Meiji Yasuda Asset Management Co Ltd.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Meiji Yasuda Asset Management Co Ltd. reported 677 stock positions worth $2.6 billion. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by Nvidia (NVDA, 4.7%) and Microsoft (MSFT, 4.4%). Compared with Q3 2024, it opened 26 new positions, sold out of 22, added to 278 and reduced 278. The biggest buy was Amazon.com (AMZN, shares +4%) and the biggest sale Nextera Energy (NEE, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- Tokyo, M0
- CIK
- 0001491685
- Portfolio Value
- $2.6B (Q4 2024)
- SEC Filing
- 0000950123-25-001627 ↗ filed Feb 12, 2025
Holdings Value
Holdings 677 stocks · $2.6B
| AAPL Apple Inc. | 4.92% | 516,330 | $129.3M | Add +3.4% |
| NVDA Nvidia Corp. | 4.69% | 918,654 | $123.4M | Reduce -1.1% |
| MSFT Microsoft Corp. | 4.37% | 272,855 | $115.0M | Add +0.8% |
| AMZN Amazon.com Inc. | 2.75% | 329,362 | $72.3M | Add +3.8% |
| GOOGL Alphabet Inc. Class A | 2.33% | 323,933 | $61.3M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 1.78% | 80,090 | $46.9M | Reduce -0.3% |
| ABBV Abbvie Inc. | 1.46% | 215,333 | $38.3M | Add +9.7% |
| TSLA Tesla Inc. | 1.32% | 85,685 | $34.6M | Reduce -0.6% |
| AVGO Broadcom Inc. | 1.22% | 138,319 | $32.1M | Reduce -33.6% |
| PG The Procter & Gamble Co. | 1.20% | 188,435 | $31.6M | Add +1.6% |
| WMT Walmart Inc. | 1.20% | 348,343 | $31.5M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 1.13% | 124,257 | $29.8M | Add +2.7% |
| XOM Exxon Mobil Corp. | 1.11% | 271,092 | $29.2M | Reduce -0.9% |
| V Visa Inc. Class A | 1.09% | 90,384 | $28.6M | Reduce -0.8% |
| HD Home Depot Inc. | 0.97% | 65,428 | $25.5M | Add +0.6% |
| NEE Nextera Energy Inc. | 0.91% | 332,618 | $23.8M | Reduce -8.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.83% | 98,875 | $21.7M | Reduce -3.7% |
| KO The Coca-Cola Co. | 0.81% | 342,042 | $21.3M | Reduce -1.9% |
| ABT Abbott Laboratories | 0.78% | 181,915 | $20.6M | Add +4.3% |
| PEP Pepsico Inc. | 0.78% | 134,800 | $20.5M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.78% | 26,399 | $20.4M | Reduce -2.4% |
| CVX Chevron Corp. | 0.76% | 138,475 | $20.1M | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.74% | 134,563 | $19.5M | Add +0.7% |
| BBY Best Buy Co. Inc. | 0.72% | 221,616 | $19.0M | Add +9.4% |
| GOOG Alphabet Inc. Class C | 0.72% | 98,756 | $18.8M | Reduce -1.5% |
| TXN Texas Instruments Inc. | 0.71% | 99,415 | $18.6M | Add +1.5% |
| UNH Unitedhealth Group Inc. | 0.69% | 36,115 | $18.3M | Reduce -6.8% |
| BKNG Booking Holdings Inc. | 0.65% | 3,459 | $17.2M | Reduce -4.4% |
| O Realty Income Corp. | 0.64% | 315,019 | $16.8M | Add +2.2% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.62% | 144,331 | $16.3M | Reduce -3.5% |
