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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
MU icon
26
Micron Technology
MU
$1.05T
$25.2M 0.41%
21,838
+7,924
+57% +$5.94M
META icon
27
Meta Platforms (Facebook)
META
$1.71T
$25.1M 0.41%
44,583
-1,652
-4% -$1.01M
GS icon
28
Goldman Sachs
GS
$284B
$25M 0.41%
24,746
+149
+0.6% +$145K
USRT icon
29
iShares Core US REIT ETF
USRT
$4.38B
$23.6M 0.39%
355,500
+105,800
+42% +$6.82M
GOOG icon
30
Alphabet (Google) Class C
GOOG
$4.18T
$22.1M 0.36%
62,587
-7,812
-11% -$2.79M
WMT icon
31
Walmart Inc
WMT
$858B
$20.3M 0.33%
179,589
+1,835
+1% +$228K
VRT icon
32
Vertiv
VRT
$90.3B
$19.4M 0.32%
57,878
+1,529
+3% +$485K
TMO icon
33
Thermo Fisher Scientific
TMO
$237B
$18.7M 0.31%
37,242
+2,761
+8% +$1.33M
IFRA icon
34
iShares US Infrastructure ETF
IFRA
$4.06B
$18.6M 0.3%
294,600
+128,500
+77% +$7.84M
NEE icon
35
NextEra Energy
NEE
$169B
$18.2M 0.3%
207,072
+13,314
+7% +$1.2M
WM icon
36
Waste Management
WM
$86.8B
$17.7M 0.29%
79,441
+4,246
+6% +$944K
GSG icon
37
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.08B
$17.6M 0.29%
615,300
-31,028
-5% -$993K
FEZ icon
38
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.34B
$16.6M 0.27%
242,100
-79,100
-25% -$5.28M
GEV icon
39
GE Vernova
GEV
$235B
$16.6M 0.27%
14,142
+907
+7% +$926K
IEMG icon
40
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$16M 0.26%
193,000
+20,000
+12% +$1.59M
DDOG icon
41
Datadog
DDOG
$82.7B
$15.8M 0.26%
60,687
-503
-0.8% -$93.5K
PG icon
42
Procter & Gamble
PG
$341B
$15.5M 0.25%
105,504
+2,252
+2% +$328K
UBER icon
43
Uber
UBER
$146B
$15.3M 0.25%
211,619
-1,610
-0.8% -$118K
SYY icon
44
Sysco
SYY
$38.1B
$14.4M 0.23%
171,800
+32,621
+23% +$2.47M
SPGI icon
45
S&P Global
SPGI
$122B
$14.2M 0.23%
34,778
+83
+0.2% +$35.1K
APH icon
46
Amphenol
APH
$191B
$13.9M 0.23%
158,054
+76,804
+95% +$5.54M
MELI icon
47
Mercado Libre
MELI
$92.7B
$12.4M 0.2%
7,300
– –
CME icon
48
CME Group
CME
$98.9B
$12.2M 0.2%
55,065
-336
-0.6% -$92.9K
ISRG icon
49
Intuitive Surgical
ISRG
$133B
$12.1M 0.2%
30,486
+4,506
+17% +$1.97M
CDNS icon
50
Cadence Design Systems
CDNS
$75.4B
$11.7M 0.19%
31,046
+1,110
+4% +$389K
1
2
3 4 5

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.