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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
VYM icon
1
Vanguard High Dividend Yield ETF
VYM
$81.1B
$745M 26.64%
5,773,322
-9,360,000
-62% -$1.23B
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$102B
$519M 18.58%
18,570,000
-8,250,000
-31% -$230M
TIP icon
3
iShares TIPS Bond ETF
TIP
$14.5B
$179M 6.39%
1,607,733
+145,987
+10% +$15.9M
EMB icon
4
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$104M 3.71%
1,143,647
+22,861
+2% +$2.07M
BKLN icon
5
Invesco Senior Loan ETF
BKLN
$6.97B
$69.3M 2.48%
3,347,454
+245,619
+8% +$5.15M
AAPL icon
6
Apple
AAPL
$4.89T
$64.1M 2.29%
288,715
+15,075
+6% +$3.49M
MSFT icon
7
Microsoft
MSFT
$2.84T
$62.2M 2.23%
165,764
+4,063
+3% +$1.66M
NVDA icon
8
NVIDIA
NVDA
$5.01T
$58.7M 2.1%
541,993
-4,355
-0.8% -$552K
GSG icon
9
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.02B
$50.3M 1.8%
2,208,431
+612,153
+38% +$13.8M
AMZN icon
10
Amazon
AMZN
$2.5T
$35.2M 1.26%
184,765
+2,066
+1% +$448K
META icon
11
Meta Platforms (Facebook)
META
$1.51T
$32.2M 1.15%
55,817
+3,086
+6% +$1.99M
SCHP icon
12
Schwab US TIPS ETF
SCHP
$16.3B
$28.6M 1.02%
1,064,900
+497,400
+88% +$13.1M
VWOB icon
13
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$28.3M 1.01%
440,700
+161,600
+58% +$10.4M
GOOGL icon
14
Alphabet (Google) Class A
GOOGL
$3.91T
$27.6M 0.99%
178,794
+2,361
+1% +$428K
JPM icon
15
JPMorgan Chase
JPM
$939B
$25.8M 0.92%
105,260
+873
+0.8% +$223K
LLY icon
16
Eli Lilly
LLY
$1.07T
$25.4M 0.91%
30,720
+5,631
+22% +$4.69M
AVGO icon
17
Broadcom
AVGO
$1.82T
$23.3M 0.83%
139,062
-5,789
-4% -$1.23M
USHY icon
18
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$22.7M 0.81%
615,600
-109,000
-15% -$4.04M
MA icon
19
Mastercard
MA
$477B
$19M 0.68%
34,657
+2,353
+7% +$1.28M
PG icon
20
Procter & Gamble
PG
$343B
$16.6M 0.59%
97,358
+26,153
+37% +$4.38M
SPGI icon
21
S&P Global
SPGI
$126B
$14.8M 0.53%
29,037
+2,199
+8% +$1.12M
FEZ icon
22
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.28B
$13.5M 0.48%
248,600
-133,600
-35% -$7.14M
NFLX icon
23
Netflix
NFLX
$292B
$13.2M 0.47%
141,340
+6,250
+5% +$594K
GS icon
24
Goldman Sachs
GS
$313B
$13.1M 0.47%
23,972
-1,469
-6% -$884K
WM icon
25
Waste Management
WM
$95.9B
$12.5M 0.45%
54,099
+9,751
+22% +$2.16M
1
2 3 4 5

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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.