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
ODFL Old Dominion Freight Line, Inc. Industrials	$17.8B	$446,000 0.02% of portfolio	2,698	Q2 2024 Reduced 3.92%
OXY Occidental Petroleum Corp Energy	$39B	$504,000 0.02% of portfolio	10,229	Q1 2025 Added 5.25%
TTWO Take Two Interactive Software Inc Communication Services	$38.5B	$527,000 0.02% of portfolio	2,545	Q1 2025 Reduced 5.04%
PPL Ppl Corp Utilities	$25.1B	$429,000 0.02% of portfolio	11,882	Q1 2025 Added 3.04%
RJF Raymond James Financial Inc Financial Services	$30.8B	$402,000 0.02% of portfolio	2,899	Q1 2025 Reduced 8.08%
DGX Quest Diagnostics Inc Healthcare	$15.6B	$526,000 0.02% of portfolio	3,843	Q4 2024 Added 1.59%
PSTG Pure Storage, Inc. Technology	$16.3B	$516,000 0.02% of portfolio	11,667	Q1 2025 Reduced 2.47%
PTC Ptc Inc. Technology	$19.7B	$455,000 0.02% of portfolio	2,941	Q1 2025 Reduced 4.79%
SPOT Spotify Technology S.A. Communication Services	$138B	$511,000 0.02% of portfolio	930	Q1 2025 Reduced 10.4%
SFM Sprouts Farmers Market, Inc. Consumer Defensive	$18.1B	$365,000 0.02% of portfolio	2,396	Q1 2025 Reduced 1.8%
TTD Trade Desk, Inc. Technology	$31.6B	$451,000 0.02% of portfolio	8,245	Q4 2024 Added 34.28%
MAA Mid America Apartment Communities Inc. Real Estate	$17.3B	$444,000 0.02% of portfolio	2,650	Q4 2024 Reduced 3.64%
VST Vistra Corp. Utilities	$71.1B	$588,000 0.02% of portfolio	5,010	Q3 2024 Added 5.47%
GPN Global Payments Inc Industrials	$21.1B	$451,000 0.02% of portfolio	4,610	Q1 2025 Reduced 77.06%
DD Du Pont De Nemours, Inc. Basic Materials	$33.8B	$420,000 0.02% of portfolio	5,627	Q3 2024 Reduced 3.76%
LEN Lennar Corp Consumer Cyclical	$28B	$425,000 0.02% of portfolio	3,708	Q1 2025 Added 3.37%
DXCM Dexcom Inc Healthcare	$33.1B	$411,000 0.02% of portfolio	6,019	Q1 2025 Added 3.21%
DVN Devon Energy Corp Energy	$20.6B	$390,000 0.02% of portfolio	10,454	Q1 2025 Reduced 1.77%
DELL Dell Technologies Inc. Technology	$29B	$500,000 0.02% of portfolio	5,495	Q1 2025 Reduced 19.12%
DDOG Datadog, Inc. Technology	$35.4B	$556,000 0.02% of portfolio	5,614	Q1 2025 Reduced 4.88%
DHI Horton D R Inc Consumer Cyclical	$42.6B	$602,000 0.02% of portfolio	4,742	Q1 2025 Added 2.64%
CHTR Charter Communications, Inc. Communication Services	$62.9B	$587,000 0.02% of portfolio	1,594	Q1 2025 Added 20.67%
CCK Crown Holdings Inc Consumer Cyclical	$11.7B	$401,000 0.02% of portfolio	4,498	Q1 2025 Reduced 1.75%
CSGP Costar Group, Inc. Real Estate	$31.8B	$507,000 0.02% of portfolio	6,409	Q1 2025 Added 4.25%
STZ Constellation Brands, Inc. Consumer Defensive	$27.5B	$563,000 0.02% of portfolio	3,070	Q1 2025 Reduced 18.52%
ENTG Entegris Inc Technology	$10.7B	$502,000 0.02% of portfolio	5,741	Q1 2025 Added 170.8%
