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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
+2.19%
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
$3.65B
AUM Growth
+$431M
Cap. Flow
+$385M
Cap. Flow %
10.55%
Top 10 Hldgs %
62.1%
Holding
286
New
18
Increased
213
Reduced
45
Closed
5

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$401M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$40.2M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$21.4M
4
NVDA icon
NVIDIA
NVDA
+$11.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$10.4M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$164M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.7M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.59M
4
META icon
Meta Platforms (Facebook)
META
+$8.41M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.43M

Sector Composition

Rank Sector Weight
1 Technology 13.49%
2 Financials 5.49%
3 Communication Services 4.38%
4 Healthcare 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
76
Johnson & Johnson
JNJ
$625B
$4.05M 0.11%
19,569
+168
+0.9% +$33.2K
NFLX icon
77
Netflix
NFLX
$309B
$3.99M 0.11%
42,553
+513
+1% +$55.3K
PWR icon
78
Quanta Services
PWR
$101B
$3.97M 0.11%
9,414
+38
+0.4% +$16.7K
GE icon
79
GE Aerospace
GE
$384B
$3.89M 0.11%
12,628
+113
+0.9% +$34K
MU icon
80
Micron Technology
MU
$991B
$3.87M 0.11%
13,558
+4,082
+43% +$937K
COST icon
81
Costco
COST
$420B
$3.85M 0.11%
4,468
+38
+0.9% +$34.4K
ETN icon
82
Eaton
ETN
$174B
$3.82M 0.1%
11,979
+68
+0.6% +$24.1K
IBKR icon
83
Interactive Brokers
IBKR
$39.6B
$3.77M 0.1%
58,550
+170
+0.3% +$11.4K
QCOM icon
84
Qualcomm
QCOM
$176B
$3.75M 0.1%
21,910
+130
+0.6% +$22.3K
AMD icon
85
Advanced Micro Devices
AMD
$789B
$3.72M 0.1%
17,393
+151
+0.9% +$33.9K
ECL icon
86
Ecolab
ECL
$79.9B
$3.71M 0.1%
14,134
+76
+0.5% +$20.2K
CAT icon
87
Caterpillar
CAT
$387B
$3.69M 0.1%
6,448
+55
+0.9% +$30.6K
VRTX icon
88
Vertex Pharmaceuticals
VRTX
$126B
$3.68M 0.1%
8,126
+1,033
+15% +$445K
SYK icon
89
Stryker
SYK
$130B
$3.63M 0.1%
10,333
+60
+0.6% +$21.9K
HD icon
90
Home Depot
HD
$355B
$3.63M 0.1%
10,543
+91
+0.9% +$33.3K
MS icon
91
Morgan Stanley
MS
$340B
$3.61M 0.1%
20,327
+176
+0.9% +$29.4K
WFC icon
92
Wells Fargo
WFC
$264B
$3.58M 0.1%
38,422
+333
+0.9% +$28.9K
CSCO icon
93
Cisco
CSCO
$479B
$3.57M 0.1%
46,330
+400
+0.9% +$29.7K
CEG icon
94
Constellation Energy
CEG
$96.4B
$3.51M 0.1%
9,933
+3,352
+51% +$1.22M
TKO icon
95
TKO Group
TKO
$13.6B
$3.5M 0.1%
16,764
+72
+0.4% +$14K
TJX icon
96
TJX Companies
TJX
$178B
$3.45M 0.09%
22,476
-2,656
-11% -$393K
BNY
97
Bank of New York Mellon
BNY
$107B
$3.45M 0.09%
29,734
+14,498
+95% +$1.6M
HWM icon
98
Howmet Aerospace
HWM
$113B
$3.42M 0.09%
16,704
+145
+0.9% +$28.9K
AEM icon
99
Agnico Eagle Mines
AEM
$90.5B
$3.42M 0.09%
20,166
+14,959
+287% +$2.51M
HEI icon
100
HEICO Corp
HEI
$51.4B
$3.23M 0.09%
9,979
+59
+0.6% +$18.6K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Sumitomo Life Insurance held 286 positions worth $3.65B, up 13% from $3.22B the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Sumitomo Life Insurance deployed $385M of net new capital in Q4 2025, opening 18 new positions and adding to 213 existing holdings. Its largest new stake was iShares S&P GSCI Commodity-Indexed Trust: 1,746,896 shares worth $40.3M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 15% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $15.7M trimmed.

  • Sumitomo Life Insurance's largest Q4 2025 buy was iShares S&P GSCI Commodity-Indexed Trust: 1,746,896 shares worth $40.3M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $401M increase.
  • Sumitomo Life Insurance's biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $15.7M.
  • Sumitomo Life Insurance fully exited iShares TIPS Bond ETF in Q4 2025, selling an estimated $164M.
  • Sumitomo Life Insurance's ten largest holdings make up 62% of its $3.65B portfolio in Q4 2025.
  • Sumitomo Life Insurance opened 18 new positions and closed 5 in Q4 2025.
  • Sumitomo Life Insurance's portfolio value rose 13% quarter-over-quarter to $3.65B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2025, filed 13 Feb 2026.