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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
-0.36%
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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
-$2.5B
Cap. Flow %
-89.58%
Top 10 Hldgs %
67.47%
Holding
278
New
8
Increased
80
Reduced
178
Closed
6

Top Buys

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$15.9M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$13.8M
3
SCHP icon
Schwab US TIPS ETF
SCHP
+$13.1M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.04M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.23B
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$624M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$230M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107M

Sector Composition

Rank Sector Weight
1 Technology 12.17%
2 Financials 5.65%
3 Healthcare 4.11%
4 Communication Services 3.41%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
126
Chubb
CB
$135B
$1.8M 0.06%
5,969
-35
-0.6% -$9.72K
AMGN icon
127
Amgen
AMGN
$222B
$1.79M 0.06%
5,747
-2
-0% -$591
IQV icon
128
IQVIA
IQV
$39.3B
$1.74M 0.06%
9,872
-32
-0.3% -$6.21K
VZ icon
129
Verizon
VZ
$196B
$1.74M 0.06%
38,274
-30
-0.1% -$1.25K
BLK icon
130
Blackrock
BLK
$176B
$1.73M 0.06%
1,823
-12
-0.7% -$11.8K
ABT icon
131
Abbott
ABT
$187B
$1.7M 0.06%
12,794
-128
-1% -$16.3K
PNC icon
132
PNC Financial Services
PNC
$101B
$1.69M 0.06%
9,616
-130
-1% -$24.5K
CME icon
133
CME Group
CME
$94.8B
$1.66M 0.06%
6,239
-64
-1% -$15.8K
SO icon
134
Southern Company
SO
$107B
$1.65M 0.06%
17,968
-7
-0% -$606
MDLZ icon
135
Mondelez International
MDLZ
$79.9B
$1.64M 0.06%
24,194
+1
+0% +$62
MDT icon
136
Medtronic
MDT
$112B
$1.64M 0.06%
18,212
-7
-0% -$626
POOL icon
137
Pool Corp
POOL
$7.5B
$1.59M 0.06%
5,005
-20
-0.4% -$6.78K
LOW icon
138
Lowe's Companies
LOW
$125B
$1.57M 0.06%
6,711
-38
-0.6% -$9.35K
KEYS icon
139
Keysight
KEYS
$58.3B
$1.55M 0.06%
10,364
-60
-0.6% -$9.91K
MAR icon
140
Marriott International
MAR
$92.3B
$1.54M 0.06%
6,461
-40
-0.6% -$10.9K
DHR icon
141
Danaher
DHR
$144B
$1.52M 0.05%
7,427
-43
-0.6% -$9.39K
TRV icon
142
Travelers Companies
TRV
$80.2B
$1.51M 0.05%
5,691
-60
-1% -$14.9K
COP icon
143
ConocoPhillips
COP
$141B
$1.5M 0.05%
14,279
-307
-2% -$30.6K
T icon
144
AT&T
T
$163B
$1.48M 0.05%
52,272
-538
-1% -$13.5K
REGN icon
145
Regeneron Pharmaceuticals
REGN
$80.8B
$1.47M 0.05%
2,320
-792
-25% -$545K
IDXX icon
146
Idexx Laboratories
IDXX
$46.2B
$1.44M 0.05%
3,439
+12
+0.4% +$5.21K
ROK icon
147
Rockwell Automation
ROK
$49B
$1.44M 0.05%
5,566
-2,569
-32% -$715K
PCAR icon
148
PACCAR
PCAR
$70.1B
$1.43M 0.05%
14,662
-21
-0.1% -$2.21K
VLTO icon
149
Veralto
VLTO
$24B
$1.42M 0.05%
14,594
– –
GRMN
150
Garmin
GRMN
$60B
$1.39M 0.05%
6,424
-65
-1% -$14.1K
4 5
6
7 8

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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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IUHSA
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Sumitomo Life Insurance's Q1 2025 Portfolio in Review

As of Q1 2025, Sumitomo Life Insurance held 278 positions worth $2.79B, down 47% from $5.3B the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Sumitomo Life Insurance withdrew a net $2.5B in Q1 2025, closing 6 positions and reducing 178 holdings. Its most notable exit was State Street SPDR Portfolio S&P 500 ETF, an estimated $624M position sold in full.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 7.3% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Sumitomo Life Insurance opened a new position in Motorola Solutions worth $1.23M.

  • Sumitomo Life Insurance's largest Q1 2025 buy was Motorola Solutions: 2,820 shares worth $1.23M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q1 2025, an estimated $15.9M increase.
  • Sumitomo Life Insurance's biggest Q1 2025 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $1.23B.
  • Sumitomo Life Insurance fully exited State Street SPDR Portfolio S&P 500 ETF in Q1 2025, selling an estimated $624M.
  • Sumitomo Life Insurance's ten largest holdings make up 67% of its $2.79B portfolio in Q1 2025.
  • Sumitomo Life Insurance opened 8 new positions and closed 6 in Q1 2025.
  • Sumitomo Life Insurance's portfolio value fell 47% quarter-over-quarter to $2.79B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2025, filed 2 May 2025.