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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
V icon
51
Visa
V
$677B
$8.41M 0.26%
24,645
-671
-3% -$232K
ABNB icon
52
Airbnb
ABNB
$106B
$8.02M 0.25%
66,071
+8,636
+15% +$1.12M
VMC icon
53
Vulcan Materials
VMC
$36.9B
$7.92M 0.25%
25,753
-169
-0.7% -$48K
BAC icon
54
Bank of America
BAC
$442B
$7.7M 0.24%
149,307
-4,021
-3% -$196K
SYY icon
55
Sysco
SYY
$40.3B
$6.94M 0.22%
84,324
-37,747
-31% -$3.02M
CDNS icon
56
Cadence Design Systems
CDNS
$93.4B
$6.74M 0.21%
19,200
+5,900
+44% +$2.03M
BKNG icon
57
Booking.com
BKNG
$161B
$5.93M 0.18%
27,450
-600
-2% -$134K
APH icon
58
Amphenol
APH
$209B
$5.76M 0.18%
46,565
-917
-2% -$101K
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.13T
$5.58M 0.17%
11,091
-354
-3% -$171K
INTU icon
60
Intuit
INTU
$89B
$5.56M 0.17%
8,136
-165
-2% -$119K
APP icon
61
Applovin
APP
$116B
$5.19M 0.16%
7,223
+5,224
+261% +$2.41M
AXP icon
62
American Express
AXP
$230B
$5.05M 0.16%
15,216
-323
-2% -$103K
NFLX icon
63
Netflix
NFLX
$309B
$5.04M 0.16%
42,040
+4,100
+11% +$500K
CRWD icon
64
CrowdStrike
CRWD
$218B
$4.88M 0.15%
39,808
-928
-2% -$106K
ANET icon
65
Arista Networks
ANET
$238B
$4.86M 0.15%
33,328
-653
-2% -$84.1K
PM icon
66
Philip Morris
PM
$295B
$4.6M 0.14%
28,358
-644
-2% -$108K
TT icon
67
Trane Technologies
TT
$106B
$4.46M 0.14%
10,570
-184
-2% -$78.6K
ETN icon
68
Eaton
ETN
$174B
$4.46M 0.14%
11,911
-250
-2% -$90.9K
WMB icon
69
Williams Companies
WMB
$86.1B
$4.42M 0.14%
69,776
-1,244
-2% -$73K
PLTR icon
70
Palantir
PLTR
$413B
$4.24M 0.13%
23,217
+2,179
+10% +$353K
HD icon
71
Home Depot
HD
$355B
$4.24M 0.13%
10,452
-334
-3% -$131K
COST icon
72
Costco
COST
$420B
$4.1M 0.13%
4,430
-143
-3% -$137K
IBKR icon
73
Interactive Brokers
IBKR
$39.6B
$4.02M 0.12%
58,380
-852
-1% -$53.6K
IFRA icon
74
iShares US Infrastructure ETF
IFRA
$4.57B
$3.97M 0.12%
75,200
+14,200
+23% +$729K
XOM icon
75
ExxonMobil
XOM
$634B
$3.96M 0.12%
35,117
-1,137
-3% -$126K
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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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.