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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
-0.36%
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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
-$2.5B
Cap. Flow %
-89.58%
Top 10 Hldgs %
67.47%
Holding
278
New
8
Increased
80
Reduced
178
Closed
6

Top Buys

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$15.9M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$13.8M
3
SCHP icon
Schwab US TIPS ETF
SCHP
+$13.1M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.04M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.23B
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$624M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$230M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107M

Sector Composition

Rank Sector Weight
1 Technology 12.17%
2 Financials 5.65%
3 Healthcare 4.11%
4 Communication Services 3.41%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAH icon
101
Booz Allen Hamilton
BAH
$9.15B
$2.3M 0.08%
21,978
-222
-1% -$26.8K
DDOG icon
102
Datadog
DDOG
$84B
$2.26M 0.08%
22,811
+2,213
+11% +$279K
WDAY icon
103
Workday
WDAY
$44.4B
$2.26M 0.08%
9,660
-63
-0.6% -$16.1K
CSCO icon
104
Cisco
CSCO
$479B
$2.18M 0.08%
35,405
-395
-1% -$24.3K
PWR icon
105
Quanta Services
PWR
$101B
$2.15M 0.08%
8,465
+1,956
+30% +$565K
AVY icon
106
Avery Dennison
AVY
$13.4B
$2.14M 0.08%
12,035
-60
-0.5% -$11K
TXN icon
107
Texas Instruments
TXN
$261B
$2.14M 0.08%
11,907
-182
-2% -$34.1K
TMUS icon
108
T-Mobile US
TMUS
$190B
$2.12M 0.08%
7,967
-45
-0.6% -$11.1K
DE icon
109
Deere & Co
DE
$168B
$2.09M 0.07%
4,455
-51
-1% -$23.9K
SHW icon
110
Sherwin-Williams
SHW
$89.8B
$2.08M 0.07%
5,943
-68
-1% -$23.9K
DIS icon
111
Walt Disney
DIS
$181B
$2.07M 0.07%
20,985
-236
-1% -$25.4K
ADI icon
112
Analog Devices
ADI
$190B
$2.05M 0.07%
10,146
-154
-1% -$33.3K
ACGL icon
113
Arch Capital
ACGL
$33.6B
$2.02M 0.07%
20,954
-115
-0.5% -$10.6K
C icon
114
Citigroup
C
$226B
$2M 0.07%
28,205
-305
-1% -$23.3K
GE icon
115
GE Aerospace
GE
$384B
$2M 0.07%
9,973
-62
-0.6% -$12.2K
HWM icon
116
Howmet Aerospace
HWM
$112B
$1.98M 0.07%
15,290
-234
-2% -$29.7K
TJX icon
117
TJX Companies
TJX
$178B
$1.98M 0.07%
16,257
-95
-0.6% -$11.5K
ANSS
118
DELISTED
Ansys
ANSS
$1.97M 0.07%
6,230
-39
-0.6% -$13.1K
LIN icon
119
Linde
LIN
$226B
$1.96M 0.07%
4,209
-22
-0.5% -$9.9K
GILD icon
120
Gilead Sciences
GILD
$165B
$1.92M 0.07%
17,166
-165
-1% -$17K
AME icon
121
Ametek
AME
$58.2B
$1.91M 0.07%
11,115
-124
-1% -$22.5K
UNP icon
122
Union Pacific
UNP
$174B
$1.89M 0.07%
8,007
-47
-0.6% -$11.3K
CSGP icon
123
CoStar Group
CSGP
$12.3B
$1.89M 0.07%
23,862
-156
-0.6% -$11.9K
RY icon
124
Royal Bank of Canada
RY
$293B
$1.85M 0.07%
16,450
-185
-1% -$21.8K
IR icon
125
Ingersoll Rand
IR
$33.7B
$1.85M 0.07%
23,138
-262
-1% -$22.8K
3 4
5
6 7

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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 Q1 2025 Portfolio in Review

As of Q1 2025, Sumitomo Life Insurance held 278 positions worth $2.79B, down 47% from $5.3B the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Sumitomo Life Insurance withdrew a net $2.5B in Q1 2025, closing 6 positions and reducing 178 holdings. Its most notable exit was State Street SPDR Portfolio S&P 500 ETF, an estimated $624M position sold in full.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 7.3% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Sumitomo Life Insurance opened a new position in Motorola Solutions worth $1.23M.

  • Sumitomo Life Insurance's largest Q1 2025 buy was Motorola Solutions: 2,820 shares worth $1.23M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q1 2025, an estimated $15.9M increase.
  • Sumitomo Life Insurance's biggest Q1 2025 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $1.23B.
  • Sumitomo Life Insurance fully exited State Street SPDR Portfolio S&P 500 ETF in Q1 2025, selling an estimated $624M.
  • Sumitomo Life Insurance's ten largest holdings make up 67% of its $2.79B portfolio in Q1 2025.
  • Sumitomo Life Insurance opened 8 new positions and closed 6 in Q1 2025.
  • Sumitomo Life Insurance's portfolio value fell 47% quarter-over-quarter to $2.79B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2025, filed 2 May 2025.