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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+11.07%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$6.12B
AUM Growth
+$1.86B
Cap. Flow
+$1.45B
Cap. Flow %
23.73%
Top 10 Hldgs %
72.34%
Holding
299
New
17
Increased
49
Reduced
216
Closed
8

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$598M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$448M
3
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$251M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$50.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$47.1M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$42.8M
2
ABNB icon
Airbnb
ABNB
+$11.3M
3
ZTS icon
Zoetis
ZTS
+$7.67M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.31M
5
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$5.28M

Sector Composition

Rank Sector Weight
1 Miscellaneous 76.09%
2 Technology 9.44%
3 Financials 3.01%
4 Communication Services 2.6%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHD icon
1
Schwab US Dividend Equity ETF
SCHD
$112B
$1.89B 30.88%
59,569,934
+14,119,934
+31% +$448M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$837B
$1.39B 22.65%
1,850,000
+821,000
+80% +$598M
RDIV icon
3
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.49B
$255M 4.17%
+4,400,000
New +$251M
TIP icon
4
iShares TIPS Bond ETF
TIP
$14.7B
$212M 3.47%
1,939,392
+425,937
+28% +$47.1M
PBP icon
5
Invesco S&P 500 BuyWrite ETF
PBP
$381M
$142M 2.33%
6,220,000
– –
IVVW icon
6
iShares S&P 500 BuyWrite ETF
IVVW
$345M
$135M 2.21%
3,030,000
– –
NVDA icon
7
NVIDIA
NVDA
$5.12T
$125M 2.04%
622,746
-11,965
-2% -$2.46M
AAPL icon
8
Apple
AAPL
$4.84T
$102M 1.66%
350,965
-3,306
-0.9% -$946K
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$92.8M 1.52%
1,554,566
+866,422
+126% +$50.9M
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.22T
$87M 1.42%
243,379
-14,740
-6% -$5.31M
EMB icon
11
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.2B
$85.9M 1.4%
890,369
-447,340
-33% -$42.8M
XYLD icon
12
Global X S&P 500 Covered Call ETF
XYLD
$3.33B
$69.8M 1.14%
1,710,000
– –
AMZN icon
13
Amazon
AMZN
$2.68T
$68.3M 1.12%
286,577
+16,318
+6% +$4.1M
MSFT icon
14
Microsoft
MSFT
$3.69T
$65.5M 1.07%
175,494
-2,333
-1% -$944K
VNQ icon
15
Vanguard Real Estate ETF
VNQ
$37.2B
$64.8M 1.06%
671,894
+405,811
+153% +$38.8M
BKLN icon
16
Invesco Senior Loan ETF
BKLN
$6.78B
$62.9M 1.03%
3,089,034
+1,215,953
+65% +$24.9M
AVGO icon
17
Broadcom
AVGO
$1.62T
$48.7M 0.8%
128,887
+1,219
+1% +$489K
USHY icon
18
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.2B
$48.1M 0.79%
1,300,000
+689,300
+113% +$25.5M
LLY icon
19
Eli Lilly
LLY
$1.01T
$45M 0.74%
37,489
-1,507
-4% -$1.54M
SCHP icon
20
Schwab US TIPS ETF
SCHP
$16B
$44.1M 0.72%
1,663,100
+728,200
+78% +$19.4M
VWOB icon
21
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.25B
$41.3M 0.67%
613,500
+167,400
+38% +$11.2M
VOO icon
22
Vanguard S&P 500 ETF
VOO
$1.04T
$33.7M 0.55%
49,000
+7,400
+18% +$4.93M
JPM icon
23
JPMorgan Chase
JPM
$937B
$33.4M 0.55%
102,165
-1,497
-1% -$465K
PANW icon
24
Palo Alto Networks
PANW
$307B
$27.5M 0.45%
80,781
+2,706
+3% +$619K
MA icon
25
Mastercard
MA
$502B
$25.4M 0.42%
49,435
+411
+0.8% +$205K
1
2 3 4 5

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2026 Portfolio in Review

As of Q2 2026, Sumitomo Life Insurance held 299 positions worth $6.12B, up 44% from $4.25B the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Sumitomo Life Insurance deployed $1.45B of net new capital in Q2 2026, opening 17 new positions and adding to 49 existing holdings. Its largest new stake was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.

By sector, the portfolio is most concentrated in Miscellaneous at 76% of assets, up from 70% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $42.8M trimmed.

  • Sumitomo Life Insurance's largest Q2 2026 buy was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $598M increase.
  • Sumitomo Life Insurance's biggest Q2 2026 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $42.8M.
  • Sumitomo Life Insurance fully exited Zoetis in Q2 2026, selling an estimated $7.67M.
  • Sumitomo Life Insurance's ten largest holdings make up 72% of its $6.12B portfolio in Q2 2026.
  • Sumitomo Life Insurance opened 17 new positions and closed 8 in Q2 2026.
  • Sumitomo Life Insurance's portfolio value rose 44% quarter-over-quarter to $6.12B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.