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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
+2.19%
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
$3.65B
AUM Growth
+$431M
Cap. Flow
+$385M
Cap. Flow %
10.55%
Top 10 Hldgs %
62.1%
Holding
286
New
18
Increased
213
Reduced
45
Closed
5

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$401M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$40.2M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$21.4M
4
NVDA icon
NVIDIA
NVDA
+$11.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$10.4M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$164M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.7M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.59M
4
META icon
Meta Platforms (Facebook)
META
+$8.41M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.43M

Sector Composition

Rank Sector Weight
1 Technology 13.49%
2 Financials 5.49%
3 Communication Services 4.38%
4 Healthcare 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENB icon
201
Enbridge
ENB
$112B
$891K 0.02%
18,621
+205
+1% +$9.79K
SRE icon
202
Sempra
SRE
$54.8B
$887K 0.02%
10,052
+43
+0.4% +$3.92K
LRCX icon
203
Lam Research
LRCX
$390B
$857K 0.02%
+5,009
New +$779K
PSA icon
204
Public Storage
PSA
$61.3B
$851K 0.02%
3,281
+21
+0.6% +$5.88K
MDT icon
205
Medtronic
MDT
$112B
$843K 0.02%
8,776
+88
+1% +$8.55K
IDXX icon
206
Idexx Laboratories
IDXX
$46.2B
$838K 0.02%
1,239
-2,075
-63% -$1.41M
AMT icon
207
American Tower
AMT
$80.4B
$819K 0.02%
4,667
+52
+1% +$9.46K
PNC icon
208
PNC Financial Services
PNC
$101B
$813K 0.02%
3,897
+34
+0.9% +$6.56K
AIG icon
209
American International
AIG
$41.8B
$803K 0.02%
9,382
+103
+1% +$8.24K
TEL icon
210
TE Connectivity
TEL
$62.6B
$784K 0.02%
3,447
+39
+1% +$9.02K
NXT icon
211
Nextpower Inc
NXT
$15.7B
$778K 0.02%
+8,932
New +$810K
CW icon
212
Curtiss-Wright
CW
$25.5B
$775K 0.02%
+1,405
New +$784K
MAR icon
213
Marriott International
MAR
$92.3B
$772K 0.02%
2,490
+28
+1% +$8K
NKE icon
214
Nike
NKE
$61.9B
$764K 0.02%
11,993
+132
+1% +$8.6K
A icon
215
Agilent Technologies
A
$41.2B
$763K 0.02%
5,606
+15
+0.3% +$2.16K
SPG icon
216
Simon Property Group
SPG
$72.3B
$762K 0.02%
4,115
+45
+1% +$8.18K
ITW icon
217
Illinois Tool Works
ITW
$85.3B
$743K 0.02%
3,015
-2
-0.1% -$498
DHI icon
218
D.R. Horton
DHI
$42.3B
$737K 0.02%
5,115
+27
+0.5% +$4.11K
PRU icon
219
Prudential Financial
PRU
$41.8B
$736K 0.02%
6,524
+17
+0.3% +$1.82K
TGT icon
220
Target
TGT
$68B
$730K 0.02%
7,472
+82
+1% +$7.56K
SNOW icon
221
Snowflake
SNOW
$115B
$728K 0.02%
3,318
+31
+0.9% +$7.57K
CMS icon
222
CMS Energy
CMS
$22.3B
$725K 0.02%
10,374
+114
+1% +$8.29K
FDX icon
223
FedEx
FDX
$75.4B
$722K 0.02%
2,500
+4
+0.2% +$1.05K
ROK icon
224
Rockwell Automation
ROK
$49B
$720K 0.02%
1,851
+20
+1% +$7.52K
VLO icon
225
Valero Energy
VLO
$85.9B
$714K 0.02%
4,384
+48
+1% +$8.13K
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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CW
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BG
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IUHSA
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Sumitomo Life Insurance's Q4 2025 Portfolio in Review

As of Q4 2025, Sumitomo Life Insurance held 286 positions worth $3.65B, up 13% from $3.22B the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Sumitomo Life Insurance deployed $385M of net new capital in Q4 2025, opening 18 new positions and adding to 213 existing holdings. Its largest new stake was iShares S&P GSCI Commodity-Indexed Trust: 1,746,896 shares worth $40.3M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 15% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $15.7M trimmed.

  • Sumitomo Life Insurance's largest Q4 2025 buy was iShares S&P GSCI Commodity-Indexed Trust: 1,746,896 shares worth $40.3M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $401M increase.
  • Sumitomo Life Insurance's biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $15.7M.
  • Sumitomo Life Insurance fully exited iShares TIPS Bond ETF in Q4 2025, selling an estimated $164M.
  • Sumitomo Life Insurance's ten largest holdings make up 62% of its $3.65B portfolio in Q4 2025.
  • Sumitomo Life Insurance opened 18 new positions and closed 5 in Q4 2025.
  • Sumitomo Life Insurance's portfolio value rose 13% quarter-over-quarter to $3.65B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2025, filed 13 Feb 2026.