| EIX Edison International | 0.58% | 191,109 | $15.3M | Add +1.4% |
| SPGI S&P Global Inc. | 0.57% | 30,045 | $15.0M | Reduce -5.0% |
| BLK BlackRock Inc. | 0.56% | 14,473 | $14.8M | Add +10.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 31,941 | $14.5M | Add +2.8% |
| NOW ServiceNow Inc. | 0.54% | 13,429 | $14.2M | Add +7.5% |
| AXP American Express Co. | 0.54% | 47,862 | $14.2M | Add +11.0% |
| MCD McDonald's Corp. | 0.53% | 48,430 | $14.0M | Reduce -2.2% |
| MDT Medtronic PLC | 0.52% | 170,654 | $13.6M | Reduce -0.6% |
| KMB Kimberly-Clark Corp. | 0.51% | 102,285 | $13.4M | Add +2.7% |
| UGI Ugi Corp. | 0.51% | 474,509 | $13.4M | Reduce -0.0% |
| EMR Emerson Electric Co. | 0.50% | 106,323 | $13.2M | Add +1.1% |
| QCOM Qualcomm Inc. | 0.50% | 85,578 | $13.1M | Reduce -1.1% |
| ESS Essex Property Trust Inc. | 0.49% | 45,202 | $12.9M | Add +0.2% |
| CAT Caterpillar Inc. | 0.49% | 35,566 | $12.9M | Reduce -0.7% |
| ES Eversource Energy | 0.49% | 223,735 | $12.8M | Add +2.9% |
| FRT Federal Realty Invs Trust | 0.48% | 111,652 | $12.5M | No change |
| ECL Ecolab Inc. | 0.46% | 51,947 | $12.2M | Reduce -0.6% |
| CL Colgate-Palmolive Co. | 0.46% | 132,701 | $12.1M | Add +8.6% |
| ADP Automatic Data Processing | 0.46% | 40,876 | $12.0M | Reduce -4.9% |
| ETN Eaton Corp. PLC | 0.45% | 35,780 | $11.9M | Add +0.6% |
| RSG Republic Services Inc. | 0.44% | 58,019 | $11.7M | Add +0.6% |
| LOW Lowe's Cos Inc. | 0.44% | 46,895 | $11.6M | Reduce -0.5% |
| TGT Target Corp. | 0.44% | 84,819 | $11.5M | Add +3.6% |
| COST Costco Wholesale Corp. | 0.43% | 12,329 | $11.3M | Reduce -1.5% |
| CHRW C.H. Robinson Worldwide Inc. | 0.42% | 107,544 | $11.1M | Add +2.2% |
| NFLX Netflix Inc. | 0.41% | 12,215 | $10.9M | Reduce -6.4% |
| EOG EOG Resources Inc. | 0.41% | 88,322 | $10.8M | Add +1.5% |
| TMO Thermo Fisher Scientific Inc. | 0.41% | 20,629 | $10.7M | Add +0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.40% | 87,879 | $10.6M | Add +1.7% |
| HRL Hormel Foods Corp. | 0.40% | 334,413 | $10.5M | Add +1.4% |
| APD Air Products & Chemicals Inc. | 0.39% | 34,957 | $10.1M | Reduce -8.6% |
| AFL Aflac Inc. | 0.38% | 97,643 | $10.1M | Reduce -0.7% |
| BEN Franklin Templeton Inc. | 0.38% | 493,444 | $10.0M | Reduce -1.8% |
| ISRG Intuitive Surgical Inc. | 0.38% | 19,132 | $10.0M | Add +1.4% |
| SYY Sysco Corp. | 0.38% | 130,041 | $9.9M | Add +3.5% |
| ADI Analog Devices Inc. | 0.37% | 46,104 | $9.8M | Add +3.5% |
| USB US Bancorp | 0.37% | 202,834 | $9.7M | Reduce -8.0% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.37% | 87,501 | $9.6M | Add +2.3% |
| MRK Merck & Co. Inc. | 0.36% | 96,408 | $9.6M | Add +81.1% |
| PM Philip Morris International | 0.36% | 79,620 | $9.6M | Add +5.9% |
| ROP Roper Technologies Inc. | 0.36% | 18,322 | $9.5M | Add +0.5% |
