Meiji Yasuda Life Insurance Co
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 16, 2025), Meiji Yasuda Life Insurance Co reported 234 stock positions worth $5.0 billion. Its top holding was Ishr Ibx Usd Invgd CB ETF-Ui (LQD) at 41.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 12.1%) and SS SPDR P S&P 500 Hi Div ETF (SPYD, 9.4%). Compared with Q4 2024, it opened 19 new positions, sold out of 23, added to 71 and reduced 137. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +376%) and the biggest sale iShares Core High Dividend E (HDV, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0001144492
- Portfolio Value
- $5.0B (Q1 2025)
- SEC Filing
- 0000950123-25-005786 ↗ filed May 16, 2025
Holdings Value
Holdings 234 stocks · $5.0B
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 41.50% | 19,120,368 | $2.1B | No change |
| IVV iShares Core S&P 500 ETF | 12.10% | 1,078,509 | $606.0M | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 9.36% | 10,592,146 | $468.8M | No change |
| VCLT Vanguard Long-Term Corp. Bond | 4.29% | 2,833,000 | $215.1M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.97% | 355,412 | $198.8M | No change |
| VOO Vanguard S&P 500 ETF | 2.29% | 223,599 | $114.9M | Add +375.6% |
| MSFT Microsoft Corp. | 1.79% | 238,884 | $89.7M | Add +7.3% |
| NVDA Nvidia Corp. | 1.66% | 765,359 | $82.9M | Add +6.0% |
| AAPL Apple Inc. | 1.62% | 364,999 | $81.1M | Add +5.1% |
| AMZN Amazon.com Inc. | 1.15% | 301,603 | $57.4M | Reduce -2.8% |
| META Meta Platforms Inc. Class A | 0.73% | 63,591 | $36.7M | Reduce -9.1% |
| JPM JPMorgan Chase & Co. | 0.62% | 125,755 | $30.8M | Reduce -0.4% |
| XLE SS Energy Select Sector | 0.58% | 310,260 | $29.0M | No change |
| GOOG Alphabet Inc. Class C | 0.56% | 180,404 | $28.2M | Reduce -10.9% |
| V Visa Inc. Class A | 0.54% | 77,511 | $27.2M | Reduce -2.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.50% | 319,359 | $25.2M | Add +27.9% |
| WMT Walmart Inc. | 0.47% | 268,008 | $23.5M | Reduce -2.3% |
| XLK SS Technology Select Sector | 0.47% | 112,862 | $23.3M | New |
| LLY Eli Lilly & Co. | 0.46% | 28,107 | $23.2M | Reduce -1.3% |
| UNH Unitedhealth Group Inc. | 0.44% | 42,182 | $22.1M | Reduce -4.1% |
| XLB SS Materials Select Sector | 0.41% | 239,874 | $20.6M | Add +27.3% |
| HDV iShares Core High Dividend E | 0.40% | 166,097 | $20.1M | Reduce -94.5% |
| AVGO Broadcom Inc. | 0.39% | 117,841 | $19.7M | Add +161.2% |
| SPGI S&P Global Inc. | 0.39% | 37,961 | $19.3M | Reduce -1.0% |
| TSLA Tesla Inc. | 0.37% | 71,492 | $18.5M | Reduce -2.0% |
| BSX Boston Scientific Corp. | 0.37% | 182,701 | $18.4M | Reduce -0.7% |
| GE General Electric filed as GE AEROSPACE | 0.36% | 90,534 | $18.1M | Reduce -1.7% |
| XLRE SS Real Estate Select Sector | 0.36% | 429,157 | $18.0M | No change |
| UBER Uber Technologies Inc. | 0.30% | 209,617 | $15.3M | Add +0.1% |
| PGR Progressive Corp. | 0.30% | 53,618 | $15.2M | Add +0.8% |
| ETN Eaton Corp. PLC | 0.30% | 54,529 | $14.8M | Add +13.2% |
| GOOGL Alphabet Inc. Class A | 0.29% | 95,322 | $14.7M | Reduce -8.2% |
| NFLX Netflix Inc. | 0.29% | 15,712 | $14.7M | Reduce -7.9% |
| PANW Palo Alto Networks Inc. | 0.29% | 84,806 | $14.5M | Add +707.1% |
| MA Mastercard Inc. Class A | 0.28% | 25,993 | $14.2M | Reduce -0.8% |
| NOW ServiceNow Inc. | 0.28% | 17,703 | $14.1M | Add +24.4% |
| GS Goldman Sachs Group Inc. | 0.28% | 25,336 | $13.8M | Add +1.4% |
| PG The Procter & Gamble Co. | 0.27% | 79,168 | $13.5M | Add +4.5% |
| XLF SS Financial Select Sector | 0.27% | 267,559 | $13.3M | New |
| HD Home Depot Inc. | 0.26% | 34,869 | $12.8M | Reduce -2.9% |
