Meiji Yasuda Asset Management CO Ltd. Portfolio Holdings

Meiji Yasuda Asset Management CO Ltd.

$2.42 Billion
Q1 2025

Meiji Yasuda Asset Management CO Ltd. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.42 Billion distributed in 643 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $110M, Microsoft Corp with a value of $99M, Nvidia Corp with a value of $95.1M, Amazon Com Inc with a value of $61.3M, and Alphabet Inc. with a value of $46.2M.

Examining the 13F form we can see an decrease of $140M in the current position value, from $2.56B to 2.42B.

Meiji Yasuda Asset Management CO Ltd. is based out at Tokyo, M0

Below you can find more details about Meiji Yasuda Asset Management CO Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $2.42 Billion

Technology: $536 Million

Financial Services: $288 Million

Healthcare: $275 Million

Industrials: $262 Million

Consumer Defensive: $237 Million

Consumer Cyclical: $230 Million

Communication Services: $177 Million

Utilities: $152 Million

Other: $261 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MMC Marsh & Mclennan Companies, Inc. Financial Services	$114B	$2.62 Million 0.11% of portfolio	10,755	Q1 2025 Added 0.59%
TRV Travelers Companies, Inc. Financial Services	$63.5B	$2.62 Million 0.11% of portfolio	9,892	Q1 2025 Reduced 5.74%
INCY Incyte Corp Healthcare	$15B	$2.39 Million 0.1% of portfolio	39,437	Q1 2025 Reduced 3.47%
GD General Dynamics Corp Industrials	$75.3B	$2.48 Million 0.1% of portfolio	9,095	Q1 2025 Added 9.39%
AJG Arthur J. Gallagher & Co. Financial Services	$69B	$2.42 Million 0.1% of portfolio	7,024	Q1 2025 Added 7.9%
FDS Factset Research Systems Inc Financial Services	$16.4B	$2.4 Million 0.1% of portfolio	5,286	Q1 2025 Reduced 5.05%
PNR Pentair PLC Industrials	$16.4B	$2.31 Million 0.1% of portfolio	26,373	Q1 2025 Reduced 53.8%
JBHT Hunt J B Transport Services Inc Industrials	$14.4B	$2.34 Million 0.1% of portfolio	15,828	Q1 2025 Added 958.73%
PNC Pnc Financial Services Group, Inc. Financial Services	$70.6B	$2.37 Million 0.1% of portfolio	13,477	Q1 2025 Reduced 0.32%
FELE Franklin Electric CO Inc Industrials	$3.97B	$2.46 Million 0.1% of portfolio	26,152	Q1 2025 New
SO Southern CO Utilities	$96.2B	$2.47 Million 0.1% of portfolio	26,857	Q1 2025 Reduced 1.95%
MSI Motorola Solutions, Inc. Technology	$69.4B	$2.33 Million 0.1% of portfolio	5,318	Q1 2025 Reduced 10.4%
OMC Omnicom Group Inc. Communication Services	$14.3B	$2.26 Million 0.09% of portfolio	27,238	Q1 2025 Reduced 5.05%
ICE Intercontinental Exchange, Inc. Financial Services	$99.7B	$2.16 Million 0.09% of portfolio	12,520	Q1 2025 Reduced 23.16%
BA Boeing CO Industrials	$125B	$2.14 Million 0.09% of portfolio	12,545	Q1 2025 Added 3.76%
BMY Bristol Myers Squibb CO Healthcare	$102B	$2.2 Million 0.09% of portfolio	36,031	Q1 2025 Added 5.11%
CEG Constellation Energy Corp Utilities	$102B	$2.25 Million 0.09% of portfolio	11,178	Q1 2025 Added 51.69%
APH Amphenol Corp Technology	$55B	$2.09 Million 0.09% of portfolio	31,844	Q1 2025 Added 4.53%
ORLY O Reilly Automotive Inc Consumer Cyclical	$86.1B	$2.09 Million 0.09% of portfolio	1,461	Q1 2025 Reduced 3.75%
ALL Allstate Corp Financial Services	$55.9B	$2.12 Million 0.09% of portfolio	10,242	Q1 2025 Reduced 2.43%
WST West Pharmaceutical Services Inc Healthcare	$16.2B	$2.29 Million 0.09% of portfolio	10,248	Q1 2025 Reduced 6.71%
A Agilent Technologies, Inc. Healthcare	$33.7B	$2.17 Million 0.09% of portfolio	18,574	Q1 2025 Reduced 2.37%