EQT Eqt Corp Energy	$20.3B	$463,000 0.02% of portfolio	8,681	Q1 2025 Added 0.84%
GPC Genuine Parts CO Consumer Cyclical	$17.8B	$593,000 0.02% of portfolio	4,978	Q1 2025 Reduced 92.25%
NLOK Norton Life Lock Inc. Technology	$14.3B	$481,000 0.02% of portfolio	22,410	Q1 2025 Reduced 4.18%
ZS Zscaler, Inc. Technology	$43B	$577,000 0.02% of portfolio	2,911	Q1 2025 Reduced 4.9%
FTV Fortive Corp Technology	$25.4B	$445,000 0.02% of portfolio	6,090	Q1 2025 Reduced 68.93%
FCNCA First Citizens Bancshares Inc Financial Services	$27.2B	$374,000 0.02% of portfolio	202	Q4 2024 Reduced 27.34%
FFIV F5, Inc. Technology	$17.6B	$480,000 0.02% of portfolio	1,805	Q1 2025 Added 2.5%
CHK Chesapeake Energy Corp Energy	$10.4B	$553,000 0.02% of portfolio	6,460	Q1 2025 Reduced 44.26%
EVRG Evergy, Inc. Utilities	$14.9B	$529,000 0.02% of portfolio	7,676	Q1 2025 Reduced 3.15%
RE Everest Re Group LTD Financial Services	$14.5B	$513,000 0.02% of portfolio	1,385	Q4 2024 Added 54.58%
EQR Equity Residential Real Estate	$25.9B	$542,000 0.02% of portfolio	7,572	Q4 2024 Reduced 2.57%
EFX Equifax Inc Industrials	$32.6B	$464,000 0.02% of portfolio	1,909	Q1 2025 Reduced 1.24%
CAG Conagra Brands Inc. Consumer Defensive	$10.7B	$411,000 0.02% of portfolio	15,440	Q4 2024 Added 0.46%
COIN Coinbase Global, Inc. Technology	$34.6B	$452,000 0.02% of portfolio	2,630	Q4 2024 Added 2.33%
CMS Cms Energy Corp Utilities	$20.1B	$415,000 0.02% of portfolio	5,533	Q4 2024 Added 1.0%
BALL Ball Corp Consumer Cyclical	$16.8B	$371,000 0.02% of portfolio	7,134	Q1 2025 Added 29.19%
AXON Axon Enterprise, Inc. Industrials	$56B	$588,000 0.02% of portfolio	1,118	Q1 2025 Reduced 2.78%
AVY Avery Dennison Corp Industrials	$14.4B	$459,000 0.02% of portfolio	2,582	Q4 2024 Added 126.09%
AVTR Avantor, Inc. Basic Materials	$8.73B	$419,000 0.02% of portfolio	25,865	Q1 2025 Reduced 1.12%
ARES Ares Management Corp Financial Services	$29.2B	$370,000 0.02% of portfolio	2,530	Q3 2024 Added 4.12%
AMH American Homes 4 Rent Real Estate	$12.8B	$552,000 0.02% of portfolio	14,601	Q1 2025 Reduced 0.96%
AFG American Financial Group Inc Financial Services	$10.5B	$410,000 0.02% of portfolio	3,123	Q1 2025 Added 0.55%
ALNY Alnylam Pharmaceuticals, Inc. Healthcare	$37.9B	$536,000 0.02% of portfolio	1,986	Q3 2024 Reduced 2.17%
ALLY Ally Financial Inc. Financial Services	$10.6B	$553,000 0.02% of portfolio	15,171	Q1 2025 Reduced 1.05%

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meiji Yasuda Asset Management CO Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Meiji Yasuda Asset Management CO Ltd. with notifications on news.

Account

Meiji Yasuda Asset Management CO Ltd. Portfolio Holdings