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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
+1.8%
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
$4.25B
AUM Growth
+$603M
Cap. Flow
+$653M
Cap. Flow %
15.35%
Top 10 Hldgs %
69.81%
Holding
293
New
12
Increased
192
Reduced
75
Closed
11

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$437M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$190M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$168M
4
AAPL icon
Apple
AAPL
+$10.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.38M

Top Sells

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$73.8M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$29.4M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$26.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$26M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$17.3M

Sector Composition

Rank Sector Weight
1 Technology 10.27%
2 Financials 4.28%
3 Communication Services 3.52%
4 Healthcare 2.92%
5 Consumer Discretionary 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
76
Cisco
CSCO
$448B
$3.69M 0.09%
47,529
+1,199
+3% +$93.9K
AMD icon
77
Advanced Micro Devices
AMD
$791B
$3.63M 0.09%
17,841
+448
+3% +$95.7K
ECL icon
78
Ecolab
ECL
$78.6B
$3.62M 0.09%
13,591
-543
-4% -$153K
TJX icon
79
TJX Companies
TJX
$176B
$3.59M 0.08%
22,451
-25
-0.1% -$3.89K
KLAC icon
80
KLA
KLAC
$236B
$3.57M 0.08%
24,240
+8,720
+56% +$1.28M
HD icon
81
Home Depot
HD
$332B
$3.56M 0.08%
10,816
+273
+3% +$99.5K
FIX icon
82
Comfort Systems
FIX
$59.8B
$3.52M 0.08%
2,553
+564
+28% +$716K
PLTR icon
83
Palantir
PLTR
$293B
$3.51M 0.08%
24,025
+614
+3% +$93.9K
VRTX icon
84
Vertex Pharmaceuticals
VRTX
$122B
$3.46M 0.08%
7,755
-371
-5% -$173K
MS icon
85
Morgan Stanley
MS
$330B
$3.43M 0.08%
20,852
+525
+3% +$90.9K
HWM icon
86
Howmet Aerospace
HWM
$111B
$3.42M 0.08%
14,827
-1,877
-11% -$437K
IBKR icon
87
Interactive Brokers
IBKR
$40.3B
$3.39M 0.08%
50,582
-7,968
-14% -$569K
BKNG icon
88
Booking.com
BKNG
$150B
$3.35M 0.08%
19,875
-7,725
-28% -$1.42M
BNY
89
Bank of New York Mellon
BNY
$106B
$3.33M 0.08%
28,078
-1,656
-6% -$197K
AFRM icon
90
Affirm
AFRM
$24.5B
$3.28M 0.08%
71,600
+10,500
+17% +$607K
SYK icon
91
Stryker
SYK
$133B
$3.27M 0.08%
9,964
-369
-4% -$132K
EOG icon
92
EOG Resources
EOG
$77.5B
$3.2M 0.08%
22,129
-655
-3% -$79.5K
NOW icon
93
ServiceNow
NOW
$114B
$3.19M 0.07%
30,489
-72,581
-70% -$8.54M
MDB icon
94
MongoDB
MDB
$26.2B
$3.18M 0.07%
13,000
-5,800
-31% -$1.94M
TKO icon
95
TKO Group
TKO
$13.8B
$3.18M 0.07%
15,755
-1,009
-6% -$206K
NEM icon
96
Newmont
NEM
$101B
$3.14M 0.07%
53,628
+782
+1% +$90.1K
WFC icon
97
Wells Fargo
WFC
$258B
$3.14M 0.07%
39,416
+994
+3% +$85.4K
APP icon
98
Applovin
APP
$136B
$3.07M 0.07%
7,717
+447
+6% +$216K
AMAT icon
99
Applied Materials
AMAT
$398B
$3.07M 0.07%
8,970
+3,209
+56% +$1.08M
CRWD icon
100
CrowdStrike
CRWD
$189B
$3.06M 0.07%
31,320
-8,740
-22% -$926K
2 3
4
5 6

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AI
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NCM
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IWM
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Sumitomo Life Insurance's Q1 2026 Portfolio in Review

As of Q1 2026, Sumitomo Life Insurance held 293 positions worth $4.25B, up 17% from $3.65B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Sumitomo Life Insurance deployed $653M of net new capital in Q1 2026, opening 12 new positions and adding to 192 existing holdings. Its largest new stake was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 13% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard FTSE Emerging Markets ETF, an estimated $73.8M trimmed.

  • Sumitomo Life Insurance's largest Q1 2026 buy was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.
  • Sumitomo Life Insurance added most to Schwab US Dividend Equity ETF in Q1 2026, an estimated $437M increase.
  • Sumitomo Life Insurance's biggest Q1 2026 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $73.8M.
  • Sumitomo Life Insurance fully exited Automatic Data Processing in Q1 2026, selling an estimated $1.93M.
  • Sumitomo Life Insurance's ten largest holdings make up 70% of its $4.25B portfolio in Q1 2026.
  • Sumitomo Life Insurance opened 12 new positions and closed 11 in Q1 2026.
  • Sumitomo Life Insurance's portfolio value rose 17% quarter-over-quarter to $4.25B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.