ESI Element Solutions Inc Basic Materials	$5.15B	$1.82 Million 0.08% of portfolio	80,509	Q1 2025 Reduced 4.12%
JCI Johnson Controls International PLC Industrials	$70.5B	$1.87 Million 0.08% of portfolio	23,337	Q1 2025 Reduced 1.15%
KR Kroger CO Consumer Defensive	$47.4B	$1.86 Million 0.08% of portfolio	27,470	Q1 2025 Reduced 1.52%
KMI Kinder Morgan, Inc. Energy	$63.5B	$1.94 Million 0.08% of portfolio	68,135	Q1 2025 Added 1.14%
AEP American Electric Power CO Inc Utilities	$52.3B	$2.05 Million 0.08% of portfolio	18,750	Q1 2025 Added 1.08%
WMB Williams Companies, Inc. Energy	$73.8B	$1.95 Million 0.08% of portfolio	32,699	Q1 2025 Reduced 1.26%
DUK Duke Energy Corp Utilities	$89.1B	$2.02 Million 0.08% of portfolio	16,596	Q1 2025 Added 0.41%
BK Bank Of New York Mellon Corp Financial Services	$71.6B	$2.02 Million 0.08% of portfolio	24,054	Q1 2025 Reduced 5.35%
AMAT Applied Materials Inc Technology	$141B	$1.98 Million 0.08% of portfolio	13,617	Q1 2025 Reduced 5.79%
ELV Elevance Health, Inc. Healthcare	$91B	$1.82 Million 0.08% of portfolio	4,195	Q1 2025 Reduced 1.99%
YUM Yum Brands Inc Consumer Cyclical	$40.7B	$1.82 Million 0.08% of portfolio	11,568	Q4 2024 Added 7.93%
OKE Oneok Inc Energy	$36.3B	$2.04 Million 0.08% of portfolio	20,545	Q1 2025 Added 9.77%
LDOS Leidos Holdings, Inc. Technology	$19.8B	$1.83 Million 0.08% of portfolio	13,556	Q1 2025 Added 327.9%
RNR Renaissancere Holdings LTD Financial Services	$10.6B	$1.8 Million 0.07% of portfolio	7,487	Q1 2025 Added 490.92%
PSX Phillips 66 Energy	$54B	$1.81 Million 0.07% of portfolio	14,672	Q1 2025 Reduced 1.95%
AWK American Water Works Company, Inc. Utilities	$25.5B	$1.67 Million 0.07% of portfolio	11,299	Q1 2025 Added 6.04%
MET Metlife Inc Financial Services	$62.7B	$1.62 Million 0.07% of portfolio	20,211	Q1 2025 Reduced 61.52%
PEG Public Service Enterprise Group Inc Utilities	$39.8B	$1.72 Million 0.07% of portfolio	20,897	Q1 2025 Reduced 3.83%
EQIX Equinix Inc Real Estate	$82.9B	$1.8 Million 0.07% of portfolio	2,213	Q3 2024 Reduced 3.49%
MU Micron Technology Inc Technology	$116B	$1.63 Million 0.07% of portfolio	18,725	Q1 2025 Reduced 2.62%
PRU Prudential Financial Inc Financial Services	$38.6B	$1.61 Million 0.07% of portfolio	14,439	Q1 2025 Reduced 45.34%
AON Aon PLC Financial Services	$76.6B	$1.62 Million 0.07% of portfolio	4,061	Q1 2025 Added 10.14%
TPL Texas Pacific Land Corp Energy	$8.43B	$1.78 Million 0.07% of portfolio	1,343	Q1 2025 Added 418.53%
NSC Norfolk Southern Corp Industrials	$57.2B	$1.69 Million 0.07% of portfolio	7,151	Q1 2025 Reduced 4.28%
EXC Exelon Corp Utilities	$42.6B	$1.72 Million 0.07% of portfolio	37,273	Q1 2025 Added 4.0%
WEC Wec Energy Group, Inc. Utilities	$33.1B	$1.62 Million 0.07% of portfolio	14,825	Q1 2025 Added 1.22%
CDAY Ceridian Hcm Holding Inc. Technology	$9.88B	$1.67 Million 0.07% of portfolio	25,884	Q1 2025 Reduced 15.71%
BFAM Bright Horizons Family Solutions Inc. Consumer Cyclical	$7.28B	$1.69 Million 0.07% of portfolio	13,292	Q1 2025 Reduced 4.04%

Summary

Portfolio
No. of Stocks 643
Current Value $2.42 Billion
Prior Value $2.56 Billion
Filing
Period Q1 2025
Filing Date May 15, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 17 stocks
Additional Purchases 171 stocks
Sold out of 0 stocks
Reduced holdings in 394 stocks

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Meiji Yasuda Asset Management CO Ltd. Portfolio Holdings