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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
+1.8%
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
$4.25B
AUM Growth
+$603M
Cap. Flow
+$653M
Cap. Flow %
15.35%
Top 10 Hldgs %
69.81%
Holding
293
New
12
Increased
192
Reduced
75
Closed
11

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$437M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$190M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$168M
4
AAPL icon
Apple
AAPL
+$10.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.38M

Top Sells

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$73.8M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$29.4M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$26.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$26M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$17.3M

Sector Composition

Rank Sector Weight
1 Technology 10.27%
2 Financials 4.28%
3 Communication Services 3.52%
4 Healthcare 2.92%
5 Consumer Discretionary 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
C icon
101
Citigroup
C
$222B
$3.02M 0.07%
26,616
+671
+3% +$76.4K
INTU icon
102
Intuit
INTU
$86.3B
$3.01M 0.07%
6,970
-1,651
-19% -$788K
WELL icon
103
Welltower
WELL
$170B
$3M 0.07%
15,173
+382
+3% +$75.5K
MRK icon
104
Merck
MRK
$321B
$2.92M 0.07%
24,295
+612
+3% +$70.7K
CEG icon
105
Constellation Energy
CEG
$94.1B
$2.89M 0.07%
10,351
+418
+4% +$127K
MCD icon
106
McDonald's
MCD
$191B
$2.82M 0.07%
9,077
+229
+3% +$73K
CW icon
107
Curtiss-Wright
CW
$26.5B
$2.82M 0.07%
4,140
+2,735
+195% +$1.82M
TD icon
108
Toronto Dominion Bank
TD
$198B
$2.81M 0.07%
30,114
+770
+3% +$73.2K
KO icon
109
Coca-Cola
KO
$381B
$2.75M 0.06%
36,219
+915
+3% +$69.2K
KEYS icon
110
Keysight
KEYS
$53.4B
$2.75M 0.06%
9,728
+245
+3% +$61.4K
WDC icon
111
Western Digital
WDC
$184B
$2.71M 0.06%
10,014
-4,833
-33% -$1.26M
HEI icon
112
HEICO Corp
HEI
$49.5B
$2.69M 0.06%
9,825
-154
-2% -$49.6K
ORCL icon
113
Oracle
ORCL
$367B
$2.64M 0.06%
17,979
-8,082
-31% -$1.31M
LRCX icon
114
Lam Research
LRCX
$373B
$2.59M 0.06%
12,128
+7,119
+142% +$1.59M
ADI icon
115
Analog Devices
ADI
$179B
$2.57M 0.06%
8,092
+1,939
+32% +$617K
RY icon
116
Royal Bank of Canada
RY
$292B
$2.51M 0.06%
15,523
+391
+3% +$65.4K
KKR icon
117
KKR & Co
KKR
$90.7B
$2.37M 0.06%
25,600
-47,700
-65% -$5.03M
SU icon
118
Suncor Energy
SU
$78.8B
$2.26M 0.05%
34,261
+938
+3% +$51.8K
GILD icon
119
Gilead Sciences
GILD
$163B
$2.26M 0.05%
16,236
+446
+3% +$62.5K
AME icon
120
Ametek
AME
$55B
$2.25M 0.05%
10,488
+264
+3% +$58.7K
BKR icon
121
Baker Hughes
BKR
$59.5B
$2.19M 0.05%
35,859
+22,038
+159% +$1.27M
COF icon
122
Capital One
COF
$129B
$2.18M 0.05%
11,933
+301
+3% +$63K
PEP icon
123
PepsiCo
PEP
$191B
$2.13M 0.05%
13,713
+6,490
+90% +$1.01M
NXT icon
124
Nextpower Inc
NXT
$14.7B
$2.1M 0.05%
17,399
+8,467
+95% +$938K
TW icon
125
Tradeweb Markets
TW
$20.8B
$2.06M 0.05%
17,471
-2,228
-11% -$255K
3 4
5
6 7

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AI
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NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return
DT
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AC
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IWM
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CW
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BG
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Sumitomo Life Insurance's Q1 2026 Portfolio in Review

As of Q1 2026, Sumitomo Life Insurance held 293 positions worth $4.25B, up 17% from $3.65B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Sumitomo Life Insurance deployed $653M of net new capital in Q1 2026, opening 12 new positions and adding to 192 existing holdings. Its largest new stake was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 13% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard FTSE Emerging Markets ETF, an estimated $73.8M trimmed.

  • Sumitomo Life Insurance's largest Q1 2026 buy was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.
  • Sumitomo Life Insurance added most to Schwab US Dividend Equity ETF in Q1 2026, an estimated $437M increase.
  • Sumitomo Life Insurance's biggest Q1 2026 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $73.8M.
  • Sumitomo Life Insurance fully exited Automatic Data Processing in Q1 2026, selling an estimated $1.93M.
  • Sumitomo Life Insurance's ten largest holdings make up 70% of its $4.25B portfolio in Q1 2026.
  • Sumitomo Life Insurance opened 12 new positions and closed 11 in Q1 2026.
  • Sumitomo Life Insurance's portfolio value rose 17% quarter-over-quarter to $4.25B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.