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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
CRWD icon
51
CrowdStrike
CRWD
$209B
$5.19M 0.35%
40,736
-1,836
-4% -$199K
NFLX icon
52
Netflix
NFLX
$306B
$5.08M 0.34%
37,940
-103,400
-73% -$11.7M
AXP icon
53
American Express
AXP
$232B
$4.96M 0.34%
15,539
-3,171
-17% -$892K
SCHP icon
54
Schwab US TIPS ETF
SCHP
$16.3B
$4.75M 0.32%
178,100
-886,800
-83% -$23.5M
TT icon
55
Trane Technologies
TT
$106B
$4.7M 0.32%
10,754
-366
-3% -$144K
APH icon
56
Amphenol
APH
$212B
$4.69M 0.32%
47,482
-1,822
-4% -$149K
COST icon
57
Costco
COST
$419B
$4.53M 0.31%
4,573
-284
-6% -$282K
VOO icon
58
Vanguard S&P 500 ETF
VOO
$1.01T
$4.49M 0.3%
7,900
-12,600
-61% -$6.62M
WMB icon
59
Williams Companies
WMB
$87.3B
$4.46M 0.3%
71,020
+2,793
+4% +$165K
ETN icon
60
Eaton
ETN
$175B
$4.34M 0.29%
12,161
-495
-4% -$152K
SNPS icon
61
Synopsys
SNPS
$78.1B
$4.27M 0.29%
8,337
-320
-4% -$149K
FTNT icon
62
Fortinet
FTNT
$117B
$4.24M 0.29%
40,146
-1,121
-3% -$113K
SYK icon
63
Stryker
SYK
$128B
$4.15M 0.28%
10,492
-435
-4% -$163K
CDNS icon
64
Cadence Design Systems
CDNS
$93.7B
$4.1M 0.28%
13,300
-3,500
-21% -$1.02M
HD icon
65
Home Depot
HD
$347B
$3.95M 0.27%
10,786
-1,976
-15% -$715K
XOM icon
66
ExxonMobil
XOM
$638B
$3.91M 0.27%
36,254
-2,255
-6% -$241K
ECL icon
67
Ecolab
ECL
$79.2B
$3.86M 0.26%
14,342
+971
+7% +$247K
PWR icon
68
Quanta Services
PWR
$101B
$3.61M 0.25%
9,552
+1,087
+13% +$349K
SPOT icon
69
Spotify
SPOT
$98.6B
$3.6M 0.24%
+4,698
New +$3.02M
ACN icon
70
Accenture
ACN
$103B
$3.58M 0.24%
11,975
-3,154
-21% -$961K
QCOM icon
71
Qualcomm
QCOM
$168B
$3.55M 0.24%
22,261
-954
-4% -$140K
TW icon
72
Tradeweb Markets
TW
$21.7B
$3.54M 0.24%
24,168
-679
-3% -$94.7K
PH icon
73
Parker-Hannifin
PH
$134B
$3.49M 0.24%
5,000
-171
-3% -$108K
ANET icon
74
Arista Networks
ANET
$243B
$3.48M 0.24%
33,981
-1,300
-4% -$112K
CTAS icon
75
Cintas
CTAS
$80.4B
$3.42M 0.23%
15,350
-631
-4% -$136K
1 2
3
4 5

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AI
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NCM
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DT
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AC
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IWM
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CW
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BG
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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.