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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
+5.42%
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
$3.22B
AUM Growth
+$1.75B
Cap. Flow
+$1.65B
Cap. Flow %
51.15%
Top 10 Hldgs %
59.16%
Holding
279
New
14
Increased
54
Reduced
194
Closed
11

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$847M
2
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$137M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$121M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$108M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$103M

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$8.37M
2
BX icon
Blackstone
BX
+$5.88M
3
SYY icon
Sysco
SYY
+$3.02M
4
JPM icon
JPMorgan Chase
JPM
+$2.9M
5
PG icon
Procter & Gamble
PG
+$2.1M

Sector Composition

Rank Sector Weight
1 Technology 14.73%
2 Financials 5.65%
3 Communication Services 4.6%
4 Consumer Discretionary 3.47%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WSO icon
201
Watsco Inc
WSO
$13.6B
$820K 0.03%
2,027
-61
-3% -$26.1K
USB icon
202
US Bancorp
USB
$99.6B
$814K 0.03%
16,846
-505
-3% -$23.9K
RYAN icon
203
Ryan Specialty Holdings
RYAN
$11B
$788K 0.02%
13,982
– –
ITW icon
204
Illinois Tool Works
ITW
$84.5B
$787K 0.02%
3,017
-84
-3% -$21.9K
CSL icon
205
Carlisle Companies
CSL
$15.4B
$782K 0.02%
2,376
-2,505
-51% -$955K
PNC icon
206
PNC Financial Services
PNC
$101B
$776K 0.02%
3,863
-136
-3% -$26.9K
NUE icon
207
Nucor
NUE
$62.1B
$773K 0.02%
5,705
-158
-3% -$22.4K
DASH icon
208
DoorDash
DASH
$93.7B
$772K 0.02%
+2,840
New +$712K
SPG icon
209
Simon Property Group
SPG
$72.3B
$764K 0.02%
4,070
-165
-4% -$28.5K
CMS icon
210
CMS Energy
CMS
$22.3B
$752K 0.02%
10,260
-397
-4% -$28.5K
TEL icon
211
TE Connectivity
TEL
$62.6B
$748K 0.02%
+3,408
New +$683K
AJG icon
212
Arthur J. Gallagher & Co
AJG
$63.6B
$744K 0.02%
2,403
-90
-4% -$27.1K
SNOW icon
213
Snowflake
SNOW
$115B
$741K 0.02%
+3,287
New +$706K
VLO icon
214
Valero Energy
VLO
$85.9B
$738K 0.02%
4,336
-143
-3% -$21.3K
AIG icon
215
American International
AIG
$41.3B
$729K 0.02%
9,279
-359
-4% -$28.7K
A icon
216
Agilent Technologies
A
$41.2B
$718K 0.02%
5,591
-117
-2% -$14.1K
EQIX icon
217
Equinix
EQIX
$103B
$701K 0.02%
895
-602
-40% -$470K
SBUX icon
218
Starbucks
SBUX
$120B
$683K 0.02%
8,078
-312
-4% -$27.9K
HOOD icon
219
Robinhood
HOOD
$83.9B
$677K 0.02%
+4,726
New +$515K
PRU icon
220
Prudential Financial
PRU
$41.8B
$675K 0.02%
6,507
-196
-3% -$20.6K
TGT icon
221
Target
TGT
$68B
$663K 0.02%
7,390
-222
-3% -$21.9K
D icon
222
Dominion Energy
D
$59.3B
$657K 0.02%
10,745
-455
-4% -$27K
TFC icon
223
Truist Financial
TFC
$64B
$645K 0.02%
14,101
-577
-4% -$26K
MAR icon
224
Marriott International
MAR
$92.3B
$641K 0.02%
2,462
-98
-4% -$26.3K
ROK icon
225
Rockwell Automation
ROK
$49B
$640K 0.02%
1,831
-51
-3% -$17.6K
7 8
9
10 11

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Sumitomo Life Insurance's Q3 2025 Portfolio in Review

As of Q3 2025, Sumitomo Life Insurance held 279 positions worth $3.22B, up 118% from $1.47B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Sumitomo Life Insurance deployed $1.65B of net new capital in Q3 2025, opening 14 new positions and adding to 54 existing holdings. Its largest new stake was Schwab US Dividend Equity ETF: 31,050,000 shares worth $848M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 28% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Adobe, an estimated $8.37M trimmed.

  • Sumitomo Life Insurance's largest Q3 2025 buy was Schwab US Dividend Equity ETF: 31,050,000 shares worth $848M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q3 2025, an estimated $49.9M increase.
  • Sumitomo Life Insurance's biggest Q3 2025 reduction was Adobe, cutting an estimated $8.37M.
  • Sumitomo Life Insurance fully exited Blackstone in Q3 2025, selling an estimated $5.88M.
  • Sumitomo Life Insurance's ten largest holdings make up 59% of its $3.22B portfolio in Q3 2025.
  • Sumitomo Life Insurance opened 14 new positions and closed 11 in Q3 2025.
  • Sumitomo Life Insurance's portfolio value rose 118% quarter-over-quarter to $3.22B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2025, filed 12 Nov 2025.