Meiji Yasuda Asset Management Co Ltd.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 16, 2025), Meiji Yasuda Asset Management Co Ltd. reported 643 stock positions worth $2.5 billion. Its top holding was Apple (AAPL) at 4.4% of the portfolio, followed by Microsoft (MSFT, 4.0%) and Nvidia (NVDA, 3.8%). Compared with Q4 2024, it opened 17 new positions, sold out of 51, added to 171 and reduced 394. The biggest buy was Verizon Communications (VZ, shares +186%) and the biggest sale Nvidia (NVDA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Tokyo, M0
- CIK
- 0001491685
- Portfolio Value
- $2.5B (Q1 2025)
- SEC Filing
- 0000950123-25-005782 ↗ filed May 16, 2025
Holdings Value
Holdings 643 stocks · $2.5B
| AAPL Apple Inc. | 4.43% | 495,413 | $110.0M | Reduce -4.0% |
| MSFT Microsoft Corp. | 3.99% | 263,665 | $99.0M | Reduce -3.4% |
| NVDA Nvidia Corp. | 3.83% | 877,762 | $95.1M | Reduce -4.5% |
| AMZN Amazon.com Inc. | 2.47% | 322,162 | $61.3M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 1.86% | 299,044 | $46.2M | Reduce -7.7% |
| META Meta Platforms Inc. Class A | 1.77% | 76,129 | $43.9M | Reduce -5.0% |
| ABBV Abbvie Inc. | 1.55% | 183,352 | $38.4M | Reduce -14.8% |
| PG The Procter & Gamble Co. | 1.27% | 184,489 | $31.4M | Reduce -2.1% |
| V Visa Inc. Class A | 1.24% | 87,836 | $30.8M | Reduce -2.8% |
| XOM Exxon Mobil Corp. | 1.22% | 254,319 | $30.2M | Reduce -6.2% |
| VZ Verizon Communications Inc. | 1.20% | 658,069 | $29.9M | Add +186.0% |
| JPM JPMorgan Chase & Co. | 1.19% | 119,974 | $29.4M | Reduce -3.5% |
| WMT Walmart Inc. | 1.03% | 290,246 | $25.5M | Reduce -16.7% |
| ABT Abbott Laboratories | 0.98% | 183,715 | $24.4M | Add +1.0% |
| JNJ Johnson & Johnson | 0.92% | 138,368 | $22.9M | Add +2.8% |
| KO The Coca-Cola Co. | 0.92% | 317,679 | $22.8M | Reduce -7.1% |
| CVX Chevron Corp. | 0.91% | 135,339 | $22.6M | Reduce -2.3% |
| AVGO Broadcom Inc. | 0.91% | 135,153 | $22.6M | Reduce -2.3% |
| TSLA Tesla Inc. | 0.90% | 86,019 | $22.3M | Add +0.4% |
| PEP Pepsico Inc. | 0.88% | 145,411 | $21.8M | Add +7.9% |
| LLY Eli Lilly & Co. | 0.86% | 25,878 | $21.4M | Reduce -2.0% |
| HD Home Depot Inc. | 0.82% | 55,768 | $20.4M | Reduce -14.8% |
| O Realty Income Corp. | 0.80% | 343,564 | $19.9M | Add +9.1% |
| NEE Nextera Energy Inc. | 0.72% | 252,518 | $17.9M | Reduce -24.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 30,565 | $16.3M | Reduce -4.3% |
| UNH Unitedhealth Group Inc. | 0.65% | 30,598 | $16.0M | Reduce -15.3% |
| BEN Franklin Templeton Inc. | 0.64% | 822,244 | $15.8M | Add +66.6% |
| GOOG Alphabet Inc. Class C | 0.61% | 97,246 | $15.2M | Reduce -1.5% |
| UGI Ugi Corp. | 0.60% | 452,372 | $15.0M | Reduce -4.7% |
