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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
+12.79%
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
$1.47B
AUM Growth
-$1.32B
Cap. Flow
-$1.46B
Cap. Flow %
-98.9%
Top 10 Hldgs %
46.15%
Holding
284
New
12
Increased
34
Reduced
219
Closed
19

Top Buys

Rank Stock Value
1
IVVW icon
iShares S&P 500 BuyWrite ETF
IVVW
+$135M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$23M
3
KKR icon
KKR & Co
KKR
+$6.65M
4
CME icon
CME Group
CME
+$6.48M
5
AMZN icon
Amazon
AMZN
+$3.19M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$745M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$519M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$104M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$64.1M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$50.3M

Sector Composition

Rank Sector Weight
1 Technology 28.13%
2 Financials 11.76%
3 Communication Services 7.34%
4 Healthcare 7.22%
5 Consumer Discretionary 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TGT icon
201
Target
TGT
$66.8B
$751K 0.05%
7,612
-496
-6% -$47.6K
PNC icon
202
PNC Financial Services
PNC
$101B
$745K 0.05%
3,999
-5,617
-58% -$951K
CMS icon
203
CMS Energy
CMS
$22.3B
$738K 0.05%
10,657
-576
-5% -$41K
PRU icon
204
Prudential Financial
PRU
$41.9B
$720K 0.05%
6,703
-181
-3% -$18.8K
CMCSA icon
205
Comcast
CMCSA
$89.4B
$716K 0.05%
20,055
-1,045
-5% -$36.1K
COO icon
206
Cooper Companies
COO
$14.3B
$714K 0.05%
10,028
-722
-7% -$55.3K
APP icon
207
Applovin
APP
$113B
$700K 0.05%
+1,999
New +$648K
MAR icon
208
Marriott International
MAR
$93.8B
$699K 0.05%
2,560
-3,901
-60% -$978K
DRI icon
209
Darden Restaurants
DRI
$24B
$696K 0.05%
+3,191
New +$662K
ALNY icon
210
Alnylam Pharmaceuticals
ALNY
$28.9B
$691K 0.05%
+2,118
New +$586K
NEM icon
211
Newmont
NEM
$111B
$682K 0.05%
11,700
-606
-5% -$32.3K
SPG icon
212
Simon Property Group
SPG
$71.9B
$681K 0.05%
4,235
-236
-5% -$37.3K
DHI icon
213
D.R. Horton
DHI
$40.8B
$678K 0.05%
5,258
-274
-5% -$33.7K
A icon
214
Agilent Technologies
A
$39.9B
$674K 0.05%
5,708
-386
-6% -$42.8K
CRH icon
215
CRH
CRH
$64.9B
$673K 0.05%
7,336
-502
-6% -$45.8K
AMT icon
216
American Tower
AMT
$79.7B
$658K 0.04%
2,976
-195
-6% -$42.1K
MKC icon
217
McCormick & Company Non-Voting
MKC
$14.1B
$655K 0.04%
8,633
-436
-5% -$32.7K
AEM icon
218
Agnico Eagle Mines
AEM
$85.1B
$645K 0.04%
5,421
-281
-5% -$32.6K
APD icon
219
Air Products & Chemicals
APD
$66.7B
$643K 0.04%
2,281
-116
-5% -$31.7K
D icon
220
Dominion Energy
D
$58.7B
$633K 0.04%
11,200
-566
-5% -$31K
TFC icon
221
Truist Financial
TFC
$64.2B
$631K 0.04%
14,678
-759
-5% -$29.7K
ROK icon
222
Rockwell Automation
ROK
$49.2B
$625K 0.04%
1,882
-3,684
-66% -$1.05M
PCAR icon
223
PACCAR
PCAR
$69.5B
$624K 0.04%
6,562
-8,100
-55% -$748K
KMI icon
224
Kinder Morgan
KMI
$69.7B
$613K 0.04%
20,864
-1,362
-6% -$37.4K
VLO icon
225
Valero Energy
VLO
$87.2B
$602K 0.04%
4,479
-314
-7% -$39.1K
7 8
9
10 11

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AI
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NCM
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DT
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IWM
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Sumitomo Life Insurance's Q2 2025 Portfolio in Review

As of Q2 2025, Sumitomo Life Insurance held 284 positions worth $1.47B, down 47% from $2.79B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Sumitomo Life Insurance withdrew a net $1.46B in Q2 2025, closing 19 positions and reducing 219 holdings. Its most notable exit was Vanguard High Dividend Yield ETF, an estimated $745M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Sumitomo Life Insurance opened a new position in iShares S&P 500 BuyWrite ETF worth $139M.

  • Sumitomo Life Insurance's largest Q2 2025 buy was iShares S&P 500 BuyWrite ETF: 3,030,000 shares worth $139M.
  • Sumitomo Life Insurance added most to CME Group in Q2 2025, an estimated $6.48M increase.
  • Sumitomo Life Insurance's biggest Q2 2025 reduction was iShares TIPS Bond ETF, cutting an estimated $64.1M.
  • Sumitomo Life Insurance fully exited Vanguard High Dividend Yield ETF in Q2 2025, selling an estimated $745M.
  • Sumitomo Life Insurance's ten largest holdings make up 46% of its $1.47B portfolio in Q2 2025.
  • Sumitomo Life Insurance opened 12 new positions and closed 19 in Q2 2025.
  • Sumitomo Life Insurance's portfolio value fell 47% quarter-over-quarter to $1.47B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2025, filed 5 Aug 2025.