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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+11.07%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$6.12B
AUM Growth
+$1.86B
Cap. Flow
+$1.45B
Cap. Flow %
23.73%
Top 10 Hldgs %
72.34%
Holding
299
New
17
Increased
49
Reduced
216
Closed
8

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$598M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$448M
3
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$251M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$50.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$47.1M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$42.8M
2
ABNB icon
Airbnb
ABNB
+$11.3M
3
ZTS icon
Zoetis
ZTS
+$7.67M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.31M
5
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$5.28M

Sector Composition

Rank Sector Weight
1 Miscellaneous 76.09%
2 Technology 9.44%
3 Financials 3.01%
4 Communication Services 2.6%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JCI icon
251
Johnson Controls International
JCI
$83.8B
$592K 0.01%
4,051
-125
-3% -$17.7K
AWK icon
252
American Water Works
AWK
$27.4B
$570K 0.01%
4,331
-6,074
-58% -$780K
AJG icon
253
Arthur J. Gallagher & Co
AJG
$63.6B
$559K 0.01%
2,436
-74
-3% -$15.7K
LITE icon
254
Lumentum
LITE
$75.3B
$545K 0.01%
+635
New +$566K
DASH icon
255
DoorDash
DASH
$85.9B
$531K 0.01%
2,877
-91
-3% -$15K
RKLB icon
256
Rocket Lab Corp
RKLB
$40.6B
$522K 0.01%
+5,134
New +$512K
MPWR icon
257
Monolithic Power Systems
MPWR
$56.1B
$518K 0.01%
+375
New +$563K
COR icon
258
Cencora
COR
$61.7B
$518K 0.01%
1,831
-2,757
-60% -$795K
OXY icon
259
Occidental Petroleum
OXY
$63.5B
$518K 0.01%
10,655
-231
-2% -$13.1K
HSY icon
260
Hershey
HSY
$34.2B
$508K 0.01%
2,896
-63
-2% -$11.9K
REGN icon
261
Regeneron Pharmaceuticals
REGN
$79.7B
$503K 0.01%
806
-20
-2% -$13.6K
INTU icon
262
Intuit
INTU
$88B
$498K 0.01%
1,907
-5,063
-73% -$1.76M
GRMN
263
Garmin
GRMN
$53.8B
$496K 0.01%
2,089
-56
-3% -$13.6K
PEG icon
264
Public Service Enterprise Group
PEG
$35.1B
$496K 0.01%
6,106
-201
-3% -$16.1K
NKE icon
265
Nike
NKE
$53.7B
$492K 0.01%
11,995
-299
-2% -$13.2K
RBC icon
266
RBC Bearings
RBC
$15.3B
$486K 0.01%
+754
New +$449K
CMCSA icon
267
Comcast
CMCSA
$86.7B
$481K 0.01%
19,589
-535
-3% -$13.8K
ACN icon
268
Accenture
ACN
$118B
$477K 0.01%
3,836
-197
-5% -$34.2K
SOFI icon
269
SoFi Technologies
SOFI
$22B
$472K 0.01%
26,329
-26,054
-50% -$441K
XEL icon
270
Xcel Energy
XEL
$45.3B
$469K 0.01%
5,842
-159
-3% -$12.7K
BMY icon
271
Bristol-Myers Squibb
BMY
$130B
$452K 0.01%
7,851
-242
-3% -$13.9K
CHD icon
272
Church & Dwight Co
CHD
$22.4B
$441K 0.01%
4,552
-123
-3% -$11.8K
PSA icon
273
Public Storage
PSA
$55.4B
$438K 0.01%
1,375
-11
-0.8% -$3.37K
TSN icon
274
Tyson Foods
TSN
$18.5B
$429K 0.01%
7,501
-231
-3% -$14.5K
VMRK
275
Vivmark Residential
VMRK
$50.8B
$428K 0.01%
6,306
-88
-1% -$5.7K
8 9 10
11
12

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2026 Portfolio in Review

As of Q2 2026, Sumitomo Life Insurance held 299 positions worth $6.12B, up 44% from $4.25B the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Sumitomo Life Insurance deployed $1.45B of net new capital in Q2 2026, opening 17 new positions and adding to 49 existing holdings. Its largest new stake was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.

By sector, the portfolio is most concentrated in Miscellaneous at 76% of assets, up from 70% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $42.8M trimmed.

  • Sumitomo Life Insurance's largest Q2 2026 buy was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $598M increase.
  • Sumitomo Life Insurance's biggest Q2 2026 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $42.8M.
  • Sumitomo Life Insurance fully exited Zoetis in Q2 2026, selling an estimated $7.67M.
  • Sumitomo Life Insurance's ten largest holdings make up 72% of its $6.12B portfolio in Q2 2026.
  • Sumitomo Life Insurance opened 17 new positions and closed 8 in Q2 2026.
  • Sumitomo Life Insurance's portfolio value rose 44% quarter-over-quarter to $6.12B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.