| ES Eversource Energy | 0.58% | 232,239 | $14.4M | Add +3.8% |
| AMCR Amcor PLC | 0.57% | 1,471,082 | $14.3M | Add +3001.7% |
| BKNG Booking Holdings Inc. | 0.57% | 3,065 | $14.1M | Reduce -11.4% |
| SPGI S&P Global Inc. | 0.56% | 27,502 | $14.0M | Reduce -8.5% |
| ED Consolidated Edison Inc. | 0.55% | 122,671 | $13.6M | Add +573.5% |
| BLK BlackRock Inc. | 0.53% | 13,939 | $13.2M | Reduce -3.7% |
| MDT Medtronic PLC | 0.52% | 144,897 | $13.0M | Reduce -15.1% |
| PM Philip Morris International | 0.51% | 80,293 | $12.7M | Add +0.8% |
| AXP American Express Co. | 0.50% | 46,454 | $12.5M | Reduce -2.9% |
| TXN Texas Instruments Inc. | 0.50% | 69,418 | $12.5M | Reduce -30.2% |
| KMB Kimberly-Clark Corp. | 0.50% | 86,655 | $12.3M | Reduce -15.3% |
| RSG Republic Services Inc. | 0.49% | 50,606 | $12.3M | Reduce -12.8% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.48% | 101,300 | $12.0M | Add +15.8% |
| EIX Edison International | 0.46% | 194,702 | $11.5M | Add +1.9% |
| ECL Ecolab Inc. | 0.46% | 45,052 | $11.4M | Reduce -13.3% |
| WTRG Essential Utilities Inc. | 0.45% | 285,309 | $11.3M | Add +1924.2% |
| QCOM Qualcomm Inc. | 0.44% | 71,801 | $11.0M | Reduce -16.1% |
| LIN Linde PLC | 0.44% | 23,558 | $11.0M | Add +25.9% |
| NFLX Netflix Inc. | 0.44% | 11,619 | $10.8M | Reduce -4.9% |
| EOG EOG Resources Inc. | 0.44% | 84,242 | $10.8M | Reduce -4.6% |
| USB US Bancorp | 0.43% | 250,097 | $10.6M | Add +23.3% |
| ROP Roper Technologies Inc. | 0.42% | 17,866 | $10.5M | Reduce -2.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.42% | 85,148 | $10.4M | Reduce -3.1% |
| ADM Archer-Daniels-Midland Co. | 0.42% | 214,888 | $10.3M | Add +41.7% |
| BBY Best Buy Co. Inc. | 0.41% | 139,201 | $10.2M | Reduce -37.2% |
| NFG National Fuel Gas Co. | 0.41% | 126,952 | $10.1M | New |
| TMO Thermo Fisher Scientific Inc. | 0.40% | 20,166 | $10.0M | Reduce -2.2% |
| ESS Essex Property Trust Inc. | 0.40% | 32,724 | $10.0M | Reduce -27.6% |
| HRL Hormel Foods Corp. | 0.40% | 322,615 | $10.0M | Reduce -3.5% |
| NOW ServiceNow Inc. | 0.40% | 12,417 | $9.9M | Reduce -7.5% |
| COST Costco Wholesale Corp. | 0.40% | 10,447 | $9.9M | Reduce -15.3% |
| ADP Automatic Data Processing | 0.40% | 32,167 | $9.8M | Reduce -21.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.39% | 105,685 | $9.7M | Reduce -26.8% |
| SON Sonoco Products Co. | 0.39% | 202,409 | $9.6M | Add +60.7% |
| SWK Stanley Black & Decker Inc. | 0.38% | 122,801 | $9.4M | Add +9.7% |
| CL Colgate-Palmolive Co. | 0.38% | 100,399 | $9.4M | Reduce -24.3% |
| FRT Federal Realty Invs Trust | 0.38% | 95,735 | $9.4M | Reduce -14.3% |
| BSX Boston Scientific Corp. | 0.38% | 92,650 | $9.3M | Reduce -4.0% |
| ETN Eaton Corp. PLC | 0.38% | 34,294 | $9.3M | Reduce -4.2% |
