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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $4.25B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
+1.8%
1 Year Est. Return
+23.69%
3 Year Est. Return
+58.47%
5 Year Est. Return
+69.86%
10 Year Est. Return
+300.85%
AUM
$4.25B
AUM Growth
+$603M
Cap. Flow
+$653M
Cap. Flow %
15.35%
Top 10 Hldgs %
69.81%
Holding
293
New
12
Increased
192
Reduced
75
Closed
11

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$437M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$190M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$168M
4
AAPL icon
Apple
AAPL
+$10.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.38M

Top Sells

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$73.8M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$29.4M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$26.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$26M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$17.3M

Sector Composition

Rank Sector Weight
1 Technology 10.27%
2 Financials 4.28%
3 Communication Services 3.52%
4 Healthcare 2.92%
5 Consumer Discretionary 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHD icon
1
Schwab US Dividend Equity ETF
SCHD
$103B
$1.39B 32.77%
45,450,000
+14,400,000
+46% +$437M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$878B
$672M 15.8%
1,029,000
+278,000
+37% +$190M
TIP icon
3
iShares TIPS Bond ETF
TIP
$14.5B
$167M 3.93%
+1,513,455
New +$168M
PBP icon
4
Invesco S&P 500 BuyWrite ETF
PBP
$354M
$137M 3.21%
6,220,000
– –
IVVW icon
5
iShares S&P 500 BuyWrite ETF
IVVW
$329M
$132M 3.11%
3,030,000
– –
EMB icon
6
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$126M 2.95%
1,337,709
-180,269
-12% -$17.3M
NVDA icon
7
NVIDIA
NVDA
$4.86T
$111M 2.6%
634,711
+21,336
+3% +$3.91M
AAPL icon
8
Apple
AAPL
$4.54T
$89.9M 2.11%
354,271
+40,839
+13% +$10.6M
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$4.36T
$74.2M 1.74%
258,119
+14,164
+6% +$4.45M
XYLD icon
10
Global X S&P 500 Covered Call ETF
XYLD
$3.24B
$66.9M 1.57%
1,710,000
– –
MSFT icon
11
Microsoft
MSFT
$3.45T
$65.8M 1.55%
177,827
-11,924
-6% -$4.99M
AMZN icon
12
Amazon
AMZN
$2.92T
$56.3M 1.32%
270,259
+3,968
+1% +$874K
AVGO icon
13
Broadcom
AVGO
$1.85T
$39.5M 0.93%
127,668
+9,819
+8% +$3.23M
BKLN icon
14
Invesco Senior Loan ETF
BKLN
$6.97B
$38.2M 0.9%
1,873,081
-1,296,919
-41% -$26.8M
VWO icon
15
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$37.2M 0.87%
688,144
-1,317,439
-66% -$73.8M
LLY icon
16
Eli Lilly
LLY
$1.02T
$35.9M 0.84%
38,996
+6,450
+20% +$6.54M
JPM icon
17
JPMorgan Chase
JPM
$935B
$30.5M 0.72%
103,662
+8,058
+8% +$2.45M
VWOB icon
18
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$29.3M 0.69%
446,100
-56,200
-11% -$3.78M
META icon
19
Meta Platforms (Facebook)
META
$1.42T
$26.5M 0.62%
46,235
-1,276
-3% -$818K
SCHP icon
20
Schwab US TIPS ETF
SCHP
$16.3B
$24.9M 0.58%
934,900
-315,100
-25% -$8.41M
VOO icon
21
Vanguard S&P 500 ETF
VOO
$979B
$24.9M 0.58%
41,600
+15,000
+56% +$9.38M
MA icon
22
Mastercard
MA
$502B
$24.5M 0.58%
49,024
+3,525
+8% +$1.86M
VNQ icon
23
Vanguard Real Estate ETF
VNQ
$39.2B
$23.6M 0.55%
266,083
-283,679
-52% -$26M
USHY icon
24
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.3B
$22.5M 0.53%
610,700
-143,300
-19% -$5.34M
WMT icon
25
Walmart Inc
WMT
$885B
$22.1M 0.52%
177,754
+21,360
+14% +$2.62M
1
2 3 4 5

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Sumitomo Life Insurance's Q1 2026 Portfolio in Review

As of Q1 2026, Sumitomo Life Insurance held 293 positions worth $4.25B, up 17% from $3.65B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Sumitomo Life Insurance deployed $653M of net new capital in Q1 2026, opening 12 new positions and adding to 192 existing holdings. Its largest new stake was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 13% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard FTSE Emerging Markets ETF, an estimated $73.8M trimmed.

  • Sumitomo Life Insurance's largest Q1 2026 buy was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.
  • Sumitomo Life Insurance added most to Schwab US Dividend Equity ETF in Q1 2026, an estimated $437M increase.
  • Sumitomo Life Insurance's biggest Q1 2026 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $73.8M.
  • Sumitomo Life Insurance fully exited Automatic Data Processing in Q1 2026, selling an estimated $1.93M.
  • Sumitomo Life Insurance's ten largest holdings make up 70% of its $4.25B portfolio in Q1 2026.
  • Sumitomo Life Insurance opened 12 new positions and closed 11 in Q1 2026.
  • Sumitomo Life Insurance's portfolio value rose 17% quarter-over-quarter to $4.25B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.