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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
LULU icon
276
lululemon athletica
LULU
$14.6B
– –
-3,843
Closed -$1.09M
SCHD icon
277
Schwab US Dividend Equity ETF
SCHD
$105B
– –
-18,570,000
Closed -$519M
SWK icon
278
Stanley Black & Decker
SWK
$15.7B
– –
-5,473
Closed -$421K
TTEK icon
279
Tetra Tech
TTEK
$9.07B
– –
-29,059
Closed -$850K
VYM icon
280
Vanguard High Dividend Yield ETF
VYM
$82.8B
– –
-5,773,322
Closed -$745M
WSC icon
281
WillScot Mobile Mini Holdings
WSC
$4.41B
– –
-29,688
Closed -$825K
WY icon
282
Weyerhaeuser
WY
$18.4B
– –
-20,810
Closed -$609K
YETI icon
283
Yeti Holdings
YETI
$3.95B
– –
-17,627
Closed -$583K
SNDK
284
Sandisk
SNDK
$177B
– –
-1,614
Closed -$76.8K
8 9 10 11
12

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NCM
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DT
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IWM
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BG
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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.