SUMITOMO LIFE INSURANCE CO

Insurance

CIK

937760

Location

TOKYO, M0

Portfolio Value

Mid $1,294,707,597

Diversification

Diversified

Filing Date

Global Rank

#1,523 / 8,603 ▲ 11 · as of Mar 2026

Top Industry

Semiconductors 12.9%

3Y Alpha vs SPY

-4.6%

Period ended 3 months ago

Filed May 12, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.6%

SPY

+76.0%

Annualised alpha

-4.4%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

262 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.5%

+0.0 pts

Top 5

30.7%

−1.3 pts

Top 10

42.8%

−2.5 pts

HHI

265

Diversified−16

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.3%	$431,608,044	47
Financial Services	14.0%	$181,392,623	42
Communication Services	10.0%	$129,524,004	12
Healthcare	9.6%	$124,281,265	32
Consumer Cyclical	8.7%	$113,177,434	24
Industrials	8.1%	$104,783,132	33
Consumer Defensive	5.5%	$71,071,676	17
Basic Materials	4.2%	$54,151,733	21
Utilities	2.4%	$31,566,294	13
Energy	1.9%	$24,371,155	13
Unclassified	1.6%	$20,844,078	1
Real Estate	0.6%	$7,936,159	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	+44,896	213,229	$15,337,561
NEE	Nextera Energy Inc	+43,801	193,758	$17,996,243
SYY	Sysco Corp	+43,761	139,179	$9,927,638
AAPL	Apple Inc.	+40,839	354,271	$89,910,437
PG	PROCTER & GAMBLE Co	+24,177	103,252	$14,913,718
BKR	Baker Hughes Co	+22,038	35,859	$2,189,191
WMT	Walmart Inc.	+21,360	177,754	$22,091,267
NVDA	Nvidia Corp	+21,336	634,711	$110,693,598
CF	CF Industries Holdings, Inc.	+17,276	20,222	$2,625,624
BSX	Boston Scientific Corp	+16,057	152,429	$9,564,919
GOOGL	Alphabet Inc.	+14,164	258,119	$74,224,699
INTC	Intel Corp	+12,049	30,049	$1,326,062
APG	APi Group Corp	+12,047	49,712	$2,014,330
TMUS	T-Mobile US, Inc.	+10,992	51,312	$10,777,059
AFRM	Affirm Holdings, Inc.	+10,500	71,600	$3,280,712
AVGO	Broadcom Inc.	+9,819	127,668	$39,514,522
GEV	GE Vernova Inc.	+9,789	13,235	$11,552,831
ABNB	Airbnb, Inc.	+8,818	85,520	$10,799,465
NXT	Nextpower Inc.	+8,467	17,399	$2,097,449
JPM	Jpmorgan Chase & Co	+8,058	103,662	$30,493,213
JNJ	Johnson & Johnson	+7,223	26,792	$6,549,036
LRCX	Lam Research Corp	+7,119	12,128	$2,591,268
PEP	Pepsico Inc	+6,490	13,713	$2,129,491
ZTS	Zoetis Inc.	+6,457	64,900	$7,671,829
LLY	ELI LILLY & Co	+6,450	38,996	$35,867,350
