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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
+5.42%
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
$3.22B
AUM Growth
+$1.75B
Cap. Flow
+$1.65B
Cap. Flow %
51.15%
Top 10 Hldgs %
59.16%
Holding
279
New
14
Increased
54
Reduced
194
Closed
11

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$847M
2
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$137M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$121M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$108M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$103M

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$8.37M
2
BX icon
Blackstone
BX
+$5.88M
3
SYY icon
Sysco
SYY
+$3.02M
4
JPM icon
JPMorgan Chase
JPM
+$2.9M
5
PG icon
Procter & Gamble
PG
+$2.1M

Sector Composition

Rank Sector Weight
1 Technology 14.73%
2 Financials 5.65%
3 Communication Services 4.6%
4 Consumer Discretionary 3.47%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GRMN
151
Garmin
GRMN
$60B
$1.44M 0.04%
5,857
-213
-4% -$49.1K
CSX icon
152
CSX Corp
CSX
$93.1B
$1.41M 0.04%
39,649
-1,443
-4% -$49.3K
IBM icon
153
IBM
IBM
$224B
$1.4M 0.04%
4,958
-181
-4% -$47.4K
COR icon
154
Cencora
COR
$61.2B
$1.38M 0.04%
4,423
-161
-4% -$47.4K
SU icon
155
Suncor Energy
SU
$70.3B
$1.38M 0.04%
33,034
-1,201
-4% -$48.2K
MDLZ icon
156
Mondelez International
MDLZ
$79.9B
$1.37M 0.04%
21,995
-662
-3% -$42.7K
T icon
157
AT&T
T
$163B
$1.35M 0.04%
47,668
-1,734
-4% -$49.2K
TXN icon
158
Texas Instruments
TXN
$261B
$1.34M 0.04%
7,309
-219
-3% -$42.8K
DHR icon
159
Danaher
DHR
$144B
$1.34M 0.04%
6,751
-204
-3% -$40.6K
BR icon
160
Broadridge
BR
$19B
$1.28M 0.04%
+5,391
New +$1.34M
ALL icon
161
Allstate
ALL
$67.5B
$1.23M 0.04%
5,752
-210
-4% -$42.4K
COP icon
162
ConocoPhillips
COP
$141B
$1.23M 0.04%
13,021
-474
-4% -$44.8K
SCHW
163
Charles Schwab
SCHW
$187B
$1.23M 0.04%
12,848
-467
-4% -$44.3K
MO icon
164
Altria Group
MO
$114B
$1.22M 0.04%
18,489
-557
-3% -$35.3K
PFE icon
165
Pfizer
PFE
$153B
$1.2M 0.04%
46,966
-1,707
-4% -$42.1K
GM icon
166
General Motors
GM
$76.8B
$1.18M 0.04%
19,350
-583
-3% -$32.5K
MSI icon
167
Motorola Solutions
MSI
$77.4B
$1.18M 0.04%
2,575
-77
-3% -$34.7K
TDG icon
168
TransDigm Group
TDG
$67.7B
$1.18M 0.04%
893
-915
-51% -$1.31M
CSGP icon
169
CoStar Group
CSGP
$12.3B
$1.17M 0.04%
13,920
-507
-4% -$44.8K
AMAT icon
170
Applied Materials
AMAT
$428B
$1.17M 0.04%
5,723
-172
-3% -$31.2K
CVS icon
171
CVS Health
CVS
$122B
$1.17M 0.04%
15,496
-467
-3% -$32K
LPLA icon
172
LPL Financial
LPLA
$28.6B
$1.16M 0.04%
3,480
-126
-3% -$45.7K
SHW icon
173
Sherwin-Williams
SHW
$89.8B
$1.14M 0.04%
3,289
-2,306
-41% -$813K
ORLY icon
174
O'Reilly Automotive
ORLY
$76.3B
$1.14M 0.04%
10,545
-314
-3% -$31.6K
LYV icon
175
Live Nation Entertainment
LYV
$42.1B
$1.1M 0.03%
6,739
+2,897
+75% +$458K
5 6
7
8 9

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Sumitomo Life Insurance's Q3 2025 Portfolio in Review

As of Q3 2025, Sumitomo Life Insurance held 279 positions worth $3.22B, up 118% from $1.47B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Sumitomo Life Insurance deployed $1.65B of net new capital in Q3 2025, opening 14 new positions and adding to 54 existing holdings. Its largest new stake was Schwab US Dividend Equity ETF: 31,050,000 shares worth $848M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 28% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Adobe, an estimated $8.37M trimmed.

  • Sumitomo Life Insurance's largest Q3 2025 buy was Schwab US Dividend Equity ETF: 31,050,000 shares worth $848M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q3 2025, an estimated $49.9M increase.
  • Sumitomo Life Insurance's biggest Q3 2025 reduction was Adobe, cutting an estimated $8.37M.
  • Sumitomo Life Insurance fully exited Blackstone in Q3 2025, selling an estimated $5.88M.
  • Sumitomo Life Insurance's ten largest holdings make up 59% of its $3.22B portfolio in Q3 2025.
  • Sumitomo Life Insurance opened 14 new positions and closed 11 in Q3 2025.
  • Sumitomo Life Insurance's portfolio value rose 118% quarter-over-quarter to $3.22B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2025, filed 12 Nov 2025.