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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
+5.42%
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
$3.22B
AUM Growth
+$1.75B
Cap. Flow
+$1.65B
Cap. Flow %
51.15%
Top 10 Hldgs %
59.16%
Holding
279
New
14
Increased
54
Reduced
194
Closed
11

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$847M
2
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$137M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$121M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$108M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$103M

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$8.37M
2
BX icon
Blackstone
BX
+$5.88M
3
SYY icon
Sysco
SYY
+$3.02M
4
JPM icon
JPMorgan Chase
JPM
+$2.9M
5
PG icon
Procter & Gamble
PG
+$2.1M

Sector Composition

Rank Sector Weight
1 Technology 14.73%
2 Financials 5.65%
3 Communication Services 4.6%
4 Consumer Discretionary 3.47%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSN icon
251
Tyson Foods
TSN
$20.4B
$402K 0.01%
7,402
-426
-5% -$23.5K
ADBE icon
252
Adobe
ADBE
$105B
$401K 0.01%
1,136
-23,318
-95% -$8.37M
CHD icon
253
Church & Dwight Co
CHD
$24.5B
$393K 0.01%
4,486
-109
-2% -$10.2K
EQR icon
254
Equity Residential
EQR
$25.1B
$392K 0.01%
6,060
-231
-4% -$15.1K
DD icon
255
DuPont de Nemours
DD
$19.2B
$359K 0.01%
3,676
-146
-4% -$13.8K
BMY icon
256
Bristol-Myers Squibb
BMY
$132B
$347K 0.01%
7,686
-413
-5% -$19.3K
AVY icon
257
Avery Dennison
AVY
$13.4B
$321K 0.01%
1,979
-64
-3% -$11K
LYB icon
258
LyondellBasell Industries
LYB
$19.2B
$317K 0.01%
6,474
-248
-4% -$14K
DG icon
259
Dollar General
DG
$27.9B
$317K 0.01%
3,070
-74
-2% -$8.11K
AON icon
260
Aon
AON
$76B
$316K 0.01%
887
-26
-3% -$9.41K
CF icon
261
CF Industries
CF
$17.3B
$266K 0.01%
2,963
– –
COO icon
262
Cooper Companies
COO
$14.5B
$265K 0.01%
3,865
-6,163
-61% -$437K
DUOL icon
263
Duolingo
DUOL
$6.12B
$254K 0.01%
790
-1,663
-68% -$556K
IP icon
264
International Paper
IP
$22B
$232K 0.01%
4,994
-141
-3% -$6.89K
BIIB icon
265
Biogen
BIIB
$30.7B
$227K 0.01%
1,617
-39
-2% -$5.27K
MET icon
266
MetLife
MET
$62.1B
$213K 0.01%
2,587
– –
HAL icon
267
Halliburton
HAL
$26.6B
$213K 0.01%
8,642
– –
DOW icon
268
Dow Inc
DOW
$21.2B
$171K 0.01%
7,478
– –
ANSS
269
DELISTED
Ansys
ANSS
– –
-3,405
Closed -$1.2M
ARE icon
270
Alexandria Real Estate Equities
ARE
$8.56B
– –
-3,773
Closed -$274K
BX icon
271
Blackstone
BX
$110B
– –
-39,300
Closed -$5.88M
CHTR icon
272
Charter Communications
CHTR
$18.2B
– –
-2,223
Closed -$909K
DOC icon
273
Healthpeak Properties
DOC
$14.8B
– –
-12,491
Closed -$219K
GIS icon
274
General Mills
GIS
$19.7B
– –
-11,249
Closed -$583K
IT icon
275
Gartner
IT
$11.7B
– –
-1,354
Closed -$547K
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 Q3 2025 Portfolio in Review

As of Q3 2025, Sumitomo Life Insurance held 279 positions worth $3.22B, up 118% from $1.47B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Sumitomo Life Insurance deployed $1.65B of net new capital in Q3 2025, opening 14 new positions and adding to 54 existing holdings. Its largest new stake was Schwab US Dividend Equity ETF: 31,050,000 shares worth $848M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 28% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Adobe, an estimated $8.37M trimmed.

  • Sumitomo Life Insurance's largest Q3 2025 buy was Schwab US Dividend Equity ETF: 31,050,000 shares worth $848M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q3 2025, an estimated $49.9M increase.
  • Sumitomo Life Insurance's biggest Q3 2025 reduction was Adobe, cutting an estimated $8.37M.
  • Sumitomo Life Insurance fully exited Blackstone in Q3 2025, selling an estimated $5.88M.
  • Sumitomo Life Insurance's ten largest holdings make up 59% of its $3.22B portfolio in Q3 2025.
  • Sumitomo Life Insurance opened 14 new positions and closed 11 in Q3 2025.
  • Sumitomo Life Insurance's portfolio value rose 118% quarter-over-quarter to $3.22B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2025, filed 12 Nov 2025.