We are live on ! Find out more
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
CVS icon
151
CVS Health
CVS
$121B
$1.56M 0.03%
15,126
-911
-6% -$81.3K
BLK icon
152
Blackrock
BLK
$164B
$1.56M 0.03%
1,618
-97
-6% -$100K
HQY icon
153
HealthEquity
HQY
$7.98B
$1.55M 0.03%
17,142
+6,274
+58% +$532K
SO icon
154
Southern Company
SO
$98.9B
$1.53M 0.02%
15,945
-960
-6% -$90.4K
WPM icon
155
Wheaton Precious Metals
WPM
$68.1B
$1.52M 0.02%
13,570
-5,730
-30% -$745K
AU icon
156
AngloGold Ashanti
AU
$50.9B
$1.52M 0.02%
18,840
-10,560
-36% -$1M
CEG icon
157
Constellation Energy
CEG
$92.1B
$1.5M 0.02%
6,059
-4,292
-41% -$1.21M
ROK icon
158
Rockwell Automation
ROK
$46.3B
$1.48M 0.02%
2,983
+1,082
+57% +$471K
TER icon
159
Teradyne
TER
$52B
$1.48M 0.02%
3,050
-183
-6% -$69K
GM icon
160
General Motors
GM
$74.9B
$1.46M 0.02%
18,889
-1,137
-6% -$89.3K
EQIX icon
161
Equinix
EQIX
$99.4B
$1.45M 0.02%
1,395
-88
-6% -$94.2K
MSCI icon
162
MSCI
MSCI
$39.6B
$1.44M 0.02%
2,580
-156
-6% -$91K
GFI icon
163
Gold Fields
GFI
$38.2B
$1.4M 0.02%
41,660
-8,550
-17% -$356K
SPOT icon
164
Spotify
SPOT
$115B
$1.38M 0.02%
3,002
-796
-21% -$379K
RCL icon
165
Royal Caribbean
RCL
$66.7B
$1.37M 0.02%
4,323
+1,739
+67% +$486K
KGC icon
166
Kinross Gold
KGC
$33.3B
$1.37M 0.02%
58,000
-26,700
-32% -$785K
MRVL icon
167
Marvell Technology
MRVL
$199B
$1.37M 0.02%
+4,595
New +$921K
IBM icon
168
IBM
IBM
$234B
$1.36M 0.02%
4,850
-293
-6% -$73.8K
ALL icon
169
Allstate
ALL
$65B
$1.34M 0.02%
5,627
-326
-5% -$70.9K
HLT icon
170
Hilton Worldwide
HLT
$69.3B
$1.33M 0.02%
4,038
-250
-6% -$82.2K
BKNG icon
171
Booking.com
BKNG
$129B
$1.33M 0.02%
7,471
-12,404
-62% -$2.12M
COP icon
172
ConocoPhillips
COP
$170B
$1.32M 0.02%
12,738
-737
-5% -$87.4K
CL icon
173
Colgate-Palmolive
CL
$69.4B
$1.32M 0.02%
14,394
-8,966
-38% -$784K
ARES icon
174
Ares Management
ARES
$29.4B
$1.32M 0.02%
11,850
-1,289
-10% -$155K
LOW icon
175
Lowe's Companies
LOW
$109B
$1.31M 0.02%
5,955
-359
-6% -$81.5K
5 6
7
8 9

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.