StockDriftsStockDriftsTop 50 Sumitomo Life Insurance CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 30.88% | 59.57M | $1.89B | +31.07%(+14.12M) | $28.03(+22.33%) | 2026-06-30 | |
| IVV | ISHARES TR | 22.65% | 1.85M | $1.39B | +79.79%(+821.00K) | $667.30(+16.49%) | 2026-06-30 | |
| RDIV | INVESCO EXCH TRADED FD TR II | 4.17% | 4.40M | $255.2M | new | $56.69(+10.19%) | 2026-06-30 | |
| TIP | ISHARES TR | 3.47% | 1.94M | $212.2M | +28.14%(+425.94K) | $109.80(-2.62%) | 2026-06-30 | |
| PBP | INVESCO EXCHANGE TRADED FD T | 2.33% | 6.22M | $142.4M | +0.00%(+0) | $21.99(+6.30%) | 2026-06-30 | |
| IVVW | ISHARES TR | 2.21% | 3.03M | $135.1M | +0.00%(+0) | $46.15(-2.13%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.04% | 622.7K | $124.6M | -1.89%(-11.96K) | $41.48(+431.52%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.66% | 351.0K | $101.6M | -0.93%(-3.31K) | $143.97(+113.02%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.52% | 1.55M | $92.8M | +125.91%(+866.42K) | $49.43(+22.21%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.42% | 243.4K | $87.0M | -5.71%(-14.74K) | $129.97(+170.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.09% | +44.62% | +6.64% | +37.91% |
| Top 20 Holdings Unweighted | +17.81% | +63.50% | +10.43% | +64.22% |
Sumitomo Life Insurance CO reports $6.12B in US-listed equity holdings across 291 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (30.9%), IVV (22.6%) and RDIV (4.2%). The top 20 holdings account for 82.21% of reported assets. Its disclosed equity book has returned +44.62% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sumitomo Life Insurance CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 937760). View Sumitomo Life Insurance CO’s 13F filings on SEC