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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
BRK.B icon
51
Berkshire Hathaway Class B
BRK.B
$1.13T
$5.48M 0.2%
10,293
-159
-2% -$77.3K
BKNG icon
52
Booking.com
BKNG
$161B
$5.38M 0.19%
29,175
-350
-1% -$66.9K
INTU icon
53
Intuit
INTU
$89B
$5.3M 0.19%
8,630
-89
-1% -$53.4K
AXP icon
54
American Express
AXP
$230B
$5.03M 0.18%
18,710
-211
-1% -$62.4K
UNH icon
55
UnitedHealth
UNH
$370B
$4.9M 0.18%
9,353
-146
-2% -$74.6K
ACN icon
56
Accenture
ACN
$108B
$4.72M 0.17%
15,129
-153
-1% -$54K
HD icon
57
Home Depot
HD
$355B
$4.68M 0.17%
12,762
-162
-1% -$63.1K
COST icon
58
Costco
COST
$420B
$4.59M 0.16%
4,857
-74
-2% -$72.1K
XOM icon
59
ExxonMobil
XOM
$634B
$4.58M 0.16%
38,509
-600
-2% -$66.4K
FISV
60
Fiserv Inc
FISV
$27.9B
$4.53M 0.16%
20,498
-190
-0.9% -$41.6K
USRT icon
61
iShares Core US REIT ETF
USRT
$4.63B
$4.28M 0.15%
74,300
-31,000
-29% -$1.8M
CDNS icon
62
Cadence Design Systems
CDNS
$93.4B
$4.27M 0.15%
16,800
-5,800
-26% -$1.61M
ORCL icon
63
Oracle
ORCL
$423B
$4.2M 0.15%
30,067
-362
-1% -$58.9K
WMB icon
64
Williams Companies
WMB
$86.1B
$4.08M 0.15%
68,227
-476
-0.7% -$27.2K
SYK icon
65
Stryker
SYK
$130B
$4.07M 0.15%
10,927
-114
-1% -$43.4K
FTNT icon
66
Fortinet
FTNT
$117B
$3.97M 0.14%
41,267
-290
-0.7% -$29.4K
CRWD icon
67
CrowdStrike
CRWD
$218B
$3.75M 0.13%
42,572
-484
-1% -$46.1K
TT icon
68
Trane Technologies
TT
$106B
$3.75M 0.13%
11,120
-96
-0.9% -$34.7K
SNPS icon
69
Synopsys
SNPS
$79.7B
$3.71M 0.13%
8,657
-84
-1% -$40.8K
VRT icon
70
Vertiv
VRT
$105B
$3.71M 0.13%
51,399
-24,746
-32% -$2.63M
TW icon
71
Tradeweb Markets
TW
$21.6B
$3.69M 0.13%
24,847
-112
-0.4% -$14.9K
CVX icon
72
Chevron
CVX
$366B
$3.67M 0.13%
21,937
-316
-1% -$49.5K
VRTX icon
73
Vertex Pharmaceuticals
VRTX
$126B
$3.65M 0.13%
7,537
-76
-1% -$35.4K
QCOM icon
74
Qualcomm
QCOM
$176B
$3.57M 0.13%
23,215
-249
-1% -$40.6K
ABBV icon
75
AbbVie
ABBV
$435B
$3.53M 0.13%
16,844
-361
-2% -$70.2K
1 2
3
4 5

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AI
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NCM
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DT
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IWM
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BG
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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.