SUMITOMO LIFE INSURANCE CO
•CIK: 937760•Filing: Q4 2025
Sumitomo Life Insurance Co. maintains a conservative investment strategy with a focus on high-quality, low-volatility assets, as evidenced by its top holdings in SPDR S&P 500 ETF Trust (SCHD) and iShares Core S&P 500 ETF (IVV). Recently, the fund has increased its exposure to IVV by 380% and added investments in Mastercard (MA) and Affirm Holdings (AFRM), while significantly reducing its position in Veeco Instruments (VEEV) by 92%.
Total AUM
$3.7B
QoQ Performance
+13.4%
Positions
281
Top 10 Concentration
62.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHD
IVV
SCHD23.3%
IVV14.1%
EMB4.0%
PBP3.9%
IVVW3.8%
NVDA3.1%
VWO3.0%
MSFT2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.9%
ETF14.7%
Technology13.6%
Consumer3.7%
Financial3.2%
Healthcare2.1%
Communication0.5%
Utilities0.4%
🚪 Exited Positionssold since Q3 2025
+75 more exited positions
Changes from Q3 2025
NEW12 new positions
↑164 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023