Nozomu Kato

Sumitomo Life Insurance Co

Assets Managed

$4.255B

Holdings

282

Last Quarter

2026 - Q1

Filed Date

1mo 3d ago

Growth Rate

16.51%(2Q avg: 14.95%)

Sustained Growth

3 quarters

Portfolio positions

This chart displays the top 10 holdings in Sumitomo Life Insurance Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 282 positions.

Assets under management

The assets under management (AUM) of Sumitomo Life Insurance Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.255B in assets, with a quarterly growth rate of 16.51% and a 2-quarter average growth rate of 14.95%. The portfolio is managed by Nozomu Kato, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SCHD Schwab Us Dvd Equity Etf Recent Activity Increased 46.38%	32.78%	$1.394B 45.45M shares@ $30.68 avg price	Increased 46.38%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 37.02%	15.8%	$672.153M 1.029M shares@ $653.21 avg price	Increased 37.02%
TIP Ishares Tips Bond Etf Recent Activity New Position	3.93%	$167.025M 1.513M shares@ $110.37 avg price	New Position
PBP Invesco S&p 500 Buywrite Etf Recent Activity	3.22%	$136.778M 6.22M shares@ $21.99 avg price
IVVW Ishares S&p 500 Buywrite Etf Recent Activity	3.11%	$132.29M 3.03M shares@ $43.66 avg price
EMB Ishares Jp Morgan Usd Emergi Recent Activity Decreased -11.87%	2.96%	$125.651M 1.338M shares@ $93.93 avg price	Decreased -11.87%
NVDA Nvidia Corp Recent Activity Increased 3.48%	2.61%	$110.694M 634,711 shares@ $174.4 avg price	Increased 3.48%
AAPL Apple Inc Recent Activity Increased 13.03%	2.12%	$89.91M 354,271 shares@ $253.79 avg price	Increased 13.03%
GOOGL Alphabet Inc-cl A Recent Activity Increased 5.81%	1.75%	$74.225M 258,119 shares@ $287.57 avg price	Increased 5.81%
XYLD Global X S&p 500 Cove Call E Recent Activity	1.58%	$66.912M 1.71M shares@ $39.13 avg price

1-10 of 282