Meiji Yasuda Life Insurance Co

Q1 2026 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
224
Total value ($000)
$2,925,824
Net value change ($000)
-524,769 (-15.2%)
New positions
29
Sold out positions
26
Turnover %
20.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XLI 20,488 NEW
XLF 14,004 NEW
IBDU 5,470 24.9%
CLOA 5,080 NEW
IBDS 4,510 32.7%
NET 2,070 NEW
AEIS 1,839 NEW
CAT 1,511 207.8%
MDT 1,466 NEW
BKR 1,366 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPYD -458,110 -100.0%
LQD -22,944 -1.1%
XLC -22,798 -100.0%
HDV -20,199 -100.0%
XLY -15,209 -100.0%
MSFT -7,962 -24.7%
AAPL -3,402 -9.3%
NVDA -3,201 -7.4%
VCLT -3,201 -1.5%
ABT -2,942 -93.0%
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