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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
GSG icon
26
iShares S&P GSCI Commodity-Indexed Trust
GSG
$995M
$20.8M 0.49%
646,328
-1,100,568
-63% -$29.4M
GS icon
27
Goldman Sachs
GS
$302B
$20.8M 0.49%
24,597
+1,917
+8% +$1.71M
GOOG icon
28
Alphabet (Google) Class C
GOOG
$4.08T
$20.2M 0.47%
70,399
-1,105
-2% -$347K
FEZ icon
29
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.41B
$19.9M 0.47%
321,200
-70,100
-18% -$4.59M
NEE icon
30
NextEra Energy
NEE
$183B
$18M 0.42%
193,758
+43,801
+29% +$3.89M
WM icon
31
Waste Management
WM
$90.9B
$17.3M 0.41%
75,195
+2,419
+3% +$556K
TMO icon
32
Thermo Fisher Scientific
TMO
$214B
$16.9M 0.4%
34,481
+6,011
+21% +$3.26M
CME icon
33
CME Group
CME
$96.1B
$16.4M 0.38%
55,401
+4,963
+10% +$1.47M
UBER icon
34
Uber
UBER
$143B
$15.3M 0.36%
213,229
+44,896
+27% +$3.46M
PG icon
35
Procter & Gamble
PG
$335B
$14.9M 0.35%
103,252
+24,177
+31% +$3.67M
USRT icon
36
iShares Core US REIT ETF
USRT
$4.65B
$14.8M 0.35%
249,700
-43,600
-15% -$2.62M
SPGI icon
37
S&P Global
SPGI
$122B
$14.8M 0.35%
34,695
+3,746
+12% +$1.74M
VRT icon
38
Vertiv
VRT
$87.6B
$14.1M 0.33%
56,349
-9,783
-15% -$2.17M
MELI icon
39
Mercado Libre
MELI
$95.6B
$12.6M 0.3%
7,300
+1,500
+26% +$2.89M
PANW icon
40
Palo Alto Networks
PANW
$265B
$12.5M 0.29%
78,075
+4,417
+6% +$742K
IEMG icon
41
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$12.1M 0.28%
173,000
-151,000
-47% -$10.9M
ISRG icon
42
Intuitive Surgical
ISRG
$126B
$12M 0.28%
25,980
+3,002
+13% +$1.52M
GEV icon
43
GE Vernova
GEV
$262B
$11.6M 0.27%
13,235
+9,789
+284% +$7.64M
ABNB icon
44
Airbnb
ABNB
$90.3B
$10.8M 0.25%
85,520
+8,818
+11% +$1.15M
TMUS icon
45
T-Mobile US
TMUS
$186B
$10.8M 0.25%
51,312
+10,992
+27% +$2.26M
VMC icon
46
Vulcan Materials
VMC
$35.2B
$10.6M 0.25%
39,025
+5,531
+17% +$1.63M
SYY icon
47
Sysco
SYY
$40.6B
$9.93M 0.23%
139,179
+43,761
+46% +$3.62M
BSX icon
48
Boston Scientific
BSX
$68.4B
$9.56M 0.22%
152,429
+16,057
+12% +$1.28M
IFRA icon
49
iShares US Infrastructure ETF
IFRA
$4.5B
$9.5M 0.22%
166,100
-30,600
-16% -$1.76M
TSLA icon
50
Tesla
TSLA
$1.22T
$9.45M 0.22%
25,420
+649
+3% +$267K
1
2
3 4 5

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NCM
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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.