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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
BAC icon
51
Bank of America
BAC
$440B
$8.9M 0.24%
161,890
+12,583
+8% +$665K
TMUS icon
52
T-Mobile US
TMUS
$192B
$8.19M 0.22%
40,320
+777
+2% +$165K
MDB icon
53
MongoDB
MDB
$31.8B
$7.89M 0.22%
+18,800
New +$6.84M
CDNS icon
54
Cadence Design Systems
CDNS
$94.3B
$7.38M 0.2%
23,600
+4,400
+23% +$1.44M
ZTS icon
55
Zoetis
ZTS
$31.6B
$7.35M 0.2%
58,443
-1,383
-2% -$180K
SYY icon
56
Sysco
SYY
$39.9B
$7.03M 0.19%
95,418
+11,094
+13% +$844K
V icon
57
Visa
V
$683B
$6.54M 0.18%
18,645
-6,000
-24% -$2.04M
APH icon
58
Amphenol
APH
$208B
$6.33M 0.17%
46,812
+247
+0.5% +$33K
BKNG icon
59
Booking.com
BKNG
$161B
$5.91M 0.16%
27,600
+150
+0.5% +$30.9K
INTU icon
60
Intuit
INTU
$90.8B
$5.71M 0.16%
8,621
+485
+6% +$320K
AXP icon
61
American Express
AXP
$230B
$5.66M 0.16%
15,303
+87
+0.6% +$31.1K
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.12T
$5.62M 0.15%
11,188
+97
+0.9% +$48.3K
NEM icon
63
Newmont
NEM
$119B
$5.28M 0.14%
52,846
+41,606
+370% +$3.76M
ORCL icon
64
Oracle
ORCL
$418B
$5.08M 0.14%
26,061
-4,432
-15% -$1.06M
APP icon
65
Applovin
APP
$116B
$4.9M 0.13%
7,270
+47
+0.7% +$29.6K
CRWD icon
66
CrowdStrike
CRWD
$215B
$4.69M 0.13%
40,060
+252
+0.6% +$32.1K
PM icon
67
Philip Morris
PM
$295B
$4.58M 0.13%
28,529
+171
+0.6% +$26.5K
AFRM icon
68
Affirm
AFRM
$26B
$4.55M 0.12%
+61,100
New +$4.4M
WMB icon
69
Williams Companies
WMB
$87.3B
$4.47M 0.12%
74,411
+4,635
+7% +$280K
ABBV icon
70
AbbVie
ABBV
$432B
$4.41M 0.12%
19,314
+3,954
+26% +$901K
ANET icon
71
Arista Networks
ANET
$240B
$4.39M 0.12%
33,504
+176
+0.5% +$24.2K
PH icon
72
Parker-Hannifin
PH
$137B
$4.34M 0.12%
4,935
+16
+0.3% +$13.1K
XOM icon
73
ExxonMobil
XOM
$634B
$4.26M 0.12%
35,423
+306
+0.9% +$35.5K
PLTR icon
74
Palantir
PLTR
$410B
$4.16M 0.11%
23,411
+194
+0.8% +$35.1K
TT icon
75
Trane Technologies
TT
$106B
$4.13M 0.11%
10,620
+50
+0.5% +$20.7K
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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CW
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BG
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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.