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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+11.07%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$6.12B
AUM Growth
+$1.86B
Cap. Flow
+$1.45B
Cap. Flow %
23.73%
Top 10 Hldgs %
72.34%
Holding
299
New
17
Increased
49
Reduced
216
Closed
8

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$598M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$448M
3
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$251M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$50.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$47.1M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$42.8M
2
ABNB icon
Airbnb
ABNB
+$11.3M
3
ZTS icon
Zoetis
ZTS
+$7.67M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.31M
5
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$5.28M

Sector Composition

Rank Sector Weight
1 Miscellaneous 76.09%
2 Technology 9.44%
3 Financials 3.01%
4 Communication Services 2.6%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USB icon
201
US Bancorp
USB
$96.9B
$995K 0.02%
16,466
-919
-5% -$51.5K
IHG icon
202
InterContinental Hotels
IHG
$22.5B
$987K 0.02%
5,701
-319
-5% -$48.8K
ENB icon
203
Enbridge
ENB
$106B
$981K 0.02%
18,089
-968
-5% -$53.1K
T icon
204
AT&T
T
$183B
$969K 0.02%
46,822
-2,505
-5% -$62.2K
ORLY icon
205
O'Reilly Automotive
ORLY
$68.9B
$952K 0.02%
10,335
-577
-5% -$52.6K
TGT icon
206
Target
TGT
$70.1B
$946K 0.02%
7,244
-387
-5% -$49.2K
BAM icon
207
Brookfield Asset Management
BAM
$73.2B
$938K 0.02%
+20,921
New +$988K
ALNY icon
208
Alnylam Pharmaceuticals
ALNY
$31.9B
$937K 0.02%
3,111
-173
-5% -$52.2K
PNC icon
209
PNC Financial Services
PNC
$96.1B
$932K 0.02%
3,786
-218
-5% -$48.8K
NSC icon
210
Norfolk Southern
NSC
$71.9B
$930K 0.02%
2,957
-176
-6% -$54.3K
PGR icon
211
Progressive
PGR
$129B
$913K 0.01%
4,181
-223
-5% -$44.9K
SRE icon
212
Sempra
SRE
$53.1B
$908K 0.01%
9,790
-546
-5% -$50.8K
HOOD icon
213
Robinhood
HOOD
$99.3B
$901K 0.01%
8,987
-532
-6% -$44.5K
CI icon
214
Cigna
CI
$76.3B
$898K 0.01%
3,259
-183
-5% -$51.7K
MAR icon
215
Marriott International
MAR
$87.9B
$897K 0.01%
2,420
-143
-6% -$52.7K
SPG icon
216
Simon Property Group
SPG
$66B
$894K 0.01%
3,997
-230
-5% -$47.3K
FCX icon
217
Freeport-McMoran
FCX
$99.6B
$859K 0.01%
13,663
-740
-5% -$47.6K
SNOW icon
218
Snowflake
SNOW
$114B
$850K 0.01%
3,338
-91
-3% -$16.7K
DHI icon
219
D.R. Horton
DHI
$39.2B
$812K 0.01%
4,987
-298
-6% -$44.5K
SBUX icon
220
Starbucks
SBUX
$110B
$811K 0.01%
7,935
-504
-6% -$50.8K
FDX icon
221
FedEx
FDX
$73B
$806K 0.01%
2,575
-24
-0.9% -$8.72K
CMS icon
222
CMS Energy
CMS
$20.7B
$771K 0.01%
10,079
-639
-6% -$47.9K
HCA icon
223
HCA Healthcare
HCA
$91.8B
$767K 0.01%
1,966
-105
-5% -$44.4K
CRM icon
224
Salesforce
CRM
$210B
$754K 0.01%
4,812
-286
-6% -$50.3K
A icon
225
Agilent Technologies
A
$42.4B
$749K 0.01%
5,639
-153
-3% -$18.6K
7 8
9
10 11

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2026 Portfolio in Review

As of Q2 2026, Sumitomo Life Insurance held 299 positions worth $6.12B, up 44% from $4.25B the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Sumitomo Life Insurance deployed $1.45B of net new capital in Q2 2026, opening 17 new positions and adding to 49 existing holdings. Its largest new stake was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.

By sector, the portfolio is most concentrated in Miscellaneous at 76% of assets, up from 70% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $42.8M trimmed.

  • Sumitomo Life Insurance's largest Q2 2026 buy was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $598M increase.
  • Sumitomo Life Insurance's biggest Q2 2026 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $42.8M.
  • Sumitomo Life Insurance fully exited Zoetis in Q2 2026, selling an estimated $7.67M.
  • Sumitomo Life Insurance's ten largest holdings make up 72% of its $6.12B portfolio in Q2 2026.
  • Sumitomo Life Insurance opened 17 new positions and closed 8 in Q2 2026.
  • Sumitomo Life Insurance's portfolio value rose 44% quarter-over-quarter to $6.12B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.