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Sumitomo Life Insurance Co.
Sumitomo Life Insurance Company, founded in 1907, is one of Japan's largest mutual life insurance firms. Headquartered in Osaka, the company offers a wide range of life insurance and annuity products for individuals and corporations, as well as property and casualty insurance. As of March 31, 2024, it employs approximately 42,500 people, of which over 10,400 are administrative staff and more than 32,000 are in sales roles. Sumitomo Life serves both domestic and international customers, with a particular focus on innovating its insurance products and expanding investment and alternative asset strategies to meet the evolving needs of society.
Investment Strategy
Sumitomo Life pursues a diversified investment strategy focusing on long-term, stable returns through a broad portfolio of financial assets, including traditional life insurance, individual and group annuities, and corporate and alternative investments. The company actively invests in buyout, venture capital, and private debt funds globally, aiming to achieve both steady capital growth and capital preservation to meet long-term policyholder liabilities. It is also increasingly engaged in open innovation and corporate venture capital, with a focus on collaborating with startups and new technologies to create added value and future growth opportunities.
Latest 13F Filing Activity
Sumitomo Life Insurance Co. filed their most recent 13F report on Jun 30, 2025 disclosing 264 equity positions with a total 13F market value of $1B. The fund increased holdings in Ishares TR S&P 500 Buywrite, Nvidia Corporation Com, Vanguard Index FDS Real Estate Etf among other positions. Sumitomo Life Insurance Co. reduced exposure to Vanguard Whitehall FDS High Div YLD, Schwab Strategic TR Us Dividend Eq, Ishares TR JPMorgan Usd Emg among others.
Top Holdings
Equity Positions (264)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVVW | ISHARES TR S&P 500 BUYWRITE | 9.45% | $139.3M | 3,030,000 | $45.97 | $45.97 | +$139.3M |
T TIP | ISHARES TR TIPS BD ETF | 7.61% | $112.3M | 1,020,184 | $109.22 | $110.04 | -$66.3M |
N NVDA | NVIDIA CORPORATION COM | 5.85% | $86.3M | 546,084 | $20.69 | $157.99 | +$27.5M |
M MSFT | MICROSOFT CORP COM | 5.63% | $82.9M | 166,757 | $177.33 | $497.41 | +$20.7M |
A AAPL | APPLE INC COM | 3.95% | $58.3M | 284,078 | $99.59 | $205.17 | -$5.8M |
Industry Allocation
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