| MKC McCormick & Co.-Non VTG SHRS | 0.36% | 123,812 | $9.4M | Add +3.7% |
| ITW Illinois Tool Works | 0.35% | 36,595 | $9.3M | Add +3.6% |
| VZ Verizon Communications Inc. | 0.35% | 230,106 | $9.2M | Add +9.0% |
| UNP Union Pacific Corp. | 0.34% | 39,536 | $9.0M | Add +0.5% |
| SWK Stanley Black & Decker Inc. | 0.34% | 111,986 | $9.0M | Reduce -2.8% |
| CSCO Cisco Systems Inc. | 0.33% | 148,669 | $8.8M | Reduce -0.2% |
| BSX Boston Scientific Corp. | 0.33% | 96,555 | $8.6M | Add +20.1% |
| C Citigroup Inc. | 0.32% | 121,244 | $8.5M | Add +22.3% |
| PWR Quanta Services Inc. | 0.32% | 26,626 | $8.4M | Add +2.1% |
| WFC Wells Fargo & Co. | 0.30% | 113,526 | $8.0M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 0.30% | 14,914 | $7.9M | Reduce -0.8% |
| PLD Prologis Inc. | 0.30% | 74,256 | $7.8M | Add +20.8% |
| LIN Linde PLC | 0.30% | 18,719 | $7.8M | Reduce -25.6% |
| CAH Cardinal Health Inc. | 0.30% | 65,807 | $7.8M | Reduce -0.8% |
| MBB iShares MBS ETF | 0.29% | 83,971 | $7.7M | Reduce -2.8% |
| ADM Archer-Daniels-Midland Co. | 0.29% | 151,603 | $7.7M | Add +3.8% |
| PANW Palo Alto Networks Inc. | 0.29% | 41,732 | $7.6M | Add +40.6% |
| GPC Genuine Parts Co. | 0.29% | 64,215 | $7.5M | Add +20.9% |
| PRGO Perrigo Co. PLC | 0.28% | 290,710 | $7.5M | Add +1.1% |
| HEI.A Heico Corp. Class A | 0.28% | 39,999 | $7.4M | Add +2.9% |
| AME Ametek Inc. | 0.28% | 40,998 | $7.4M | Reduce -0.8% |
| CB Chubb Ltd. | 0.28% | 26,733 | $7.4M | Reduce -8.2% |
| TW Tradeweb Markets Inc. Class A | 0.28% | 56,384 | $7.4M | Reduce -20.5% |
| SNPS Synopsys Inc. | 0.28% | 15,202 | $7.4M | Add +1.5% |
| SRE Sempra | 0.28% | 83,510 | $7.3M | Add +29.4% |
| WELL Welltower Inc. | 0.27% | 56,212 | $7.1M | Add +6.3% |
| DHR Danaher Corp. | 0.26% | 30,309 | $7.0M | Reduce -3.3% |
| OGS One Gas Inc. | 0.26% | 100,448 | $7.0M | Add +0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 155,218 | $6.8M | Add +16.6% |
Portfolio Sells Q3 2024 → Q4 2024
| NEE Nextera Energy Inc. | Reduce -8.8% | 0.91% | −0.27 |
| UNH Unitedhealth Group Inc. | Reduce -6.8% | 0.69% | −0.17 |
| LIN Linde PLC | Reduce -25.6% | 0.30% | −0.16 |
| AVGO Broadcom Inc. | Reduce -33.6% | 1.22% | −0.15 |
| KO The Coca-Cola Co. | Reduce -1.9% | 0.81% | −0.14 |
| SWK Stanley Black & Decker Inc. | Reduce -2.8% | 0.34% | −0.14 |
| LLY Eli Lilly & Co. | Reduce -2.4% | 0.78% | −0.14 |
| CCI Crown Castle Inc. | Reduce -82.3% | 0.02% | −0.14 |
| ADBE Adobe Inc. | Reduce -32.6% | 0.17% | −0.12 |
| HCA HCA Healthcare Inc. | Reduce -55.5% | 0.06% | −0.12 |
| XOM Exxon Mobil Corp. | Reduce -0.9% | 1.11% | −0.11 |
| CE Celanese Corp. | Sold out | 0.00% | −0.10 |
| PFG Principal Financial Group | Reduce -78.9% | 0.02% | −0.10 |
| PEP Pepsico Inc. | Reduce -0.3% | 0.78% | −0.10 |
| PH Parker Hannifin Corp. | Reduce -68.9% | 0.04% | −0.10 |
