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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
+12.79%
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
$1.47B
AUM Growth
-$1.32B
Cap. Flow
-$1.46B
Cap. Flow %
-98.9%
Top 10 Hldgs %
46.15%
Holding
284
New
12
Increased
34
Reduced
219
Closed
19

Top Buys

Rank Stock Value
1
IVVW icon
iShares S&P 500 BuyWrite ETF
IVVW
+$135M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$23M
3
KKR icon
KKR & Co
KKR
+$6.65M
4
CME icon
CME Group
CME
+$6.48M
5
AMZN icon
Amazon
AMZN
+$3.19M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$745M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$519M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$104M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$64.1M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$50.3M

Sector Composition

Rank Sector Weight
1 Technology 28.13%
2 Financials 11.76%
3 Communication Services 7.34%
4 Healthcare 7.22%
5 Consumer Discretionary 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DUK icon
176
Duke Energy
DUK
$96.6B
$1.01M 0.07%
8,599
-620
-7% -$73.2K
DUOL icon
177
Duolingo
DUOL
$5.71B
$1.01M 0.07%
2,453
-156
-6% -$68.5K
PSA icon
178
Public Storage
PSA
$61.1B
$985K 0.07%
3,358
-242
-7% -$71.6K
GM icon
179
General Motors
GM
$76.3B
$981K 0.07%
19,933
-1,297
-6% -$61.5K
ORLY icon
180
O'Reilly Automotive
ORLY
$76.2B
$979K 0.07%
10,859
-781
-7% -$71.2K
RYAN icon
181
Ryan Specialty Holdings
RYAN
$5.76B
$951K 0.06%
13,982
-310
-2% -$21.4K
WSO icon
182
Watsco Inc
WSO
$13.2B
$922K 0.06%
2,088
+735
+54% +$341K
LECO icon
183
Lincoln Electric
LECO
$15.2B
$916K 0.06%
4,417
-257
-5% -$49.1K
CHTR icon
184
Charter Communications
CHTR
$18.8B
$909K 0.06%
2,223
-128
-5% -$49K
MFC icon
185
Manulife Financial
MFC
$74.1B
$892K 0.06%
27,914
-1,619
-5% -$49.9K
NKE icon
186
Nike
NKE
$62.3B
$868K 0.06%
12,217
-867
-7% -$52K
ENB icon
187
Enbridge
ENB
$113B
$867K 0.06%
19,127
-1,108
-5% -$50.2K
AIG icon
188
American International
AIG
$42.4B
$825K 0.06%
9,638
-402
-4% -$33.5K
POOL icon
189
Pool Corp
POOL
$7.31B
$823K 0.06%
2,825
-2,180
-44% -$659K
AEP icon
190
American Electric Power
AEP
$68.2B
$823K 0.06%
7,932
-460
-5% -$47.9K
NSC icon
191
Norfolk Southern
NSC
$76.9B
$800K 0.05%
3,126
-131
-4% -$30.9K
AJG icon
192
Arthur J. Gallagher & Co
AJG
$64.5B
$798K 0.05%
+2,493
New +$822K
HCA icon
193
HCA Healthcare
HCA
$88.5B
$796K 0.05%
2,079
-87
-4% -$31.3K
ELV icon
194
Elevance Health
ELV
$84.9B
$796K 0.05%
2,047
-148
-7% -$59.5K
USB icon
195
US Bancorp
USB
$99.4B
$785K 0.05%
17,351
-756
-4% -$31.8K
MDT icon
196
Medtronic
MDT
$110B
$784K 0.05%
8,992
-9,220
-51% -$782K
SRE icon
197
Sempra
SRE
$55.1B
$780K 0.05%
10,288
-573
-5% -$42.5K
SBUX icon
198
Starbucks
SBUX
$120B
$769K 0.05%
8,390
-487
-5% -$42.2K
ITW icon
199
Illinois Tool Works
ITW
$84.8B
$767K 0.05%
3,101
-135
-4% -$32.6K
NUE icon
200
Nucor
NUE
$61.9B
$759K 0.05%
5,863
-342
-6% -$40K
6 7
8
9 10

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AI
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NCM
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IWM
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Sumitomo Life Insurance's Q2 2025 Portfolio in Review

As of Q2 2025, Sumitomo Life Insurance held 284 positions worth $1.47B, down 47% from $2.79B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Sumitomo Life Insurance withdrew a net $1.46B in Q2 2025, closing 19 positions and reducing 219 holdings. Its most notable exit was Vanguard High Dividend Yield ETF, an estimated $745M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Sumitomo Life Insurance opened a new position in iShares S&P 500 BuyWrite ETF worth $139M.

  • Sumitomo Life Insurance's largest Q2 2025 buy was iShares S&P 500 BuyWrite ETF: 3,030,000 shares worth $139M.
  • Sumitomo Life Insurance added most to CME Group in Q2 2025, an estimated $6.48M increase.
  • Sumitomo Life Insurance's biggest Q2 2025 reduction was iShares TIPS Bond ETF, cutting an estimated $64.1M.
  • Sumitomo Life Insurance fully exited Vanguard High Dividend Yield ETF in Q2 2025, selling an estimated $745M.
  • Sumitomo Life Insurance's ten largest holdings make up 46% of its $1.47B portfolio in Q2 2025.
  • Sumitomo Life Insurance opened 12 new positions and closed 19 in Q2 2025.
  • Sumitomo Life Insurance's portfolio value fell 47% quarter-over-quarter to $1.47B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2025, filed 5 Aug 2025.