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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
+1.8%
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
$4.25B
AUM Growth
+$603M
Cap. Flow
+$653M
Cap. Flow %
15.35%
Top 10 Hldgs %
69.81%
Holding
293
New
12
Increased
192
Reduced
75
Closed
11

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$437M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$190M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$168M
4
AAPL icon
Apple
AAPL
+$10.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.38M

Top Sells

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$73.8M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$29.4M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$26.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$26M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$17.3M

Sector Composition

Rank Sector Weight
1 Technology 10.27%
2 Financials 4.28%
3 Communication Services 3.52%
4 Healthcare 2.92%
5 Consumer Discretionary 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EQIX icon
151
Equinix
EQIX
$103B
$1.45M 0.03%
1,483
+584
+65% +$519K
VLTO icon
152
Veralto
VLTO
$23.1B
$1.45M 0.03%
16,363
-995
-6% -$94.6K
COR icon
153
Cencora
COR
$60.7B
$1.44M 0.03%
4,588
+126
+3% +$44K
ARES icon
154
Ares Management
ARES
$28B
$1.43M 0.03%
13,139
-1,247
-9% -$165K
T icon
155
AT&T
T
$159B
$1.43M 0.03%
49,327
+1,075
+2% +$28.7K
MIR icon
156
Mirion Technologies
MIR
$3.7B
$1.42M 0.03%
76,609
-5,291
-6% -$119K
AWK icon
157
American Water Works
AWK
$27.2B
$1.42M 0.03%
10,405
-831
-7% -$110K
SHOP icon
158
Shopify
SHOP
$159B
$1.41M 0.03%
11,897
+300
+3% +$39.4K
PFE icon
159
Pfizer
PFE
$142B
$1.36M 0.03%
48,600
+1,059
+2% +$28.2K
INTC icon
160
Intel
INTC
$460B
$1.33M 0.03%
30,049
+12,049
+67% +$552K
DHR icon
161
Danaher
DHR
$138B
$1.32M 0.03%
6,987
+192
+3% +$40.9K
MDLZ icon
162
Mondelez International
MDLZ
$80.5B
$1.31M 0.03%
22,761
+623
+3% +$36.1K
HLT icon
163
Hilton Worldwide
HLT
$72.5B
$1.3M 0.03%
4,288
+1,900
+80% +$576K
WEC icon
164
WEC Energy
WEC
$35.9B
$1.3M 0.03%
+11,236
New +$1.26M
MO icon
165
Altria Group
MO
$113B
$1.26M 0.03%
19,134
+524
+3% +$33.7K
SCHW
166
Charles Schwab
SCHW
$181B
$1.25M 0.03%
13,295
+290
+2% +$28.4K
IBM icon
167
IBM
IBM
$209B
$1.25M 0.03%
5,143
+141
+3% +$38.2K
ABT icon
168
Abbott
ABT
$183B
$1.24M 0.03%
12,100
+332
+3% +$37.5K
ALL icon
169
Allstate
ALL
$68.3B
$1.23M 0.03%
5,953
+131
+2% +$26.9K
UNH icon
170
UnitedHealth
UNH
$383B
$1.23M 0.03%
4,553
-4,051
-47% -$1.21M
RPRX icon
171
Royalty Pharma
RPRX
$26.2B
$1.16M 0.03%
+24,214
New +$1.06M
CVS icon
172
CVS Health
CVS
$134B
$1.15M 0.03%
16,037
+439
+3% +$33.8K
IR icon
173
Ingersoll Rand
IR
$33B
$1.15M 0.03%
14,330
-6,954
-33% -$614K
DUK icon
174
Duke Energy
DUK
$98.4B
$1.13M 0.03%
8,640
+237
+3% +$29.6K
VLO icon
175
Valero Energy
VLO
$92.6B
$1.12M 0.03%
4,523
+139
+3% +$28.7K
5 6
7
8 9

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AI
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NCM
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DT
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IWM
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Sumitomo Life Insurance's Q1 2026 Portfolio in Review

As of Q1 2026, Sumitomo Life Insurance held 293 positions worth $4.25B, up 17% from $3.65B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Sumitomo Life Insurance deployed $653M of net new capital in Q1 2026, opening 12 new positions and adding to 192 existing holdings. Its largest new stake was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 13% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard FTSE Emerging Markets ETF, an estimated $73.8M trimmed.

  • Sumitomo Life Insurance's largest Q1 2026 buy was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.
  • Sumitomo Life Insurance added most to Schwab US Dividend Equity ETF in Q1 2026, an estimated $437M increase.
  • Sumitomo Life Insurance's biggest Q1 2026 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $73.8M.
  • Sumitomo Life Insurance fully exited Automatic Data Processing in Q1 2026, selling an estimated $1.93M.
  • Sumitomo Life Insurance's ten largest holdings make up 70% of its $4.25B portfolio in Q1 2026.
  • Sumitomo Life Insurance opened 12 new positions and closed 11 in Q1 2026.
  • Sumitomo Life Insurance's portfolio value rose 17% quarter-over-quarter to $4.25B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.