Norinchukin Bank, The Portfolio Holdings

Norinchukin Bank, The

$6.61 Billion
Q2 2025

Norinchukin Bank, The has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.61 Billion distributed in 601 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $762M, Ishares Core S&P Total U.S. St with a value of $303M, Invesco Qqq Trust, Series 1 with a value of $286M, Microsoft Corp with a value of $283M, and Ishares Core S&P 500 ETF with a value of $279M.

Examining the 13F form we can see an increase of $1.26B in the current position value, from $5.35B to 6.61B.

Norinchukin Bank, The is based out at Tokyo, M0

Below you can find more details about Norinchukin Bank, The portfolio as well as his latest detailed transactions.

Portfolio value $6.61 Billion

ETFs: $2.33 Billion

Technology: $1.39 Billion

Consumer Cyclical: $547 Million

Financial Services: $519 Million

Healthcare: $452 Million

Industrials: $385 Million

Communication Services: $365 Million

Consumer Defensive: $278 Million

Other: $345 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPY Spdr S&P 500 ETF Trust ETFs	$0	$762 Million 11.52% of portfolio	1,233,000	Q4 2024 Reduced 21.15%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$303 Million 4.59% of portfolio	2,246,560	Q2 2025 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$286 Million 4.32% of portfolio	518,000	Q1 2025 Added 26.03%
MSFT Microsoft Corp Technology	$3.95T	$283 Million 4.28% of portfolio	568,280	Q2 2025 Added 6.59%
IVV Ishares Core S&P 500 ETF ETFs	$0	$279 Million 4.22% of portfolio	448,980	Q1 2025 Added 10.46%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$255 Million 3.86% of portfolio	3,511,270	Q2 2025 Added 2.96%
NVDA Nvidia Corp Technology	$456B	$253 Million 3.83% of portfolio	1,603,522	Q2 2025 Added 9.72%
AAPL Apple Inc. Technology	$3.69T	$208 Million 3.14% of portfolio	1,012,199	Q2 2025 Added 8.95%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$206 Million 3.12% of portfolio	362,580	Q2 2025 Added 22.92%
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$181 Million 2.74% of portfolio	825,418	Q2 2025 Added 34.86%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$132 Million 2.0% of portfolio	5,749,375	Q2 2025 Added 10.85%
META Meta Platforms, Inc. Communication Services	$1.78T	$103 Million 1.55% of portfolio	138,874	Q2 2025 Added 4.66%
AVGO Broadcom Inc. Technology	$127B	$92.9 Million 1.41% of portfolio	336,988	Q2 2025 Added 6.54%
V Visa Inc. Financial Services	$551B	$86.8 Million 1.31% of portfolio	244,497	Q2 2025 Added 6.84%
VV Vanguard Large Cap ETF ETFs	$0	$85.6 Million 1.29% of portfolio	300,000	Q2 2025 New
COST Costco Wholesale Corp Consumer Defensive	$439B	$70.2 Million 1.06% of portfolio	70,899	Q2 2025 Reduced 9.99%
GOOGL Alphabet Inc. Communication Services	$1.21T	$66.9 Million 1.01% of portfolio	379,598	Q2 2025 Added 7.29%
TSLA Tesla, Inc. Consumer Cyclical	$1.08T	$61.8 Million 0.94% of portfolio	194,684	Q2 2025 Added 6.38%
SPGI S&P Global Inc. Financial Services	$182B	$59.6 Million 0.9% of portfolio	113,101	Q2 2025 Added 7.5%
GOOG Alphabet Inc. Communication Services	$1.24T	$57.2 Million 0.87% of portfolio	322,413	Q2 2025 Added 6.67%
TXN Texas Instruments Inc Technology	$177B	$57.8 Million 0.87% of portfolio	297,014	Q2 2025 Added 2.05%
APH Amphenol Corp Technology	$66.5B	$53.3 Million 0.81% of portfolio	539,607	Q2 2025 Reduced 21.76%
