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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
+5.42%
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
$3.22B
AUM Growth
+$1.75B
Cap. Flow
+$1.65B
Cap. Flow %
51.15%
Top 10 Hldgs %
59.16%
Holding
279
New
14
Increased
54
Reduced
194
Closed
11

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$847M
2
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$137M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$121M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$108M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$103M

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$8.37M
2
BX icon
Blackstone
BX
+$5.88M
3
SYY icon
Sysco
SYY
+$3.02M
4
JPM icon
JPMorgan Chase
JPM
+$2.9M
5
PG icon
Procter & Gamble
PG
+$2.1M

Sector Composition

Rank Sector Weight
1 Technology 14.73%
2 Financials 5.65%
3 Communication Services 4.6%
4 Consumer Discretionary 3.47%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELV icon
226
Elevance Health
ELV
$85.5B
$636K 0.02%
1,967
-80
-4% -$24.9K
PCAR icon
227
PACCAR
PCAR
$70.1B
$625K 0.02%
6,358
-204
-3% -$20.1K
HLT icon
228
Hilton Worldwide
HLT
$71.5B
$613K 0.02%
+2,361
New +$638K
CMCSA icon
229
Comcast
CMCSA
$90B
$612K 0.02%
19,473
-582
-3% -$19.5K
INTC icon
230
Intel
INTC
$513B
$603K 0.02%
17,968
-688
-4% -$16.7K
APD icon
231
Air Products & Chemicals
APD
$67.6B
$591K 0.02%
2,168
-113
-5% -$32.7K
DRI icon
232
Darden Restaurants
DRI
$24.4B
$590K 0.02%
3,100
-91
-3% -$18.7K
FDX icon
233
FedEx
FDX
$75.4B
$589K 0.02%
2,496
-109
-4% -$25.1K
EXC icon
234
Exelon
EXC
$47B
$570K 0.02%
12,654
-521
-4% -$22.9K
KMI icon
235
Kinder Morgan
KMI
$68.7B
$568K 0.02%
20,053
-811
-4% -$22.2K
MKC icon
236
McCormick & Company Non-Voting
MKC
$14.2B
$549K 0.02%
8,202
-431
-5% -$30.2K
QSR icon
237
Restaurant Brands International
QSR
$25.8B
$542K 0.02%
8,449
-273
-3% -$18K
SLB icon
238
SLB Ltd
SLB
$75B
$537K 0.02%
15,634
-646
-4% -$22.5K
HSY icon
239
Hershey
HSY
$36.6B
$536K 0.02%
2,867
-85
-3% -$15.4K
BNS icon
240
Scotiabank
BNS
$108B
$532K 0.02%
8,233
-201
-2% -$11.8K
DVN icon
241
Devon Energy
DVN
$47.3B
$526K 0.02%
15,013
-367
-2% -$12.5K
PEG icon
242
Public Service Enterprise Group
PEG
$37.7B
$500K 0.02%
5,990
-147
-2% -$12.3K
PYPL icon
243
PayPal
PYPL
$50.5B
$500K 0.02%
7,454
-223
-3% -$15.7K
OXY icon
244
Occidental Petroleum
OXY
$55.9B
$493K 0.02%
10,443
-255
-2% -$11.5K
WDAY icon
245
Workday
WDAY
$44.4B
$484K 0.02%
2,012
-7,269
-78% -$1.68M
XEL icon
246
Xcel Energy
XEL
$48.8B
$469K 0.01%
5,812
-261
-4% -$18.9K
REGN icon
247
Regeneron Pharmaceuticals
REGN
$80.8B
$449K 0.01%
798
-26
-3% -$14.7K
JCI icon
248
Johnson Controls International
JCI
$92.2B
$439K 0.01%
+3,997
New +$427K
TER icon
249
Teradyne
TER
$59.3B
$429K 0.01%
3,114
-76
-2% -$8.3K
BDX icon
250
Becton Dickinson
BDX
$48.2B
$423K 0.01%
2,261
-99
-4% -$18.4K
8 9
10
11 12

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CIC
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AI
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NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return
DT
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IWM
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CW
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BG
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IUHSA
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Sumitomo Life Insurance's Q3 2025 Portfolio in Review

As of Q3 2025, Sumitomo Life Insurance held 279 positions worth $3.22B, up 118% from $1.47B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Sumitomo Life Insurance deployed $1.65B of net new capital in Q3 2025, opening 14 new positions and adding to 54 existing holdings. Its largest new stake was Schwab US Dividend Equity ETF: 31,050,000 shares worth $848M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 28% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Adobe, an estimated $8.37M trimmed.

  • Sumitomo Life Insurance's largest Q3 2025 buy was Schwab US Dividend Equity ETF: 31,050,000 shares worth $848M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q3 2025, an estimated $49.9M increase.
  • Sumitomo Life Insurance's biggest Q3 2025 reduction was Adobe, cutting an estimated $8.37M.
  • Sumitomo Life Insurance fully exited Blackstone in Q3 2025, selling an estimated $5.88M.
  • Sumitomo Life Insurance's ten largest holdings make up 59% of its $3.22B portfolio in Q3 2025.
  • Sumitomo Life Insurance opened 14 new positions and closed 11 in Q3 2025.
  • Sumitomo Life Insurance's portfolio value rose 118% quarter-over-quarter to $3.22B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2025, filed 12 Nov 2025.