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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
SCHD icon
1
Schwab US Dividend Equity ETF
SCHD
$102B
$848M 26.32%
+31,050,000
New +$847M
TIP icon
2
iShares TIPS Bond ETF
TIP
$14.5B
$164M 5.08%
1,471,634
+451,450
+44% +$49.9M
IVVW icon
3
iShares S&P 500 BuyWrite ETF
IVVW
$322M
$141M 4.38%
3,030,000
– –
PBP icon
4
Invesco S&P 500 BuyWrite ETF
PBP
$352M
$138M 4.27%
+6,220,000
New +$137M
EMB icon
5
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$123M 3.83%
+1,295,634
New +$121M
VWO icon
6
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$114M 3.54%
+2,105,573
New +$108M
IVV icon
7
iShares Core S&P 500 ETF
IVV
$869B
$107M 3.32%
+160,000
New +$103M
NVDA icon
8
NVIDIA
NVDA
$5.01T
$103M 3.2%
552,487
+6,403
+1% +$1.12M
MSFT icon
9
Microsoft
MSFT
$2.84T
$94.2M 2.93%
181,895
+15,138
+9% +$7.72M
AAPL icon
10
Apple
AAPL
$4.89T
$73.6M 2.29%
289,193
+5,115
+2% +$1.16M
XYLD icon
11
Global X S&P 500 Covered Call ETF
XYLD
$3.2B
$67.1M 2.08%
+1,710,000
New +$66.7M
BKLN icon
12
Invesco Senior Loan ETF
BKLN
$6.97B
$61.1M 1.9%
2,917,909
+750,662
+35% +$15.7M
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$3.91T
$56.3M 1.75%
231,520
+46,976
+25% +$9.84M
AMZN icon
14
Amazon
AMZN
$2.5T
$52.3M 1.62%
238,061
+37,168
+19% +$8.41M
VNQ icon
15
Vanguard Real Estate ETF
VNQ
$39.9B
$45.6M 1.42%
498,771
+238,064
+91% +$21.6M
META icon
16
Meta Platforms (Facebook)
META
$1.51T
$44.1M 1.37%
60,102
+3,223
+6% +$2.4M
AVGO icon
17
Broadcom
AVGO
$1.82T
$43.1M 1.34%
130,517
-5,221
-4% -$1.6M
VOO icon
18
Vanguard S&P 500 ETF
VOO
$968B
$31.7M 0.98%
51,800
+43,900
+556% +$25.9M
IEMG icon
19
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$30.8M 0.96%
466,900
+357,100
+325% +$22.3M
JPM icon
20
JPMorgan Chase
JPM
$939B
$29.2M 0.91%
92,520
-9,752
-10% -$2.9M
FEZ icon
21
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.28B
$27.9M 0.87%
448,900
+212,800
+90% +$12.8M
VWOB icon
22
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$25.2M 0.78%
376,000
+265,800
+241% +$17.5M
USHY icon
23
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$24.6M 0.76%
651,200
+431,300
+196% +$16.2M
SCHP icon
24
Schwab US TIPS ETF
SCHP
$16.3B
$23.2M 0.72%
862,700
+684,600
+384% +$18.3M
MA icon
25
Mastercard
MA
$477B
$21.7M 0.68%
38,223
+6,821
+22% +$3.92M
1
2 3 4 5

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NCM
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ATPW
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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.