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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
+12.79%
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
$1.47B
AUM Growth
-$1.32B
Cap. Flow
-$1.46B
Cap. Flow %
-98.9%
Top 10 Hldgs %
46.15%
Holding
284
New
12
Increased
34
Reduced
219
Closed
19

Top Buys

Rank Stock Value
1
IVVW icon
iShares S&P 500 BuyWrite ETF
IVVW
+$135M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$23M
3
KKR icon
KKR & Co
KKR
+$6.65M
4
CME icon
CME Group
CME
+$6.48M
5
AMZN icon
Amazon
AMZN
+$3.19M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$745M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$519M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$104M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$64.1M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$50.3M

Sector Composition

Rank Sector Weight
1 Technology 28.13%
2 Financials 11.76%
3 Communication Services 7.34%
4 Healthcare 7.22%
5 Consumer Discretionary 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FDX icon
226
FedEx
FDX
$75.4B
$592K 0.04%
2,605
-100
-4% -$21.9K
TREX icon
227
Trex
TREX
$4.99B
$588K 0.04%
10,807
-12,219
-53% -$693K
GIS icon
228
General Mills
GIS
$19.6B
$583K 0.04%
11,249
-602
-5% -$33.2K
LYV icon
229
Live Nation Entertainment
LYV
$41.9B
$581K 0.04%
3,842
-135
-3% -$18.6K
QSR icon
230
Restaurant Brands International
QSR
$25.9B
$578K 0.04%
8,722
-451
-5% -$30.1K
EXC icon
231
Exelon
EXC
$47.1B
$572K 0.04%
13,175
-698
-5% -$31.1K
PYPL icon
232
PayPal
PYPL
$50.4B
$571K 0.04%
7,677
-415
-5% -$28.4K
SLB icon
233
SLB Ltd
SLB
$74.8B
$550K 0.04%
16,280
-663
-4% -$23K
IT icon
234
Gartner
IT
$11.6B
$547K 0.04%
1,354
-59
-4% -$24.7K
OMC icon
235
Omnicom Group
OMC
$23.3B
$520K 0.04%
7,223
-390
-5% -$28.8K
PEG icon
236
Public Service Enterprise Group
PEG
$37.7B
$517K 0.04%
6,137
-381
-6% -$30.7K
UPS icon
237
United Parcel Service
UPS
$89.3B
$505K 0.03%
5,003
-175
-3% -$17.2K
HSY icon
238
Hershey
HSY
$36.8B
$490K 0.03%
2,952
-160
-5% -$26.4K
DVN icon
239
Devon Energy
DVN
$47B
$489K 0.03%
15,380
-1,419
-8% -$45.2K
BNS icon
240
Scotiabank
BNS
$108B
$466K 0.03%
8,434
-372
-4% -$18.9K
OXY icon
241
Occidental Petroleum
OXY
$56B
$449K 0.03%
10,698
-750
-7% -$31.3K
CHD icon
242
Church & Dwight Co
CHD
$24.5B
$442K 0.03%
4,595
-322
-7% -$31.8K
TSN icon
243
Tyson Foods
TSN
$20.4B
$438K 0.03%
7,828
-313
-4% -$18K
REGN icon
244
Regeneron Pharmaceuticals
REGN
$80.6B
$433K 0.03%
824
-1,496
-64% -$835K
EQR icon
245
Equity Residential
EQR
$25.1B
$425K 0.03%
6,291
-440
-7% -$30.2K
INTC icon
246
Intel
INTC
$510B
$418K 0.03%
18,656
-564
-3% -$11.7K
XEL icon
247
Xcel Energy
XEL
$48.7B
$414K 0.03%
6,073
-9
-0.1% -$624
BDX icon
248
Becton Dickinson
BDX
$48.7B
$407K 0.03%
2,360
-94
-4% -$17.2K
LYB icon
249
LyondellBasell Industries
LYB
$19.4B
$389K 0.03%
6,722
-375
-5% -$21.9K
BMY icon
250
Bristol-Myers Squibb
BMY
$132B
$375K 0.03%
8,099
-284
-3% -$13.9K
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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BG
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Sumitomo Life Insurance's Q2 2025 Portfolio in Review

As of Q2 2025, Sumitomo Life Insurance held 284 positions worth $1.47B, down 47% from $2.79B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Sumitomo Life Insurance withdrew a net $1.46B in Q2 2025, closing 19 positions and reducing 219 holdings. Its most notable exit was Vanguard High Dividend Yield ETF, an estimated $745M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Sumitomo Life Insurance opened a new position in iShares S&P 500 BuyWrite ETF worth $139M.

  • Sumitomo Life Insurance's largest Q2 2025 buy was iShares S&P 500 BuyWrite ETF: 3,030,000 shares worth $139M.
  • Sumitomo Life Insurance added most to CME Group in Q2 2025, an estimated $6.48M increase.
  • Sumitomo Life Insurance's biggest Q2 2025 reduction was iShares TIPS Bond ETF, cutting an estimated $64.1M.
  • Sumitomo Life Insurance fully exited Vanguard High Dividend Yield ETF in Q2 2025, selling an estimated $745M.
  • Sumitomo Life Insurance's ten largest holdings make up 46% of its $1.47B portfolio in Q2 2025.
  • Sumitomo Life Insurance opened 12 new positions and closed 19 in Q2 2025.
  • Sumitomo Life Insurance's portfolio value fell 47% quarter-over-quarter to $1.47B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2025, filed 5 Aug 2025.