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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
-0.36%
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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
-$2.5B
Cap. Flow %
-89.58%
Top 10 Hldgs %
67.47%
Holding
278
New
8
Increased
80
Reduced
178
Closed
6

Top Buys

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$15.9M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$13.8M
3
SCHP icon
Schwab US TIPS ETF
SCHP
+$13.1M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.04M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.23B
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$624M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$230M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107M

Sector Composition

Rank Sector Weight
1 Technology 12.17%
2 Financials 5.65%
3 Healthcare 4.11%
4 Communication Services 3.41%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LULU icon
176
lululemon athletica
LULU
$14.6B
$1.09M 0.04%
3,843
+21
+0.5% +$7.7K
PSA icon
177
Public Storage
PSA
$61.3B
$1.08M 0.04%
3,600
– –
CNI icon
178
Canadian National Railway
CNI
$76.6B
$1.08M 0.04%
11,040
-114
-1% -$11.5K
RYAN icon
179
Ryan Specialty Holdings
RYAN
$11B
$1.06M 0.04%
+14,292
New +$971K
DOV icon
180
Dover
DOV
$28.4B
$1.05M 0.04%
5,980
-61
-1% -$11.7K
CCK icon
181
Crown Holdings
CCK
$13.1B
$1.01M 0.04%
11,353
– –
GM icon
182
General Motors
GM
$76.8B
$998K 0.04%
21,230
-162
-0.8% -$7.98K
ELV icon
183
Elevance Health
ELV
$85.5B
$955K 0.03%
2,195
+22
+1% +$8.83K
DLR icon
184
Digital Realty Trust
DLR
$71.7B
$944K 0.03%
6,591
-8
-0.1% -$1.3K
CEG icon
185
Constellation Energy
CEG
$95.6B
$934K 0.03%
4,632
-15,382
-77% -$4.12M
MFC icon
186
Manulife Financial
MFC
$73.5B
$920K 0.03%
29,533
+137
+0.5% +$4.14K
AMAT icon
187
Applied Materials
AMAT
$428B
$917K 0.03%
6,320
-10
-0.2% -$1.68K
AEP icon
188
American Electric Power
AEP
$68.4B
$917K 0.03%
8,392
+117
+1% +$11.9K
MU icon
189
Micron Technology
MU
$991B
$909K 0.03%
10,464
+106
+1% +$10.2K
COO icon
190
Cooper Companies
COO
$14.5B
$907K 0.03%
10,750
-8
-0.1% -$717
ENB icon
191
Enbridge
ENB
$112B
$897K 0.03%
20,235
+75
+0.4% +$3.26K
LECO icon
192
Lincoln Electric
LECO
$15.4B
$884K 0.03%
4,674
-32
-0.7% -$6.28K
AIG icon
193
American International
AIG
$41.3B
$873K 0.03%
10,040
– –
SBUX icon
194
Starbucks
SBUX
$120B
$871K 0.03%
8,877
+42
+0.5% +$4.34K
CHTR icon
195
Charter Communications
CHTR
$18.2B
$866K 0.03%
2,351
-14
-0.6% -$5.01K
TTEK icon
196
Tetra Tech
TTEK
$9.07B
$850K 0.03%
29,059
-109,327
-79% -$3.67M
TGT icon
197
Target
TGT
$68B
$846K 0.03%
8,108
-54
-0.7% -$6.75K
CMS icon
198
CMS Energy
CMS
$22.3B
$844K 0.03%
11,233
+146
+1% +$10.2K
NKE icon
199
Nike
NKE
$61.9B
$831K 0.03%
13,084
+2
+0% +$147
WSC icon
200
WillScot Mobile Mini Holdings
WSC
$4.41B
$825K 0.03%
29,688
-32
-0.1% -$1.09K
6 7
8
9 10

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Sumitomo Life Insurance's Q1 2025 Portfolio in Review

As of Q1 2025, Sumitomo Life Insurance held 278 positions worth $2.79B, down 47% from $5.3B the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Sumitomo Life Insurance withdrew a net $2.5B in Q1 2025, closing 6 positions and reducing 178 holdings. Its most notable exit was State Street SPDR Portfolio S&P 500 ETF, an estimated $624M position sold in full.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 7.3% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Sumitomo Life Insurance opened a new position in Motorola Solutions worth $1.23M.

  • Sumitomo Life Insurance's largest Q1 2025 buy was Motorola Solutions: 2,820 shares worth $1.23M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q1 2025, an estimated $15.9M increase.
  • Sumitomo Life Insurance's biggest Q1 2025 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $1.23B.
  • Sumitomo Life Insurance fully exited State Street SPDR Portfolio S&P 500 ETF in Q1 2025, selling an estimated $624M.
  • Sumitomo Life Insurance's ten largest holdings make up 67% of its $2.79B portfolio in Q1 2025.
  • Sumitomo Life Insurance opened 8 new positions and closed 6 in Q1 2025.
  • Sumitomo Life Insurance's portfolio value fell 47% quarter-over-quarter to $2.79B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2025, filed 2 May 2025.