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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
+2.19%
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
$3.65B
AUM Growth
+$431M
Cap. Flow
+$385M
Cap. Flow %
10.55%
Top 10 Hldgs %
62.1%
Holding
286
New
18
Increased
213
Reduced
45
Closed
5

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$401M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$40.2M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$21.4M
4
NVDA icon
NVIDIA
NVDA
+$11.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$10.4M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$164M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.7M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.59M
4
META icon
Meta Platforms (Facebook)
META
+$8.41M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.43M

Sector Composition

Rank Sector Weight
1 Technology 13.49%
2 Financials 5.49%
3 Communication Services 4.38%
4 Healthcare 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFE icon
176
Pfizer
PFE
$153B
$1.18M 0.03%
47,541
+575
+1% +$14.5K
ROL icon
177
Rollins
ROL
$18.2B
$1.1M 0.03%
18,288
+221
+1% +$13K
SHW icon
178
Sherwin-Williams
SHW
$89.8B
$1.07M 0.03%
3,315
+26
+0.8% +$8.7K
MO icon
179
Altria Group
MO
$114B
$1.07M 0.03%
18,610
+121
+0.7% +$7.31K
CCK icon
180
Crown Holdings
CCK
$13.1B
$1.07M 0.03%
10,347
+67
+0.7% +$6.53K
HQY icon
181
HealthEquity
HQY
$8.75B
$1.06M 0.03%
+11,554
New +$1.11M
ACN icon
182
Accenture
ACN
$108B
$1.06M 0.03%
3,934
-2,079
-35% -$528K
PEP icon
183
PepsiCo
PEP
$190B
$1.04M 0.03%
7,223
+40
+0.6% +$5.88K
LECO icon
184
Lincoln Electric
LECO
$15.4B
$1.03M 0.03%
4,314
+52
+1% +$12.3K
CNI icon
185
Canadian National Railway
CNI
$76.6B
$1.01M 0.03%
10,190
+124
+1% +$11.9K
MSI icon
186
Motorola Solutions
MSI
$77.4B
$993K 0.03%
2,591
+16
+0.6% +$6.43K
MFC icon
187
Manulife Financial
MFC
$73.5B
$987K 0.03%
27,206
+329
+1% +$11.2K
DUK icon
188
Duke Energy
DUK
$97.3B
$985K 0.03%
8,403
+55
+0.7% +$6.72K
PGR icon
189
Progressive
PGR
$125B
$981K 0.03%
4,307
+52
+1% +$11.7K
LYV icon
190
Live Nation Entertainment
LYV
$42.1B
$972K 0.03%
6,821
+82
+1% +$11.8K
ORLY icon
191
O'Reilly Automotive
ORLY
$76.3B
$968K 0.03%
10,614
+69
+0.7% +$6.74K
CSGP icon
192
CoStar Group
CSGP
$12.3B
$947K 0.03%
14,090
+170
+1% +$12K
HCA icon
193
HCA Healthcare
HCA
$89.5B
$946K 0.03%
2,026
+20
+1% +$9.29K
NUE icon
194
Nucor
NUE
$62.1B
$931K 0.03%
5,706
+1
+0% +$150
DLR icon
195
Digital Realty Trust
DLR
$71.7B
$929K 0.03%
6,008
+39
+0.7% +$6.4K
CI icon
196
Cigna
CI
$74.6B
$921K 0.03%
3,347
+21
+0.6% +$5.89K
USB icon
197
US Bancorp
USB
$99.6B
$901K 0.02%
16,891
+45
+0.3% +$2.21K
CRH icon
198
CRH
CRH
$66.8B
$892K 0.02%
7,144
+38
+0.5% +$4.53K
AEP icon
199
American Electric Power
AEP
$68.4B
$891K 0.02%
7,730
+94
+1% +$11.1K
NSC icon
200
Norfolk Southern
NSC
$75.1B
$891K 0.02%
3,087
+70
+2% +$20.2K
6 7
8
9 10

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AI
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IWM
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Sumitomo Life Insurance's Q4 2025 Portfolio in Review

As of Q4 2025, Sumitomo Life Insurance held 286 positions worth $3.65B, up 13% from $3.22B the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Sumitomo Life Insurance deployed $385M of net new capital in Q4 2025, opening 18 new positions and adding to 213 existing holdings. Its largest new stake was iShares S&P GSCI Commodity-Indexed Trust: 1,746,896 shares worth $40.3M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 15% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $15.7M trimmed.

  • Sumitomo Life Insurance's largest Q4 2025 buy was iShares S&P GSCI Commodity-Indexed Trust: 1,746,896 shares worth $40.3M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $401M increase.
  • Sumitomo Life Insurance's biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $15.7M.
  • Sumitomo Life Insurance fully exited iShares TIPS Bond ETF in Q4 2025, selling an estimated $164M.
  • Sumitomo Life Insurance's ten largest holdings make up 62% of its $3.65B portfolio in Q4 2025.
  • Sumitomo Life Insurance opened 18 new positions and closed 5 in Q4 2025.
  • Sumitomo Life Insurance's portfolio value rose 13% quarter-over-quarter to $3.65B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2025, filed 13 Feb 2026.