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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
+1.8%
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
$4.25B
AUM Growth
+$603M
Cap. Flow
+$653M
Cap. Flow %
15.35%
Top 10 Hldgs %
69.81%
Holding
293
New
12
Increased
192
Reduced
75
Closed
11

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$437M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$190M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$168M
4
AAPL icon
Apple
AAPL
+$10.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.38M

Top Sells

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$73.8M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$29.4M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$26.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$26M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$17.3M

Sector Composition

Rank Sector Weight
1 Technology 10.27%
2 Financials 4.28%
3 Communication Services 3.52%
4 Healthcare 2.92%
5 Consumer Discretionary 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNPS icon
126
Synopsys
SNPS
$71.3B
$2.02M 0.05%
5,092
-1,650
-24% -$746K
APG icon
127
APi Group
APG
$17B
$2.01M 0.05%
49,712
+12,047
+32% +$511K
CL icon
128
Colgate-Palmolive
CL
$73.3B
$1.99M 0.05%
23,360
-535
-2% -$47.7K
LIN icon
129
Linde
LIN
$235B
$1.96M 0.05%
3,959
+107
+3% +$50.5K
DIS icon
130
Walt Disney
DIS
$167B
$1.91M 0.04%
19,803
+499
+3% +$52.7K
AMGN icon
131
Amgen
AMGN
$209B
$1.9M 0.04%
5,407
+148
+3% +$52.8K
TDY icon
132
Teledyne Technologies
TDY
$30.1B
$1.89M 0.04%
3,119
-286
-8% -$178K
SPOT icon
133
Spotify
SPOT
$107B
$1.84M 0.04%
3,798
-836
-18% -$420K
UNP icon
134
Union Pacific
UNP
$172B
$1.84M 0.04%
7,575
+111
+1% +$27.2K
CB icon
135
Chubb
CB
$135B
$1.83M 0.04%
5,615
+153
+3% +$49.1K
STX icon
136
Seagate
STX
$193B
$1.78M 0.04%
+4,544
New +$1.73M
COP icon
137
ConocoPhillips
COP
$145B
$1.78M 0.04%
13,475
+295
+2% +$32.7K
CTAS icon
138
Cintas
CTAS
$82.8B
$1.72M 0.04%
10,189
-4,929
-33% -$945K
CSX icon
139
CSX Corp
CSX
$93B
$1.69M 0.04%
41,123
+1,127
+3% +$44.2K
MSI icon
140
Motorola Solutions
MSI
$71.5B
$1.67M 0.04%
3,838
+1,247
+48% +$540K
BLK icon
141
Blackrock
BLK
$170B
$1.65M 0.04%
1,715
+47
+3% +$49.4K
SO icon
142
Southern Company
SO
$109B
$1.63M 0.04%
16,905
+463
+3% +$42.8K
FTNT icon
143
Fortinet
FTNT
$113B
$1.63M 0.04%
19,948
-2,081
-9% -$168K
TRV icon
144
Travelers Companies
TRV
$78.4B
$1.57M 0.04%
5,383
+147
+3% +$43.1K
TRMB icon
145
Trimble
TRMB
$13.3B
$1.52M 0.04%
23,299
-16,241
-41% -$1.13M
GM icon
146
General Motors
GM
$80B
$1.49M 0.04%
20,026
+549
+3% +$43.6K
LOW icon
147
Lowe's Companies
LOW
$118B
$1.49M 0.04%
6,314
+174
+3% +$45.4K
DE icon
148
Deere & Co
DE
$162B
$1.48M 0.03%
2,624
+73
+3% +$41.2K
MSCI icon
149
MSCI
MSCI
$41.9B
$1.47M 0.03%
2,736
-1,326
-33% -$748K
TXN icon
150
Texas Instruments
TXN
$255B
$1.47M 0.03%
7,563
+207
+3% +$41.9K
4 5
6
7 8

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Sumitomo Life Insurance's Q1 2026 Portfolio in Review

As of Q1 2026, Sumitomo Life Insurance held 293 positions worth $4.25B, up 17% from $3.65B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Sumitomo Life Insurance deployed $653M of net new capital in Q1 2026, opening 12 new positions and adding to 192 existing holdings. Its largest new stake was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 13% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard FTSE Emerging Markets ETF, an estimated $73.8M trimmed.

  • Sumitomo Life Insurance's largest Q1 2026 buy was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.
  • Sumitomo Life Insurance added most to Schwab US Dividend Equity ETF in Q1 2026, an estimated $437M increase.
  • Sumitomo Life Insurance's biggest Q1 2026 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $73.8M.
  • Sumitomo Life Insurance fully exited Automatic Data Processing in Q1 2026, selling an estimated $1.93M.
  • Sumitomo Life Insurance's ten largest holdings make up 70% of its $4.25B portfolio in Q1 2026.
  • Sumitomo Life Insurance opened 12 new positions and closed 11 in Q1 2026.
  • Sumitomo Life Insurance's portfolio value rose 17% quarter-over-quarter to $4.25B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.