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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
-0.36%
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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
-$2.5B
Cap. Flow %
-89.58%
Top 10 Hldgs %
67.47%
Holding
278
New
8
Increased
80
Reduced
178
Closed
6

Top Buys

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$15.9M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$13.8M
3
SCHP icon
Schwab US TIPS ETF
SCHP
+$13.1M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.04M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.23B
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$624M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$230M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107M

Sector Composition

Rank Sector Weight
1 Technology 12.17%
2 Financials 5.65%
3 Healthcare 4.11%
4 Communication Services 3.41%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FDX icon
226
FedEx
FDX
$75.4B
$659K 0.02%
2,705
-49
-2% -$12.7K
ENTG icon
227
Entegris
ENTG
$23.2B
$646K 0.02%
7,385
-126
-2% -$12.7K
EXC icon
228
Exelon
EXC
$47B
$639K 0.02%
13,873
+186
+1% +$7.78K
TFC icon
229
Truist Financial
TFC
$64B
$635K 0.02%
15,437
+197
+1% +$8.78K
KMI icon
230
Kinder Morgan
KMI
$68.7B
$634K 0.02%
22,226
+309
+1% +$8.56K
VLO icon
231
Valero Energy
VLO
$85.9B
$633K 0.02%
4,793
+64
+1% +$8.49K
OMC icon
232
Omnicom Group
OMC
$23.4B
$631K 0.02%
7,613
+97
+1% +$8.1K
DVN icon
233
Devon Energy
DVN
$47.3B
$628K 0.02%
16,799
+248
+1% +$8.8K
AEM icon
234
Agnico Eagle Mines
AEM
$90.5B
$618K 0.02%
5,702
+85
+2% +$8.13K
FTV icon
235
Fortive
FTV
$18.6B
$615K 0.02%
11,144
+164
+1% +$9.63K
QSR icon
236
Restaurant Brands International
QSR
$25.8B
$611K 0.02%
9,173
+130
+1% +$8.38K
WY icon
237
Weyerhaeuser
WY
$18.4B
$609K 0.02%
20,810
+271
+1% +$8.06K
NEM icon
238
Newmont
NEM
$119B
$594K 0.02%
12,306
+189
+2% +$8.3K
IT icon
239
Gartner
IT
$11.7B
$593K 0.02%
1,413
-39
-3% -$19.2K
YETI icon
240
Yeti Holdings
YETI
$3.95B
$583K 0.02%
17,627
-18,786
-52% -$681K
UPS icon
241
United Parcel Service
UPS
$88.9B
$570K 0.02%
5,178
-6,679
-56% -$799K
OXY icon
242
Occidental Petroleum
OXY
$55.9B
$565K 0.02%
11,448
+162
+1% +$7.91K
BDX icon
243
Becton Dickinson
BDX
$48.2B
$562K 0.02%
2,454
+35
+1% +$8.12K
CHD icon
244
Church & Dwight Co
CHD
$24.5B
$541K 0.02%
4,917
+69
+1% +$7.38K
PEG icon
245
Public Service Enterprise Group
PEG
$37.7B
$536K 0.02%
6,518
-72
-1% -$6.01K
HSY icon
246
Hershey
HSY
$36.6B
$532K 0.02%
3,112
+45
+1% +$7.37K
PYPL icon
247
PayPal
PYPL
$50.5B
$528K 0.02%
8,092
+100
+1% +$7.79K
TSN icon
248
Tyson Foods
TSN
$20.4B
$519K 0.02%
8,141
+113
+1% +$6.64K
LYV icon
249
Live Nation Entertainment
LYV
$42.1B
$519K 0.02%
+3,977
New +$543K
BMY icon
250
Bristol-Myers Squibb
BMY
$132B
$511K 0.02%
8,383
-93
-1% -$5.42K
8 9
10
11 12

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AI
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NCM
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DT
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IWM
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Sumitomo Life Insurance's Q1 2025 Portfolio in Review

As of Q1 2025, Sumitomo Life Insurance held 278 positions worth $2.79B, down 47% from $5.3B the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Sumitomo Life Insurance withdrew a net $2.5B in Q1 2025, closing 6 positions and reducing 178 holdings. Its most notable exit was State Street SPDR Portfolio S&P 500 ETF, an estimated $624M position sold in full.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 7.3% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Sumitomo Life Insurance opened a new position in Motorola Solutions worth $1.23M.

  • Sumitomo Life Insurance's largest Q1 2025 buy was Motorola Solutions: 2,820 shares worth $1.23M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q1 2025, an estimated $15.9M increase.
  • Sumitomo Life Insurance's biggest Q1 2025 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $1.23B.
  • Sumitomo Life Insurance fully exited State Street SPDR Portfolio S&P 500 ETF in Q1 2025, selling an estimated $624M.
  • Sumitomo Life Insurance's ten largest holdings make up 67% of its $2.79B portfolio in Q1 2025.
  • Sumitomo Life Insurance opened 8 new positions and closed 6 in Q1 2025.
  • Sumitomo Life Insurance's portfolio value fell 47% quarter-over-quarter to $2.79B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2025, filed 2 May 2025.