Meiji Yasuda Asset Management Co Ltd.

Q3 2025 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
543
Total value ($000)
$2,100,790
Net value change ($000)
+85,253 (4.2%)
New positions
38
Sold out positions
38
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/14/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 13,959 21.4%
NVDA 12,186 13.5%
GOOGL 11,082 28.7%
ABBV 7,654 24.6%
AVGO 6,582 27.1%
TSLA 5,461 33.2%
JNJ 3,919 23.0%
WFC 3,688 175.9%
ORCL 3,350 114.3%
JCI 2,999 194.7%
Top Reduces (Value $000, Stocks/ETFs)
BAC -3,414 -60.9%
MCK -2,662 -60.5%
ACN -2,623 -39.7%
FTNT -2,544 -82.0%
FIS -2,497 -90.7%
UAL -2,333 -100.0%
KIM -2,322 -90.8%
PFG -2,143 -83.4%
MO -2,139 -43.8%
TW -1,884 -25.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type