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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
SCHD icon
1
Schwab US Dividend Equity ETF
SCHD
$103B
$852M 23.32%
31,050,000
– –
IVV icon
2
iShares Core S&P 500 ETF
IVV
$869B
$514M 14.09%
751,000
+591,000
+369% +$401M
EMB icon
3
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$146M 4%
1,517,978
+222,344
+17% +$21.4M
PBP icon
4
Invesco S&P 500 BuyWrite ETF
PBP
$352M
$142M 3.89%
6,220,000
– –
IVVW icon
5
iShares S&P 500 BuyWrite ETF
IVVW
$325M
$138M 3.78%
3,030,000
– –
NVDA icon
6
NVIDIA
NVDA
$4.76T
$114M 3.13%
613,375
+60,888
+11% +$11.3M
VWO icon
7
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$108M 2.95%
2,005,583
-99,990
-5% -$5.43M
MSFT icon
8
Microsoft
MSFT
$2.89T
$91.8M 2.51%
189,751
+7,856
+4% +$3.94M
AAPL icon
9
Apple
AAPL
$4.95T
$85.2M 2.33%
313,432
+24,239
+8% +$6.51M
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$3.99T
$76.4M 2.09%
243,955
+12,435
+5% +$3.55M
XYLD icon
11
Global X S&P 500 Covered Call ETF
XYLD
$3.21B
$69.5M 1.9%
1,710,000
– –
BKLN icon
12
Invesco Senior Loan ETF
BKLN
$6.97B
$66.6M 1.82%
3,170,000
+252,091
+9% +$5.27M
AMZN icon
13
Amazon
AMZN
$2.49T
$61.5M 1.68%
266,291
+28,230
+12% +$6.46M
VNQ icon
14
Vanguard Real Estate ETF
VNQ
$39.8B
$48.6M 1.33%
549,762
+50,991
+10% +$4.58M
AVGO icon
15
Broadcom
AVGO
$1.82T
$40.8M 1.12%
117,849
-12,668
-10% -$4.53M
GSG icon
16
iShares S&P GSCI Commodity-Indexed Trust
GSG
$981M
$40.3M 1.1%
+1,746,896
New +$40.2M
LLY icon
17
Eli Lilly
LLY
$1.07T
$35M 0.96%
32,546
+4,087
+14% +$3.91M
VWOB icon
18
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.16B
$33.9M 0.93%
502,300
+126,300
+34% +$8.52M
SCHP icon
19
Schwab US TIPS ETF
SCHP
$16.3B
$33.1M 0.91%
1,250,000
+387,300
+45% +$10.4M
META icon
20
Meta Platforms (Facebook)
META
$1.51T
$31.4M 0.86%
47,511
-12,591
-21% -$8.41M
JPM icon
21
JPMorgan Chase
JPM
$947B
$30.8M 0.84%
95,604
+3,084
+3% +$955K
USHY icon
22
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$28.2M 0.77%
754,000
+102,800
+16% +$3.85M
MA icon
23
Mastercard
MA
$487B
$26M 0.71%
45,499
+7,276
+19% +$4.07M
FEZ icon
24
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.32B
$25.2M 0.69%
391,300
-57,600
-13% -$3.64M
GOOG icon
25
Alphabet (Google) Class C
GOOG
$3.99T
$22.4M 0.61%
71,504
+11,782
+20% +$3.38M
1
2 3 4 5

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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.