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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
DLR icon
176
Digital Realty Trust
DLR
$71.5B
$1.11M 0.03%
6,177
+169
+3% +$28.9K
LECO icon
177
Lincoln Electric
LECO
$13.7B
$1.1M 0.03%
4,411
+97
+2% +$25.9K
AEM icon
178
Agnico Eagle Mines
AEM
$76.3B
$1.1M 0.03%
17,989
-2,177
-11% -$453K
SHW icon
179
Sherwin-Williams
SHW
$83.7B
$1.09M 0.03%
3,410
+95
+3% +$32.7K
ALNY icon
180
Alnylam Pharmaceuticals
ALNY
$27.5B
$1.09M 0.03%
3,284
+90
+3% +$30.6K
GLW icon
181
Corning
GLW
$116B
$1.07M 0.03%
+7,902
New +$953K
CNI icon
182
Canadian National Railway
CNI
$76.9B
$1.07M 0.03%
10,419
+229
+2% +$23.6K
CCK icon
183
Crown Holdings
CCK
$12.9B
$1.07M 0.03%
10,639
+292
+3% +$31.2K
LYV icon
184
Live Nation Entertainment
LYV
$42.7B
$1.06M 0.03%
6,974
+153
+2% +$23.2K
AEP icon
185
American Electric Power
AEP
$69.5B
$1.04M 0.02%
7,902
+172
+2% +$21.5K
ENB icon
186
Enbridge
ENB
$121B
$1.03M 0.02%
19,057
+436
+2% +$22.2K
ORLY icon
187
O'Reilly Automotive
ORLY
$71.3B
$1.01M 0.02%
10,912
+298
+3% +$27.9K
SRE icon
188
Sempra
SRE
$58.6B
$1M 0.02%
10,336
+284
+3% +$26K
ROL icon
189
Rollins
ROL
$18.5B
$1M 0.02%
18,755
+467
+3% +$27.8K
NUE icon
190
Nucor
NUE
$58.5B
$993K 0.02%
5,874
+168
+3% +$29.3K
HCA icon
191
HCA Healthcare
HCA
$85.7B
$980K 0.02%
2,071
+45
+2% +$22.7K
TER icon
192
Teradyne
TER
$57.2B
$958K 0.02%
3,233
+122
+4% +$34K
MFC icon
193
Manulife Financial
MFC
$74B
$958K 0.02%
27,813
+607
+2% +$21.8K
CRM icon
194
Salesforce
CRM
$148B
$952K 0.02%
5,098
+157
+3% +$32.5K
FDX icon
195
FedEx
FDX
$73B
$926K 0.02%
2,599
+99
+4% +$34.4K
TGT icon
196
Target
TGT
$65.6B
$925K 0.02%
7,631
+159
+2% +$17.9K
CI icon
197
Cigna
CI
$76.1B
$918K 0.02%
3,442
+95
+3% +$26.3K
HQY icon
198
HealthEquity
HQY
$8.44B
$908K 0.02%
10,868
-686
-6% -$56.3K
USB icon
199
US Bancorp
USB
$98B
$904K 0.02%
17,385
+494
+3% +$27.1K
NSC icon
200
Norfolk Southern
NSC
$75B
$899K 0.02%
3,133
+46
+1% +$13.7K
6 7
8
9 10

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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.