Meiji Yasuda Asset Management Co Ltd.

Q1 2026 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
548
Total value ($000)
$2,003,317
Net value change ($000)
-76,829 (-3.7%)
New positions
38
Sold out positions
36
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)

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

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)
AMCR 14,297 NEW
RHI 13,934 373.6%
WLK 9,285 NEW
AVA 8,284 NEW
PII 7,925 NEW
TGT 7,204 108.4%
XOM 6,904 30.6%
EIX 6,597 60.7%
CLX 6,215 124.0%
FAST 5,629 571.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -22,507 -28.4%
UGI -16,163 -100.0%
AMCR -11,626 -100.0%
NVDA -10,079 -10.5%
ABT -9,903 -54.5%
AAPL -9,437 -11.8%
ABBV -9,401 -24.7%
CVX -8,509 -47.2%
BEN -8,196 -40.1%
AMZN -7,456 -16.2%
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