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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
CRH icon
226
CRH
CRH
$58.3B
$745K 0.01%
6,965
-416
-6% -$45.8K
PCAR icon
227
PACCAR
PCAR
$64.5B
$745K 0.01%
6,201
-370
-6% -$43.7K
AMT icon
228
American Tower
AMT
$82.8B
$741K 0.01%
4,533
-261
-5% -$47K
ROL icon
229
Rollins
ROL
$16.2B
$741K 0.01%
17,747
-1,008
-5% -$51.5K
BNS icon
230
Scotiabank
BNS
$114B
$729K 0.01%
8,400
-184
-2% -$14.5K
D icon
231
Dominion Energy
D
$56.2B
$721K 0.01%
10,557
-670
-6% -$43.6K
SLB icon
232
SLB Ltd
SLB
$80.4B
$717K 0.01%
15,415
-923
-6% -$49.5K
PRU icon
233
Prudential Financial
PRU
$41.2B
$712K 0.01%
6,597
-144
-2% -$14.6K
TFC icon
234
Truist Financial
TFC
$61.6B
$712K 0.01%
14,290
-440
-3% -$21.6K
MDT icon
235
Medtronic
MDT
$120B
$691K 0.01%
8,834
-138
-2% -$11.1K
TEL icon
236
TE Connectivity
TEL
$58.3B
$688K 0.01%
3,412
-176
-5% -$37.5K
AIG icon
237
American International
AIG
$39.7B
$683K 0.01%
9,166
-473
-5% -$35.9K
BE icon
238
Bloom Energy
BE
$76.4B
$671K 0.01%
+2,217
New +$568K
KMI icon
239
Kinder Morgan
KMI
$68.5B
$658K 0.01%
20,592
-400
-2% -$12.9K
IDXX icon
240
Idexx Laboratories
IDXX
$40.2B
$656K 0.01%
1,246
-34
-3% -$19.1K
VZ icon
241
Verizon
VZ
$214B
$653K 0.01%
15,430
-837
-5% -$39.3K
APD icon
242
Air Products & Chemicals
APD
$64.7B
$651K 0.01%
2,219
-69
-3% -$20.1K
DRI icon
243
Darden Restaurants
DRI
$23.7B
$646K 0.01%
3,135
-68
-2% -$13.6K
NDSN icon
244
Nordson
NDSN
$17.2B
$642K 0.01%
+2,127
New +$603K
MRSH
245
Marsh
MRSH
$85.8B
$637K 0.01%
3,820
-74
-2% -$12.4K
CIEN icon
246
Ciena
CIEN
$47.4B
$624K 0.01%
+1,271
New +$648K
DVN icon
247
Devon Energy
DVN
$56.5B
$616K 0.01%
14,914
-770
-5% -$35.7K
QSR icon
248
Restaurant Brands International
QSR
$26.3B
$616K 0.01%
8,491
-232
-3% -$17.7K
EXC icon
249
Exelon
EXC
$43.5B
$602K 0.01%
12,913
-281
-2% -$13K
TRMB icon
250
Trimble
TRMB
$13.7B
$598K 0.01%
11,691
-11,608
-50% -$686K
8 9
10
11 12

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.