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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
IVVW icon
1
iShares S&P 500 BuyWrite ETF
IVVW
$322M
$139M 9.45%
+3,030,000
New +$135M
TIP icon
2
iShares TIPS Bond ETF
TIP
$14.5B
$112M 7.61%
1,020,184
-587,549
-37% -$64.1M
NVDA icon
3
NVIDIA
NVDA
$5.01T
$86.3M 5.85%
546,084
+4,091
+0.8% +$515K
MSFT icon
4
Microsoft
MSFT
$2.84T
$82.9M 5.63%
166,757
+993
+0.6% +$431K
AAPL icon
5
Apple
AAPL
$4.89T
$58.3M 3.95%
284,078
-4,637
-2% -$936K
BKLN icon
6
Invesco Senior Loan ETF
BKLN
$6.97B
$45.3M 3.08%
2,167,247
-1,180,207
-35% -$24.5M
AMZN icon
7
Amazon
AMZN
$2.5T
$44.1M 2.99%
200,893
+16,128
+9% +$3.19M
META icon
8
Meta Platforms (Facebook)
META
$1.51T
$42M 2.85%
56,879
+1,062
+2% +$656K
AVGO icon
9
Broadcom
AVGO
$1.82T
$37.4M 2.54%
135,738
-3,324
-2% -$722K
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$3.91T
$32.5M 2.21%
184,544
+5,750
+3% +$941K
JPM icon
11
JPMorgan Chase
JPM
$939B
$29.6M 2.01%
102,272
-2,988
-3% -$763K
LLY icon
12
Eli Lilly
LLY
$1.07T
$24.2M 1.64%
31,080
+360
+1% +$280K
VNQ icon
13
Vanguard Real Estate ETF
VNQ
$39.9B
$23.2M 1.57%
+260,707
New +$23M
NOW icon
14
ServiceNow
NOW
$102B
$18.7M 1.27%
90,890
+14,360
+19% +$2.71M
MA icon
15
Mastercard
MA
$477B
$17.6M 1.2%
31,402
-3,255
-9% -$1.8M
PG icon
16
Procter & Gamble
PG
$343B
$15.6M 1.06%
97,754
+396
+0.4% +$64.6K
SPGI icon
17
S&P Global
SPGI
$126B
$15.1M 1.03%
28,704
-333
-1% -$166K
FEZ icon
18
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.28B
$14.1M 0.96%
236,100
-12,500
-5% -$714K
WMT icon
19
Walmart Inc
WMT
$871B
$13.6M 0.92%
139,427
+14,968
+12% +$1.43M
ISRG icon
20
Intuitive Surgical
ISRG
$121B
$13.5M 0.91%
24,787
+103
+0.4% +$53.9K
GS icon
21
Goldman Sachs
GS
$313B
$13.4M 0.91%
18,986
-4,986
-21% -$2.89M
UBER icon
22
Uber
UBER
$134B
$12.4M 0.84%
133,160
+10,393
+8% +$856K
WM icon
23
Waste Management
WM
$95.9B
$11.7M 0.8%
51,258
-2,841
-5% -$659K
GOOG icon
24
Alphabet (Google) Class C
GOOG
$3.9T
$11.6M 0.79%
65,443
-3,763
-5% -$622K
BSX icon
25
Boston Scientific
BSX
$65.8B
$11.3M 0.76%
104,938
-6,543
-6% -$662K
1
2 3 4 5

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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.