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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
-0.36%
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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
-$2.5B
Cap. Flow %
-89.58%
Top 10 Hldgs %
67.47%
Holding
278
New
8
Increased
80
Reduced
178
Closed
6

Top Buys

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$15.9M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$13.8M
3
SCHP icon
Schwab US TIPS ETF
SCHP
+$13.1M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.04M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.23B
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$624M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$230M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107M

Sector Composition

Rank Sector Weight
1 Technology 12.17%
2 Financials 5.65%
3 Healthcare 4.11%
4 Communication Services 3.41%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LYB icon
251
LyondellBasell Industries
LYB
$19.2B
$500K 0.02%
7,097
+98
+1% +$7.37K
EQR icon
252
Equity Residential
EQR
$25.1B
$482K 0.02%
6,731
+107
+2% +$7.56K
INTC icon
253
Intel
INTC
$513B
$436K 0.02%
19,220
-196
-1% -$4.29K
XEL icon
254
Xcel Energy
XEL
$48.8B
$431K 0.02%
6,082
-256
-4% -$17.4K
SWK icon
255
Stanley Black & Decker
SWK
$15.7B
$421K 0.02%
5,473
-46
-0.8% -$3.88K
BNS icon
256
Scotiabank
BNS
$108B
$418K 0.01%
8,806
-92
-1% -$4.62K
DD icon
257
DuPont de Nemours
DD
$19.2B
$376K 0.01%
4,009
-44
-1% -$4.29K
DAR icon
258
Darling Ingredients
DAR
$9.44B
$367K 0.01%
11,757
-117
-1% -$4.09K
ARE icon
259
Alexandria Real Estate Equities
ARE
$8.56B
$364K 0.01%
3,938
-44
-1% -$4.31K
MIR icon
260
Mirion Technologies
MIR
$3.91B
$329K 0.01%
+22,676
New +$356K
DG icon
261
Dollar General
DG
$27.9B
$289K 0.01%
3,282
-39
-1% -$2.95K
IP icon
262
International Paper
IP
$22B
$280K 0.01%
5,245
-237
-4% -$13K
TER icon
263
Teradyne
TER
$59.3B
$275K 0.01%
3,331
-35
-1% -$3.92K
DOW icon
264
Dow Inc
DOW
$21.2B
$273K 0.01%
7,807
-72
-0.9% -$2.77K
DOC icon
265
Healthpeak Properties
DOC
$14.8B
$258K 0.01%
12,755
-140
-1% -$2.83K
LUV icon
266
Southwest Airlines
LUV
$23B
$244K 0.01%
7,275
-110
-1% -$3.48K
CF icon
267
CF Industries
CF
$17.3B
$244K 0.01%
3,117
-38
-1% -$3.19K
BIIB icon
268
Biogen
BIIB
$30.7B
$234K 0.01%
1,711
-19
-1% -$2.72K
HAL icon
269
Halliburton
HAL
$26.6B
$229K 0.01%
9,017
-101
-1% -$2.66K
MET icon
270
MetLife
MET
$62.1B
$218K 0.01%
2,719
-41
-1% -$3.41K
WDC icon
271
Western Digital
WDC
$150B
$196K 0.01%
4,845
-1,650
-25% -$78.3K
SNDK
272
Sandisk
SNDK
$177B
$76.8K ﹤0.01%
+1,614
New +$80.2K
APTV icon
273
Aptiv
APTV
$10.3B
– –
-5,320
Closed -$322K
EA
274
DELISTED
Electronic Arts
EA
– –
-6,163
Closed -$902K
IVV icon
275
iShares Core S&P 500 ETF
IVV
$902B
– –
-555,000
Closed -$327M
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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Sumitomo Life Insurance's Q1 2025 Portfolio in Review

As of Q1 2025, Sumitomo Life Insurance held 278 positions worth $2.79B, down 47% from $5.3B the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Sumitomo Life Insurance withdrew a net $2.5B in Q1 2025, closing 6 positions and reducing 178 holdings. Its most notable exit was State Street SPDR Portfolio S&P 500 ETF, an estimated $624M position sold in full.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 7.3% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Sumitomo Life Insurance opened a new position in Motorola Solutions worth $1.23M.

  • Sumitomo Life Insurance's largest Q1 2025 buy was Motorola Solutions: 2,820 shares worth $1.23M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q1 2025, an estimated $15.9M increase.
  • Sumitomo Life Insurance's biggest Q1 2025 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $1.23B.
  • Sumitomo Life Insurance fully exited State Street SPDR Portfolio S&P 500 ETF in Q1 2025, selling an estimated $624M.
  • Sumitomo Life Insurance's ten largest holdings make up 67% of its $2.79B portfolio in Q1 2025.
  • Sumitomo Life Insurance opened 8 new positions and closed 6 in Q1 2025.
  • Sumitomo Life Insurance's portfolio value fell 47% quarter-over-quarter to $2.79B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2025, filed 2 May 2025.