| IQV Iqvia Holdings Inc. | Reduce -77.0% | 0.02% | −0.09 |
| ICE Intercontinental Exchange Inc. | Reduce -44.9% | 0.09% | −0.09 |
| FDX FedEx Corp. | Reduce -66.2% | 0.05% | −0.09 |
| WEC WEC Energy Group Inc. | Reduce -60.6% | 0.05% | −0.08 |
| HES Hess Corp. | Reduce -73.9% | 0.03% | −0.08 |
| MDT Medtronic PLC | Reduce -0.6% | 0.52% | −0.07 |
| DHR Danaher Corp. | Reduce -3.3% | 0.26% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -1.1% | 0.50% | −0.06 |
| ARE Alexandria Real Estate Equit | Reduce -48.2% | 0.04% | −0.06 |
| DVA Davita Inc. | Reduce -57.9% | 0.04% | −0.06 |
| AMGN Amgen Inc. | Reduce -3.1% | 0.20% | −0.05 |
| ZTS Zoetis Inc. | Reduce -1.8% | 0.24% | −0.05 |
| SPGI S&P Global Inc. | Reduce -5.0% | 0.57% | −0.05 |
| TW Tradeweb Markets Inc. Class A | Reduce -20.5% | 0.28% | −0.05 |
| APD Air Products & Chemicals Inc. | Reduce -8.6% | 0.39% | −0.05 |
| MPC Marathon Petroleum Corp. | Reduce -44.6% | 0.04% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -0.5% | 0.44% | −0.05 |
| ECL Ecolab Inc. | Reduce -0.6% | 0.46% | −0.05 |
| CSL Carlisle Cos Inc. | Reduce -2.6% | 0.18% | −0.05 |
| CAT Caterpillar Inc. | Reduce -0.7% | 0.49% | −0.04 |
| KLAC KLA Corp. | Reduce -7.6% | 0.13% | −0.04 |
| MCD McDonald's Corp. | Reduce -2.2% | 0.53% | −0.04 |
| FCX Freeport-McMoran Inc. | Reduce -4.5% | 0.11% | −0.04 |
| CB Chubb Ltd. | Reduce -8.2% | 0.28% | −0.04 |
| MSI Motorola Solutions Inc. | Reduce -28.8% | 0.10% | −0.04 |
| CARR Carrier Global Corp. | Reduce -0.8% | 0.20% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -3.7% | 0.83% | −0.04 |
| TFC Truist Financial Corp. | Reduce -52.6% | 0.03% | −0.04 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.04 |
| CTAS Cintas Corp. | Reduce -6.5% | 0.17% | −0.03 |
| AFL Aflac Inc. | Reduce -0.7% | 0.38% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -0.3% | 0.16% | −0.03 |
| VLO Valero Energy Corp. | Reduce -51.2% | 0.03% | −0.03 |
| REGN Regeneron Pharmaceuticals | Reduce -1.5% | 0.06% | −0.03 |
| COF Capital One Financial Corp. | Reduce -52.0% | 0.04% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +3.8% | 2.75% | +0.49 |
| AAPL Apple Inc. | Add +3.4% | 4.92% | +0.49 |
| PLTR Palantir Technologies Inc. Class A | Add +179.7% | 0.23% | +0.19 |
| JPM JPMorgan Chase & Co. | Add +2.7% | 1.13% | +0.16 |
| MRK Merck & Co. Inc. | Add +81.1% | 0.36% | +0.13 |
| NOW ServiceNow Inc. | Add +7.5% | 0.54% | +0.12 |
| CME Cme Group Inc. | Add +70.5% | 0.23% | +0.10 |
| WST West Pharmaceutical Services | Add +238.9% | 0.14% | +0.10 |
| PANW Palo Alto Networks Inc. | Add +40.6% | 0.29% | +0.10 |
| MET Metlife Inc. | Add +140.5% | 0.16% | +0.10 |
| AXP American Express Co. | Add +11.0% | 0.54% | +0.09 |
| BLK BlackRock Inc. | Add +10.7% | 0.56% | +0.09 |
