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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+11.07%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$6.12B
AUM Growth
+$1.86B
Cap. Flow
+$1.45B
Cap. Flow %
23.73%
Top 10 Hldgs %
72.34%
Holding
299
New
17
Increased
49
Reduced
216
Closed
8

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$598M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$448M
3
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$251M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$50.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$47.1M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$42.8M
2
ABNB icon
Airbnb
ABNB
+$11.3M
3
ZTS icon
Zoetis
ZTS
+$7.67M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.31M
5
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$5.28M

Sector Composition

Rank Sector Weight
1 Miscellaneous 76.09%
2 Technology 9.44%
3 Financials 3.01%
4 Communication Services 2.6%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MKC icon
276
McCormick & Company Non-Voting
MKC
$13.4B
$423K 0.01%
8,396
-258
-3% -$12.7K
ABNB icon
277
Airbnb
ABNB
$99.2B
$414K 0.01%
2,895
-82,625
-97% -$11.3M
Q
278
Qnity Electronics Inc
Q
$24B
$389K 0.01%
2,385
-43
-2% -$6.33K
DG icon
279
Dollar General
DG
$27.5B
$361K 0.01%
3,138
-46
-1% -$5.23K
BIIB icon
280
Biogen
BIIB
$31.9B
$356K 0.01%
1,648
-24
-1% -$4.59K
LYB icon
281
LyondellBasell Industries
LYB
$21.1B
$346K 0.01%
6,570
-257
-4% -$17.7K
LPLA icon
282
LPL Financial
LPLA
$26.9B
$336K 0.01%
1,194
-23
-2% -$6.9K
AON icon
283
Aon
AON
$64.6B
$300K ﹤0.01%
904
-22
-2% -$7.1K
COO icon
284
Cooper Companies
COO
$10.1B
$291K ﹤0.01%
4,054
-21
-0.5% -$1.37K
HAL icon
285
Halliburton
HAL
$29.7B
$289K ﹤0.01%
8,500
-224
-3% -$8.75K
DD icon
286
DuPont de Nemours
DD
$17.3B
$231K ﹤0.01%
1,705
+86
+5% +$12.2K
MET icon
287
MetLife
MET
$62.4B
$220K ﹤0.01%
2,603
-27
-1% -$2.18K
VLTO icon
288
Veralto
VLTO
$23.3B
$219K ﹤0.01%
2,464
-13,899
-85% -$1.21M
DOV icon
289
Dover
DOV
$25.5B
$209K ﹤0.01%
931
-3
-0.3% -$654
WSO icon
290
Watsco Inc
WSO
$12.5B
$207K ﹤0.01%
497
– –
FDXF
291
FedEx Freight
FDXF
$19B
$194K ﹤0.01%
+1,287
New +$211K
AFRM icon
292
Affirm
AFRM
$24.3B
– –
-71,600
Closed -$3.28M
AVY icon
293
Avery Dennison
AVY
$13B
– –
-2,067
Closed -$357K
BDX icon
294
Becton Dickinson
BDX
$50.6B
– –
-2,334
Closed -$367K
IR icon
295
Ingersoll Rand
IR
$27.9B
– –
-14,330
Closed -$1.15M
ITW icon
296
Illinois Tool Works
ITW
$76.5B
– –
-3,115
Closed -$811K
TDG icon
297
TransDigm Group
TDG
$60B
– –
-277
Closed -$321K
WAT icon
298
Waters Corp
WAT
$41B
– –
-315
Closed -$93.8K
ZTS icon
299
Zoetis
ZTS
$30.3B
– –
-64,900
Closed -$7.67M
8 9 10 11
12

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2026 Portfolio in Review

As of Q2 2026, Sumitomo Life Insurance held 299 positions worth $6.12B, up 44% from $4.25B the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Sumitomo Life Insurance deployed $1.45B of net new capital in Q2 2026, opening 17 new positions and adding to 49 existing holdings. Its largest new stake was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.

By sector, the portfolio is most concentrated in Miscellaneous at 76% of assets, up from 70% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $42.8M trimmed.

  • Sumitomo Life Insurance's largest Q2 2026 buy was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $598M increase.
  • Sumitomo Life Insurance's biggest Q2 2026 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $42.8M.
  • Sumitomo Life Insurance fully exited Zoetis in Q2 2026, selling an estimated $7.67M.
  • Sumitomo Life Insurance's ten largest holdings make up 72% of its $6.12B portfolio in Q2 2026.
  • Sumitomo Life Insurance opened 17 new positions and closed 8 in Q2 2026.
  • Sumitomo Life Insurance's portfolio value rose 44% quarter-over-quarter to $6.12B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.