| CSCO Cisco Systems Inc. | 0.37% | 148,283 | $9.2M | Reduce -0.3% |
| ISRG Intuitive Surgical Inc. | 0.37% | 18,429 | $9.1M | Reduce -3.7% |
| UNP Union Pacific Corp. | 0.37% | 38,567 | $9.1M | Reduce -2.5% |
| SCHW Schwab (charles) Corp. | 0.36% | 114,761 | $9.0M | Add +43.9% |
| CAT Caterpillar Inc. | 0.36% | 27,159 | $9.0M | Reduce -23.6% |
| OGS One Gas Inc. | 0.35% | 115,373 | $8.7M | Add +14.9% |
| LOW Lowe's Cos Inc. | 0.35% | 37,339 | $8.7M | Reduce -20.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 34,713 | $8.6M | Reduce -64.9% |
| MRK Merck & Co. Inc. | 0.35% | 95,601 | $8.6M | Reduce -0.8% |
| MCD McDonald's Corp. | 0.34% | 27,015 | $8.4M | Reduce -44.2% |
| EMR Emerson Electric Co. | 0.34% | 76,773 | $8.4M | Reduce -27.8% |
| SR Spire Inc. | 0.33% | 105,569 | $8.3M | Add +7.7% |
| ITW Illinois Tool Works | 0.33% | 33,208 | $8.2M | Reduce -9.3% |
| C Citigroup Inc. | 0.33% | 115,931 | $8.2M | Reduce -4.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.33% | 195,777 | $8.2M | Add +26.1% |
| SYY Sysco Corp. | 0.33% | 108,807 | $8.2M | Reduce -16.3% |
| WELL Welltower Inc. | 0.33% | 52,906 | $8.1M | Reduce -5.9% |
| MA Mastercard Inc. Class A | 0.33% | 14,784 | $8.1M | Reduce -0.9% |
| TGT Target Corp. | 0.33% | 77,514 | $8.1M | Reduce -8.6% |
| AFL Aflac Inc. | 0.32% | 72,171 | $8.0M | Reduce -26.1% |
| HEI.A Heico Corp. Class A | 0.32% | 37,957 | $8.0M | Reduce -5.1% |
| ELS Equity Lifestyle Properties | 0.32% | 119,554 | $8.0M | Add +1264.5% |
| TW Tradeweb Markets Inc. Class A | 0.32% | 53,542 | $7.9M | Reduce -5.0% |
| APD Air Products & Chemicals Inc. | 0.32% | 26,733 | $7.9M | Reduce -23.5% |
| PANW Palo Alto Networks Inc. | 0.32% | 45,947 | $7.8M | Add +10.1% |
| PLD Prologis Inc. | 0.32% | 70,033 | $7.8M | Reduce -5.7% |
| CLX Clorox Company | 0.31% | 52,134 | $7.7M | Add +1215.5% |
| ADI Analog Devices Inc. | 0.31% | 37,907 | $7.6M | Reduce -17.8% |
| MCHP Microchip Technology Inc. | 0.30% | 155,037 | $7.5M | Add +68.4% |
| MKC McCormick & Co.-Non VTG SHRS | 0.30% | 91,075 | $7.5M | Reduce -26.4% |
| MBB iShares MBS ETF | 0.30% | 78,627 | $7.4M | Reduce -6.4% |
| GE General Electric filed as GE AEROSPACE | 0.29% | 36,447 | $7.3M | Reduce -7.9% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -4.5% | 3.83% | −0.86 |
| AAPL Apple Inc. | Reduce -4.0% | 4.43% | −0.49 |
| IBM Intl Business Machines Corp. | Reduce -64.9% | 0.35% | −0.48 |
| GOOGL Alphabet Inc. Class A | Reduce -7.7% | 1.86% | −0.47 |
| MSFT Microsoft Corp. | Reduce -3.4% | 3.99% | −0.39 |
| BBY Best Buy Co. Inc. | Reduce -37.2% | 0.41% | −0.31 |
| AVGO Broadcom Inc. | Reduce -2.3% | 0.91% | −0.31 |
| PRGO Perrigo Co. PLC | Sold out | 0.00% | −0.28 |
