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Sumitomo Life Insurance Portfolio holdings
AUM
$6.12B
Turnover
8.36%
1-Year Est. Return
21.82%
This Fund
S&P 500
This Quarter
Est. Return
+1.8%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$4.25B
AUM Growth
+$603M
(+17%)
Cap. Flow
+$653M
Cap. Flow
% of AUM
15.35%
Top 10 Holdings %
Top 10 Hldgs %
69.81%
Holding
293
New
12
Increased
192
Reduced
75
Closed
11
Avg Time Held
7.5
years
Top 10 Avg Time Held
0.7
years
Top 20 Avg Time Held
3.2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$437M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$190M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$168M |
| 4 |
Apple
AAPL
|
+$10.6M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$9.38M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$73.8M |
| 2 |
iShares S&P GSCI Commodity-Indexed Trust
GSG
|
+$29.4M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
+$26.8M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$26M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$17.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 69.87% |
| 2 | Technology | 10.27% |
| 3 | Financials | 4.28% |
| 4 | Communication Services | 3.52% |
| 5 | Healthcare | 2.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Schwab US Dividend Equity ETF
SCHD
$115B
| $1.39B | 32.77% |
45,450,000
+14,400,000
| +46% | +$437M |
2025 Q3
2 quarters
|
|
|
2
iShares Core S&P 500 ETF
IVV
$883B
| $672M | 15.8% |
1,029,000
+278,000
| +37% | +$190M |
2025 Q3
2 quarters
|
|
|
3
iShares TIPS Bond ETF
TIP
$14.4B
| $167M | 3.93% |
+1,513,455
| New | +$168M |
2026 Q1
0 quarters
|
|
4
Invesco S&P 500 BuyWrite ETF
PBP
$390M
| $137M | 3.21% |
6,220,000
| – | – |
2025 Q3
2 quarters
|
|
5
iShares S&P 500 BuyWrite ETF
IVVW
$346M
| $132M | 3.11% |
3,030,000
| – | – |
2025 Q2
3 quarters
|
|
|
6
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13B
| $126M | 2.95% |
1,337,709
-180,269
| -12% | -$17.3M |
2025 Q3
2 quarters
|
|
7
NVIDIA
NVDA
$5.22T
| $111M | 2.6% |
634,711
+21,336
| +3% | +$3.91M |
2013 Q2
51 quarters
|
|
|
8
Apple
AAPL
$5.03T
| $89.9M | 2.11% |
354,271
+40,839
| +13% | +$10.6M |
2013 Q2
51 quarters
|
|
9
Alphabet (Google) Class A
GOOGL
$4.19T
| $74.2M | 1.74% |
258,119
+14,164
| +6% | +$4.45M |
2015 Q4
41 quarters
|
|
10
Global X S&P 500 Covered Call ETF
XYLD
$3.4B
| $66.9M | 1.57% |
1,710,000
| – | – |
2025 Q3
2 quarters
|
|
11
Microsoft
MSFT
$3.92T
| $65.8M | 1.55% |
177,827
-11,924
| -6% | -$4.99M |
2013 Q2
51 quarters
|
|
12
Amazon
AMZN
$2.71T
| $56.3M | 1.32% |
270,259
+3,968
| +1% | +$874K |
2013 Q2
51 quarters
|
|
13
Broadcom
AVGO
$1.59T
| $39.5M | 0.93% |
127,668
+9,819
| +8% | +$3.23M |
2013 Q2
51 quarters
|
|
|
14
Invesco Senior Loan ETF
BKLN
$6.27B
| $38.2M | 0.9% |
1,873,081
-1,296,919
| -41% | -$26.8M |
2021 Q4
17 quarters
|
|
|
15
Vanguard FTSE Emerging Markets ETF
VWO
$123B
| $37.2M | 0.87% |
688,144
-1,317,439
| -66% | -$73.8M |
2025 Q3
2 quarters
|
|
16
Eli Lilly
LLY
$1.12T
| $35.9M | 0.84% |
38,996
+6,450
| +20% | +$6.54M |
2014 Q2
47 quarters
|
|
17
JPMorgan Chase
JPM
$901B
| $30.5M | 0.72% |
103,662
+8,058
| +8% | +$2.45M |
2013 Q2
51 quarters
|
|
18
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
| $29.3M | 0.69% |
446,100
-56,200
| -11% | -$3.78M |
2023 Q2
11 quarters
|
|
19
Meta Platforms (Facebook)
META
$1.83T
| $26.5M | 0.62% |
46,235
-1,276
| -3% | -$818K |
2013 Q2
51 quarters
|
|
20
Schwab US TIPS ETF
SCHP
$16.3B
| $24.9M | 0.58% |
934,900
-315,100
| -25% | -$8.41M |
2023 Q2
11 quarters
|
|
|
21
Vanguard S&P 500 ETF
VOO
$1.04T
| $24.9M | 0.58% |
41,600
+15,000
| +56% | +$9.38M |
2023 Q2
11 quarters
|
|
22
Mastercard
MA
$539B
| $24.5M | 0.58% |
49,024
+3,525
| +8% | +$1.86M |
2013 Q2
51 quarters
|
|
|
23
Vanguard Real Estate ETF
VNQ
$36.7B
| $23.6M | 0.55% |
266,083
-283,679
| -52% | -$26M |
2025 Q2
3 quarters
|
|
24
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| $22.5M | 0.53% |
610,700
-143,300
| -19% | -$5.34M |
2023 Q2
11 quarters
|
|
25
Walmart Inc
WMT
$942B
| $22.1M | 0.52% |
177,754
+21,360
| +14% | +$2.62M |
2013 Q2
51 quarters
|
|
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Sumitomo Life Insurance's Q1 2026 Portfolio in Review
As of Q1 2026, Sumitomo Life Insurance held 293 positions worth $4.25B, up 17% from $3.65B the previous quarter. Its ten largest holdings account for 70% of the portfolio.
Sumitomo Life Insurance deployed $653M of net new capital in Q1 2026, opening 12 new positions and adding to 192 existing holdings. Its largest new stake was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.
By sector, the portfolio is most concentrated in Miscellaneous at 70% of assets, up from 63% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Vanguard FTSE Emerging Markets ETF, an estimated $73.8M trimmed.
- Sumitomo Life Insurance's largest Q1 2026 buy was iShares TIPS Bond ETF: 1,513,455 shares worth $167M.
- Sumitomo Life Insurance added most to Schwab US Dividend Equity ETF in Q1 2026, an estimated $437M increase.
- Sumitomo Life Insurance's biggest Q1 2026 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $73.8M.
- Sumitomo Life Insurance fully exited Automatic Data Processing in Q1 2026, selling an estimated $1.93M.
- Sumitomo Life Insurance's ten largest holdings make up 70% of its $4.25B portfolio in Q1 2026.
- Sumitomo Life Insurance opened 12 new positions and closed 11 in Q1 2026.
- Sumitomo Life Insurance's portfolio value rose 17% quarter-over-quarter to $4.25B.
Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.