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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
+12.79%
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
$1.47B
AUM Growth
-$1.32B
Cap. Flow
-$1.46B
Cap. Flow %
-98.9%
Top 10 Hldgs %
46.15%
Holding
284
New
12
Increased
34
Reduced
219
Closed
19

Top Buys

Rank Stock Value
1
IVVW icon
iShares S&P 500 BuyWrite ETF
IVVW
+$135M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$23M
3
KKR icon
KKR & Co
KKR
+$6.65M
4
CME icon
CME Group
CME
+$6.48M
5
AMZN icon
Amazon
AMZN
+$3.19M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$745M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$519M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$104M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$64.1M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$50.3M

Sector Composition

Rank Sector Weight
1 Technology 28.13%
2 Financials 11.76%
3 Communication Services 7.34%
4 Healthcare 7.22%
5 Consumer Discretionary 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LPLA icon
151
LPL Financial
LPLA
$28.2B
$1.35M 0.09%
3,606
-210
-6% -$73.6K
CSX icon
152
CSX Corp
CSX
$94.2B
$1.34M 0.09%
41,092
-2,388
-5% -$71.9K
SU icon
153
Suncor Energy
SU
$72.2B
$1.28M 0.09%
34,235
-1,753
-5% -$63.4K
GRMN
154
Garmin
GRMN
$58.6B
$1.27M 0.09%
6,070
-354
-6% -$70.2K
SCHW
155
Charles Schwab
SCHW
$187B
$1.21M 0.08%
13,315
-774
-5% -$64.8K
COP icon
156
ConocoPhillips
COP
$141B
$1.21M 0.08%
13,495
-784
-5% -$70.5K
MU icon
157
Micron Technology
MU
$1T
$1.2M 0.08%
9,761
-703
-7% -$65.7K
ALL icon
158
Allstate
ALL
$70.6B
$1.2M 0.08%
5,962
-345
-5% -$68.8K
ANSS
159
DELISTED
Ansys
ANSS
$1.2M 0.08%
3,405
-2,825
-45% -$925K
EQIX icon
160
Equinix
EQIX
$104B
$1.19M 0.08%
1,497
-87
-5% -$73.8K
PFE icon
161
Pfizer
PFE
$148B
$1.18M 0.08%
48,673
-2,829
-5% -$66K
PGR icon
162
Progressive
PGR
$125B
$1.18M 0.08%
4,410
-257
-6% -$70.4K
TDY icon
163
Teledyne Technologies
TDY
$31.8B
$1.17M 0.08%
+2,275
New +$1.1M
CSGP icon
164
CoStar Group
CSGP
$12B
$1.16M 0.08%
14,427
-9,435
-40% -$735K
AWK icon
165
American Water Works
AWK
$26.7B
$1.16M 0.08%
8,333
+3,654
+78% +$524K
CI icon
166
Cigna
CI
$72.3B
$1.13M 0.08%
3,426
-246
-7% -$79.3K
MO icon
167
Altria Group
MO
$114B
$1.12M 0.08%
19,046
-1,372
-7% -$80.6K
MSI icon
168
Motorola Solutions
MSI
$78.7B
$1.12M 0.08%
2,652
-168
-6% -$70.3K
CVS icon
169
CVS Health
CVS
$124B
$1.1M 0.07%
15,963
-1,151
-7% -$75.5K
CCK icon
170
Crown Holdings
CCK
$13.2B
$1.09M 0.07%
10,589
-764
-7% -$72.8K
CNI icon
171
Canadian National Railway
CNI
$76.5B
$1.09M 0.07%
10,434
-606
-5% -$61.7K
AMAT icon
172
Applied Materials
AMAT
$421B
$1.08M 0.07%
5,895
-425
-7% -$67.3K
DLR icon
173
Digital Realty Trust
DLR
$71.6B
$1.07M 0.07%
6,149
-442
-7% -$72.3K
ROL icon
174
Rollins
ROL
$17.6B
$1.06M 0.07%
+18,740
New +$1.05M
DOV icon
175
Dover
DOV
$28.3B
$1.04M 0.07%
5,650
-330
-6% -$57.4K
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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CW
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BG
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Sumitomo Life Insurance's Q2 2025 Portfolio in Review

As of Q2 2025, Sumitomo Life Insurance held 284 positions worth $1.47B, down 47% from $2.79B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Sumitomo Life Insurance withdrew a net $1.46B in Q2 2025, closing 19 positions and reducing 219 holdings. Its most notable exit was Vanguard High Dividend Yield ETF, an estimated $745M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Sumitomo Life Insurance opened a new position in iShares S&P 500 BuyWrite ETF worth $139M.

  • Sumitomo Life Insurance's largest Q2 2025 buy was iShares S&P 500 BuyWrite ETF: 3,030,000 shares worth $139M.
  • Sumitomo Life Insurance added most to CME Group in Q2 2025, an estimated $6.48M increase.
  • Sumitomo Life Insurance's biggest Q2 2025 reduction was iShares TIPS Bond ETF, cutting an estimated $64.1M.
  • Sumitomo Life Insurance fully exited Vanguard High Dividend Yield ETF in Q2 2025, selling an estimated $745M.
  • Sumitomo Life Insurance's ten largest holdings make up 46% of its $1.47B portfolio in Q2 2025.
  • Sumitomo Life Insurance opened 12 new positions and closed 19 in Q2 2025.
  • Sumitomo Life Insurance's portfolio value fell 47% quarter-over-quarter to $1.47B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2025, filed 5 Aug 2025.