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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
-0.36%
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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
-$2.5B
Cap. Flow %
-89.58%
Top 10 Hldgs %
67.47%
Holding
278
New
8
Increased
80
Reduced
178
Closed
6

Top Buys

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$15.9M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$13.8M
3
SCHP icon
Schwab US TIPS ETF
SCHP
+$13.1M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.04M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.23B
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$624M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$230M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107M

Sector Composition

Rank Sector Weight
1 Technology 12.17%
2 Financials 5.65%
3 Healthcare 4.11%
4 Communication Services 3.41%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
26
Intuitive Surgical
ISRG
$133B
$12.2M 0.44%
24,684
+4,110
+20% +$2.27M
NOW icon
27
ServiceNow
NOW
$129B
$12.2M 0.44%
76,530
-9,255
-11% -$1.78M
NEE icon
28
NextEra Energy
NEE
$178B
$12M 0.43%
168,795
+85,552
+103% +$6.04M
TMO icon
29
Thermo Fisher Scientific
TMO
$217B
$11.9M 0.43%
23,930
+4,499
+23% +$2.44M
BSX icon
30
Boston Scientific
BSX
$71.7B
$11.2M 0.4%
111,481
+11,623
+12% +$1.17M
WMT icon
31
Walmart Inc
WMT
$887B
$10.9M 0.39%
124,459
+6,315
+5% +$592K
GOOG icon
32
Alphabet (Google) Class C
GOOG
$4.33T
$10.8M 0.39%
69,206
-1,016
-1% -$186K
VOO icon
33
Vanguard S&P 500 ETF
VOO
$1.01T
$10.5M 0.38%
20,500
-30,000
-59% -$16.2M
TSLA icon
34
Tesla
TSLA
$1.29T
$10.4M 0.37%
40,144
-10,274
-20% -$3.42M
IEMG icon
35
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$9.44M 0.34%
175,000
-108,900
-38% -$5.86M
V icon
36
Visa
V
$679B
$9.34M 0.33%
26,649
-354
-1% -$120K
SYY icon
37
Sysco
SYY
$40B
$9.19M 0.33%
122,503
+29,206
+31% +$2.14M
UBER icon
38
Uber
UBER
$153B
$8.94M 0.32%
122,767
+4,749
+4% +$342K
PAYX icon
39
Paychex
PAYX
$42.7B
$8.89M 0.32%
57,600
+4,300
+8% +$632K
ZTS icon
40
Zoetis
ZTS
$30.6B
$8.59M 0.31%
52,152
+14,553
+39% +$2.42M
ADBE icon
41
Adobe
ADBE
$105B
$8.17M 0.29%
21,291
-1,549
-7% -$664K
AMD icon
42
Advanced Micro Devices
AMD
$784B
$7.69M 0.28%
74,807
+6,013
+9% +$669K
ABNB icon
43
Airbnb
ABNB
$104B
$7.66M 0.27%
64,161
+2,939
+5% +$394K
MELI icon
44
Mercado Libre
MELI
$91.8B
$7.61M 0.27%
3,900
+700
+22% +$1.39M
BX icon
45
Blackstone
BX
$109B
$7.44M 0.27%
53,200
-4,700
-8% -$763K
BAC icon
46
Bank of America
BAC
$441B
$7.4M 0.26%
177,213
-1,972
-1% -$87.9K
CSL icon
47
Carlisle Companies
CSL
$15.4B
$7.25M 0.26%
21,300
+16,289
+325% +$5.84M
PANW icon
48
Palo Alto Networks
PANW
$297B
$6.36M 0.23%
37,300
-300
-0.8% -$55.5K
VMC icon
49
Vulcan Materials
VMC
$36.9B
$6.11M 0.22%
26,202
-2,040
-7% -$518K
IFRA icon
50
iShares US Infrastructure ETF
IFRA
$4.59B
$5.58M 0.2%
123,700
+116,100
+1,528% +$5.42M
1
2
3 4 5

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Sumitomo Life Insurance's Q1 2025 Portfolio in Review

As of Q1 2025, Sumitomo Life Insurance held 278 positions worth $2.79B, down 47% from $5.3B the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Sumitomo Life Insurance withdrew a net $2.5B in Q1 2025, closing 6 positions and reducing 178 holdings. Its most notable exit was State Street SPDR Portfolio S&P 500 ETF, an estimated $624M position sold in full.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 7.3% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Sumitomo Life Insurance opened a new position in Motorola Solutions worth $1.23M.

  • Sumitomo Life Insurance's largest Q1 2025 buy was Motorola Solutions: 2,820 shares worth $1.23M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q1 2025, an estimated $15.9M increase.
  • Sumitomo Life Insurance's biggest Q1 2025 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $1.23B.
  • Sumitomo Life Insurance fully exited State Street SPDR Portfolio S&P 500 ETF in Q1 2025, selling an estimated $624M.
  • Sumitomo Life Insurance's ten largest holdings make up 67% of its $2.79B portfolio in Q1 2025.
  • Sumitomo Life Insurance opened 8 new positions and closed 6 in Q1 2025.
  • Sumitomo Life Insurance's portfolio value fell 47% quarter-over-quarter to $2.79B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2025, filed 2 May 2025.