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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+11.07%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$6.12B
AUM Growth
+$1.86B
Cap. Flow
+$1.45B
Cap. Flow %
23.73%
Top 10 Hldgs %
72.34%
Holding
299
New
17
Increased
49
Reduced
216
Closed
8

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$598M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$448M
3
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$251M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$50.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$47.1M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$42.8M
2
ABNB icon
Airbnb
ABNB
+$11.3M
3
ZTS icon
Zoetis
ZTS
+$7.67M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.31M
5
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$5.28M

Sector Composition

Rank Sector Weight
1 Miscellaneous 76.09%
2 Technology 9.44%
3 Financials 3.01%
4 Communication Services 2.6%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNDK
76
Sandisk
SNDK
$224B
$4.32M 0.07%
+1,900
New +$2.71M
AXP icon
77
American Express
AXP
$219B
$4.31M 0.07%
12,756
-1,989
-13% -$637K
ETN icon
78
Eaton
ETN
$152B
$4.24M 0.07%
9,947
-1,579
-14% -$637K
NEM icon
79
Newmont
NEM
$131B
$4.18M 0.07%
44,712
-8,916
-17% -$971K
MS icon
80
Morgan Stanley
MS
$324B
$4.12M 0.07%
19,712
-1,140
-5% -$226K
WMB icon
81
Williams Companies
WMB
$87.6B
$4.12M 0.07%
55,380
-15,056
-21% -$1.11M
FIX icon
82
Comfort Systems
FIX
$55.5B
$4.08M 0.07%
2,060
-493
-19% -$895K
COST icon
83
Costco
COST
$400B
$4.05M 0.07%
4,334
-250
-5% -$249K
TT icon
84
Trane Technologies
TT
$93B
$3.88M 0.06%
7,909
-2,100
-21% -$982K
STX icon
85
Seagate
STX
$176B
$3.79M 0.06%
3,927
-617
-14% -$471K
KO icon
86
Coca-Cola
KO
$382B
$3.64M 0.06%
44,829
+8,610
+24% +$680K
HD icon
87
Home Depot
HD
$305B
$3.61M 0.06%
10,224
-592
-5% -$193K
PH icon
88
Parker-Hannifin
PH
$117B
$3.59M 0.06%
3,675
-982
-21% -$900K
GLW icon
89
Corning
GLW
$124B
$3.53M 0.06%
13,805
+5,903
+75% +$1.07M
C icon
90
Citigroup
C
$228B
$3.52M 0.06%
25,161
-1,455
-5% -$189K
ANET icon
91
Arista Networks
ANET
$243B
$3.49M 0.06%
20,526
-11,572
-36% -$1.82M
TD icon
92
Toronto Dominion Bank
TD
$199B
$3.46M 0.06%
28,467
-1,647
-5% -$180K
APP icon
93
Applovin
APP
$111B
$3.41M 0.06%
6,623
-1,094
-14% -$528K
HWM icon
94
Howmet Aerospace
HWM
$89.6B
$3.28M 0.05%
12,209
-2,618
-18% -$672K
VRTX icon
95
Vertex Pharmaceuticals
VRTX
$130B
$3.26M 0.05%
6,558
-1,197
-15% -$530K
WELL icon
96
Welltower
WELL
$168B
$3.26M 0.05%
14,344
-829
-5% -$175K
ECL icon
97
Ecolab
ECL
$77B
$3.24M 0.05%
11,643
-1,948
-14% -$513K
CVX icon
98
Chevron
CVX
$427B
$3.24M 0.05%
19,569
-1,132
-5% -$211K
KEYS icon
99
Keysight
KEYS
$53.3B
$3.22M 0.05%
9,197
-531
-5% -$181K
IBKR icon
100
Interactive Brokers
IBKR
$40.2B
$3.16M 0.05%
36,310
-14,272
-28% -$1.19M
2 3
4
5 6

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2026 Portfolio in Review

As of Q2 2026, Sumitomo Life Insurance held 299 positions worth $6.12B, up 44% from $4.25B the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Sumitomo Life Insurance deployed $1.45B of net new capital in Q2 2026, opening 17 new positions and adding to 49 existing holdings. Its largest new stake was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.

By sector, the portfolio is most concentrated in Miscellaneous at 76% of assets, up from 70% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $42.8M trimmed.

  • Sumitomo Life Insurance's largest Q2 2026 buy was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $598M increase.
  • Sumitomo Life Insurance's biggest Q2 2026 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $42.8M.
  • Sumitomo Life Insurance fully exited Zoetis in Q2 2026, selling an estimated $7.67M.
  • Sumitomo Life Insurance's ten largest holdings make up 72% of its $6.12B portfolio in Q2 2026.
  • Sumitomo Life Insurance opened 17 new positions and closed 8 in Q2 2026.
  • Sumitomo Life Insurance's portfolio value rose 44% quarter-over-quarter to $6.12B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.