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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
+2.19%
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
$3.65B
AUM Growth
+$431M
Cap. Flow
+$385M
Cap. Flow %
10.55%
Top 10 Hldgs %
62.1%
Holding
286
New
18
Increased
213
Reduced
45
Closed
5

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$401M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$40.2M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$21.4M
4
NVDA icon
NVIDIA
NVDA
+$11.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$10.4M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$164M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.7M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.59M
4
META icon
Meta Platforms (Facebook)
META
+$8.41M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.43M

Sector Composition

Rank Sector Weight
1 Technology 13.49%
2 Financials 5.49%
3 Communication Services 4.38%
4 Healthcare 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TFC icon
226
Truist Financial
TFC
$64B
$702K 0.02%
14,258
+157
+1% +$7.23K
ELV icon
227
Elevance Health
ELV
$85.5B
$697K 0.02%
1,989
+22
+1% +$7.43K
PCAR icon
228
PACCAR
PCAR
$70.1B
$696K 0.02%
6,360
+2
+0% +$205
EQIX icon
229
Equinix
EQIX
$103B
$689K 0.02%
899
+4
+0.4% +$3.13K
SBUX icon
230
Starbucks
SBUX
$120B
$688K 0.02%
8,168
+90
+1% +$7.59K
HLT icon
231
Hilton Worldwide
HLT
$71.5B
$686K 0.02%
2,388
+27
+1% +$7.35K
INTC icon
232
Intel
INTC
$513B
$664K 0.02%
18,000
+32
+0.2% +$1.21K
DASH icon
233
DoorDash
DASH
$93.7B
$650K 0.02%
2,872
+32
+1% +$7.51K
D icon
234
Dominion Energy
D
$59.3B
$637K 0.02%
10,867
+122
+1% +$7.35K
DELL icon
235
Dell
DELL
$293B
$635K 0.02%
+5,041
New +$710K
POOL icon
236
Pool Corp
POOL
$7.5B
$634K 0.02%
2,773
+31
+1% +$8.06K
BKR icon
237
Baker Hughes
BKR
$61.1B
$629K 0.02%
+13,821
New +$655K
AJG icon
238
Arthur J. Gallagher & Co
AJG
$63.6B
$629K 0.02%
2,430
+27
+1% +$7.15K
REGN icon
239
Regeneron Pharmaceuticals
REGN
$80.8B
$623K 0.02%
807
+9
+1% +$6.11K
BNS icon
240
Scotiabank
BNS
$108B
$606K 0.02%
8,227
-6
-0.1% -$408
TER icon
241
Teradyne
TER
$59.3B
$602K 0.02%
3,111
-3
-0.1% -$515
SLB icon
242
SLB Ltd
SLB
$75B
$601K 0.02%
15,657
+23
+0.1% +$834
CMCSA icon
243
Comcast
CMCSA
$90B
$582K 0.02%
19,477
+4
+0% +$114
QSR icon
244
Restaurant Brands International
QSR
$25.8B
$576K 0.02%
8,442
-7
-0.1% -$482
DRI icon
245
Darden Restaurants
DRI
$24.4B
$570K 0.02%
3,100
– –
MKC icon
246
McCormick & Company Non-Voting
MKC
$14.2B
$565K 0.02%
8,294
+92
+1% +$6.11K
KMI icon
247
Kinder Morgan
KMI
$68.7B
$557K 0.02%
20,278
+225
+1% +$6.08K
DVN icon
248
Devon Energy
DVN
$47.3B
$556K 0.02%
15,181
+168
+1% +$5.87K
EXC icon
249
Exelon
EXC
$47B
$551K 0.02%
12,644
-10
-0.1% -$456
APD icon
250
Air Products & Chemicals
APD
$67.6B
$542K 0.01%
2,193
+25
+1% +$6.34K
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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CW
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BG
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IUHSA
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Sumitomo Life Insurance's Q4 2025 Portfolio in Review

As of Q4 2025, Sumitomo Life Insurance held 286 positions worth $3.65B, up 13% from $3.22B the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Sumitomo Life Insurance deployed $385M of net new capital in Q4 2025, opening 18 new positions and adding to 213 existing holdings. Its largest new stake was iShares S&P GSCI Commodity-Indexed Trust: 1,746,896 shares worth $40.3M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 15% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $15.7M trimmed.

  • Sumitomo Life Insurance's largest Q4 2025 buy was iShares S&P GSCI Commodity-Indexed Trust: 1,746,896 shares worth $40.3M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $401M increase.
  • Sumitomo Life Insurance's biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $15.7M.
  • Sumitomo Life Insurance fully exited iShares TIPS Bond ETF in Q4 2025, selling an estimated $164M.
  • Sumitomo Life Insurance's ten largest holdings make up 62% of its $3.65B portfolio in Q4 2025.
  • Sumitomo Life Insurance opened 18 new positions and closed 5 in Q4 2025.
  • Sumitomo Life Insurance's portfolio value rose 13% quarter-over-quarter to $3.65B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2025, filed 13 Feb 2026.