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GSG	iShares S&P GSCI Commodity-Indexed Trust	−1,100,568	646,328	$20,844,078
NOW	ServiceNow, Inc.	−72,581	30,489	$3,187,624
KKR	KKR & Co. Inc.	−47,700	25,600	$2,368,000
SOFI	SoFi Technologies, Inc.	−37,080	52,383	$831,842
PAYX	Paychex Inc	−28,100	56,500	$5,204,780
VZ	Verizon Communications Inc	−18,756	16,267	$816,603
TRMB	Trimble Inc.	−16,241	23,299	$1,519,793
KGC	Kinross Gold Corp	−15,600	84,700	$2,585,044
QCOM	Qualcomm Inc/De	−15,020	6,890	$887,294
MSFT	Microsoft Corp	−11,924	177,827	$65,826,220
B	Barrick Mining Corp	−11,300	62,400	$2,545,296
DDOG	Datadog, Inc.	−11,170	61,190	$7,223,479
VRT	Vertiv Holdings Co	−9,783	56,349	$14,119,932
GFI	Gold Fields Ltd	−8,900	50,210	$2,279,534
ORCL	Oracle Corp	−8,082	17,979	$2,644,890
IBKR	Interactive Brokers Group, Inc.	−7,968	50,582	$3,392,534
IR	Ingersoll Rand Inc.	−6,954	14,330	$1,148,119
APH	Amphenol Corp /De/	−6,187	40,625	$5,132,968
MDB	MongoDB, Inc.	−5,800	13,000	$3,182,010
AU	AngloGold Ashanti PLC	−5,300	29,400	$2,862,384
MIR	Mirion Technologies, Inc.	−5,291	76,609	$1,424,161
CTAS	Cintas Corp	−4,929	10,189	$1,723,367
WDC	Western Digital Corp	−4,833	10,014	$2,708,686
MRSH	Marsh & Mclennan Companies, Inc.	−4,321	3,894	$675,414
UNH	Unitedhealth Group Inc	−4,051	4,553	$1,231,996
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
CTVA	Corteva, Inc.	26,800	$2,243,428
BG	Bunge Global SA	17,500	$2,226,000
NTR	Nutrien Ltd.	28,700	$2,165,702
STX	Seagate Technology Holdings plc	4,544	$1,780,157
WEC	Wec Energy Group, Inc.	11,236	$1,300,791
RPRX	Royalty Pharma plc	24,214	$1,161,545
GLW	Corning Inc /Ny	7,902	$1,074,434
FCX	Freeport-Mcmoran Inc	14,403	$846,608
IHG	Intercontinental Hotels Group PLC /New/	6,020	$803,429
RCL	Royal Caribbean Cruises Ltd	2,584	$711,065
WAT	Waters Corp /De/	315	$93,807
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
ADP	Automatic Data Processing Inc	7,512	$1,932,311
BR	Broadridge Financial Solutions, Inc.	5,421	$1,209,804
CSGP	Costar Group, Inc.	14,090	$947,411
ELV	Elevance Health, Inc.	1,989	$697,243
POOL	Pool Corp	2,773	$634,323
PYPL	PayPal Holdings, Inc.	7,448	$434,814
ADBE	Adobe Inc.	1,149	$402,138
RYAN	Ryan Specialty Holdings, Inc.	5,059	$261,196
IP	International Paper Co /New/	4,955	$195,177
DUOL	Duolingo, Inc.	783	$137,416
VEEV	Veeva Systems Inc	558	$124,562
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

