Q2 2026 13F · SEC CIK 937760

Sumitomo Life Insurance Co

Insurance companyFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $6.1B
Reported positions: 291
Top holdings a year, 3 yrs: +15.7%
Average holding period: 1.6 yrs

Sumitomo Life Insurance Co is an insurance company that reported 291 positions worth $6.1B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Schwab Strategic Tr (SCHD, 30.9%), Ishares Core S&p 500 ETF (IVV, 22.6%), Invesco Exch Traded Fd Tr II (RDIV, 4.2%). A portfolio copying its top holdings returned 15.7% a year over the last 3 years, against 20.4% for the S&P 500.

Sumitomo Life Insurance Co holdings largest 50 of 291 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sumitomo Life Insurance Co 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHDSchwab Strategic Tr	30.9%	32.8%	59,569,934	+31.1%	$1.9B
IVVIshares Core S&p 500 ETF	22.6%	15.8%	1,850,000	+79.8%	$1.4B
RDIVInvesco Exch Traded Fd Tr II	4.2%	—	4,400,000	—	$255.2M
TIPiShares TIPS Bond ETF	3.5%	3.9%	1,939,392	+28.1%	$212.2M
PBPInvesco S&p 500 Buywrite ETF	2.3%	3.2%	6,220,000	+0.0%	$142.4M
IVVWIshares Tr	2.2%	3.1%	3,030,000	+0.0%	$135.1M
NVDANvidia Corporation Com	2.0%	2.6%	622,746	-1.9%	$124.6M
AAPLApple Inc	1.7%	2.1%	350,965	-0.9%	$101.6M
VWOVanguard Intl Equity Index F	1.5%	0.9%	1,554,566	+125.9%	$92.8M
GOOGLAlphabet Inc	1.4%	1.7%	243,379	-5.7%	$87.0M
EMBIshares Tr	1.4%	3.0%	890,369	-33.4%	$85.9M
XYLDGlobal X Fds	1.1%	1.6%	1,710,000	+0.0%	$69.8M
AMZNAmazon Com Inc Com	1.1%	1.3%	286,577	+6.0%	$68.3M
MSFTMicrosoft Corp	1.1%	1.5%	175,494	-1.3%	$65.5M
VNQVanguard Real Estate ETF	1.1%	0.6%	671,894	+152.5%	$64.8M
BKLNInvesco Exch Traded Fd Tr II	1.0%	0.9%	3,089,034	+64.9%	$62.9M
AVGOBroadcom Inc	0.8%	0.9%	128,887	+1.0%	$48.7M
USHYIshares Tr	0.8%	0.5%	1,300,000	+112.9%	$48.1M
LLYLilly Eli & Co	0.7%	0.8%	37,489	-3.9%	$45.0M
SCHPSchwab Strategic Tr	0.7%	0.6%	1,663,100	+77.9%	$44.1M
VWOBVanguard Whitehall Fds	0.7%	0.7%	613,500	+37.5%	$41.3M
VOOVanguard S&p 500 ETF	0.6%	0.6%	49,000	+17.8%	$33.7M
JPMJpmorgan Chase & Co	0.5%	0.7%	102,165	-1.4%	$33.4M
PANWPalo Alto Networks Inc	0.5%	0.3%	80,781	+3.5%	$27.5M
MAMastercard Inc.	0.4%	0.6%	49,435	+0.8%	$25.4M
MUMicron Technology Inc	0.4%	—	21,838	—	$25.2M
METAMeta Platforms Inc Class A	0.4%	0.6%	44,583	-3.6%	$25.1M
GSGoldman Sachs Group Inc	0.4%	0.5%	24,746	+0.6%	$25.0M
USRTIshares Tr	0.4%	0.3%	355,500	+42.4%	$23.6M
GOOGAlphabet Inc	0.4%	0.5%	62,587	-11.1%	$22.1M
WMTWalmart Inc	0.3%	0.5%	179,589	+1.0%	$20.3M
VRTVertiv Holdings Co	0.3%	0.3%	57,878	+2.7%	$19.4M
TMOThermo Fisher Scientific Inc	0.3%	0.4%	37,242	+8.0%	$18.7M
IFRAIshares Tr	0.3%	0.2%	294,600	+77.4%	$18.6M
NEENextera Energy Inc Com	0.3%	0.4%	207,072	+6.9%	$18.2M
WMWaste Mgmt Inc Del	0.3%	0.4%	79,441	+5.6%	$17.7M
GSGBlackRock Institutional Trust Company N.	0.3%	0.5%	615,300	-4.8%	$17.6M
FEZSpdr Index Shs Fds	0.3%	0.5%	242,100	-24.6%	$16.6M
GEVGe Vernova Inc	0.3%	0.3%	14,142	+6.9%	$16.6M
IEMGIshares	0.3%	0.3%	193,000	+11.6%	$16.0M
DDOGDatadog Inc	0.3%	—	60,687	—	$15.8M
PGProcter & Gamble Co Com	0.3%	0.4%	105,504	+2.2%	$15.5M
UBERUber Technologies Inc	0.3%	0.4%	211,619	-0.8%	$15.3M
SYYSysco Corp	0.2%	0.2%	171,800	+23.4%	$14.4M
SPGIS&P Global Inc.	0.2%	0.3%	34,778	+0.2%	$14.2M
APHAmphenol Corp	0.2%	—	79,027	—	$13.9M
MELIMercadolibre Inc	0.2%	0.3%	7,300	+0.0%	$12.4M
CMECme Group Inc	0.2%	0.4%	55,065	-0.6%	$12.2M
ISRGIntuitive Surgical Inc	0.2%	0.3%	30,486	+17.3%	$12.1M
CDNSCadence Design System Inc	0.2%	—	31,046	—	$11.7M

