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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
-0.36%
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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
-$2.5B
Cap. Flow %
-89.58%
Top 10 Hldgs %
67.47%
Holding
278
New
8
Increased
80
Reduced
178
Closed
6

Top Buys

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$15.9M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$13.8M
3
SCHP icon
Schwab US TIPS ETF
SCHP
+$13.1M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.04M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.23B
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$624M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$230M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107M

Sector Composition

Rank Sector Weight
1 Technology 12.17%
2 Financials 5.65%
3 Healthcare 4.11%
4 Communication Services 3.41%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DUOL icon
201
Duolingo
DUOL
$6.12B
$810K 0.03%
2,609
+11
+0.4% +$3.76K
ITW icon
202
Illinois Tool Works
ITW
$84.5B
$803K 0.03%
3,236
-85
-3% -$21.8K
CMCSA icon
203
Comcast
CMCSA
$90B
$779K 0.03%
21,100
-22,458
-52% -$810K
SRE icon
204
Sempra
SRE
$54.8B
$775K 0.03%
10,861
-162
-1% -$12.6K
NSC icon
205
Norfolk Southern
NSC
$75.1B
$771K 0.03%
3,257
+2
+0.1% +$487
PRU icon
206
Prudential Financial
PRU
$41.8B
$769K 0.03%
6,884
-175
-2% -$19.9K
USB icon
207
US Bancorp
USB
$99.6B
$764K 0.03%
18,107
-163
-0.9% -$7.52K
HCA icon
208
HCA Healthcare
HCA
$89.5B
$748K 0.03%
2,166
– –
NUE icon
209
Nucor
NUE
$62.1B
$747K 0.03%
6,205
+64
+1% +$8.25K
MKC icon
210
McCormick & Company Non-Voting
MKC
$14.2B
$746K 0.03%
9,069
+112
+1% +$8.78K
COF icon
211
Capital One
COF
$134B
$746K 0.03%
4,163
+40
+1% +$7.56K
SPG icon
212
Simon Property Group
SPG
$72.3B
$743K 0.03%
4,471
+70
+2% +$12.2K
VEEV icon
213
Veeva Systems
VEEV
$37.4B
$716K 0.03%
+3,089
New +$706K
A icon
214
Agilent Technologies
A
$41.2B
$713K 0.03%
6,094
+91
+2% +$12.3K
GIS icon
215
General Mills
GIS
$19.7B
$709K 0.03%
11,851
+143
+1% +$8.59K
SLB icon
216
SLB Ltd
SLB
$75B
$708K 0.03%
16,943
-305
-2% -$12.5K
APD icon
217
Air Products & Chemicals
APD
$67.6B
$707K 0.03%
2,397
+30
+1% +$9.25K
DHI icon
218
D.R. Horton
DHI
$42.3B
$703K 0.03%
5,532
-29
-0.5% -$3.89K
GXO icon
219
GXO Logistics
GXO
$5.55B
$699K 0.03%
17,888
-93
-0.5% -$3.88K
AWK icon
220
American Water Works
AWK
$26.9B
$690K 0.02%
4,679
+70
+2% +$9.22K
AMT icon
221
American Tower
AMT
$80.4B
$690K 0.02%
3,171
+26
+0.8% +$5.1K
CRH icon
222
CRH
CRH
$66.8B
$690K 0.02%
7,838
+81
+1% +$7.96K
WSO icon
223
Watsco Inc
WSO
$13.6B
$688K 0.02%
+1,353
New +$667K
HEI icon
224
HEICO Corp
HEI
$51.4B
$681K 0.02%
+2,547
New +$620K
D icon
225
Dominion Energy
D
$59.3B
$660K 0.02%
11,766
+149
+1% +$8.2K
7 8
9
10 11

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Sumitomo Life Insurance's Q1 2025 Portfolio in Review

As of Q1 2025, Sumitomo Life Insurance held 278 positions worth $2.79B, down 47% from $5.3B the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Sumitomo Life Insurance withdrew a net $2.5B in Q1 2025, closing 6 positions and reducing 178 holdings. Its most notable exit was State Street SPDR Portfolio S&P 500 ETF, an estimated $624M position sold in full.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 7.3% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Sumitomo Life Insurance opened a new position in Motorola Solutions worth $1.23M.

  • Sumitomo Life Insurance's largest Q1 2025 buy was Motorola Solutions: 2,820 shares worth $1.23M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q1 2025, an estimated $15.9M increase.
  • Sumitomo Life Insurance's biggest Q1 2025 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $1.23B.
  • Sumitomo Life Insurance fully exited State Street SPDR Portfolio S&P 500 ETF in Q1 2025, selling an estimated $624M.
  • Sumitomo Life Insurance's ten largest holdings make up 67% of its $2.79B portfolio in Q1 2025.
  • Sumitomo Life Insurance opened 8 new positions and closed 6 in Q1 2025.
  • Sumitomo Life Insurance's portfolio value fell 47% quarter-over-quarter to $2.79B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2025, filed 2 May 2025.