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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
PANW icon
26
Palo Alto Networks
PANW
$299B
$10.5M 0.71%
51,287
+13,987
+37% +$2.6M
TMO icon
27
Thermo Fisher Scientific
TMO
$209B
$10.4M 0.71%
25,771
+1,841
+8% +$770K
NEE icon
28
NextEra Energy
NEE
$182B
$10.2M 0.69%
146,215
-22,580
-13% -$1.57M
ADBE icon
29
Adobe
ADBE
$102B
$9.46M 0.64%
24,454
+3,163
+15% +$1.22M
SYY icon
30
Sysco
SYY
$39.6B
$9.25M 0.63%
122,071
-432
-0.4% -$31.4K
PAYX icon
31
Paychex
PAYX
$42.2B
$9.15M 0.62%
62,900
+5,300
+9% +$798K
V icon
32
Visa
V
$690B
$8.99M 0.61%
25,316
-1,333
-5% -$465K
MELI icon
33
Mercado Libre
MELI
$95.7B
$8.89M 0.6%
3,400
-500
-13% -$1.17M
ZTS icon
34
Zoetis
ZTS
$31.9B
$8.78M 0.6%
56,290
+4,138
+8% +$656K
CME icon
35
CME Group
CME
$94.4B
$8.29M 0.56%
30,072
+23,833
+382% +$6.48M
USHY icon
36
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.6B
$8.25M 0.56%
219,900
-395,700
-64% -$14.5M
ABNB icon
37
Airbnb
ABNB
$89B
$7.6M 0.52%
57,435
-6,726
-10% -$852K
KKR icon
38
KKR & Co
KKR
$97.2B
$7.56M 0.51%
+56,800
New +$6.65M
TSLA icon
39
Tesla
TSLA
$1.29T
$7.49M 0.51%
23,577
-16,567
-41% -$4.99M
VRT icon
40
Vertiv
VRT
$104B
$7.47M 0.51%
58,136
+6,737
+13% +$655K
BAC icon
41
Bank of America
BAC
$440B
$7.26M 0.49%
153,328
-23,885
-13% -$1M
VWOB icon
42
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.17B
$7.2M 0.49%
110,200
-330,500
-75% -$21.1M
VMC icon
43
Vulcan Materials
VMC
$36.9B
$6.76M 0.46%
25,922
-280
-1% -$72K
IEMG icon
44
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$6.59M 0.45%
109,800
-65,200
-37% -$3.64M
INTU icon
45
Intuit
INTU
$88.5B
$6.54M 0.44%
8,301
-329
-4% -$223K
BKNG icon
46
Booking.com
BKNG
$151B
$6.5M 0.44%
28,050
-1,125
-4% -$230K
ORCL icon
47
Oracle
ORCL
$420B
$6.28M 0.43%
28,708
-1,359
-5% -$219K
BX icon
48
Blackstone
BX
$110B
$5.88M 0.4%
39,300
-13,900
-26% -$1.91M
BRK.B icon
49
Berkshire Hathaway Class B
BRK.B
$1.12T
$5.56M 0.38%
11,445
+1,152
+11% +$585K
PM icon
50
Philip Morris
PM
$291B
$5.28M 0.36%
29,002
+10,843
+60% +$1.86M
1
2
3 4 5

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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.