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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
-0.36%
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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
-$2.5B
Cap. Flow %
-89.58%
Top 10 Hldgs %
67.47%
Holding
278
New
8
Increased
80
Reduced
178
Closed
6

Top Buys

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$15.9M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$13.8M
3
SCHP icon
Schwab US TIPS ETF
SCHP
+$13.1M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.04M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.23B
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$624M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$230M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107M

Sector Composition

Rank Sector Weight
1 Technology 12.17%
2 Financials 5.65%
3 Healthcare 4.11%
4 Communication Services 3.41%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SU icon
151
Suncor Energy
SU
$70.3B
$1.39M 0.05%
35,988
-601
-2% -$22.9K
DFS
152
DELISTED
Discover Financial Services
DFS
$1.39M 0.05%
8,144
-155
-2% -$28.4K
TKO icon
153
TKO Group
TKO
$13.6B
$1.37M 0.05%
8,984
-92
-1% -$14.1K
IBM icon
154
IBM
IBM
$224B
$1.35M 0.05%
5,437
-50
-0.9% -$12.2K
COR icon
155
Cencora
COR
$61.2B
$1.35M 0.05%
4,851
-50
-1% -$12.6K
TREX icon
156
Trex
TREX
$5.01B
$1.34M 0.05%
23,026
-189
-0.8% -$12.3K
PGR icon
157
Progressive
PGR
$125B
$1.32M 0.05%
4,667
-46
-1% -$12K
ALL icon
158
Allstate
ALL
$67.5B
$1.31M 0.05%
6,307
-66
-1% -$12.9K
TD icon
159
Toronto Dominion Bank
TD
$200B
$1.31M 0.05%
21,788
-224
-1% -$13K
PFE icon
160
Pfizer
PFE
$153B
$1.31M 0.05%
51,502
-516
-1% -$13.5K
CL icon
161
Colgate-Palmolive
CL
$74.4B
$1.29M 0.05%
13,799
-1
-0% -$90
EQIX icon
162
Equinix
EQIX
$103B
$1.29M 0.05%
1,584
-15
-0.9% -$13.5K
PLTR icon
163
Palantir
PLTR
$413B
$1.28M 0.05%
15,194
-505
-3% -$44.3K
CSX icon
164
CSX Corp
CSX
$93.1B
$1.28M 0.05%
43,480
-436
-1% -$13.8K
LPLA icon
165
LPL Financial
LPLA
$28.6B
$1.25M 0.04%
3,816
-66
-2% -$23K
MSI icon
166
Motorola Solutions
MSI
$77.4B
$1.23M 0.04%
+2,820
New +$1.26M
MO icon
167
Altria Group
MO
$114B
$1.23M 0.04%
20,418
-21
-0.1% -$1.15K
AON icon
168
Aon
AON
$76B
$1.22M 0.04%
3,056
-4
-0.1% -$1.53K
CI icon
169
Cigna
CI
$74.6B
$1.21M 0.04%
3,672
– –
SHOP icon
170
Shopify
SHOP
$195B
$1.2M 0.04%
12,606
-126
-1% -$13.7K
CVS icon
171
CVS Health
CVS
$122B
$1.16M 0.04%
17,114
+174
+1% +$10.4K
KLAC icon
172
KLA
KLAC
$259B
$1.15M 0.04%
16,870
-540
-3% -$38.9K
DUK icon
173
Duke Energy
DUK
$97.3B
$1.12M 0.04%
9,219
-1
-0% -$114
ORLY icon
174
O'Reilly Automotive
ORLY
$76.3B
$1.11M 0.04%
11,640
+105
+0.9% +$9.13K
SCHW
175
Charles Schwab
SCHW
$187B
$1.1M 0.04%
14,089
-144
-1% -$11.3K
5 6
7
8 9

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Sumitomo Life Insurance's Q1 2025 Portfolio in Review

As of Q1 2025, Sumitomo Life Insurance held 278 positions worth $2.79B, down 47% from $5.3B the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Sumitomo Life Insurance withdrew a net $2.5B in Q1 2025, closing 6 positions and reducing 178 holdings. Its most notable exit was State Street SPDR Portfolio S&P 500 ETF, an estimated $624M position sold in full.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 7.3% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Sumitomo Life Insurance opened a new position in Motorola Solutions worth $1.23M.

  • Sumitomo Life Insurance's largest Q1 2025 buy was Motorola Solutions: 2,820 shares worth $1.23M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q1 2025, an estimated $15.9M increase.
  • Sumitomo Life Insurance's biggest Q1 2025 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $1.23B.
  • Sumitomo Life Insurance fully exited State Street SPDR Portfolio S&P 500 ETF in Q1 2025, selling an estimated $624M.
  • Sumitomo Life Insurance's ten largest holdings make up 67% of its $2.79B portfolio in Q1 2025.
  • Sumitomo Life Insurance opened 8 new positions and closed 6 in Q1 2025.
  • Sumitomo Life Insurance's portfolio value fell 47% quarter-over-quarter to $2.79B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2025, filed 2 May 2025.