Sumitomo Life Insurance Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$113M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$97.7M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$58.1M |
| 4 |
Invesco Senior Loan ETF
BKLN
|
+$39.4M |
| 5 |
iShares S&P GSCI Commodity-Indexed Trust
GSG
|
+$34M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$247M |
| 2 |
UnitedHealth
UNH
|
+$8.93M |
| 3 |
Costco
COST
|
+$7.35M |
| 4 |
CME Group
CME
|
+$6.9M |
| 5 |
Merck
MRK
|
+$6.56M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 80.21% |
| 2 | Technology | 7.33% |
| 3 | Financials | 2.95% |
| 4 | Consumer Discretionary | 1.98% |
| 5 | Communication Services | 1.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Match Group
MTCH
$10.2B
| – | – |
-10,647
| Closed | -$403K |
|
277
Zscaler
ZS
$31.6B
| – | – |
-6,920
| Closed | -$1.18M |
|
Similar funds
Sumitomo Life Insurance's Q4 2024 Portfolio in Review
As of Q4 2024, Sumitomo Life Insurance held 277 positions worth $5.3B, up 4% from $5.09B the previous quarter. Its ten largest holdings account for 79% of the portfolio.
Sumitomo Life Insurance deployed $223M of net new capital in Q4 2024, opening 8 new positions and adding to 50 existing holdings. Its largest new stake was Vanguard FTSE Emerging Markets ETF: 2,423,347 shares worth $107M.
By sector, the portfolio is most concentrated in Miscellaneous at 80% of assets, down from 81% 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 $247M trimmed.
- Sumitomo Life Insurance's largest Q4 2024 buy was Vanguard FTSE Emerging Markets ETF: 2,423,347 shares worth $107M.
- Sumitomo Life Insurance added most to State Street SPDR Portfolio S&P 500 ETF in Q4 2024, an estimated $97.7M increase.
- Sumitomo Life Insurance's biggest Q4 2024 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $247M.
- Sumitomo Life Insurance fully exited Zscaler in Q4 2024, selling an estimated $1.18M.
- Sumitomo Life Insurance's ten largest holdings make up 79% of its $5.3B portfolio in Q4 2024.
- Sumitomo Life Insurance opened 8 new positions and closed 7 in Q4 2024.
- Sumitomo Life Insurance's portfolio value rose 4% quarter-over-quarter to $5.3B.
Based on Sumitomo Life Insurance's 13F filing for Q4 2024, filed 23 Jan 2025.