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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
+1.8%
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
$4.25B
AUM Growth
+$603M
Cap. Flow
+$653M
Cap. Flow %
15.35%
Top 10 Hldgs %
69.81%
Holding
293
New
12
Increased
192
Reduced
75
Closed
11

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$437M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$190M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$168M
4
AAPL icon
Apple
AAPL
+$10.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.38M

Top Sells

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$73.8M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$29.4M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$26.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$26M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$17.3M

Sector Composition

Rank Sector Weight
1 Technology 10.27%
2 Financials 4.28%
3 Communication Services 3.52%
4 Healthcare 2.92%
5 Consumer Discretionary 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
201
Qualcomm
QCOM
$159B
$887K 0.02%
6,890
-15,020
-69% -$2.19M
PGR icon
202
Progressive
PGR
$124B
$873K 0.02%
4,404
+97
+2% +$20K
DELL icon
203
Dell
DELL
$262B
$852K 0.02%
5,190
+149
+3% +$19.9K
FCX icon
204
Freeport-McMoran
FCX
$91.2B
$847K 0.02%
+14,403
New +$870K
SLB icon
205
SLB Ltd
SLB
$72.6B
$840K 0.02%
16,338
+681
+4% +$33.1K
MAR icon
206
Marriott International
MAR
$99B
$838K 0.02%
2,563
+73
+3% +$24K
PNC icon
207
PNC Financial Services
PNC
$99.2B
$833K 0.02%
4,004
+107
+3% +$23.3K
SOFI icon
208
SoFi Technologies
SOFI
$21.3B
$832K 0.02%
52,383
-37,080
-41% -$782K
CMS icon
209
CMS Energy
CMS
$22.7B
$832K 0.02%
10,718
+344
+3% +$25.5K
AMT icon
210
American Tower
AMT
$81.3B
$827K 0.02%
4,794
+127
+3% +$22.9K
VZ icon
211
Verizon
VZ
$193B
$817K 0.02%
16,267
-18,756
-54% -$869K
ITW icon
212
Illinois Tool Works
ITW
$81.6B
$811K 0.02%
3,115
+100
+3% +$27.2K
IHG icon
213
InterContinental Hotels
IHG
$24.2B
$803K 0.02%
+6,020
New +$828K
ACN icon
214
Accenture
ACN
$99.9B
$800K 0.02%
4,033
+99
+3% +$23.1K
DVN icon
215
Devon Energy
DVN
$50.9B
$789K 0.02%
15,684
+503
+3% +$21.6K
SPG icon
216
Simon Property Group
SPG
$74.7B
$788K 0.02%
4,227
+112
+3% +$21.4K
MDT icon
217
Medtronic
MDT
$110B
$777K 0.02%
8,972
+196
+2% +$18.8K
CRH icon
218
CRH
CRH
$63.9B
$776K 0.02%
7,381
+237
+3% +$27.8K
PCAR icon
219
PACCAR
PCAR
$70.4B
$759K 0.02%
6,571
+211
+3% +$25.5K
SBUX icon
220
Starbucks
SBUX
$121B
$756K 0.02%
8,439
+271
+3% +$25.6K
TEL icon
221
TE Connectivity
TEL
$59.9B
$750K 0.02%
3,588
+141
+4% +$31.1K
AIG icon
222
American International
AIG
$41.8B
$725K 0.02%
9,639
+257
+3% +$19.7K
DHI icon
223
D.R. Horton
DHI
$40.7B
$725K 0.02%
5,285
+170
+3% +$25.7K
IDXX icon
224
Idexx Laboratories
IDXX
$44.1B
$719K 0.02%
1,280
+41
+3% +$26.3K
RCL icon
225
Royal Caribbean
RCL
$86.1B
$711K 0.02%
+2,584
New +$769K
7 8
9
10 11

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Sumitomo Life Insurance's Q1 2026 Portfolio in Review

As of Q1 2026, Sumitomo Life Insurance held 293 positions worth $4.25B, up 17% from $3.65B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Sumitomo Life Insurance deployed $653M of net new capital in Q1 2026, opening 12 new positions and adding to 192 existing holdings. Its largest new stake was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 13% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard FTSE Emerging Markets ETF, an estimated $73.8M trimmed.

  • Sumitomo Life Insurance's largest Q1 2026 buy was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.
  • Sumitomo Life Insurance added most to Schwab US Dividend Equity ETF in Q1 2026, an estimated $437M increase.
  • Sumitomo Life Insurance's biggest Q1 2026 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $73.8M.
  • Sumitomo Life Insurance fully exited Automatic Data Processing in Q1 2026, selling an estimated $1.93M.
  • Sumitomo Life Insurance's ten largest holdings make up 70% of its $4.25B portfolio in Q1 2026.
  • Sumitomo Life Insurance opened 12 new positions and closed 11 in Q1 2026.
  • Sumitomo Life Insurance's portfolio value rose 17% quarter-over-quarter to $4.25B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.