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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
+5.42%
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
$3.22B
AUM Growth
+$1.75B
Cap. Flow
+$1.65B
Cap. Flow %
51.15%
Top 10 Hldgs %
59.16%
Holding
279
New
14
Increased
54
Reduced
194
Closed
11

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$847M
2
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$137M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$121M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$108M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$103M

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$8.37M
2
BX icon
Blackstone
BX
+$5.88M
3
SYY icon
Sysco
SYY
+$3.02M
4
JPM icon
JPMorgan Chase
JPM
+$2.9M
5
PG icon
Procter & Gamble
PG
+$2.1M

Sector Composition

Rank Sector Weight
1 Technology 14.73%
2 Financials 5.65%
3 Communication Services 4.6%
4 Consumer Discretionary 3.47%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
101
McDonald's
MCD
$195B
$2.67M 0.08%
8,772
-283
-3% -$86.1K
TW icon
102
Tradeweb Markets
TW
$21.6B
$2.65M 0.08%
23,848
-320
-1% -$41.1K
WELL icon
103
Welltower
WELL
$171B
$2.61M 0.08%
14,663
-474
-3% -$77.9K
C icon
104
Citigroup
C
$226B
$2.61M 0.08%
25,720
-833
-3% -$79K
EOG icon
105
EOG Resources
EOG
$70.7B
$2.54M 0.08%
22,682
-471
-2% -$56.2K
COF icon
106
Capital One
COF
$134B
$2.45M 0.08%
11,532
-427
-4% -$93.5K
KO icon
107
Coca-Cola
KO
$375B
$2.32M 0.07%
35,000
-1,132
-3% -$77.9K
MSCI icon
108
MSCI
MSCI
$40.9B
$2.3M 0.07%
4,045
-79
-2% -$44.7K
ADI icon
109
Analog Devices
ADI
$190B
$2.27M 0.07%
9,251
-301
-3% -$72.4K
CRM icon
110
Salesforce
CRM
$158B
$2.27M 0.07%
9,569
-310
-3% -$78.2K
RY icon
111
Royal Bank of Canada
RY
$293B
$2.21M 0.07%
15,001
-486
-3% -$67K
DIS icon
112
Walt Disney
DIS
$181B
$2.19M 0.07%
19,136
-619
-3% -$72.9K
ADP icon
113
Automatic Data Processing
ADP
$108B
$2.19M 0.07%
7,447
-241
-3% -$72.5K
CEG icon
114
Constellation Energy
CEG
$95.6B
$2.17M 0.07%
6,581
+2,203
+50% +$711K
IDXX icon
115
Idexx Laboratories
IDXX
$46.2B
$2.12M 0.07%
3,314
-40
-1% -$24.3K
GEV icon
116
GE Vernova
GEV
$264B
$2.1M 0.07%
3,416
-112
-3% -$67.9K
TDY icon
117
Teledyne Technologies
TDY
$32B
$1.99M 0.06%
3,391
+1,116
+49% +$611K
MRK icon
118
Merck
MRK
$318B
$1.97M 0.06%
23,530
-707
-3% -$58.2K
BLK icon
119
Blackrock
BLK
$176B
$1.93M 0.06%
1,657
-51
-3% -$57K
AME icon
120
Ametek
AME
$58.2B
$1.91M 0.06%
10,158
-306
-3% -$56.3K
CL icon
121
Colgate-Palmolive
CL
$74.4B
$1.9M 0.06%
23,799
-444
-2% -$37.9K
MIR icon
122
Mirion Technologies
MIR
$3.91B
$1.9M 0.06%
81,691
+17,196
+27% +$372K
DE icon
123
Deere & Co
DE
$168B
$1.86M 0.06%
4,073
-122
-3% -$60.1K
FTNT icon
124
Fortinet
FTNT
$117B
$1.85M 0.06%
21,959
-18,187
-45% -$1.62M
VLTO icon
125
Veralto
VLTO
$24B
$1.85M 0.06%
17,312
+3,351
+24% +$354K
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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Sumitomo Life Insurance's Q3 2025 Portfolio in Review

As of Q3 2025, Sumitomo Life Insurance held 279 positions worth $3.22B, up 118% from $1.47B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Sumitomo Life Insurance deployed $1.65B of net new capital in Q3 2025, opening 14 new positions and adding to 54 existing holdings. Its largest new stake was Schwab US Dividend Equity ETF: 31,050,000 shares worth $848M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 28% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Adobe, an estimated $8.37M trimmed.

  • Sumitomo Life Insurance's largest Q3 2025 buy was Schwab US Dividend Equity ETF: 31,050,000 shares worth $848M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q3 2025, an estimated $49.9M increase.
  • Sumitomo Life Insurance's biggest Q3 2025 reduction was Adobe, cutting an estimated $8.37M.
  • Sumitomo Life Insurance fully exited Blackstone in Q3 2025, selling an estimated $5.88M.
  • Sumitomo Life Insurance's ten largest holdings make up 59% of its $3.22B portfolio in Q3 2025.
  • Sumitomo Life Insurance opened 14 new positions and closed 11 in Q3 2025.
  • Sumitomo Life Insurance's portfolio value rose 118% quarter-over-quarter to $3.22B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2025, filed 12 Nov 2025.