| AMZN Amazon.com Inc. | Reduce -2.2% | 2.47% | −0.28 |
| GPC Genuine Parts Co. | Reduce -92.3% | 0.02% | −0.26 |
| PII Polaris Inc. | Sold out | 0.00% | −0.25 |
| TROW T Rowe Price Group Inc. | Reduce -26.8% | 0.39% | −0.23 |
| SEIC Sei Investments Company | Reduce -94.6% | 0.01% | −0.22 |
| RPM RPM International Inc. | Reduce -90.4% | 0.02% | −0.22 |
| TXN Texas Instruments Inc. | Reduce -30.2% | 0.50% | −0.21 |
| MCD McDonald's Corp. | Reduce -44.2% | 0.34% | −0.19 |
| NEE Nextera Energy Inc. | Reduce -24.1% | 0.72% | −0.19 |
| WMT Walmart Inc. | Reduce -16.7% | 1.03% | −0.17 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -41.3% | 0.26% | −0.16 |
| EMR Emerson Electric Co. | Reduce -27.8% | 0.34% | −0.16 |
| HD Home Depot Inc. | Reduce -14.8% | 0.82% | −0.14 |
| NOW ServiceNow Inc. | Reduce -7.5% | 0.40% | −0.14 |
| BF.B Brown-Forman Corp. Class B | Sold out | 0.00% | −0.13 |
| CAT Caterpillar Inc. | Reduce -23.6% | 0.36% | −0.13 |
| PNR Pentair PLC | Reduce -53.8% | 0.09% | −0.13 |
| WFC Wells Fargo & Co. | Reduce -43.2% | 0.19% | −0.12 |
| TGT Target Corp. | Reduce -8.6% | 0.33% | −0.11 |
| NDSN Nordson Corp. | Sold out | 0.00% | −0.11 |
| GOOG Alphabet Inc. Class C | Reduce -1.5% | 0.61% | −0.10 |
| FRT Federal Realty Invs Trust | Reduce -14.3% | 0.38% | −0.10 |
| MET Metlife Inc. | Reduce -61.5% | 0.07% | −0.10 |
| HBAN Huntington Bancshares Inc. | Reduce -71.3% | 0.04% | −0.10 |
| DOV Dover Corp. | Reduce -45.0% | 0.11% | −0.09 |
| SHW The Sherwin-Williams Co. | Reduce -44.7% | 0.14% | −0.09 |
| LOW Lowe's Cos Inc. | Reduce -20.4% | 0.35% | −0.09 |
| ESS Essex Property Trust Inc. | Reduce -27.6% | 0.40% | −0.09 |
| BKNG Booking Holdings Inc. | Reduce -11.4% | 0.57% | −0.08 |
| CL Colgate-Palmolive Co. | Reduce -24.3% | 0.38% | −0.08 |
| VRT Vertiv Holdings Co. Class A | Reduce -5.8% | 0.14% | −0.08 |
| ETN Eaton Corp. PLC | Reduce -4.2% | 0.38% | −0.08 |
| CME Cme Group Inc. | Reduce -43.8% | 0.16% | −0.07 |
| WRB WR Berkley Corp. | Reduce -81.7% | 0.02% | −0.07 |
| APD Air Products & Chemicals Inc. | Reduce -23.5% | 0.32% | −0.07 |
| GPN Global Payments Inc. | Reduce -77.1% | 0.02% | −0.07 |
| HST Host Hotels & Resorts Inc. | Reduce -82.8% | 0.01% | −0.07 |
| ADI Analog Devices Inc. | Reduce -17.8% | 0.31% | −0.06 |
| FCX Freeport-McMoran Inc. | Reduce -60.6% | 0.04% | −0.06 |
| AFL Aflac Inc. | Reduce -26.1% | 0.32% | −0.06 |
| PWR Quanta Services Inc. | Reduce -4.7% | 0.26% | −0.06 |
| ADP Automatic Data Processing | Reduce -21.3% | 0.40% | −0.06 |
Portfolio Buys Q4 2024 → Q1 2025
| VZ Verizon Communications Inc. | Add +186.0% | 1.20% | +0.85 |
| AMCR Amcor PLC | Add +3001.7% | 0.57% | +0.56 |
| ED Consolidated Edison Inc. | Add +573.5% | 0.55% | +0.48 |
