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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+11.07%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$6.12B
AUM Growth
+$1.86B
Cap. Flow
+$1.45B
Cap. Flow %
23.73%
Top 10 Hldgs %
72.34%
Holding
299
New
17
Increased
49
Reduced
216
Closed
8

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$598M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$448M
3
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$251M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$50.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$47.1M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$42.8M
2
ABNB icon
Airbnb
ABNB
+$11.3M
3
ZTS icon
Zoetis
ZTS
+$7.67M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.31M
5
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$5.28M

Sector Composition

Rank Sector Weight
1 Miscellaneous 76.09%
2 Technology 9.44%
3 Financials 3.01%
4 Communication Services 2.6%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTNT icon
126
Fortinet
FTNT
$126B
$2M 0.03%
13,004
-6,944
-35% -$802K
EOG icon
127
EOG Resources
EOG
$80.6B
$1.98M 0.03%
15,259
-6,870
-31% -$936K
LIN icon
128
Linde
LIN
$213B
$1.94M 0.03%
3,736
-223
-6% -$113K
RPRX icon
129
Royalty Pharma
RPRX
$26B
$1.94M 0.03%
34,551
+10,337
+43% +$538K
GILD icon
130
Gilead Sciences
GILD
$181B
$1.93M 0.03%
15,313
-923
-6% -$122K
UNP icon
131
Union Pacific
UNP
$169B
$1.93M 0.03%
7,105
-470
-6% -$123K
BG icon
132
Bunge Global
BG
$23.4B
$1.87M 0.03%
17,500
– –
TDY icon
133
Teledyne Technologies
TDY
$27.7B
$1.85M 0.03%
2,774
-345
-11% -$217K
AMGN icon
134
Amgen
AMGN
$203B
$1.85M 0.03%
5,099
-308
-6% -$105K
CSX icon
135
CSX Corp
CSX
$90.1B
$1.84M 0.03%
38,787
-2,336
-6% -$105K
APG icon
136
APi Group
APG
$16B
$1.82M 0.03%
42,887
-6,825
-14% -$298K
NTR icon
137
Nutrien
NTR
$37.6B
$1.81M 0.03%
28,700
– –
CB icon
138
Chubb
CB
$132B
$1.8M 0.03%
5,296
-319
-6% -$104K
DIS icon
139
Walt Disney
DIS
$184B
$1.8M 0.03%
18,720
-1,083
-5% -$110K
UNH icon
140
UnitedHealth
UNH
$337B
$1.79M 0.03%
4,301
-252
-6% -$93.4K
PEP icon
141
PepsiCo
PEP
$185B
$1.75M 0.03%
12,954
-759
-6% -$113K
SU icon
142
Suncor Energy
SU
$84.1B
$1.73M 0.03%
32,316
-1,945
-6% -$123K
BKR icon
143
Baker Hughes
BKR
$56.3B
$1.7M 0.03%
30,705
-5,154
-14% -$326K
B
144
Barrick Mining
B
$70.3B
$1.7M 0.03%
46,300
-16,100
-26% -$660K
TRV icon
145
Travelers Companies
TRV
$78.8B
$1.68M 0.03%
5,077
-306
-6% -$92.7K
BEP icon
146
Brookfield Renewable
BEP
$8.65B
$1.65M 0.03%
+47,700
New +$1.66M
NXT icon
147
Nextpower Inc. Common Stock
NXT
$12.1B
$1.64M 0.03%
13,736
-3,663
-21% -$452K
CTAS icon
148
Cintas
CTAS
$79.6B
$1.63M 0.03%
9,611
-578
-6% -$99.9K
QCOM icon
149
Qualcomm
QCOM
$201B
$1.6M 0.03%
8,659
+1,769
+26% +$331K
DE icon
150
Deere & Co
DE
$184B
$1.57M 0.03%
2,475
-149
-6% -$86.3K
4 5
6
7 8

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2026 Portfolio in Review

As of Q2 2026, Sumitomo Life Insurance held 299 positions worth $6.12B, up 44% from $4.25B the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Sumitomo Life Insurance deployed $1.45B of net new capital in Q2 2026, opening 17 new positions and adding to 49 existing holdings. Its largest new stake was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.

By sector, the portfolio is most concentrated in Miscellaneous at 76% of assets, up from 70% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $42.8M trimmed.

  • Sumitomo Life Insurance's largest Q2 2026 buy was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $598M increase.
  • Sumitomo Life Insurance's biggest Q2 2026 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $42.8M.
  • Sumitomo Life Insurance fully exited Zoetis in Q2 2026, selling an estimated $7.67M.
  • Sumitomo Life Insurance's ten largest holdings make up 72% of its $6.12B portfolio in Q2 2026.
  • Sumitomo Life Insurance opened 17 new positions and closed 8 in Q2 2026.
  • Sumitomo Life Insurance's portfolio value rose 44% quarter-over-quarter to $6.12B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.