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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
+12.79%
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
$1.47B
AUM Growth
-$1.32B
Cap. Flow
-$1.46B
Cap. Flow %
-98.9%
Top 10 Hldgs %
46.15%
Holding
284
New
12
Increased
34
Reduced
219
Closed
19

Top Buys

Rank Stock Value
1
IVVW icon
iShares S&P 500 BuyWrite ETF
IVVW
+$135M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$23M
3
KKR icon
KKR & Co
KKR
+$6.65M
4
CME icon
CME Group
CME
+$6.48M
5
AMZN icon
Amazon
AMZN
+$3.19M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$745M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$519M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$104M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$64.1M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$50.3M

Sector Composition

Rank Sector Weight
1 Technology 28.13%
2 Financials 11.76%
3 Communication Services 7.34%
4 Healthcare 7.22%
5 Consumer Discretionary 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FISV
76
Fiserv Inc
FISV
$28.4B
$3.41M 0.23%
19,770
-728
-4% -$132K
ARES icon
77
Ares Management
ARES
$31.2B
$3.4M 0.23%
19,614
-635
-3% -$100K
IBKR icon
78
Interactive Brokers
IBKR
$39B
$3.28M 0.22%
59,232
-1,628
-3% -$77.2K
VRTX icon
79
Vertex Pharmaceuticals
VRTX
$123B
$3.22M 0.22%
7,236
-301
-4% -$139K
HWM icon
80
Howmet Aerospace
HWM
$118B
$3.18M 0.22%
17,105
+1,815
+12% +$279K
TJX icon
81
TJX Companies
TJX
$178B
$3.18M 0.22%
25,732
+9,475
+58% +$1.2M
WFC icon
82
Wells Fargo
WFC
$266B
$3.15M 0.21%
39,322
-2,447
-6% -$176K
JNJ icon
83
Johnson & Johnson
JNJ
$619B
$3.06M 0.21%
20,028
-1,247
-6% -$192K
TRMB icon
84
Trimble
TRMB
$13.6B
$3.05M 0.21%
40,150
-1,660
-4% -$112K
IFRA icon
85
iShares US Infrastructure ETF
IFRA
$4.56B
$3M 0.2%
61,000
-62,700
-51% -$2.92M
CVX icon
86
Chevron
CVX
$370B
$2.96M 0.2%
20,651
-1,286
-6% -$181K
DDOG icon
87
Datadog
DDOG
$83.6B
$2.95M 0.2%
21,934
-877
-4% -$97.1K
ABBV icon
88
AbbVie
ABBV
$430B
$2.94M 0.2%
15,857
-987
-6% -$183K
MS icon
89
Morgan Stanley
MS
$340B
$2.93M 0.2%
20,803
-1,294
-6% -$159K
MRSH
90
Marsh
MRSH
$91.7B
$2.89M 0.2%
13,221
-570
-4% -$129K
PLTR icon
91
Palantir
PLTR
$375B
$2.87M 0.19%
21,038
+5,844
+38% +$685K
EOG icon
92
EOG Resources
EOG
$71B
$2.77M 0.19%
23,153
-1,002
-4% -$115K
TDG icon
93
TransDigm Group
TDG
$69.6B
$2.75M 0.19%
1,808
-113
-6% -$159K
UNH icon
94
UnitedHealth
UNH
$368B
$2.75M 0.19%
8,805
-548
-6% -$209K
USRT icon
95
iShares Core US REIT ETF
USRT
$4.62B
$2.71M 0.18%
48,000
-26,300
-35% -$1.47M
TKO icon
96
TKO Group
TKO
$13.8B
$2.71M 0.18%
14,901
+5,917
+66% +$950K
CRM icon
97
Salesforce
CRM
$152B
$2.69M 0.18%
9,879
-614
-6% -$164K
MCD icon
98
McDonald's
MCD
$196B
$2.65M 0.18%
9,055
-564
-6% -$174K
CAT icon
99
Caterpillar
CAT
$400B
$2.56M 0.17%
6,599
-410
-6% -$137K
KO icon
100
Coca-Cola
KO
$372B
$2.56M 0.17%
36,132
-2,249
-6% -$160K
2 3
4
5 6

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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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IUHSA
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Sumitomo Life Insurance's Q2 2025 Portfolio in Review

As of Q2 2025, Sumitomo Life Insurance held 284 positions worth $1.47B, down 47% from $2.79B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Sumitomo Life Insurance withdrew a net $1.46B in Q2 2025, closing 19 positions and reducing 219 holdings. Its most notable exit was Vanguard High Dividend Yield ETF, an estimated $745M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Sumitomo Life Insurance opened a new position in iShares S&P 500 BuyWrite ETF worth $139M.

  • Sumitomo Life Insurance's largest Q2 2025 buy was iShares S&P 500 BuyWrite ETF: 3,030,000 shares worth $139M.
  • Sumitomo Life Insurance added most to CME Group in Q2 2025, an estimated $6.48M increase.
  • Sumitomo Life Insurance's biggest Q2 2025 reduction was iShares TIPS Bond ETF, cutting an estimated $64.1M.
  • Sumitomo Life Insurance fully exited Vanguard High Dividend Yield ETF in Q2 2025, selling an estimated $745M.
  • Sumitomo Life Insurance's ten largest holdings make up 46% of its $1.47B portfolio in Q2 2025.
  • Sumitomo Life Insurance opened 12 new positions and closed 19 in Q2 2025.
  • Sumitomo Life Insurance's portfolio value fell 47% quarter-over-quarter to $1.47B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2025, filed 5 Aug 2025.