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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
+1.8%
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
$4.25B
AUM Growth
+$603M
Cap. Flow
+$653M
Cap. Flow %
15.35%
Top 10 Hldgs %
69.81%
Holding
293
New
12
Increased
192
Reduced
75
Closed
11

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$437M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$190M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$168M
4
AAPL icon
Apple
AAPL
+$10.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.38M

Top Sells

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$73.8M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$29.4M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$26.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$26M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$17.3M

Sector Composition

Rank Sector Weight
1 Technology 10.27%
2 Financials 4.28%
3 Communication Services 3.52%
4 Healthcare 2.92%
5 Consumer Discretionary 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSN icon
251
Tyson Foods
TSN
$21.4B
$495K 0.01%
7,732
+248
+3% +$15.4K
BMY icon
252
Bristol-Myers Squibb
BMY
$132B
$491K 0.01%
8,093
+321
+4% +$18.7K
XEL icon
253
Xcel Energy
XEL
$48.8B
$477K 0.01%
6,001
+193
+3% +$15.1K
DASH icon
254
DoorDash
DASH
$86.1B
$446K 0.01%
2,968
+96
+3% +$17.7K
MKC icon
255
McCormick & Company Non-Voting
MKC
$13.7B
$437K 0.01%
8,654
+360
+4% +$22.9K
CHD icon
256
Church & Dwight Co
CHD
$23.1B
$436K 0.01%
4,675
+194
+4% +$18.6K
CF icon
257
CF Industries
CF
$19.3B
$401K 0.01%
20,222
+17,276
+586% +$1.76M
EQR icon
258
Equity Residential
EQR
$25.2B
$378K 0.01%
6,394
+265
+4% +$16.3K
DG icon
259
Dollar General
DG
$28.1B
$378K 0.01%
3,184
+132
+4% +$18.8K
PSA icon
260
Public Storage
PSA
$59.3B
$375K 0.01%
1,386
-1,895
-58% -$543K
BDX icon
261
Becton Dickinson
BDX
$45.6B
$367K 0.01%
2,334
+75
+3% +$13.8K
LPLA icon
262
LPL Financial
LPLA
$27.1B
$366K 0.01%
1,217
+39
+3% +$13.1K
AVY icon
263
Avery Dennison
AVY
$13.4B
$357K 0.01%
2,067
+66
+3% +$12.1K
HAL icon
264
Halliburton
HAL
$26.4B
$340K 0.01%
8,724
+191
+2% +$6.61K
TDG icon
265
TransDigm Group
TDG
$69.9B
$321K 0.01%
277
-623
-69% -$817K
BIIB icon
266
Biogen
BIIB
$30.7B
$307K 0.01%
1,672
+67
+4% +$12.3K
AON icon
267
Aon
AON
$77.8B
$299K 0.01%
926
+29
+3% +$9.64K
COO icon
268
Cooper Companies
COO
$14.2B
$291K 0.01%
4,075
+167
+4% +$13.2K
Q
269
Qnity Electronics Inc
Q
$27.3B
$280K 0.01%
2,428
+97
+4% +$10.3K
DD icon
270
DuPont de Nemours
DD
$18.7B
$222K 0.01%
1,619
+64
+4% +$8.83K
DOV icon
271
Dover
DOV
$27.5B
$195K ﹤0.01%
934
+30
+3% +$6.41K
MET icon
272
MetLife
MET
$62.5B
$186K ﹤0.01%
2,630
+57
+2% +$4.27K
WSO icon
273
Watsco Inc
WSO
$12.8B
$181K ﹤0.01%
497
+16
+3% +$6.2K
WAT icon
274
Waters Corp
WAT
$37.3B
$93.8K ﹤0.01%
+315
New +$108K
AU icon
275
AngloGold Ashanti
AU
$41.6B
$2.87K ﹤0.01%
29,400
-5,300
-15% -$544K
8 9 10
11
12

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AI
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NCM
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DT
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AC
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IWM
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CW
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Sumitomo Life Insurance's Q1 2026 Portfolio in Review

As of Q1 2026, Sumitomo Life Insurance held 293 positions worth $4.25B, up 17% from $3.65B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Sumitomo Life Insurance deployed $653M of net new capital in Q1 2026, opening 12 new positions and adding to 192 existing holdings. Its largest new stake was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 13% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard FTSE Emerging Markets ETF, an estimated $73.8M trimmed.

  • Sumitomo Life Insurance's largest Q1 2026 buy was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.
  • Sumitomo Life Insurance added most to Schwab US Dividend Equity ETF in Q1 2026, an estimated $437M increase.
  • Sumitomo Life Insurance's biggest Q1 2026 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $73.8M.
  • Sumitomo Life Insurance fully exited Automatic Data Processing in Q1 2026, selling an estimated $1.93M.
  • Sumitomo Life Insurance's ten largest holdings make up 70% of its $4.25B portfolio in Q1 2026.
  • Sumitomo Life Insurance opened 12 new positions and closed 11 in Q1 2026.
  • Sumitomo Life Insurance's portfolio value rose 17% quarter-over-quarter to $4.25B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.