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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
+12.79%
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
$1.47B
AUM Growth
-$1.32B
Cap. Flow
-$1.46B
Cap. Flow %
-98.9%
Top 10 Hldgs %
46.15%
Holding
284
New
12
Increased
34
Reduced
219
Closed
19

Top Buys

Rank Stock Value
1
IVVW icon
iShares S&P 500 BuyWrite ETF
IVVW
+$135M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$23M
3
KKR icon
KKR & Co
KKR
+$6.65M
4
CME icon
CME Group
CME
+$6.48M
5
AMZN icon
Amazon
AMZN
+$3.19M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$745M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$519M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$104M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$64.1M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$50.3M

Sector Composition

Rank Sector Weight
1 Technology 28.13%
2 Financials 11.76%
3 Communication Services 7.34%
4 Healthcare 7.22%
5 Consumer Discretionary 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DG icon
251
Dollar General
DG
$27.9B
$360K 0.02%
3,144
-138
-4% -$13.7K
AVY icon
252
Avery Dennison
AVY
$13.4B
$358K 0.02%
2,043
-9,992
-83% -$1.75M
DD icon
253
DuPont de Nemours
DD
$19.2B
$329K 0.02%
3,822
-187
-5% -$15.5K
AON icon
254
Aon
AON
$76B
$326K 0.02%
913
-2,143
-70% -$776K
WDC icon
255
Western Digital
WDC
$150B
$297K 0.02%
4,645
-200
-4% -$9.52K
TER icon
256
Teradyne
TER
$59.3B
$287K 0.02%
3,190
-141
-4% -$11.3K
ARE icon
257
Alexandria Real Estate Equities
ARE
$8.56B
$274K 0.02%
3,773
-165
-4% -$12.3K
CF icon
258
CF Industries
CF
$17.3B
$273K 0.02%
2,963
-154
-5% -$13.1K
IP icon
259
International Paper
IP
$22B
$240K 0.02%
5,135
-110
-2% -$5.2K
LUV icon
260
Southwest Airlines
LUV
$23B
$226K 0.02%
6,967
-308
-4% -$9.28K
DOC icon
261
Healthpeak Properties
DOC
$14.8B
$219K 0.01%
12,491
-264
-2% -$4.69K
MET icon
262
MetLife
MET
$62.4B
$208K 0.01%
2,587
-132
-5% -$10.2K
BIIB icon
263
Biogen
BIIB
$30.7B
$208K 0.01%
1,656
-55
-3% -$6.85K
DOW icon
264
Dow Inc
DOW
$21.2B
$198K 0.01%
7,478
-329
-4% -$9.57K
HAL icon
265
Halliburton
HAL
$26.6B
$176K 0.01%
8,642
-375
-4% -$7.87K
ACGL icon
266
Arch Capital
ACGL
$33.6B
– –
-20,954
Closed -$2.02M
BAH icon
267
Booz Allen Hamilton
BAH
$9.15B
– –
-21,978
Closed -$2.3M
DAR icon
268
Darling Ingredients
DAR
$9.44B
– –
-11,757
Closed -$367K
DFS
269
DELISTED
Discover Financial Services
DFS
– –
-8,144
Closed -$1.39M
EMB icon
270
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
– –
-1,143,647
Closed -$104M
ENTG icon
271
Entegris
ENTG
$23.2B
– –
-7,385
Closed -$646K
FTV icon
272
Fortive
FTV
$18.6B
– –
-11,144
Closed -$615K
GSG icon
273
iShares S&P GSCI Commodity-Indexed Trust
GSG
$968M
– –
-2,208,431
Closed -$50.3M
GXO icon
274
GXO Logistics
GXO
$5.55B
– –
-17,888
Closed -$699K
IQV icon
275
IQVIA
IQV
$39.3B
– –
-9,872
Closed -$1.74M
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 Q2 2025 Portfolio in Review

As of Q2 2025, Sumitomo Life Insurance held 284 positions worth $1.47B, down 47% from $2.79B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Sumitomo Life Insurance withdrew a net $1.46B in Q2 2025, closing 19 positions and reducing 219 holdings. Its most notable exit was Vanguard High Dividend Yield ETF, an estimated $745M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Sumitomo Life Insurance opened a new position in iShares S&P 500 BuyWrite ETF worth $139M.

  • Sumitomo Life Insurance's largest Q2 2025 buy was iShares S&P 500 BuyWrite ETF: 3,030,000 shares worth $139M.
  • Sumitomo Life Insurance added most to CME Group in Q2 2025, an estimated $6.48M increase.
  • Sumitomo Life Insurance's biggest Q2 2025 reduction was iShares TIPS Bond ETF, cutting an estimated $64.1M.
  • Sumitomo Life Insurance fully exited Vanguard High Dividend Yield ETF in Q2 2025, selling an estimated $745M.
  • Sumitomo Life Insurance's ten largest holdings make up 46% of its $1.47B portfolio in Q2 2025.
  • Sumitomo Life Insurance opened 12 new positions and closed 19 in Q2 2025.
  • Sumitomo Life Insurance's portfolio value fell 47% quarter-over-quarter to $1.47B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2025, filed 5 Aug 2025.