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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
+2.19%
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
$3.65B
AUM Growth
+$431M
Cap. Flow
+$385M
Cap. Flow %
10.55%
Top 10 Hldgs %
62.1%
Holding
286
New
18
Increased
213
Reduced
45
Closed
5

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$401M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$40.2M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$21.4M
4
NVDA icon
NVIDIA
NVDA
+$11.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$10.4M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$164M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.7M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.59M
4
META icon
Meta Platforms (Facebook)
META
+$8.41M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.43M

Sector Composition

Rank Sector Weight
1 Technology 13.49%
2 Financials 5.49%
3 Communication Services 4.38%
4 Healthcare 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEV icon
126
GE Vernova
GEV
$264B
$2.25M 0.06%
3,446
+30
+0.9% +$18.3K
DIS icon
127
Walt Disney
DIS
$181B
$2.2M 0.06%
19,304
+168
+0.9% +$18.5K
TW icon
128
Tradeweb Markets
TW
$21.6B
$2.12M 0.06%
19,699
-4,149
-17% -$445K
AME icon
129
Ametek
AME
$58.2B
$2.1M 0.06%
10,224
+66
+0.6% +$12.8K
GILD icon
130
Gilead Sciences
GILD
$165B
$1.94M 0.05%
15,790
+102
+0.7% +$12.4K
ADP icon
131
Automatic Data Processing
ADP
$108B
$1.93M 0.05%
7,512
+65
+0.9% +$17.3K
KEYS icon
132
Keysight
KEYS
$58.3B
$1.93M 0.05%
9,483
+62
+0.7% +$11.5K
MIR icon
133
Mirion Technologies
MIR
$3.91B
$1.92M 0.05%
81,900
+209
+0.3% +$5.21K
CL icon
134
Colgate-Palmolive
CL
$74.4B
$1.89M 0.05%
23,895
+96
+0.4% +$7.53K
KLAC icon
135
KLA
KLAC
$259B
$1.89M 0.05%
15,520
+140
+0.9% +$16.4K
SHOP icon
136
Shopify
SHOP
$195B
$1.87M 0.05%
11,597
+101
+0.9% +$16.2K
FIX icon
137
Comfort Systems
FIX
$59.6B
$1.86M 0.05%
+1,989
New +$1.84M
BLK icon
138
Blackrock
BLK
$176B
$1.79M 0.05%
1,668
+11
+0.7% +$12K
FTNT icon
139
Fortinet
FTNT
$117B
$1.75M 0.05%
22,029
+70
+0.3% +$5.81K
TDY icon
140
Teledyne Technologies
TDY
$32B
$1.74M 0.05%
3,405
+14
+0.4% +$7.38K
VLTO icon
141
Veralto
VLTO
$24B
$1.73M 0.05%
17,358
+46
+0.3% +$4.65K
UNP icon
142
Union Pacific
UNP
$174B
$1.73M 0.05%
7,464
+185
+3% +$42.2K
AMGN icon
143
Amgen
AMGN
$222B
$1.72M 0.05%
5,259
+35
+0.7% +$11.1K
CB icon
144
Chubb
CB
$135B
$1.7M 0.05%
5,462
+36
+0.7% +$10.5K
IR icon
145
Ingersoll Rand
IR
$33.7B
$1.69M 0.05%
21,284
+138
+0.7% +$10.9K
ADI icon
146
Analog Devices
ADI
$190B
$1.67M 0.05%
6,153
-3,098
-33% -$778K
LIN icon
147
Linde
LIN
$226B
$1.64M 0.05%
3,852
+25
+0.7% +$10.7K
GM icon
148
General Motors
GM
$76.8B
$1.58M 0.04%
19,477
+127
+0.7% +$8.95K
DHR icon
149
Danaher
DHR
$144B
$1.56M 0.04%
6,795
+44
+0.7% +$9.67K
MRSH
150
Marsh
MRSH
$91.5B
$1.52M 0.04%
8,215
+54
+0.7% +$10.1K
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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BG
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Sumitomo Life Insurance's Q4 2025 Portfolio in Review

As of Q4 2025, Sumitomo Life Insurance held 286 positions worth $3.65B, up 13% from $3.22B the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Sumitomo Life Insurance deployed $385M of net new capital in Q4 2025, opening 18 new positions and adding to 213 existing holdings. Its largest new stake was iShares S&P GSCI Commodity-Indexed Trust: 1,746,896 shares worth $40.3M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 15% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $15.7M trimmed.

  • Sumitomo Life Insurance's largest Q4 2025 buy was iShares S&P GSCI Commodity-Indexed Trust: 1,746,896 shares worth $40.3M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $401M increase.
  • Sumitomo Life Insurance's biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $15.7M.
  • Sumitomo Life Insurance fully exited iShares TIPS Bond ETF in Q4 2025, selling an estimated $164M.
  • Sumitomo Life Insurance's ten largest holdings make up 62% of its $3.65B portfolio in Q4 2025.
  • Sumitomo Life Insurance opened 18 new positions and closed 5 in Q4 2025.
  • Sumitomo Life Insurance's portfolio value rose 13% quarter-over-quarter to $3.65B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2025, filed 13 Feb 2026.