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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+11.07%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$6.12B
AUM Growth
+$1.86B
Cap. Flow
+$1.45B
Cap. Flow %
23.73%
Top 10 Hldgs %
72.34%
Holding
299
New
17
Increased
49
Reduced
216
Closed
8

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$598M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$448M
3
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$251M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$50.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$47.1M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$42.8M
2
ABNB icon
Airbnb
ABNB
+$11.3M
3
ZTS icon
Zoetis
ZTS
+$7.67M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.31M
5
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$5.28M

Sector Composition

Rank Sector Weight
1 Miscellaneous 76.09%
2 Technology 9.44%
3 Financials 3.01%
4 Communication Services 2.6%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BNY
101
Bank of New York Mellon
BNY
$105B
$3.15M 0.05%
21,758
-6,320
-23% -$864K
TJX icon
102
TJX Companies
TJX
$137B
$3.09M 0.05%
20,416
-2,035
-9% -$322K
WFC icon
103
Wells Fargo
WFC
$271B
$3.08M 0.05%
37,260
-2,156
-5% -$173K
PLTR icon
104
Palantir
PLTR
$415B
$3.08M 0.05%
26,361
+2,336
+10% +$319K
ADI icon
105
Analog Devices
ADI
$175B
$3.06M 0.05%
7,692
-400
-5% -$158K
RY icon
106
Royal Bank of Canada
RY
$283B
$3.04M 0.05%
14,674
-849
-5% -$158K
FNV icon
107
Franco-Nevada
FNV
$50.7B
$2.97M 0.05%
14,270
+1,868
+15% +$435K
SYK icon
108
Stryker
SYK
$108B
$2.95M 0.05%
9,379
-585
-6% -$184K
MRK icon
109
Merck
MRK
$355B
$2.95M 0.05%
22,968
-1,327
-5% -$155K
NFLX icon
110
Netflix
NFLX
$324B
$2.94M 0.05%
41,128
-2,379
-5% -$210K
NOW icon
111
ServiceNow
NOW
$147B
$2.8M 0.05%
28,226
-2,263
-7% -$224K
TKO icon
112
TKO Group
TKO
$13.9B
$2.6M 0.04%
12,933
-2,822
-18% -$550K
ORCL icon
113
Oracle
ORCL
$404B
$2.49M 0.04%
16,984
-995
-6% -$180K
AME icon
114
Ametek
AME
$53.8B
$2.4M 0.04%
9,915
-573
-5% -$132K
KKR icon
115
KKR & Co
KKR
$89.8B
$2.35M 0.04%
25,600
– –
CW icon
116
Curtiss-Wright
CW
$20.8B
$2.32M 0.04%
3,062
-1,078
-26% -$790K
MCD icon
117
McDonald's
MCD
$179B
$2.32M 0.04%
8,580
-497
-5% -$143K
CTVA icon
118
Corteva
CTVA
$55.6B
$2.27M 0.04%
26,800
– –
AEM icon
119
Agnico Eagle Mines
AEM
$99.7B
$2.21M 0.04%
14,255
-3,734
-21% -$692K
CF icon
120
CF Industries
CF
$20.5B
$2.18M 0.04%
20,144
-78
-0.4% -$9.19K
MSI icon
121
Motorola Solutions
MSI
$77.6B
$2.13M 0.03%
5,137
+1,299
+34% +$544K
TXN icon
122
Texas Instruments
TXN
$241B
$2.13M 0.03%
7,134
-429
-6% -$119K
HEI icon
123
HEICO Corp
HEI
$41.5B
$2.11M 0.03%
5,927
-3,898
-40% -$1.19M
DELL icon
124
Dell
DELL
$346B
$2.1M 0.03%
4,875
-315
-6% -$91.1K
SNPS icon
125
Synopsys
SNPS
$70.5B
$2.1M 0.03%
4,697
-395
-8% -$186K
3 4
5
6 7

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2026 Portfolio in Review

As of Q2 2026, Sumitomo Life Insurance held 299 positions worth $6.12B, up 44% from $4.25B the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Sumitomo Life Insurance deployed $1.45B of net new capital in Q2 2026, opening 17 new positions and adding to 49 existing holdings. Its largest new stake was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.

By sector, the portfolio is most concentrated in Miscellaneous at 76% of assets, up from 70% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $42.8M trimmed.

  • Sumitomo Life Insurance's largest Q2 2026 buy was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $598M increase.
  • Sumitomo Life Insurance's biggest Q2 2026 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $42.8M.
  • Sumitomo Life Insurance fully exited Zoetis in Q2 2026, selling an estimated $7.67M.
  • Sumitomo Life Insurance's ten largest holdings make up 72% of its $6.12B portfolio in Q2 2026.
  • Sumitomo Life Insurance opened 17 new positions and closed 8 in Q2 2026.
  • Sumitomo Life Insurance's portfolio value rose 44% quarter-over-quarter to $6.12B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.