| WTRG Essential Utilities Inc. | Add +1924.2% | 0.45% | +0.43 |
| NFG National Fuel Gas Co. | New | 0.41% | +0.41 |
| ELS Equity Lifestyle Properties | Add +1264.5% | 0.32% | +0.30 |
| CLX Clorox Company | Add +1215.5% | 0.31% | +0.28 |
| NJR New Jersey Resources Corp. | New | 0.28% | +0.28 |
| BEN Franklin Templeton Inc. | Add +66.6% | 0.64% | +0.26 |
| RHI Robert Half Inc. | New | 0.24% | +0.24 |
| COR Cencora Inc. | Add +370.6% | 0.28% | +0.23 |
| AWR American States Water Co. | New | 0.22% | +0.22 |
| ABT Abbott Laboratories | Add +1.0% | 0.98% | +0.20 |
| R Ryder System Inc. | New | 0.19% | +0.19 |
| JNJ Johnson & Johnson | Add +2.8% | 0.92% | +0.18 |
| RGLD Royal Gold Inc. | Add +1544.6% | 0.18% | +0.17 |
| O Realty Income Corp. | Add +9.1% | 0.80% | +0.16 |
| AIZ Assurant Inc. | Add +1121.0% | 0.17% | +0.16 |
| SON Sonoco Products Co. | Add +60.7% | 0.39% | +0.15 |
| PM Philip Morris International | Add +0.8% | 0.51% | +0.15 |
| LIN Linde PLC | Add +25.9% | 0.44% | +0.14 |
| SCHW Schwab (charles) Corp. | Add +43.9% | 0.36% | +0.14 |
| CSX CSX Corp. | Add +418.8% | 0.17% | +0.13 |
| ADM Archer-Daniels-Midland Co. | Add +41.7% | 0.42% | +0.12 |
| SJM The JM Smucker Co. | Add +15.8% | 0.48% | +0.12 |
| HIG Hartford Insurance Group Inc. | Add +132.7% | 0.17% | +0.11 |
| MCHP Microchip Technology Inc. | Add +68.4% | 0.30% | +0.10 |
| FELE Franklin Electric Co. Inc. | New | 0.10% | +0.10 |
| PEP Pepsico Inc. | Add +7.9% | 0.88% | +0.10 |
| PFG Principal Financial Group | Add +353.6% | 0.12% | +0.10 |
| NUE Nucor Corp. | Add +71.8% | 0.21% | +0.10 |
| KIM Kimco Realty Corp. | Add +645.2% | 0.11% | +0.09 |
| ES Eversource Energy | Add +3.8% | 0.58% | +0.09 |
| NDAQ Nasdaq Inc. | Add +460.7% | 0.11% | +0.09 |
| OGS One Gas Inc. | Add +14.9% | 0.35% | +0.09 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Add +958.7% | 0.09% | +0.08 |
| SR Spire Inc. | Add +7.7% | 0.33% | +0.08 |
| SSNC Ss&c Technologies Holdings | Add +33.6% | 0.20% | +0.07 |
| DE Deere & Co. | Add +77.6% | 0.14% | +0.07 |
| BAC Bank of America Corp. | Add +26.1% | 0.33% | +0.07 |
| UBER Uber Technologies Inc. | Add +6.8% | 0.24% | +0.06 |
| GWW WW Grainger Inc. | Add +30.7% | 0.27% | +0.06 |
| TPL Texas Pacific Land Corp. | Add +418.5% | 0.07% | +0.06 |
| RNR Renaissancere Holdings Ltd. | Add +490.9% | 0.07% | +0.06 |
| CWT California Water Service Grp | Add +26.8% | 0.20% | +0.06 |
| USB US Bancorp | Add +23.3% | 0.43% | +0.06 |
| LDOS Leidos Holdings Inc. | Add +327.9% | 0.07% | +0.06 |
| NKE Nike Inc. Class B | Add +39.6% | 0.29% | +0.06 |
| MO Altria Group Inc. | Add +0.5% | 0.26% | +0.05 |
| CVS CVS Health Corp. | Add +0.4% | 0.12% | +0.04 |
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 |