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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
+5.42%
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
$3.22B
AUM Growth
+$1.75B
Cap. Flow
+$1.65B
Cap. Flow %
51.15%
Top 10 Hldgs %
59.16%
Holding
279
New
14
Increased
54
Reduced
194
Closed
11

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$847M
2
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$137M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$121M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$108M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$103M

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$8.37M
2
BX icon
Blackstone
BX
+$5.88M
3
SYY icon
Sysco
SYY
+$3.02M
4
JPM icon
JPMorgan Chase
JPM
+$2.9M
5
PG icon
Procter & Gamble
PG
+$2.1M

Sector Composition

Rank Sector Weight
1 Technology 14.73%
2 Financials 5.65%
3 Communication Services 4.6%
4 Consumer Discretionary 3.47%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROL icon
176
Rollins
ROL
$18.2B
$1.06M 0.03%
18,067
-673
-4% -$38.3K
PGR icon
177
Progressive
PGR
$125B
$1.05M 0.03%
4,255
-155
-4% -$38.2K
DUK icon
178
Duke Energy
DUK
$97.3B
$1.03M 0.03%
8,348
-251
-3% -$30.5K
DLR icon
179
Digital Realty Trust
DLR
$71.7B
$1.03M 0.03%
5,969
-180
-3% -$30.8K
PEP icon
180
PepsiCo
PEP
$190B
$1.01M 0.03%
7,183
-7,162
-50% -$1.02M
LECO icon
181
Lincoln Electric
LECO
$15.4B
$1.01M 0.03%
4,262
-155
-4% -$36.3K
CCK icon
182
Crown Holdings
CCK
$13.1B
$993K 0.03%
10,280
-309
-3% -$31K
CI icon
183
Cigna
CI
$74.6B
$959K 0.03%
3,326
-100
-3% -$29.6K
CNI icon
184
Canadian National Railway
CNI
$76.6B
$949K 0.03%
10,066
-368
-4% -$35.5K
NEM icon
185
Newmont
NEM
$119B
$948K 0.03%
11,240
-460
-4% -$32.1K
PSA icon
186
Public Storage
PSA
$61.3B
$942K 0.03%
3,260
-98
-3% -$28.1K
ENB icon
187
Enbridge
ENB
$112B
$929K 0.03%
18,416
-711
-4% -$33.5K
DOV icon
188
Dover
DOV
$28.4B
$910K 0.03%
5,453
-197
-3% -$35.4K
NSC icon
189
Norfolk Southern
NSC
$75.1B
$906K 0.03%
3,017
-109
-3% -$30.3K
SRE icon
190
Sempra
SRE
$54.8B
$901K 0.03%
10,009
-279
-3% -$22.6K
AMT icon
191
American Tower
AMT
$80.4B
$888K 0.03%
4,615
+1,639
+55% +$341K
AEM icon
192
Agnico Eagle Mines
AEM
$90.5B
$878K 0.03%
5,207
-214
-4% -$29.4K
DHI icon
193
D.R. Horton
DHI
$42.3B
$862K 0.03%
5,088
-170
-3% -$26.7K
AEP icon
194
American Electric Power
AEP
$68.4B
$859K 0.03%
7,636
-296
-4% -$32.4K
HCA icon
195
HCA Healthcare
HCA
$89.5B
$855K 0.03%
2,006
-73
-4% -$28.3K
CRH icon
196
CRH
CRH
$66.8B
$852K 0.03%
7,106
-230
-3% -$24.3K
POOL icon
197
Pool Corp
POOL
$7.5B
$850K 0.03%
2,742
-83
-3% -$26K
MFC icon
198
Manulife Financial
MFC
$73.5B
$837K 0.03%
26,877
-1,037
-4% -$32K
MDT icon
199
Medtronic
MDT
$112B
$827K 0.03%
8,688
-304
-3% -$27.9K
NKE icon
200
Nike
NKE
$61.9B
$827K 0.03%
11,861
-356
-3% -$26.5K
6 7
8
9 10

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Sumitomo Life Insurance's Q3 2025 Portfolio in Review

As of Q3 2025, Sumitomo Life Insurance held 279 positions worth $3.22B, up 118% from $1.47B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Sumitomo Life Insurance deployed $1.65B of net new capital in Q3 2025, opening 14 new positions and adding to 54 existing holdings. Its largest new stake was Schwab US Dividend Equity ETF: 31,050,000 shares worth $848M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 28% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Adobe, an estimated $8.37M trimmed.

  • Sumitomo Life Insurance's largest Q3 2025 buy was Schwab US Dividend Equity ETF: 31,050,000 shares worth $848M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q3 2025, an estimated $49.9M increase.
  • Sumitomo Life Insurance's biggest Q3 2025 reduction was Adobe, cutting an estimated $8.37M.
  • Sumitomo Life Insurance fully exited Blackstone in Q3 2025, selling an estimated $5.88M.
  • Sumitomo Life Insurance's ten largest holdings make up 59% of its $3.22B portfolio in Q3 2025.
  • Sumitomo Life Insurance opened 14 new positions and closed 11 in Q3 2025.
  • Sumitomo Life Insurance's portfolio value rose 118% quarter-over-quarter to $3.22B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2025, filed 12 Nov 2025.