What Sumitomo Life Insurance Co bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VNQ Vanguard Real Estate ETF+152.5% shares
VWO Vanguard Intl Equity Index F+125.9% shares
USHY Ishares Tr+112.9% shares
IVV Ishares Core S&p 500 ETF+79.8% shares
SCHP Schwab Strategic Tr+77.9% shares
IFRA Ishares Tr+77.4% shares
BKLN Invesco Exch Traded Fd Tr II+64.9% shares
USRT Ishares Tr+42.4% shares

Reduced

EMB Ishares Tr-33.4% shares
FEZ Spdr Index Shs Fds-24.6% shares
GOOG Alphabet Inc-11.1% shares
GOOGL Alphabet Inc-5.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.5% /yr; S&P 500 +20.1%
3 years: +15.7% /yr; S&P 500 +20.4%
5 years: +7.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$6.1B	291
Q1 2026	$4.3B	282
Q4 2025	$3.7B	281
Q3 2025	$3.2B	268
Q2 2025	$1.5B	265
Q1 2025	$2.8B	272
Q4 2024	$5.3B	270
Q3 2024	$5.1B	269
Q2 2024	$4.3B	274
Q1 2024	$3.9B	263
Q4 2023	$3.2B	258
Q3 2023	$3.6B	259

Questions about Sumitomo Life Insurance Co's portfolio

What stocks does Sumitomo Life Insurance Co own?

Sumitomo Life Insurance Co's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 291 positions worth $6.1B. The largest are Schwab Strategic Tr (SCHD) at 30.9%, Ishares Core S&p 500 ETF (IVV) at 22.6%, Invesco Exch Traded Fd Tr II (RDIV) at 4.2%, iShares TIPS Bond ETF (TIP) at 3.5% and Invesco S&p 500 Buywrite ETF (PBP) at 2.3%.

What did Sumitomo Life Insurance Co buy last quarter?

In Q2 2026, Sumitomo Life Insurance Co added Vanguard Real Estate ETF (VNQ) (+152.5% shares), Vanguard Intl Equity Index F (VWO) (+125.9% shares) and Ishares Tr (USHY) (+112.9% shares), compared with its Q1 2026 filing.

What did Sumitomo Life Insurance Co sell last quarter?

In Q2 2026, Sumitomo Life Insurance Co cut from its top 50 Airbnb Inc (ABNB), cut from its top 50 T-Mobile US Inc (TMUS), cut from its top 50 Vulcan Matls Co Com (VMC), cut from its top 50 Boston Scientific Corp (BSX), cut from its top 50 Tesla Inc Com (TSLA), Ishares Tr (EMB) (-33.4% shares), Spdr Index Shs Fds (FEZ) (-24.6% shares) and Alphabet Inc (GOOG) (-11.1% shares), compared with its Q1 2026 filing.

How has Sumitomo Life Insurance Co's portfolio performed?

A portfolio copying Sumitomo Life Insurance Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.5% against +20.1%. Over 5 years: +7.7% a year against +11.6%.

When is Sumitomo Life Insurance Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sumitomo Life Insurance Co's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.