,220,111 New Holding52,3000.1%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$3,214,885$124,299 -3.7%16,1910.1%Computer and Technology
EOG Resources, Inc. stock logo
EOG
EOG Resources
$3,114,825$388,612 -11.1%25,7530.1%Oils/Energy
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$3,090,518$106,184 -3.3%9,9540.1%Industrial Products
Workday, Inc. stock logo
WDAY
Workday
$2,807,530$101,866 -3.5%10,1700.1%Computer and Technology
Airbnb, Inc. stock logo
ABNB
Airbnb
$2,751,253$106,325 -3.7%20,2090.1%Computer and Technology
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$2,719,463$104,398 -3.7%14,3530.1%Finance
The Coca-Cola Company stock logo
KO
Coca-Cola
$2,686,206$139,428 -4.9%45,5830.1%Consumer Staples
Cintas Co. stock logo
CTAS
Cintas
$2,678,824$1,182,419 -30.6%4,4450.1%Industrial Products
Ares Management Co. stock logo
ARES
Ares Management
$2,627,537$78,368 -2.9%22,0950.1%Finance
Intel Co. stock logo
INTC
Intel
$2,626,065$136,228 -4.9%52,2600.1%Computer and Technology
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$2,619,281$87,698 -3.2%4,7190.1%Medical
ANSYS, Inc. stock logo
ANSS
ANSYS
$2,610,196$78,745 -2.9%7,1930.1%Computer and Technology
Fortinet, Inc. stock logo
FTNT
Fortinet
$2,605,580$69,124 -2.6%44,5170.1%Computer and Technology
MSCI Inc. stock logo
MSCI
MSCI
$2,560,132$92,767 -3.5%4,5260.1%Computer and Technology
Tetra Tech, Inc. stock logo
TTEK
Tetra Tech
$2,556,199$2,050,735 405.7%15,3130.1%Industrial Products
Oracle Co. stock logo
ORCL
Oracle
$2,486,567$887,826 55.5%23,5850.1%Computer and Technology
Keysight Technologies, Inc. stock logo
KEYS
Keysight Technologies
$2,474,486$415,225 -14.4%15,5540.1%Computer and Technology
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$2,466,048$79,132 -3.1%10,6580.1%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,461,453$127,434 -4.9%8,3250.1%Industrial Products
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$2,441,607$126,741 -4.9%49,6060.1%Finance
Avery Dennison Co. stock logo
AVY
Avery Dennison
$2,420,057$78,236 -3.1%11,9710.1%Industrial Products
International Business Machines Co. stock logo
IBM
International Business Machines
$2,418,414$125,279 -4.9%14,7870.1%Computer and Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$2,410,475$126,822 -5.0%14,1410.1%Computer and Technology
Aptiv PLC stock logo
APTV
Aptiv
$2,368,429$88,733 -3.6%26,3980.1%Business Services
Trimble Inc. stock logo
TRMB
Trimble
$2,348,142$94,058 -3.9%44,1380.1%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$2,344,098$121,548 -4.9%14,8690.1%Retail/Wholesale
Union Pacific Co. stock logo
UNP
Union Pacific
$2,323,320$120,599 -4.9%9,4590.1%Transportation
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$2,304,390$119,609 -4.9%15,9330.1%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2,259,343$117,417 -4.9%9,6980.1%Business Services
The Walt Disney Company stock logo
DIS
Walt Disney
$2,250,207$116,835 -4.9%24,9220.1%Consumer Discretionary
Comcast Co. stock logo
CMCSA
Comcast
$2,244,111$116,422 -4.9%51,1770.1%Consumer Discretionary
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$2,224,235$115,292 -4.9%23,7100.1%Retail/Wholesale
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$2,222,417$926,928 71.6%4,8240.1%Industrial Products

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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