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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
+12.79%
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
$1.47B
AUM Growth
-$1.32B
Cap. Flow
-$1.46B
Cap. Flow %
-98.9%
Top 10 Hldgs %
46.15%
Holding
284
New
12
Increased
34
Reduced
219
Closed
19

Top Buys

Rank Stock Value
1
IVVW icon
iShares S&P 500 BuyWrite ETF
IVVW
+$135M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$23M
3
KKR icon
KKR & Co
KKR
+$6.65M
4
CME icon
CME Group
CME
+$6.48M
5
AMZN icon
Amazon
AMZN
+$3.19M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$745M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$519M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$104M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$64.1M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$50.3M

Sector Composition

Rank Sector Weight
1 Technology 28.13%
2 Financials 11.76%
3 Communication Services 7.34%
4 Healthcare 7.22%
5 Consumer Discretionary 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COF icon
101
Capital One
COF
$135B
$2.54M 0.17%
11,959
+7,796
+187% +$1.45M
AMD icon
102
Advanced Micro Devices
AMD
$795B
$2.53M 0.17%
17,799
-57,008
-76% -$6.21M
DIS icon
103
Walt Disney
DIS
$179B
$2.45M 0.17%
19,755
-1,230
-6% -$128K
GE icon
104
GE Aerospace
GE
$391B
$2.4M 0.16%
9,339
-634
-6% -$139K
MSCI icon
105
MSCI
MSCI
$41.2B
$2.38M 0.16%
4,124
-184
-4% -$102K
ADP icon
106
Automatic Data Processing
ADP
$109B
$2.37M 0.16%
7,688
-478
-6% -$147K
WELL icon
107
Welltower
WELL
$169B
$2.33M 0.16%
15,137
-942
-6% -$141K
CSCO icon
108
Cisco
CSCO
$476B
$2.31M 0.16%
33,331
-2,074
-6% -$127K
ADI icon
109
Analog Devices
ADI
$184B
$2.27M 0.15%
9,552
-594
-6% -$124K
C icon
110
Citigroup
C
$226B
$2.26M 0.15%
26,553
-1,652
-6% -$119K
WDAY icon
111
Workday
WDAY
$41.5B
$2.23M 0.15%
9,281
-379
-4% -$92.3K
CL icon
112
Colgate-Palmolive
CL
$74B
$2.2M 0.15%
24,243
+10,444
+76% +$953K
DE icon
113
Deere & Co
DE
$165B
$2.13M 0.14%
4,195
-260
-6% -$127K
RY icon
114
Royal Bank of Canada
RY
$292B
$2.04M 0.14%
15,487
-963
-6% -$118K
SHW icon
115
Sherwin-Williams
SHW
$88.6B
$1.92M 0.13%
5,595
-348
-6% -$121K
MRK icon
116
Merck
MRK
$318B
$1.92M 0.13%
24,237
-1,509
-6% -$120K
PEP icon
117
PepsiCo
PEP
$188B
$1.89M 0.13%
14,345
-5,886
-29% -$793K
AME icon
118
Ametek
AME
$57.4B
$1.89M 0.13%
10,464
-651
-6% -$112K
GEV icon
119
GE Vernova
GEV
$270B
$1.87M 0.13%
+3,528
New +$1.47M
LIN icon
120
Linde
LIN
$227B
$1.85M 0.13%
3,942
-267
-6% -$122K
CSL icon
121
Carlisle Companies
CSL
$15.4B
$1.82M 0.12%
4,881
-16,419
-77% -$6.1M
IR icon
122
Ingersoll Rand
IR
$34.7B
$1.81M 0.12%
21,783
-1,355
-6% -$107K
IDXX icon
123
Idexx Laboratories
IDXX
$46.3B
$1.8M 0.12%
3,354
-85
-2% -$40.6K
BLK icon
124
Blackrock
BLK
$174B
$1.79M 0.12%
1,708
-115
-6% -$109K
GILD icon
125
Gilead Sciences
GILD
$162B
$1.79M 0.12%
16,160
-1,006
-6% -$107K
3 4
5
6 7

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AI
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Sumitomo Life Insurance's Q2 2025 Portfolio in Review

As of Q2 2025, Sumitomo Life Insurance held 284 positions worth $1.47B, down 47% from $2.79B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Sumitomo Life Insurance withdrew a net $1.46B in Q2 2025, closing 19 positions and reducing 219 holdings. Its most notable exit was Vanguard High Dividend Yield ETF, an estimated $745M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Sumitomo Life Insurance opened a new position in iShares S&P 500 BuyWrite ETF worth $139M.

  • Sumitomo Life Insurance's largest Q2 2025 buy was iShares S&P 500 BuyWrite ETF: 3,030,000 shares worth $139M.
  • Sumitomo Life Insurance added most to CME Group in Q2 2025, an estimated $6.48M increase.
  • Sumitomo Life Insurance's biggest Q2 2025 reduction was iShares TIPS Bond ETF, cutting an estimated $64.1M.
  • Sumitomo Life Insurance fully exited Vanguard High Dividend Yield ETF in Q2 2025, selling an estimated $745M.
  • Sumitomo Life Insurance's ten largest holdings make up 46% of its $1.47B portfolio in Q2 2025.
  • Sumitomo Life Insurance opened 12 new positions and closed 19 in Q2 2025.
  • Sumitomo Life Insurance's portfolio value fell 47% quarter-over-quarter to $1.47B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2025, filed 5 Aug 2025.