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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
+2.19%
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
$3.65B
AUM Growth
+$431M
Cap. Flow
+$385M
Cap. Flow %
10.55%
Top 10 Hldgs %
62.1%
Holding
286
New
18
Increased
213
Reduced
45
Closed
5

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$401M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$40.2M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$21.4M
4
NVDA icon
NVIDIA
NVDA
+$11.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$10.4M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$164M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.7M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.59M
4
META icon
Meta Platforms (Facebook)
META
+$8.41M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.43M

Sector Composition

Rank Sector Weight
1 Technology 13.49%
2 Financials 5.49%
3 Communication Services 4.38%
4 Healthcare 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
B
101
Barrick Mining
B
$73.2B
$3.21M 0.09%
+73,700
New +$2.76M
SNPS icon
102
Synopsys
SNPS
$79.7B
$3.17M 0.09%
6,742
+27
+0.4% +$12K
TRMB icon
103
Trimble
TRMB
$13.9B
$3.1M 0.08%
39,540
+169
+0.4% +$13.5K
CVX icon
104
Chevron
CVX
$366B
$3.08M 0.08%
20,179
+175
+0.9% +$26.7K
C icon
105
Citigroup
C
$226B
$3.03M 0.08%
25,945
+225
+0.9% +$23.4K
AU icon
106
AngloGold Ashanti
AU
$48.7B
$2.96M 0.08%
+34,700
New +$2.71M
CTAS icon
107
Cintas
CTAS
$81.3B
$2.84M 0.08%
15,118
+64
+0.4% +$12.1K
UNH icon
108
UnitedHealth
UNH
$370B
$2.84M 0.08%
8,604
+74
+0.9% +$25.1K
KGC icon
109
Kinross Gold
KGC
$32.8B
$2.83M 0.08%
+100,300
New +$2.61M
COF icon
110
Capital One
COF
$134B
$2.82M 0.08%
11,632
+100
+0.9% +$22.3K
TD icon
111
Toronto Dominion Bank
TD
$200B
$2.76M 0.08%
29,344
+9,475
+48% +$800K
WELL icon
112
Welltower
WELL
$171B
$2.75M 0.08%
14,791
+128
+0.9% +$23.9K
MCD icon
113
McDonald's
MCD
$195B
$2.7M 0.07%
8,848
+76
+0.9% +$23.3K
SPOT icon
114
Spotify
SPOT
$100B
$2.69M 0.07%
4,634
+21
+0.5% +$13.1K
WPM icon
115
Wheaton Precious Metals
WPM
$60.9B
$2.68M 0.07%
+22,800
New +$2.44M
GFI icon
116
Gold Fields
GFI
$36.5B
$2.58M 0.07%
+59,110
New +$2.47M
RY icon
117
Royal Bank of Canada
RY
$293B
$2.58M 0.07%
15,132
+131
+0.9% +$20.1K
WDC icon
118
Western Digital
WDC
$150B
$2.56M 0.07%
14,847
+116
+0.8% +$17.6K
MRK icon
119
Merck
MRK
$318B
$2.49M 0.07%
23,683
+153
+0.7% +$14.4K
KO icon
120
Coca-Cola
KO
$375B
$2.47M 0.07%
35,304
+304
+0.9% +$21.2K
EOG icon
121
EOG Resources
EOG
$70.7B
$2.39M 0.07%
22,784
+102
+0.4% +$11K
FNV icon
122
Franco-Nevada
FNV
$46B
$2.38M 0.07%
+11,500
New +$2.33M
SOFI icon
123
SoFi Technologies
SOFI
$23.7B
$2.34M 0.06%
89,463
+27,032
+43% +$753K
MSCI icon
124
MSCI
MSCI
$40.9B
$2.33M 0.06%
4,062
+17
+0.4% +$9.54K
ARES icon
125
Ares Management
ARES
$30.9B
$2.33M 0.06%
14,386
-4,929
-26% -$768K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Sumitomo Life Insurance held 286 positions worth $3.65B, up 13% from $3.22B the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Sumitomo Life Insurance deployed $385M of net new capital in Q4 2025, opening 18 new positions and adding to 213 existing holdings. Its largest new stake was iShares S&P GSCI Commodity-Indexed Trust: 1,746,896 shares worth $40.3M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 15% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $15.7M trimmed.

  • Sumitomo Life Insurance's largest Q4 2025 buy was iShares S&P GSCI Commodity-Indexed Trust: 1,746,896 shares worth $40.3M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $401M increase.
  • Sumitomo Life Insurance's biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $15.7M.
  • Sumitomo Life Insurance fully exited iShares TIPS Bond ETF in Q4 2025, selling an estimated $164M.
  • Sumitomo Life Insurance's ten largest holdings make up 62% of its $3.65B portfolio in Q4 2025.
  • Sumitomo Life Insurance opened 18 new positions and closed 5 in Q4 2025.
  • Sumitomo Life Insurance's portfolio value rose 13% quarter-over-quarter to $3.65B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2025, filed 13 Feb 2026.