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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+11.07%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$6.12B
AUM Growth
+$1.86B
Cap. Flow
+$1.45B
Cap. Flow %
23.73%
Top 10 Hldgs %
72.34%
Holding
299
New
17
Increased
49
Reduced
216
Closed
8

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$598M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$448M
3
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$251M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$50.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$47.1M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$42.8M
2
ABNB icon
Airbnb
ABNB
+$11.3M
3
ZTS icon
Zoetis
ZTS
+$7.67M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.31M
5
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$5.28M

Sector Composition

Rank Sector Weight
1 Miscellaneous 76.09%
2 Technology 9.44%
3 Financials 3.01%
4 Communication Services 2.6%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MO icon
176
Altria Group
MO
$117B
$1.3M 0.02%
18,048
-1,086
-6% -$75.8K
TW icon
177
Tradeweb Markets
TW
$21.4B
$1.29M 0.02%
12,957
-4,514
-26% -$490K
SHOP icon
178
Shopify
SHOP
$167B
$1.28M 0.02%
11,246
-651
-5% -$74.3K
DHR icon
179
Danaher
DHR
$147B
$1.26M 0.02%
6,590
-397
-6% -$72.1K
MDLZ icon
180
Mondelez International
MDLZ
$79.3B
$1.24M 0.02%
21,469
-1,292
-6% -$77.8K
WEC icon
181
WEC Energy
WEC
$33.7B
$1.24M 0.02%
10,614
-622
-6% -$71K
NUE icon
182
Nucor
NUE
$58.7B
$1.23M 0.02%
5,540
-334
-6% -$75.6K
LYV icon
183
Live Nation Entertainment
LYV
$39.7B
$1.21M 0.02%
6,593
-381
-5% -$62.7K
CNI icon
184
Canadian National Railway
CNI
$73.7B
$1.17M 0.02%
9,848
-571
-5% -$65K
COF icon
185
Capital One
COF
$127B
$1.17M 0.02%
5,828
-6,105
-51% -$1.17M
SCHW
186
Charles Schwab
SCHW
$186B
$1.16M 0.02%
12,619
-676
-5% -$61.6K
DCI icon
187
Donaldson
DCI
$10.1B
$1.16M 0.02%
+12,875
New +$1.11M
MIR icon
188
Mirion Technologies
MIR
$3.81B
$1.14M 0.02%
63,697
-12,912
-17% -$239K
PLD icon
189
Prologis
PLD
$129B
$1.13M 0.02%
+8,373
New +$1.19M
CCK icon
190
Crown Holdings
CCK
$12.2B
$1.13M 0.02%
10,076
-563
-5% -$56.9K
VLO icon
191
Valero Energy
VLO
$114B
$1.12M 0.02%
4,294
-229
-5% -$56.4K
SHW icon
192
Sherwin-Williams
SHW
$78.5B
$1.11M 0.02%
3,229
-181
-5% -$57.8K
PFE icon
193
Pfizer
PFE
$157B
$1.11M 0.02%
46,132
-2,468
-5% -$64.6K
LECO icon
194
Lincoln Electric
LECO
$13.8B
$1.11M 0.02%
4,169
-242
-5% -$63.3K
MFC icon
195
Manulife Financial
MFC
$72.7B
$1.07M 0.02%
26,401
-1,412
-5% -$54.6K
DLR icon
196
Digital Realty Trust
DLR
$66.5B
$1.05M 0.02%
5,851
-326
-5% -$62.4K
ABT icon
197
Abbott
ABT
$177B
$1.04M 0.02%
11,459
-641
-5% -$58.5K
DUK icon
198
Duke Energy
DUK
$91.8B
$1.04M 0.02%
8,183
-457
-5% -$57.6K
AEP icon
199
American Electric Power
AEP
$65.7B
$1.03M 0.02%
7,502
-400
-5% -$52.7K
FTAI icon
200
FTAI Aviation
FTAI
$18.1B
$1M 0.02%
+3,713
New +$934K
6 7
8
9 10

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2026 Portfolio in Review

As of Q2 2026, Sumitomo Life Insurance held 299 positions worth $6.12B, up 44% from $4.25B the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Sumitomo Life Insurance deployed $1.45B of net new capital in Q2 2026, opening 17 new positions and adding to 49 existing holdings. Its largest new stake was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.

By sector, the portfolio is most concentrated in Miscellaneous at 76% of assets, up from 70% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $42.8M trimmed.

  • Sumitomo Life Insurance's largest Q2 2026 buy was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $598M increase.
  • Sumitomo Life Insurance's biggest Q2 2026 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $42.8M.
  • Sumitomo Life Insurance fully exited Zoetis in Q2 2026, selling an estimated $7.67M.
  • Sumitomo Life Insurance's ten largest holdings make up 72% of its $6.12B portfolio in Q2 2026.
  • Sumitomo Life Insurance opened 17 new positions and closed 8 in Q2 2026.
  • Sumitomo Life Insurance's portfolio value rose 44% quarter-over-quarter to $6.12B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.