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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
+2.19%
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
$3.65B
AUM Growth
+$431M
Cap. Flow
+$385M
Cap. Flow %
10.55%
Top 10 Hldgs %
62.1%
Holding
286
New
18
Increased
213
Reduced
45
Closed
5

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$401M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$40.2M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$21.4M
4
NVDA icon
NVIDIA
NVDA
+$11.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$10.4M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$164M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.7M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.59M
4
META icon
Meta Platforms (Facebook)
META
+$8.41M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.43M

Sector Composition

Rank Sector Weight
1 Technology 13.49%
2 Financials 5.49%
3 Communication Services 4.38%
4 Healthcare 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEMG icon
26
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$21.8M 0.6%
324,000
-142,900
-31% -$9.59M
GS icon
27
Goldman Sachs
GS
$301B
$19.9M 0.55%
22,680
+3,638
+19% +$2.97M
WMT icon
28
Walmart Inc
WMT
$892B
$17.4M 0.48%
156,394
+6,988
+5% +$750K
USRT icon
29
iShares Core US REIT ETF
USRT
$4.6B
$16.7M 0.46%
293,300
+11,000
+4% +$637K
VOO icon
30
Vanguard S&P 500 ETF
VOO
$1.01T
$16.7M 0.46%
26,600
-25,200
-49% -$15.7M
TMO icon
31
Thermo Fisher Scientific
TMO
$214B
$16.5M 0.45%
28,470
+1,437
+5% +$813K
SPGI icon
32
S&P Global
SPGI
$119B
$16.2M 0.44%
30,949
+1,612
+5% +$798K
WM icon
33
Waste Management
WM
$91.5B
$16M 0.44%
72,776
+12,250
+20% +$2.61M
NOW icon
34
ServiceNow
NOW
$121B
$15.8M 0.43%
103,070
+13,755
+15% +$2.36M
CME icon
35
CME Group
CME
$95B
$13.8M 0.38%
50,438
+6,137
+14% +$1.67M
UBER icon
36
Uber
UBER
$143B
$13.8M 0.38%
168,333
+10,694
+7% +$963K
PANW icon
37
Palo Alto Networks
PANW
$293B
$13.6M 0.37%
73,658
+2,664
+4% +$537K
ISRG icon
38
Intuitive Surgical
ISRG
$132B
$13M 0.36%
22,978
-2,769
-11% -$1.47M
BSX icon
39
Boston Scientific
BSX
$71.4B
$13M 0.36%
136,372
+8,771
+7% +$860K
NEE icon
40
NextEra Energy
NEE
$176B
$12M 0.33%
149,957
+20,623
+16% +$1.71M
MELI icon
41
Mercado Libre
MELI
$92.8B
$11.7M 0.32%
5,800
+300
+5% +$630K
PG icon
42
Procter & Gamble
PG
$342B
$11.3M 0.31%
79,075
-5,222
-6% -$770K
TSLA icon
43
Tesla
TSLA
$1.26T
$11.1M 0.31%
24,771
+1,932
+8% +$856K
VRT icon
44
Vertiv
VRT
$106B
$10.7M 0.29%
66,132
+596
+0.9% +$103K
ABNB icon
45
Airbnb
ABNB
$90B
$10.4M 0.29%
76,702
+10,631
+16% +$1.32M
IFRA icon
46
iShares US Infrastructure ETF
IFRA
$4.56B
$10.4M 0.28%
196,700
+121,500
+162% +$6.42M
DDOG icon
47
Datadog
DDOG
$81.6B
$9.84M 0.27%
72,360
-29,661
-29% -$4.69M
VMC icon
48
Vulcan Materials
VMC
$36.5B
$9.55M 0.26%
33,494
+7,741
+30% +$2.27M
PAYX icon
49
Paychex
PAYX
$42.7B
$9.49M 0.26%
84,600
+12,200
+17% +$1.43M
KKR icon
50
KKR & Co
KKR
$92.8B
$9.34M 0.26%
73,300
-24,800
-25% -$3.08M
1
2
3 4 5

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Sumitomo Life Insurance's Q4 2025 Portfolio in Review

As of Q4 2025, Sumitomo Life Insurance held 286 positions worth $3.65B, up 13% from $3.22B the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Sumitomo Life Insurance deployed $385M of net new capital in Q4 2025, opening 18 new positions and adding to 213 existing holdings. Its largest new stake was iShares S&P GSCI Commodity-Indexed Trust: 1,746,896 shares worth $40.3M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 15% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $15.7M trimmed.

  • Sumitomo Life Insurance's largest Q4 2025 buy was iShares S&P GSCI Commodity-Indexed Trust: 1,746,896 shares worth $40.3M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $401M increase.
  • Sumitomo Life Insurance's biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $15.7M.
  • Sumitomo Life Insurance fully exited iShares TIPS Bond ETF in Q4 2025, selling an estimated $164M.
  • Sumitomo Life Insurance's ten largest holdings make up 62% of its $3.65B portfolio in Q4 2025.
  • Sumitomo Life Insurance opened 18 new positions and closed 5 in Q4 2025.
  • Sumitomo Life Insurance's portfolio value rose 13% quarter-over-quarter to $3.65B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2025, filed 13 Feb 2026.