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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
+2.19%
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
$3.65B
AUM Growth
+$431M
Cap. Flow
+$385M
Cap. Flow %
10.55%
Top 10 Hldgs %
62.1%
Holding
286
New
18
Increased
213
Reduced
45
Closed
5

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$401M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$40.2M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$21.4M
4
NVDA icon
NVIDIA
NVDA
+$11.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$10.4M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$164M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.7M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.59M
4
META icon
Meta Platforms (Facebook)
META
+$8.41M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.43M

Sector Composition

Rank Sector Weight
1 Technology 13.49%
2 Financials 5.49%
3 Communication Services 4.38%
4 Healthcare 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HOOD icon
251
Robinhood
HOOD
$83.9B
$540K 0.01%
4,778
+52
+1% +$6.76K
HSY icon
252
Hershey
HSY
$36.6B
$521K 0.01%
2,864
-3
-0.1% -$548
PEG icon
253
Public Service Enterprise Group
PEG
$37.7B
$486K 0.01%
6,057
+67
+1% +$5.47K
JCI icon
254
Johnson Controls International
JCI
$92.2B
$484K 0.01%
4,042
+45
+1% +$5.17K
TSN icon
255
Tyson Foods
TSN
$20.4B
$439K 0.01%
7,484
+82
+1% +$4.5K
BDX icon
256
Becton Dickinson
BDX
$48.2B
$438K 0.01%
2,259
-2
-0.1% -$381
PYPL icon
257
PayPal
PYPL
$50.5B
$435K 0.01%
7,448
-6
-0.1% -$390
OXY icon
258
Occidental Petroleum
OXY
$55.9B
$429K 0.01%
10,434
-9
-0.1% -$376
XEL icon
259
Xcel Energy
XEL
$48.8B
$429K 0.01%
5,808
-4
-0.1% -$315
LPLA icon
260
LPL Financial
LPLA
$28.6B
$421K 0.01%
1,178
-2,302
-66% -$814K
BMY icon
261
Bristol-Myers Squibb
BMY
$132B
$419K 0.01%
7,772
+86
+1% +$4.14K
DG icon
262
Dollar General
DG
$27.9B
$405K 0.01%
3,052
-18
-0.6% -$2.01K
ADBE icon
263
Adobe
ADBE
$105B
$402K 0.01%
1,149
+13
+1% +$4.42K
EQR icon
264
Equity Residential
EQR
$25.1B
$386K 0.01%
6,129
+69
+1% +$4.23K
CHD icon
265
Church & Dwight Co
CHD
$24.5B
$376K 0.01%
4,481
-5
-0.1% -$427
AVY icon
266
Avery Dennison
AVY
$13.4B
$364K 0.01%
2,001
+22
+1% +$3.81K
COO icon
267
Cooper Companies
COO
$14.5B
$320K 0.01%
3,908
+43
+1% +$3.22K
AON icon
268
Aon
AON
$76B
$317K 0.01%
897
+10
+1% +$3.49K
LYB icon
269
LyondellBasell Industries
LYB
$19.2B
$283K 0.01%
6,546
+72
+1% +$3.26K
BIIB icon
270
Biogen
BIIB
$30.7B
$282K 0.01%
1,605
-12
-0.7% -$1.96K
RYAN icon
271
Ryan Specialty Holdings
RYAN
$11B
$261K 0.01%
5,059
-8,923
-64% -$489K
HAL icon
272
Halliburton
HAL
$26.6B
$241K 0.01%
8,533
-109
-1% -$2.88K
CF icon
273
CF Industries
CF
$17.3B
$228K 0.01%
2,946
-17
-0.6% -$1.4K
MET icon
274
MetLife
MET
$62.1B
$203K 0.01%
2,573
-14
-0.5% -$1.11K
IP icon
275
International Paper
IP
$22B
$195K 0.01%
4,955
-39
-0.8% -$1.6K
8 9 10
11
12

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Sumitomo Life Insurance's Q4 2025 Portfolio in Review

As of Q4 2025, Sumitomo Life Insurance held 286 positions worth $3.65B, up 13% from $3.22B the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Sumitomo Life Insurance deployed $385M of net new capital in Q4 2025, opening 18 new positions and adding to 213 existing holdings. Its largest new stake was iShares S&P GSCI Commodity-Indexed Trust: 1,746,896 shares worth $40.3M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 15% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $15.7M trimmed.

  • Sumitomo Life Insurance's largest Q4 2025 buy was iShares S&P GSCI Commodity-Indexed Trust: 1,746,896 shares worth $40.3M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $401M increase.
  • Sumitomo Life Insurance's biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $15.7M.
  • Sumitomo Life Insurance fully exited iShares TIPS Bond ETF in Q4 2025, selling an estimated $164M.
  • Sumitomo Life Insurance's ten largest holdings make up 62% of its $3.65B portfolio in Q4 2025.
  • Sumitomo Life Insurance opened 18 new positions and closed 5 in Q4 2025.
  • Sumitomo Life Insurance's portfolio value rose 13% quarter-over-quarter to $3.65B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2025, filed 13 Feb 2026.