| FTNT Fortinet Inc. | Add +110.4% | 0.15% | +0.09 |
| C Citigroup Inc. | Add +22.3% | 0.32% | +0.09 |
| INCY Incyte Corp. | Add +409.1% | 0.11% | +0.09 |
| ESI Element Solutions Inc. | New | 0.08% | +0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +56.0% | 0.17% | +0.08 |
| SLB SLB Ltd. | Add +159.0% | 0.13% | +0.08 |
| GE General Electric | Add +59.6% | 0.25% | +0.07 |
| SRE Sempra | Add +29.4% | 0.28% | +0.07 |
| BSX Boston Scientific Corp. | Add +20.1% | 0.33% | +0.07 |
| EMR Emerson Electric Co. | Add +1.1% | 0.50% | +0.06 |
| DAY Dayforce Inc. | Add +202.3% | 0.08% | +0.06 |
| BAC Bank of America Corp. | Add +16.6% | 0.26% | +0.06 |
| CRM Salesforce Inc. | Add +5.0% | 0.23% | +0.05 |
| FIS Fidelity National Info Serv | Add +68.4% | 0.13% | +0.05 |
| ALL Allstate Corp. | Add +142.5% | 0.08% | +0.05 |
| AOS Smith (a.o.) Corp. | New | 0.04% | +0.04 |
| BKR Baker Hughes Co. | Add +38.6% | 0.12% | +0.04 |
| VRT Vertiv Holdings Co. Class A | Add +8.4% | 0.22% | +0.04 |
| PCAR Paccar Inc. | Add +106.5% | 0.07% | +0.04 |
| CI The Cigna Group | Add +93.7% | 0.11% | +0.04 |
| SCHW Schwab (charles) Corp. | Add +4.9% | 0.22% | +0.04 |
| TMUS T-Mobile US Inc. | Add +12.4% | 0.22% | +0.04 |
| NKE Nike Inc. Class B | Add +37.8% | 0.23% | +0.03 |
| DOCU Docusign Inc. | Add +64.7% | 0.06% | +0.03 |
| SW Smurfit Westrock PLC | Add +4.7% | 0.23% | +0.03 |
| PODD Insulet Corp. | Add +3.9% | 0.20% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +1.4% | 0.38% | +0.03 |
| MRVL Marvell Technology Inc. | Add +16.3% | 0.06% | +0.03 |
| ABT Abbott Laboratories | Add +4.3% | 0.78% | +0.02 |
| KKR KKR & Co. Inc. | Add +38.8% | 0.07% | +0.02 |
| PWR Quanta Services Inc. | Add +2.1% | 0.32% | +0.02 |
| EXE Expand Energy Corp. | Add +74.1% | 0.04% | +0.02 |
| BA The Boeing Co. | Add +18.5% | 0.08% | +0.02 |
| HST Host Hotels & Resorts Inc. | Add +40.3% | 0.08% | +0.02 |
| WSM Williams-Sonoma Inc. | Add +43.1% | 0.05% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +0.9% | 0.14% | +0.02 |
| PYPL PayPal Holdings Inc. | Add +7.1% | 0.14% | +0.02 |
| HBAN Huntington Bancshares Inc. | Add +4.7% | 0.13% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 596 | $2.2B | NVDA, AAPL, GOOGL, MSFT, AMZN |
| Q1 2026 | 548 | $2.0B | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q4 2025 | 546 | $2.1B | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q3 2025 | 543 | $2.1B | NVDA, MSFT, AAPL, GOOGL, AMZN |
| Q2 2025 | 543 | $2.0B | NVDA, MSFT, AAPL, AMZN, GOOGL |
| Q1 2025 | 643 | $2.5B | AAPL, MSFT, NVDA, AMZN, GOOGL |
| Q4 2024 | 677 | $2.6B | AAPL, NVDA, MSFT, AMZN, GOOGL |
| Q3 2024 | 673 | $2.6B | MSFT, AAPL, NVDA, AMZN, GOOGL |
| Q2 2024 | 652 | $2.5B | MSFT, NVDA, AAPL, AMZN, GOOGL |
| Q1 2024 | 668 | $2.3B | MSFT, NVDA, AAPL, AMZN, GOOGL |