262 positions · $1,294,707,597 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 262 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	634,711	+21,336	$110,693,598	−3.2%	8.55%
AAPL	Apple Inc. Technology	Added	354,271	+40,839	$89,910,437	+5.5%	6.94%
GOOGL	Alphabet Inc. Communication Services	Added	258,119	+14,164	$74,224,699	−2.8%	5.73%
MSFT	Microsoft Corp Technology	Reduced	177,827	-11,924	$65,826,220	−28.3%	5.08%
AMZN	Amazon Com Inc Consumer Cyclical	Added	270,259	+3,968	$56,286,841	−8.4%	4.35%
AVGO	Broadcom Inc. Technology	Added	127,668	+9,819	$39,514,522	−3.1%	3.05%
LLY	ELI LILLY & Co Healthcare	Added	38,996	+6,450	$35,867,350	+2.5%	2.77%
JPM	Jpmorgan Chase & Co Financial Services	Added	103,662	+8,058	$30,493,213	−1.0%	2.36%
META	Meta Platforms, Inc. Communication Services	Reduced	46,235	-1,276	$26,452,430	−15.7%	2.04%
MA	Mastercard Inc Financial Services	Added	49,024	+3,525	$24,495,331	−5.7%	1.89%
WMT	Walmart Inc. Consumer Defensive	Added	177,754	+21,360	$22,091,267	+26.8%	1.71%
GSG	iShares S&P GSCI Commodity-Indexed Trust	Reduced	646,328	-1,100,568	$20,844,078	−48.3%	1.61%
GS	Goldman Sachs Group Inc Financial Services	Added	24,597	+1,917	$20,808,816	+4.4%	1.61%
NEE	Nextera Energy Inc Utilities	Added	193,758	+43,801	$17,996,243	+49.5%	1.39%
WM	Waste Management Inc Industrials	Added	75,195	+2,419	$17,279,059	+8.1%	1.33%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	34,481	+6,011	$16,948,445	+2.7%	1.31%
CME	Cme Group Inc. Financial Services	Added	55,401	+4,963	$16,362,685	+18.8%	1.26%
UBER	Uber Technologies, Inc Technology	Added	213,229	+44,896	$15,337,561	+11.5%	1.18%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	103,252	+24,177	$14,913,718	+31.6%	1.15%
VRT	Vertiv Holdings Co Industrials	Reduced	56,349	-9,783	$14,119,932	+31.8%	1.09%
SPGI	S&P Global Inc. Financial Services	Added	34,695	+3,746	$13,961,372	−8.8%	1.08%
MELI	Mercadolibre Inc Consumer Cyclical	Added	7,300	+1,500	$12,621,846	+8.0%	0.97%
PANW	Palo Alto Networks Inc Technology	Added	78,075	+4,417	$12,516,984	−7.7%	0.97%
ISRG	Intuitive Surgical Inc Healthcare	Added	25,980	+3,002	$11,976,520	−8.0%	0.93%
GEV	GE Vernova Inc. Industrials	Added	13,235	+9,789	$11,552,831	+413.0%	0.89%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	85,520	+8,818	$10,799,465	+3.7%	0.83%
TMUS	T-Mobile US, Inc. Communication Services	Added	51,312	+10,992	$10,777,059	+31.6%	0.83%
VMC	Vulcan Materials CO Basic Materials	Added	39,025	+5,531	$10,626,507	+11.2%	0.82%
SYY	Sysco Corp Consumer Defensive	Added	139,179	+43,761	$9,927,638	+41.2%	0.77%
BSX	Boston Scientific Corp Healthcare	Added	152,429	+16,057	$9,564,919	−26.4%	0.74%
TSLA	Tesla, Inc. Consumer Cyclical	Added	25,420	+649	$9,449,885	−15.2%	0.73%
CDNS	Cadence Design Systems Inc Technology	Added	29,936	+6,336	$8,318,316	+12.8%	0.64%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	159,783	-2,107	$7,789,421	−12.5%	0.60%
ZTS	Zoetis Inc. Healthcare	Added	64,900	+6,457	$7,671,829	+4.3%	0.59%
DDOG	Datadog, Inc. Technology	Reduced	61,190	-11,170	$7,223,479	−26.6%	0.56%
JNJ	Johnson & Johnson Healthcare	Added	26,792	+7,223	$6,549,036	+61.7%	0.51%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	53,628	+782	$5,805,231	+10.0%	0.45%
V	Visa Inc. Financial Services	Added	19,126	+481	$5,780,642	−11.6%	0.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	11,477	+289	$5,499,778	−2.2%	0.42%
CAT	Caterpillar Inc Industrials	Added	7,548	+1,100	$5,347,456	+44.8%	0.41%
PAYX	Paychex Inc Technology	Reduced	56,500	-28,100	$5,204,780	−45.2%	0.40%
APH	Amphenol Corp /De/ Technology	Reduced	40,625	-6,187	$5,132,968	−18.9%	0.40%
WMB	Williams Companies, Inc. Energy	Reduced	70,436	-3,975	$5,126,332	+14.6%	0.40%
PWR	Quanta Services, Inc. Industrials	Reduced	9,053	-361	$4,970,278	+25.1%	0.38%
ABBV	AbbVie Inc. Healthcare	Added	21,714	+2,400	$4,722,577	+7.0%	0.36%
MU	Micron Technology Inc Technology	Added	13,914	+356	$4,700,705	+21.5%	0.36%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	27,880	-649	$4,609,679	+0.7%	0.36%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,584	+116	$4,567,635	+18.5%	0.35%
AXP	American Express Co Financial Services	Reduced	14,745	-558	$4,460,067	−21.2%	0.34%
CVX	Chevron Corp Energy	Added	20,701	+522	$4,283,036	+39.3%	0.33%