Sumitomo Life Insurance Portfolio holdings
Sumitomo Life is a Japanese mutual life insurer, founded in 1907, that owns the American insurer Symetra after buying it in 2016. Symetra sells retirement plans, employee benefits, annuities and life insurance across the United States through independent distributors. Sumitomo Life Group aims to offer more than life insurance, with a push into health promotion built around its Vitality offering. In 2020 Symetra set up an investment unit, Symetra Investment Management Company, to manage money for Symetra and Sumitomo Life in US assets.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$598M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$448M |
| 3 |
Invesco S&P Ultra Dividend Revenue ETF
RDIV
|
+$251M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$50.9M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$47.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$42.8M |
| 2 |
Airbnb
ABNB
|
+$11.3M |
| 3 |
Zoetis
ZTS
|
+$7.67M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$5.31M |
| 5 |
State Street SPDR EURO STOXX 50 ETF
FEZ
|
+$5.28M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 76.09% |
| 2 | Technology | 9.44% |
| 3 | Financials | 3.01% |
| 4 | Communication Services | 2.6% |
| 5 | Healthcare | 2.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Schwab US Dividend Equity ETF
SCHD
$120B
| $1.89B | 30.88% |
59,569,934
+14,119,934
| +31% | +$448M |
2025 Q3
3 quarters
|
|
|
2
iShares Core S&P 500 ETF
IVV
$869B
| $1.39B | 22.65% |
1,850,000
+821,000
| +80% | +$598M |
2025 Q3
3 quarters
|
|
|
3
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.48B
| $255M | 4.17% |
+4,400,000
| New | +$251M |
2026 Q2
0 quarters
|
|
|
4
iShares TIPS Bond ETF
TIP
$14.6B
| $212M | 3.47% |
1,939,392
+425,937
| +28% | +$47.1M |
2026 Q1
1 quarter
|
|
5
Invesco S&P 500 BuyWrite ETF
PBP
$388M
| $142M | 2.33% |
6,220,000
| – | – |
2025 Q3
3 quarters
|
|
6
iShares IVV Premium Income+ ETF
IVVW
$347M
| $135M | 2.21% |
3,030,000
| – | – |
2025 Q2
4 quarters
|
|
7
NVIDIA
NVDA
$4.94T
| $125M | 2.04% |
622,746
-11,965
| -2% | -$2.46M |
2013 Q2
52 quarters
|
|
8
Apple
AAPL
$5.03T
| $102M | 1.66% |
350,965
-3,306
| -0.9% | -$946K |
2013 Q2
52 quarters
|
|
|
9
Vanguard FTSE Emerging Markets ETF
VWO
$117B
| $92.8M | 1.52% |
1,554,566
+866,422
| +126% | +$50.9M |
2025 Q3
3 quarters
|
|
|
10
Alphabet (Google) Class A
GOOGL
$3.44T
| $87M | 1.42% |
243,379
-14,740
| -6% | -$5.31M |
2015 Q4
42 quarters
|
|
|
11
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13B
| $85.9M | 1.4% |
890,369
-447,340
| -33% | -$42.8M |
2025 Q3
3 quarters
|
|
12
Global X S&P 500 Covered Call ETF
XYLD
$3.35B
| $69.8M | 1.14% |
1,710,000
| – | – |
2025 Q3
3 quarters
|
|
13
Amazon
AMZN
$2.6T
| $68.3M | 1.12% |
286,577
+16,318
| +6% | +$4.1M |
2013 Q2
52 quarters
|
|
14
Microsoft
MSFT
$3.88T
| $65.5M | 1.07% |
175,494
-2,333
| -1% | -$944K |
2013 Q2
52 quarters
|
|
15
Vanguard Real Estate ETF
VNQ
$37.7B
| $64.8M | 1.06% |
671,894
+405,811
| +153% | +$38.8M |
2025 Q2
4 quarters
|
|
16
Invesco Senior Loan ETF
BKLN
$6.04B
| $62.9M | 1.03% |
3,089,034
+1,215,953
| +65% | +$24.9M |
2021 Q4
18 quarters
|
|
17
Broadcom
AVGO
$1.56T
| $48.7M | 0.8% |
128,887
+1,219
| +1% | +$489K |
2013 Q2
52 quarters
|
|
18
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26B
| $48.1M | 0.79% |
1,300,000
+689,300
| +113% | +$25.5M |
2023 Q2
12 quarters
|
|
19
Eli Lilly
LLY
$1.26T
| $45M | 0.74% |
37,489
-1,507
| -4% | -$1.54M |
2014 Q2
48 quarters
|
|
20
Schwab US TIPS ETF
SCHP
$16.5B
| $44.1M | 0.72% |
1,663,100
+728,200
| +78% | +$19.4M |
2023 Q2
12 quarters
|
|
21
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.18B
| $41.3M | 0.67% |
613,500
+167,400
| +38% | +$11.2M |
2023 Q2
12 quarters
|
|
22
Vanguard S&P 500 ETF
VOO
$1.02T
| $33.7M | 0.55% |
49,000
+7,400
| +18% | +$4.93M |
2023 Q2
12 quarters
|
|
23
JPMorgan Chase
JPM
$895B
| $33.4M | 0.55% |
102,165
-1,497
| -1% | -$465K |
2013 Q2
52 quarters
|
|
24
Palo Alto Networks
PANW
$299B
| $27.5M | 0.45% |
80,781
+2,706
| +3% | +$619K |
2024 Q4
6 quarters
|
|
25
Mastercard
MA
$556B
| $25.4M | 0.42% |
49,435
+411
| +0.8% | +$205K |
2013 Q2
52 quarters
|
|
Similar funds
Sumitomo Life Insurance's Q2 2026 Portfolio in Review
As of Q2 2026, Sumitomo Life Insurance held 299 positions worth $6.12B, up 44% from $4.25B the previous quarter. Its ten largest holdings account for 72% of the portfolio.
Sumitomo Life Insurance deployed $1.45B of net new capital in Q2 2026, opening 17 new positions and adding to 49 existing holdings. Its largest new stake was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.
By sector, the portfolio is most concentrated in Miscellaneous at 76% of assets, up from 70% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $42.8M trimmed.
- Sumitomo Life Insurance's largest Q2 2026 buy was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.
- Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $598M increase.
- Sumitomo Life Insurance's biggest Q2 2026 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $42.8M.
- Sumitomo Life Insurance fully exited Zoetis in Q2 2026, selling an estimated $7.67M.
- Sumitomo Life Insurance's ten largest holdings make up 72% of its $6.12B portfolio in Q2 2026.
- Sumitomo Life Insurance opened 17 new positions and closed 8 in Q2 2026.
- Sumitomo Life Insurance's portfolio value rose 44% quarter-over-quarter to $6.12B.
Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.