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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
+2.19%
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
$3.65B
AUM Growth
+$431M
Cap. Flow
+$385M
Cap. Flow %
10.55%
Top 10 Hldgs %
62.1%
Holding
286
New
18
Increased
213
Reduced
45
Closed
5

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$401M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$40.2M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$21.4M
4
NVDA icon
NVIDIA
NVDA
+$11.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$10.4M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$164M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.7M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.59M
4
META icon
Meta Platforms (Facebook)
META
+$8.41M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.43M

Sector Composition

Rank Sector Weight
1 Technology 13.49%
2 Financials 5.49%
3 Communication Services 4.38%
4 Healthcare 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRV icon
151
Travelers Companies
TRV
$80.2B
$1.52M 0.04%
5,236
+35
+0.7% +$9.85K
COR icon
152
Cencora
COR
$61.2B
$1.51M 0.04%
4,462
+39
+0.9% +$13.3K
IBM icon
153
IBM
IBM
$224B
$1.48M 0.04%
5,002
+44
+0.9% +$13.2K
LOW icon
154
Lowe's Companies
LOW
$125B
$1.48M 0.04%
6,140
+39
+0.6% +$9.36K
AMAT icon
155
Applied Materials
AMAT
$428B
$1.48M 0.04%
5,761
+38
+0.7% +$9.11K
SU icon
156
Suncor Energy
SU
$70.3B
$1.48M 0.04%
33,323
+289
+0.9% +$12.2K
ABT icon
157
Abbott
ABT
$187B
$1.47M 0.04%
11,768
+77
+0.7% +$9.81K
AWK icon
158
American Water Works
AWK
$26.9B
$1.47M 0.04%
11,236
+47
+0.4% +$6.28K
CSX icon
159
CSX Corp
CSX
$93.1B
$1.45M 0.04%
39,996
+347
+0.9% +$12.4K
APG icon
160
APi Group
APG
$18B
$1.44M 0.04%
+37,665
New +$1.39M
SO icon
161
Southern Company
SO
$107B
$1.43M 0.04%
16,442
+107
+0.7% +$9.77K
VZ icon
162
Verizon
VZ
$196B
$1.43M 0.04%
35,023
+227
+0.7% +$9.21K
CRM icon
163
Salesforce
CRM
$158B
$1.31M 0.04%
4,941
-4,628
-48% -$1.15M
SCHW
164
Charles Schwab
SCHW
$187B
$1.3M 0.04%
13,005
+157
+1% +$14.9K
TXN icon
165
Texas Instruments
TXN
$261B
$1.28M 0.03%
7,356
+47
+0.6% +$8.05K
ALNY icon
166
Alnylam Pharmaceuticals
ALNY
$29.3B
$1.27M 0.03%
3,194
+27
+0.9% +$11.9K
CVS icon
167
CVS Health
CVS
$122B
$1.24M 0.03%
15,598
+102
+0.7% +$8.04K
COP icon
168
ConocoPhillips
COP
$141B
$1.23M 0.03%
13,180
+159
+1% +$14.4K
ALL icon
169
Allstate
ALL
$67.5B
$1.21M 0.03%
5,822
+70
+1% +$14.3K
BR icon
170
Broadridge
BR
$19B
$1.21M 0.03%
5,421
+30
+0.6% +$6.84K
GRMN
171
Garmin
GRMN
$60B
$1.2M 0.03%
5,929
+72
+1% +$15.7K
T icon
172
AT&T
T
$163B
$1.2M 0.03%
48,252
+584
+1% +$14.8K
TDG icon
173
TransDigm Group
TDG
$67.7B
$1.2M 0.03%
900
+7
+0.8% +$9.18K
MDLZ icon
174
Mondelez International
MDLZ
$79.9B
$1.19M 0.03%
22,138
+143
+0.7% +$8.23K
DE icon
175
Deere & Co
DE
$168B
$1.19M 0.03%
2,551
-1,522
-37% -$714K
5 6
7
8 9

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CIC
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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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IUHSA
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Sumitomo Life Insurance's Q4 2025 Portfolio in Review

As of Q4 2025, Sumitomo Life Insurance held 286 positions worth $3.65B, up 13% from $3.22B the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Sumitomo Life Insurance deployed $385M of net new capital in Q4 2025, opening 18 new positions and adding to 213 existing holdings. Its largest new stake was iShares S&P GSCI Commodity-Indexed Trust: 1,746,896 shares worth $40.3M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 15% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $15.7M trimmed.

  • Sumitomo Life Insurance's largest Q4 2025 buy was iShares S&P GSCI Commodity-Indexed Trust: 1,746,896 shares worth $40.3M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $401M increase.
  • Sumitomo Life Insurance's biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $15.7M.
  • Sumitomo Life Insurance fully exited iShares TIPS Bond ETF in Q4 2025, selling an estimated $164M.
  • Sumitomo Life Insurance's ten largest holdings make up 62% of its $3.65B portfolio in Q4 2025.
  • Sumitomo Life Insurance opened 18 new positions and closed 5 in Q4 2025.
  • Sumitomo Life Insurance's portfolio value rose 13% quarter-over-quarter to $3.65B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2025, filed 13 Feb 2026.