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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
+1.8%
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
$4.25B
AUM Growth
+$603M
Cap. Flow
+$653M
Cap. Flow %
15.35%
Top 10 Hldgs %
69.81%
Holding
293
New
12
Increased
192
Reduced
75
Closed
11

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$437M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$190M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$168M
4
AAPL icon
Apple
AAPL
+$10.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.38M

Top Sells

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$73.8M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$29.4M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$26.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$26M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$17.3M

Sector Composition

Rank Sector Weight
1 Technology 10.27%
2 Financials 4.28%
3 Communication Services 3.52%
4 Healthcare 2.92%
5 Consumer Discretionary 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KGC icon
276
Kinross Gold
KGC
$28B
$2.58K ﹤0.01%
84,700
-15,600
-16% -$511K
B
277
Barrick Mining
B
$63.2B
$2.54K ﹤0.01%
62,400
-11,300
-15% -$522K
WPM icon
278
Wheaton Precious Metals
WPM
$51.5B
$2.53K ﹤0.01%
19,300
-3,500
-15% -$487K
GFI icon
279
Gold Fields
GFI
$30B
$2.28K ﹤0.01%
50,210
-8,900
-15% -$448K
CTVA icon
280
Corteva
CTVA
$59.8B
$2.24K ﹤0.01%
+26,800
New +$2.02M
BG icon
281
Bunge Global
BG
$20.2B
$2.23K ﹤0.01%
+17,500
New +$2.03M
NTR icon
282
Nutrien
NTR
$33.9B
$2.17K ﹤0.01%
+28,700
New +$2.05M
ADBE icon
283
Adobe
ADBE
$98.5B
– –
-1,149
Closed -$402K
ADP icon
284
Automatic Data Processing
ADP
$105B
– –
-7,512
Closed -$1.93M
BR icon
285
Broadridge
BR
$17.9B
– –
-5,421
Closed -$1.21M
CSGP icon
286
CoStar Group
CSGP
$11.9B
– –
-14,090
Closed -$947K
DUOL icon
287
Duolingo
DUOL
$6.22B
– –
-783
Closed -$137K
ELV icon
288
Elevance Health
ELV
$81.6B
– –
-1,989
Closed -$697K
IP icon
289
International Paper
IP
$22.8B
– –
-4,955
Closed -$195K
POOL icon
290
Pool Corp
POOL
$6.93B
– –
-2,773
Closed -$634K
PYPL icon
291
PayPal
PYPL
$49.3B
– –
-7,448
Closed -$435K
RYAN icon
292
Ryan Specialty Holdings
RYAN
$5.71B
– –
-5,059
Closed -$261K
VEEV icon
293
Veeva Systems
VEEV
$32.7B
– –
-558
Closed -$125K
8 9 10 11
12

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AI
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NCM
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DT
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AC
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IWM
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CW
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Sumitomo Life Insurance's Q1 2026 Portfolio in Review

As of Q1 2026, Sumitomo Life Insurance held 293 positions worth $4.25B, up 17% from $3.65B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Sumitomo Life Insurance deployed $653M of net new capital in Q1 2026, opening 12 new positions and adding to 192 existing holdings. Its largest new stake was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 13% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard FTSE Emerging Markets ETF, an estimated $73.8M trimmed.

  • Sumitomo Life Insurance's largest Q1 2026 buy was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.
  • Sumitomo Life Insurance added most to Schwab US Dividend Equity ETF in Q1 2026, an estimated $437M increase.
  • Sumitomo Life Insurance's biggest Q1 2026 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $73.8M.
  • Sumitomo Life Insurance fully exited Automatic Data Processing in Q1 2026, selling an estimated $1.93M.
  • Sumitomo Life Insurance's ten largest holdings make up 70% of its $4.25B portfolio in Q1 2026.
  • Sumitomo Life Insurance opened 12 new positions and closed 11 in Q1 2026.
  • Sumitomo Life Insurance's portfolio value rose 17% quarter-over-quarter to $4.25B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.