ZTS Zoetis Inc. Healthcare	$70.1B	$50.2 Million 0.76% of portfolio	322,094	Q2 2025 Added 10.74%
NFLX Netflix Inc Communication Services	$545B	$48 Million 0.73% of portfolio	35,867	Q2 2025 Added 7.33%
JPM Jpmorgan Chase & CO Financial Services	$859B	$47.9 Million 0.72% of portfolio	165,278	Q2 2025 Added 5.67%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$45.8 Million 0.69% of portfolio	94,190	Q2 2025 Added 6.74%
EW Edwards Lifesciences Corp Healthcare	$47.6B	$39.6 Million 0.6% of portfolio	506,283	Q2 2025 Added 2.62%
VRSK Verisk Analytics, Inc. Industrials	$40.8B	$38.6 Million 0.58% of portfolio	124,039	Q2 2025 Reduced 6.4%
TJX Tjx Companies Inc Consumer Cyclical	$155B	$38.2 Million 0.58% of portfolio	309,375	Q2 2025 Added 5.85%
DE Deere & CO Industrials	$153B	$37.7 Million 0.57% of portfolio	74,202	Q2 2025 Added 1.56%
SHW Sherwin Williams CO Basic Materials	$92.8B	$36.8 Million 0.56% of portfolio	107,042	Q2 2025 Reduced 10.95%
JKHY Henry Jack & Associates Inc Technology	$11.6B	$36 Million 0.54% of portfolio	199,894	Q2 2025 Added 6.37%
RMD Resmed Inc Healthcare	$42.1B	$33.6 Million 0.51% of portfolio	130,115	Q2 2025 Added 12.52%
LLY Eli Lilly & CO Healthcare	$608B	$33.4 Million 0.5% of portfolio	42,807	Q2 2025 Added 9.93%
TSCO Tractor Supply CO Consumer Cyclical	$6.58B	$32.2 Million 0.49% of portfolio	611,103	Q2 2025 Added 15.81%
MKC Mccormick & CO Inc Consumer Defensive	$17.3B	$31.6 Million 0.48% of portfolio	416,267	Q2 2025 Added 19.87%
CHD Church & Dwight CO Inc Consumer Defensive	$22.4B	$31.1 Million 0.47% of portfolio	324,074	Q2 2025 Added 20.69%
SCI Service Corp International Consumer Cyclical	$12.7B	$31.1 Million 0.47% of portfolio	381,681	Q2 2025 Added 10.31%
FAST Fastenal CO Industrials	$27.8B	$29.7 Million 0.45% of portfolio	707,683	Q2 2025 Added 102.14%
ITW Illinois Tool Works Inc Industrials	$80B	$27.7 Million 0.42% of portfolio	111,911	Q2 2025 Added 10.52%
MA Mastercard Inc Financial Services	$548B	$26.9 Million 0.41% of portfolio	47,849	Q2 2025 Added 6.14%
PLTR Palantir Technologies Inc. Technology	$367B	$25.6 Million 0.39% of portfolio	187,650	Q2 2025 Added 34.81%
STE Steris PLC Healthcare	$24.4B	$24.4 Million 0.37% of portfolio	101,726	Q2 2025 Added 0.15%
HD Home Depot, Inc. Consumer Cyclical	$405B	$24.8 Million 0.37% of portfolio	67,608	Q2 2025 Added 6.58%
WMT Walmart Inc. Consumer Defensive	$281B	$23.9 Million 0.36% of portfolio	244,653	Q2 2025 Added 8.23%
CSCO Cisco Systems, Inc. Technology	$293B	$23.8 Million 0.36% of portfolio	342,892	Q2 2025 Added 6.93%
JNJ Johnson & Johnson Healthcare	$452B	$22.4 Million 0.34% of portfolio	146,491	Q2 2025 Added 9.34%
PG Procter & Gamble CO Consumer Defensive	$368B	$22.1 Million 0.33% of portfolio	138,419	Q2 2025 Added 3.97%
XOM Exxon Mobil Corp Energy	$442B	$22 Million 0.33% of portfolio	204,274	Q2 2025 Added 19.24%
UNH Unitedhealth Group Inc Healthcare	$245B	$22 Million 0.33% of portfolio	70,549	Q2 2025 Added 18.68%

Summary

Portfolio
No. of Stocks 601
Current Value $6.61 Billion
Prior Value $5.35 Billion
Filing
Period Q2 2025
Filing Date August 14, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 9 stocks
Additional Purchases 499 stocks
Sold out of 0 stocks
Reduced holdings in 56 stocks

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Norinchukin Bank, The Portfolio Holdings