Meiji Yasuda Life Insurance Co

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
224
Total value ($000)
$3,477,798
Net value change ($000)
+116,836 (3.5%)
New positions
33
Sold out positions
34
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/11/2026 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)
XLC 37,539 NEW
LQD 35,563 1.7%
SPYD 16,523 3.7%
NVDA 7,351 19.7%
XLY 7,328 NEW
AAPL 7,185 25.6%
GOOGL 6,202 37.8%
IBDU 5,742 55.2%
VCLT 4,957 2.3%
IBDS 4,685 111.6%
Top Reduces (Value $000, Stocks/ETFs)
XLF -11,389 -100.0%
XLI -8,494 -100.0%
XLP -6,473 -100.0%
XLU -5,695 -100.0%
XLB -4,515 -100.0%
XLV -4,174 -100.0%
VRSK -1,404 -100.0%
TRV -1,119 -100.0%
LMT -1,095 -100.0%
CRM -1,049 -52.6%
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