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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
+12.79%
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
$1.47B
AUM Growth
-$1.32B
Cap. Flow
-$1.46B
Cap. Flow %
-98.9%
Top 10 Hldgs %
46.15%
Holding
284
New
12
Increased
34
Reduced
219
Closed
19

Top Buys

Rank Stock Value
1
IVVW icon
iShares S&P 500 BuyWrite ETF
IVVW
+$135M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$23M
3
KKR icon
KKR & Co
KKR
+$6.65M
4
CME icon
CME Group
CME
+$6.48M
5
AMZN icon
Amazon
AMZN
+$3.19M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$745M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$519M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$104M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$64.1M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$50.3M

Sector Composition

Rank Sector Weight
1 Technology 28.13%
2 Financials 11.76%
3 Communication Services 7.34%
4 Healthcare 7.22%
5 Consumer Discretionary 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMUS icon
126
T-Mobile US
TMUS
$193B
$1.78M 0.12%
7,461
-506
-6% -$124K
UNP icon
127
Union Pacific
UNP
$175B
$1.73M 0.12%
7,499
-508
-6% -$113K
HEI icon
128
HEICO Corp
HEI
$50.8B
$1.65M 0.11%
5,028
+2,481
+97% +$686K
ABT icon
129
Abbott
ABT
$187B
$1.64M 0.11%
12,043
-751
-6% -$99K
CB icon
130
Chubb
CB
$137B
$1.62M 0.11%
5,589
-380
-6% -$109K
KEYS icon
131
Keysight
KEYS
$57.6B
$1.59M 0.11%
9,705
-659
-6% -$100K
TXN icon
132
Texas Instruments
TXN
$254B
$1.56M 0.11%
7,528
-4,379
-37% -$777K
VZ icon
133
Verizon
VZ
$195B
$1.55M 0.11%
35,843
-2,431
-6% -$105K
SO icon
134
Southern Company
SO
$107B
$1.55M 0.1%
16,827
-1,141
-6% -$102K
MDLZ icon
135
Mondelez International
MDLZ
$80.1B
$1.53M 0.1%
22,657
-1,537
-6% -$103K
IBM icon
136
IBM
IBM
$220B
$1.51M 0.1%
5,139
-298
-5% -$76.8K
TD icon
137
Toronto Dominion Bank
TD
$200B
$1.51M 0.1%
20,592
-1,196
-5% -$78.1K
VEEV icon
138
Veeva Systems
VEEV
$35.4B
$1.51M 0.1%
5,243
+2,154
+70% +$534K
AMGN icon
139
Amgen
AMGN
$219B
$1.5M 0.1%
5,382
-365
-6% -$103K
TRV icon
140
Travelers Companies
TRV
$80.5B
$1.43M 0.1%
5,357
-334
-6% -$88.1K
BNY
141
Bank of New York Mellon
BNY
$108B
$1.43M 0.1%
+15,694
New +$1.33M
T icon
142
AT&T
T
$162B
$1.43M 0.1%
49,402
-2,870
-5% -$79.1K
KLAC icon
143
KLA
KLAC
$252B
$1.43M 0.1%
15,950
-920
-5% -$69.2K
CEG icon
144
Constellation Energy
CEG
$93.2B
$1.41M 0.1%
4,378
-254
-5% -$67.2K
VLTO icon
145
Veralto
VLTO
$23.9B
$1.41M 0.1%
13,961
-633
-4% -$61.1K
LOW icon
146
Lowe's Companies
LOW
$122B
$1.39M 0.09%
6,284
-427
-6% -$95.3K
MIR icon
147
Mirion Technologies
MIR
$3.74B
$1.39M 0.09%
64,495
+41,819
+184% +$721K
COR icon
148
Cencora
COR
$62B
$1.37M 0.09%
4,584
-267
-6% -$76.9K
SHOP icon
149
Shopify
SHOP
$190B
$1.37M 0.09%
11,914
-692
-5% -$69.2K
DHR icon
150
Danaher
DHR
$141B
$1.37M 0.09%
6,955
-472
-6% -$91.5K
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 Q2 2025 Portfolio in Review

As of Q2 2025, Sumitomo Life Insurance held 284 positions worth $1.47B, down 47% from $2.79B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Sumitomo Life Insurance withdrew a net $1.46B in Q2 2025, closing 19 positions and reducing 219 holdings. Its most notable exit was Vanguard High Dividend Yield ETF, an estimated $745M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Sumitomo Life Insurance opened a new position in iShares S&P 500 BuyWrite ETF worth $139M.

  • Sumitomo Life Insurance's largest Q2 2025 buy was iShares S&P 500 BuyWrite ETF: 3,030,000 shares worth $139M.
  • Sumitomo Life Insurance added most to CME Group in Q2 2025, an estimated $6.48M increase.
  • Sumitomo Life Insurance's biggest Q2 2025 reduction was iShares TIPS Bond ETF, cutting an estimated $64.1M.
  • Sumitomo Life Insurance fully exited Vanguard High Dividend Yield ETF in Q2 2025, selling an estimated $745M.
  • Sumitomo Life Insurance's ten largest holdings make up 46% of its $1.47B portfolio in Q2 2025.
  • Sumitomo Life Insurance opened 12 new positions and closed 19 in Q2 2025.
  • Sumitomo Life Insurance's portfolio value fell 47% quarter-over-quarter to $1.47B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2025, filed 5 Aug 2025.