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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
-0.36%
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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
-$2.5B
Cap. Flow %
-89.58%
Top 10 Hldgs %
67.47%
Holding
278
New
8
Increased
80
Reduced
178
Closed
6

Top Buys

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$15.9M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$13.8M
3
SCHP icon
Schwab US TIPS ETF
SCHP
+$13.1M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.04M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.23B
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$624M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$230M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107M

Sector Composition

Rank Sector Weight
1 Technology 12.17%
2 Financials 5.65%
3 Healthcare 4.11%
4 Communication Services 3.41%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
76
Johnson & Johnson
JNJ
$625B
$3.53M 0.13%
21,275
-324
-2% -$50.7K
ETN icon
77
Eaton
ETN
$174B
$3.44M 0.12%
12,656
-129
-1% -$40.2K
ECL icon
78
Ecolab
ECL
$79.9B
$3.39M 0.12%
13,371
-143
-1% -$36K
MRSH
79
Marsh
MRSH
$91.5B
$3.37M 0.12%
13,791
-54
-0.4% -$12.3K
CTAS icon
80
Cintas
CTAS
$81.3B
$3.28M 0.12%
15,981
-247
-2% -$49.2K
APH icon
81
Amphenol
APH
$209B
$3.23M 0.12%
49,304
+2,457
+5% +$168K
PH icon
82
Parker-Hannifin
PH
$135B
$3.14M 0.11%
5,171
-35
-0.7% -$22.9K
EOG icon
83
EOG Resources
EOG
$70.7B
$3.1M 0.11%
24,155
-193
-0.8% -$24.8K
PEP icon
84
PepsiCo
PEP
$190B
$3.03M 0.11%
20,231
-232
-1% -$34.5K
MCD icon
85
McDonald's
MCD
$195B
$3M 0.11%
9,619
-147
-2% -$44K
WFC icon
86
Wells Fargo
WFC
$264B
$3M 0.11%
41,769
-650
-2% -$48.8K
ARES icon
87
Ares Management
ARES
$30.9B
$2.97M 0.11%
20,249
-126
-0.6% -$21.8K
PM icon
88
Philip Morris
PM
$295B
$2.88M 0.1%
18,159
-276
-1% -$39.1K
CRM icon
89
Salesforce
CRM
$158B
$2.82M 0.1%
10,493
-161
-2% -$50.1K
KO icon
90
Coca-Cola
KO
$375B
$2.75M 0.1%
38,381
-584
-1% -$39K
TRMB icon
91
Trimble
TRMB
$13.9B
$2.74M 0.1%
41,810
-329
-0.8% -$23.7K
ANET icon
92
Arista Networks
ANET
$238B
$2.73M 0.1%
35,281
-114
-0.3% -$11.6K
TDG icon
93
TransDigm Group
TDG
$67.7B
$2.66M 0.1%
1,921
-30
-2% -$40K
MS icon
94
Morgan Stanley
MS
$340B
$2.58M 0.09%
22,097
-319
-1% -$41.1K
IBKR icon
95
Interactive Brokers
IBKR
$39.8B
$2.52M 0.09%
60,860
-228
-0.4% -$11.3K
ADP icon
96
Automatic Data Processing
ADP
$108B
$2.49M 0.09%
8,166
-125
-2% -$37.7K
WELL icon
97
Welltower
WELL
$171B
$2.46M 0.09%
16,079
-181
-1% -$25.8K
MSCI icon
98
MSCI
MSCI
$40.9B
$2.44M 0.09%
4,308
-18
-0.4% -$10.5K
CAT icon
99
Caterpillar
CAT
$387B
$2.31M 0.08%
7,009
-108
-2% -$38.5K
MRK icon
100
Merck
MRK
$318B
$2.31M 0.08%
25,746
-392
-1% -$36.6K
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 2025 Portfolio in Review

As of Q1 2025, Sumitomo Life Insurance held 278 positions worth $2.79B, down 47% from $5.3B the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Sumitomo Life Insurance withdrew a net $2.5B in Q1 2025, closing 6 positions and reducing 178 holdings. Its most notable exit was State Street SPDR Portfolio S&P 500 ETF, an estimated $624M position sold in full.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 7.3% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Sumitomo Life Insurance opened a new position in Motorola Solutions worth $1.23M.

  • Sumitomo Life Insurance's largest Q1 2025 buy was Motorola Solutions: 2,820 shares worth $1.23M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q1 2025, an estimated $15.9M increase.
  • Sumitomo Life Insurance's biggest Q1 2025 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $1.23B.
  • Sumitomo Life Insurance fully exited State Street SPDR Portfolio S&P 500 ETF in Q1 2025, selling an estimated $624M.
  • Sumitomo Life Insurance's ten largest holdings make up 67% of its $2.79B portfolio in Q1 2025.
  • Sumitomo Life Insurance opened 8 new positions and closed 6 in Q1 2025.
  • Sumitomo Life Insurance's portfolio value fell 47% quarter-over-quarter to $2.79B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2025, filed 2 May 2025.