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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
+5.42%
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
$3.22B
AUM Growth
+$1.75B
Cap. Flow
+$1.65B
Cap. Flow %
51.15%
Top 10 Hldgs %
59.16%
Holding
279
New
14
Increased
54
Reduced
194
Closed
11

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$847M
2
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$137M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$121M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$108M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$103M

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$8.37M
2
BX icon
Blackstone
BX
+$5.88M
3
SYY icon
Sysco
SYY
+$3.02M
4
JPM icon
JPMorgan Chase
JPM
+$2.9M
5
PG icon
Procter & Gamble
PG
+$2.1M

Sector Composition

Rank Sector Weight
1 Technology 14.73%
2 Financials 5.65%
3 Communication Services 4.6%
4 Consumer Discretionary 3.47%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PWR icon
76
Quanta Services
PWR
$101B
$3.89M 0.12%
9,376
-176
-2% -$68.4K
ECL icon
77
Ecolab
ECL
$79.9B
$3.85M 0.12%
14,058
-284
-2% -$77.1K
SYK icon
78
Stryker
SYK
$130B
$3.8M 0.12%
10,273
-219
-2% -$84.6K
GE icon
79
GE Aerospace
GE
$384B
$3.76M 0.12%
12,515
+3,176
+34% +$868K
PH icon
80
Parker-Hannifin
PH
$135B
$3.73M 0.12%
4,919
-81
-2% -$59.8K
TJX icon
81
TJX Companies
TJX
$178B
$3.63M 0.11%
25,132
-600
-2% -$79.7K
QCOM icon
82
Qualcomm
QCOM
$176B
$3.62M 0.11%
21,780
-481
-2% -$76.3K
JNJ icon
83
Johnson & Johnson
JNJ
$625B
$3.6M 0.11%
19,401
-627
-3% -$107K
ABBV icon
84
AbbVie
ABBV
$435B
$3.56M 0.11%
15,360
-497
-3% -$101K
TKO icon
85
TKO Group
TKO
$13.6B
$3.37M 0.1%
16,692
+1,791
+12% +$327K
SNPS icon
86
Synopsys
SNPS
$79.7B
$3.31M 0.1%
6,715
-1,622
-19% -$917K
HWM icon
87
Howmet Aerospace
HWM
$112B
$3.25M 0.1%
16,559
-546
-3% -$99.5K
SPOT icon
88
Spotify
SPOT
$100B
$3.22M 0.1%
4,613
-85
-2% -$59.4K
TRMB icon
89
Trimble
TRMB
$13.9B
$3.21M 0.1%
39,371
-779
-2% -$63.6K
MS icon
90
Morgan Stanley
MS
$340B
$3.2M 0.1%
20,151
-652
-3% -$96.3K
HEI icon
91
HEICO Corp
HEI
$51.4B
$3.2M 0.1%
9,920
+4,892
+97% +$1.56M
WFC icon
92
Wells Fargo
WFC
$264B
$3.19M 0.1%
38,089
-1,233
-3% -$100K
CSCO icon
93
Cisco
CSCO
$479B
$3.14M 0.1%
45,930
+12,599
+38% +$859K
CVX icon
94
Chevron
CVX
$366B
$3.11M 0.1%
20,004
-647
-3% -$100K
CTAS icon
95
Cintas
CTAS
$81.3B
$3.09M 0.1%
15,054
-296
-2% -$63.2K
ARES icon
96
Ares Management
ARES
$30.9B
$3.09M 0.1%
19,315
-299
-2% -$53.9K
CAT icon
97
Caterpillar
CAT
$387B
$3.05M 0.09%
6,393
-206
-3% -$87.9K
UNH icon
98
UnitedHealth
UNH
$370B
$2.95M 0.09%
8,530
-275
-3% -$83.2K
AMD icon
99
Advanced Micro Devices
AMD
$789B
$2.79M 0.09%
17,242
-557
-3% -$89.9K
VRTX icon
100
Vertex Pharmaceuticals
VRTX
$126B
$2.78M 0.09%
7,093
-143
-2% -$59.8K
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 Q3 2025 Portfolio in Review

As of Q3 2025, Sumitomo Life Insurance held 279 positions worth $3.22B, up 118% from $1.47B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Sumitomo Life Insurance deployed $1.65B of net new capital in Q3 2025, opening 14 new positions and adding to 54 existing holdings. Its largest new stake was Schwab US Dividend Equity ETF: 31,050,000 shares worth $848M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 28% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Adobe, an estimated $8.37M trimmed.

  • Sumitomo Life Insurance's largest Q3 2025 buy was Schwab US Dividend Equity ETF: 31,050,000 shares worth $848M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q3 2025, an estimated $49.9M increase.
  • Sumitomo Life Insurance's biggest Q3 2025 reduction was Adobe, cutting an estimated $8.37M.
  • Sumitomo Life Insurance fully exited Blackstone in Q3 2025, selling an estimated $5.88M.
  • Sumitomo Life Insurance's ten largest holdings make up 59% of its $3.22B portfolio in Q3 2025.
  • Sumitomo Life Insurance opened 14 new positions and closed 11 in Q3 2025.
  • Sumitomo Life Insurance's portfolio value rose 118% quarter-over-quarter to $3.22B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2025, filed 12 Nov 2025.