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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
+5.42%
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
$3.22B
AUM Growth
+$1.75B
Cap. Flow
+$1.65B
Cap. Flow %
51.15%
Top 10 Hldgs %
59.16%
Holding
279
New
14
Increased
54
Reduced
194
Closed
11

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$847M
2
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$137M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$121M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$108M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$103M

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$8.37M
2
BX icon
Blackstone
BX
+$5.88M
3
SYY icon
Sysco
SYY
+$3.02M
4
JPM icon
JPMorgan Chase
JPM
+$2.9M
5
PG icon
Procter & Gamble
PG
+$2.1M

Sector Composition

Rank Sector Weight
1 Technology 14.73%
2 Financials 5.65%
3 Communication Services 4.6%
4 Consumer Discretionary 3.47%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LIN icon
126
Linde
LIN
$226B
$1.82M 0.06%
3,827
-115
-3% -$54.4K
WDC icon
127
Western Digital
WDC
$150B
$1.77M 0.05%
14,731
+10,086
+217% +$824K
FISV
128
Fiserv Inc
FISV
$27.9B
$1.76M 0.05%
13,638
-6,132
-31% -$879K
IR icon
129
Ingersoll Rand
IR
$33.7B
$1.75M 0.05%
21,146
-637
-3% -$52.2K
GILD icon
130
Gilead Sciences
GILD
$165B
$1.74M 0.05%
15,688
-472
-3% -$53.6K
UNP icon
131
Union Pacific
UNP
$174B
$1.72M 0.05%
7,279
-220
-3% -$49.6K
SHOP icon
132
Shopify
SHOP
$195B
$1.71M 0.05%
11,496
-418
-4% -$56.7K
BNY
133
Bank of New York Mellon
BNY
$107B
$1.66M 0.05%
15,236
-458
-3% -$46.7K
KLAC icon
134
KLA
KLAC
$259B
$1.66M 0.05%
15,380
-570
-4% -$53.2K
SOFI icon
135
SoFi Technologies
SOFI
$23.7B
$1.65M 0.05%
+62,431
New +$1.48M
KEYS icon
136
Keysight
KEYS
$58.3B
$1.65M 0.05%
9,421
-284
-3% -$47.3K
MRSH
137
Marsh
MRSH
$91.5B
$1.64M 0.05%
8,161
-5,060
-38% -$1.04M
TD icon
138
Toronto Dominion Bank
TD
$200B
$1.59M 0.05%
19,869
-723
-4% -$54.3K
MU icon
139
Micron Technology
MU
$991B
$1.59M 0.05%
9,476
-285
-3% -$36.5K
ABT icon
140
Abbott
ABT
$187B
$1.57M 0.05%
11,691
-352
-3% -$46.2K
AWK icon
141
American Water Works
AWK
$26.9B
$1.56M 0.05%
11,189
+2,856
+34% +$404K
SO icon
142
Southern Company
SO
$107B
$1.55M 0.05%
16,335
-492
-3% -$45.9K
LOW icon
143
Lowe's Companies
LOW
$125B
$1.53M 0.05%
6,101
-183
-3% -$45K
CB icon
144
Chubb
CB
$135B
$1.53M 0.05%
5,426
-163
-3% -$44.9K
VZ icon
145
Verizon
VZ
$196B
$1.53M 0.05%
34,796
-1,047
-3% -$45.3K
VEEV icon
146
Veeva Systems
VEEV
$37.4B
$1.52M 0.05%
5,091
-152
-3% -$42.8K
ACN icon
147
Accenture
ACN
$108B
$1.48M 0.05%
6,013
-5,962
-50% -$1.55M
AMGN icon
148
Amgen
AMGN
$222B
$1.47M 0.05%
5,224
-158
-3% -$45.8K
TRV icon
149
Travelers Companies
TRV
$80.2B
$1.45M 0.05%
5,201
-156
-3% -$41.8K
ALNY icon
150
Alnylam Pharmaceuticals
ALNY
$29.3B
$1.44M 0.04%
3,167
+1,049
+50% +$427K
4 5
6
7 8

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AI
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NCM
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IWM
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Sumitomo Life Insurance's Q3 2025 Portfolio in Review

As of Q3 2025, Sumitomo Life Insurance held 279 positions worth $3.22B, up 118% from $1.47B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Sumitomo Life Insurance deployed $1.65B of net new capital in Q3 2025, opening 14 new positions and adding to 54 existing holdings. Its largest new stake was Schwab US Dividend Equity ETF: 31,050,000 shares worth $848M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 28% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Adobe, an estimated $8.37M trimmed.

  • Sumitomo Life Insurance's largest Q3 2025 buy was Schwab US Dividend Equity ETF: 31,050,000 shares worth $848M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q3 2025, an estimated $49.9M increase.
  • Sumitomo Life Insurance's biggest Q3 2025 reduction was Adobe, cutting an estimated $8.37M.
  • Sumitomo Life Insurance fully exited Blackstone in Q3 2025, selling an estimated $5.88M.
  • Sumitomo Life Insurance's ten largest holdings make up 59% of its $3.22B portfolio in Q3 2025.
  • Sumitomo Life Insurance opened 14 new positions and closed 11 in Q3 2025.
  • Sumitomo Life Insurance's portfolio value rose 118% quarter-over-quarter to $3.22B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2025, filed 12 Nov 2025.