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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
OXY icon
226
Occidental Petroleum
OXY
$55.6B
$708K 0.02%
10,886
+452
+4% +$22.7K
KMI icon
227
Kinder Morgan
KMI
$70.5B
$704K 0.02%
20,992
+714
+4% +$22.3K
D icon
228
Dominion Energy
D
$61.3B
$694K 0.02%
11,227
+360
+3% +$22.2K
ROK icon
229
Rockwell Automation
ROK
$52.4B
$682K 0.02%
1,901
+50
+3% +$19.7K
TFC icon
230
Truist Financial
TFC
$63.5B
$677K 0.02%
14,730
+472
+3% +$23.3K
MRSH
231
Marsh
MRSH
$91.4B
$675K 0.02%
3,894
-4,321
-53% -$777K
FNV icon
232
Franco-Nevada
FNV
$42.7B
$670K 0.02%
12,402
+902
+8% +$223K
APD icon
233
Air Products & Chemicals
APD
$66.8B
$665K 0.02%
2,288
+95
+4% +$26.2K
A icon
234
Agilent Technologies
A
$39.2B
$660K 0.02%
5,792
+186
+3% +$23.6K
HOOD icon
235
Robinhood
HOOD
$77.9B
$660K 0.02%
9,519
+4,741
+99% +$416K
PRU icon
236
Prudential Financial
PRU
$42.6B
$659K 0.02%
6,741
+217
+3% +$22.5K
NKE icon
237
Nike
NKE
$62.7B
$649K 0.02%
12,294
+301
+3% +$18.3K
EXC icon
238
Exelon
EXC
$46.6B
$647K 0.02%
13,194
+550
+4% +$25.6K
QSR icon
239
Restaurant Brands International
QSR
$25.8B
$645K 0.02%
8,723
+281
+3% +$19.7K
REGN icon
240
Regeneron Pharmaceuticals
REGN
$76B
$638K 0.02%
826
+19
+2% +$14.5K
DRI icon
241
Darden Restaurants
DRI
$23.7B
$628K 0.01%
3,203
+103
+3% +$21.2K
HSY icon
242
Hershey
HSY
$35.9B
$615K 0.01%
2,959
+95
+3% +$20K
BNS icon
243
Scotiabank
BNS
$107B
$595K 0.01%
8,584
+357
+4% +$26.2K
CMCSA icon
244
Comcast
CMCSA
$84B
$578K 0.01%
20,124
+647
+3% +$19.4K
LYB icon
245
LyondellBasell Industries
LYB
$19.5B
$550K 0.01%
6,827
+281
+4% +$16.7K
JCI icon
246
Johnson Controls International
JCI
$87.2B
$547K 0.01%
4,176
+134
+3% +$17.3K
AJG icon
247
Arthur J. Gallagher & Co
AJG
$65.9B
$544K 0.01%
2,510
+80
+3% +$18.5K
SNOW icon
248
Snowflake
SNOW
$103B
$517K 0.01%
3,429
+111
+3% +$20.5K
PEG icon
249
Public Service Enterprise Group
PEG
$38.6B
$511K 0.01%
6,307
+250
+4% +$20.5K
GRMN
250
Garmin
GRMN
$57.4B
$498K 0.01%
2,145
-3,784
-64% -$847K
8 9
10
11 12

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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.