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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
+5.42%
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
$3.22B
AUM Growth
+$1.75B
Cap. Flow
+$1.65B
Cap. Flow %
51.15%
Top 10 Hldgs %
59.16%
Holding
279
New
14
Increased
54
Reduced
194
Closed
11

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$847M
2
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$137M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$121M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$108M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$103M

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$8.37M
2
BX icon
Blackstone
BX
+$5.88M
3
SYY icon
Sysco
SYY
+$3.02M
4
JPM icon
JPMorgan Chase
JPM
+$2.9M
5
PG icon
Procter & Gamble
PG
+$2.1M

Sector Composition

Rank Sector Weight
1 Technology 14.73%
2 Financials 5.65%
3 Communication Services 4.6%
4 Consumer Discretionary 3.47%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
26
Eli Lilly
LLY
$1.06T
$21.7M 0.67%
28,459
-2,621
-8% -$1.95M
USRT icon
27
iShares Core US REIT ETF
USRT
$4.6B
$16.6M 0.51%
282,300
+234,300
+488% +$13.4M
NOW icon
28
ServiceNow
NOW
$121B
$16.4M 0.51%
89,315
-1,575
-2% -$294K
UBER icon
29
Uber
UBER
$143B
$15.4M 0.48%
157,639
+24,479
+18% +$2.29M
WMT icon
30
Walmart Inc
WMT
$892B
$15.4M 0.48%
149,406
+9,979
+7% +$993K
GS icon
31
Goldman Sachs
GS
$301B
$15.2M 0.47%
19,042
+56
+0.3% +$41.5K
GOOG icon
32
Alphabet (Google) Class C
GOOG
$4.36T
$14.5M 0.45%
59,722
-5,721
-9% -$1.2M
DDOG icon
33
Datadog
DDOG
$81.6B
$14.5M 0.45%
102,021
+80,087
+365% +$11M
PANW icon
34
Palo Alto Networks
PANW
$293B
$14.5M 0.45%
70,994
+19,707
+38% +$3.77M
SPGI icon
35
S&P Global
SPGI
$119B
$14.3M 0.44%
29,337
+633
+2% +$339K
WM icon
36
Waste Management
WM
$91.5B
$13.4M 0.42%
60,526
+9,268
+18% +$2.09M
TMO icon
37
Thermo Fisher Scientific
TMO
$214B
$13.1M 0.41%
27,033
+1,262
+5% +$587K
PG icon
38
Procter & Gamble
PG
$342B
$13M 0.4%
84,297
-13,457
-14% -$2.1M
MELI icon
39
Mercado Libre
MELI
$92.8B
$12.9M 0.4%
5,500
+2,100
+62% +$5.04M
KKR icon
40
KKR & Co
KKR
$92.8B
$12.7M 0.4%
98,100
+41,300
+73% +$5.86M
BSX icon
41
Boston Scientific
BSX
$71.4B
$12.5M 0.39%
127,601
+22,663
+22% +$2.35M
CME icon
42
CME Group
CME
$95B
$12M 0.37%
44,301
+14,229
+47% +$3.87M
ISRG icon
43
Intuitive Surgical
ISRG
$132B
$11.5M 0.36%
25,747
+960
+4% +$461K
TSLA icon
44
Tesla
TSLA
$1.26T
$10.2M 0.32%
22,839
-738
-3% -$256K
VRT icon
45
Vertiv
VRT
$106B
$9.89M 0.31%
65,536
+7,400
+13% +$987K
NEE icon
46
NextEra Energy
NEE
$176B
$9.76M 0.3%
129,334
-16,881
-12% -$1.23M
TMUS icon
47
T-Mobile US
TMUS
$193B
$9.47M 0.29%
39,543
+32,082
+430% +$7.77M
PAYX icon
48
Paychex
PAYX
$42.7B
$9.18M 0.28%
72,400
+9,500
+15% +$1.32M
ZTS icon
49
Zoetis
ZTS
$32.4B
$8.75M 0.27%
59,826
+3,536
+6% +$534K
ORCL icon
50
Oracle
ORCL
$413B
$8.58M 0.27%
30,493
+1,785
+6% +$455K
1
2
3 4 5

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Sumitomo Life Insurance's Q3 2025 Portfolio in Review

As of Q3 2025, Sumitomo Life Insurance held 279 positions worth $3.22B, up 118% from $1.47B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Sumitomo Life Insurance deployed $1.65B of net new capital in Q3 2025, opening 14 new positions and adding to 54 existing holdings. Its largest new stake was Schwab US Dividend Equity ETF: 31,050,000 shares worth $848M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 28% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Adobe, an estimated $8.37M trimmed.

  • Sumitomo Life Insurance's largest Q3 2025 buy was Schwab US Dividend Equity ETF: 31,050,000 shares worth $848M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q3 2025, an estimated $49.9M increase.
  • Sumitomo Life Insurance's biggest Q3 2025 reduction was Adobe, cutting an estimated $8.37M.
  • Sumitomo Life Insurance fully exited Blackstone in Q3 2025, selling an estimated $5.88M.
  • Sumitomo Life Insurance's ten largest holdings make up 59% of its $3.22B portfolio in Q3 2025.
  • Sumitomo Life Insurance opened 14 new positions and closed 11 in Q3 2025.
  • Sumitomo Life Insurance's portfolio value rose 118% quarter-over-quarter to $3.22B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2025, filed 12 Nov 2025.