| ICE Intercontinental Exchange Inc. | 0.25% | 73,085 | $12.6M | Add +0.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.24% | 25,182 | $12.2M | Reduce -0.8% |
| KO The Coca-Cola Co. | 0.24% | 168,613 | $12.1M | Add +2.0% |
| CB Chubb Ltd. | 0.23% | 37,545 | $11.3M | Reduce -7.7% |
| INTU Intuit Inc. | 0.22% | 17,885 | $11.0M | Reduce -11.5% |
| WM Waste Management Inc. | 0.21% | 44,637 | $10.3M | Reduce -30.5% |
| ADP Automatic Data Processing | 0.20% | 32,478 | $9.9M | Add +4.4% |
| COST Costco Wholesale Corp. | 0.19% | 10,233 | $9.7M | Reduce -6.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.17% | 70,682 | $8.6M | Reduce -1.2% |
| MRK Merck & Co. Inc. | 0.17% | 92,212 | $8.3M | Reduce -2.9% |
| PODD Insulet Corp. | 0.16% | 31,079 | $8.2M | Reduce -2.0% |
| MU Micron Technology Inc. | 0.16% | 92,837 | $8.1M | Reduce -30.5% |
| DE Deere & Co. | 0.16% | 17,010 | $8.0M | Reduce -20.6% |
| CMG Chipotle Mexican Grill Inc. | 0.15% | 153,320 | $7.7M | Reduce -0.2% |
| ZTS Zoetis Inc. | 0.15% | 45,843 | $7.5M | Reduce -0.2% |
| XLI SS Industrial Select Sector | 0.15% | 57,577 | $7.5M | New |
| TMO Thermo Fisher Scientific Inc. | 0.15% | 14,718 | $7.3M | Add +0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 71,811 | $7.1M | Reduce -13.2% |
| AMGN Amgen Inc. | 0.14% | 21,770 | $6.8M | Reduce -6.1% |
| XLP SS Consumer Staples Sel Sect | 0.13% | 79,949 | $6.5M | New |
| MDLZ Mondelez International Inc. Class A | 0.12% | 87,086 | $5.9M | Add +0.4% |
| DECK Deckers Outdoor Corp. | 0.11% | 48,802 | $5.5M | Add +17.8% |
| IBDU iShares Ibonds Dec 2029 Term | 0.11% | 231,000 | $5.3M | New |
| AMD Advanced Micro Devices | 0.11% | 51,379 | $5.3M | Reduce -42.0% |
| ABBV Abbvie Inc. | 0.10% | 23,018 | $4.8M | Reduce -4.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 8,229 | $4.4M | Reduce -12.6% |
| LIN Linde PLC | 0.09% | 9,142 | $4.3M | Add +15.8% |
| CPRT Copart Inc. | 0.08% | 74,560 | $4.2M | New |
| JNJ Johnson & Johnson | 0.08% | 24,390 | $4.0M | Reduce -5.3% |
| AMAT Applied Materials Inc. | 0.08% | 27,854 | $4.0M | Reduce -47.2% |
| GEV GE Vernova Inc. | 0.08% | 12,605 | $3.8M | Reduce -1.0% |
| PM Philip Morris International | 0.07% | 21,177 | $3.4M | Add +15.5% |
| ABT Abbott Laboratories | 0.07% | 25,018 | $3.3M | Add +19.6% |
| BKNG Booking Holdings Inc. | 0.06% | 677 | $3.1M | Reduce -19.9% |
| WELL Welltower Inc. | 0.06% | 20,280 | $3.1M | Reduce -19.0% |
| XOM Exxon Mobil Corp. | 0.06% | 25,912 | $3.1M | Reduce -6.8% |
| BLK BlackRock Inc. | 0.06% | 3,037 | $2.9M | Reduce -7.2% |
| WFC Wells Fargo & Co. | 0.06% | 38,673 | $2.8M | Reduce -14.0% |
| EOG EOG Resources Inc. | 0.05% | 21,192 | $2.7M | Reduce -1.2% |
| ISRG Intuitive Surgical Inc. | 0.05% | 5,457 | $2.7M | Reduce -6.7% |
| C Citigroup Inc. | 0.05% | 37,953 | $2.7M | Reduce -3.4% |
| ORCL Oracle Corp. | 0.05% | 18,335 | $2.6M | Reduce -7.6% |
| PEP Pepsico Inc. | 0.05% | 16,719 | $2.5M | Reduce -8.3% |
| RSG Republic Services Inc. | 0.05% | 10,338 | $2.5M | Reduce -10.8% |
| AXP American Express Co. | 0.05% | 9,167 | $2.5M | Add +12.8% |
| NEE Nextera Energy Inc. | 0.05% | 34,321 | $2.4M | Reduce -21.8% |
| TMUS T-Mobile US Inc. | 0.05% | 8,787 | $2.3M | Reduce -1.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.05% | 6,757 | $2.3M | Add +6.3% |
| TW Tradeweb Markets Inc. Class A | 0.05% | 15,281 | $2.3M | Reduce -4.2% |
| SYK Stryker Corp. | 0.04% | 5,969 | $2.2M | Add +20.8% |
| USB US Bancorp | 0.04% | 50,271 | $2.1M | Add +25.9% |
| HEI.A Heico Corp. Class A | 0.04% | 9,951 | $2.1M | Reduce -8.0% |
| XYL Xylem Inc. | 0.04% | 17,560 | $2.1M | Add +17.8% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.04% | 63,310 | $2.1M | Reduce -5.9% |
| PLTR Palantir Technologies Inc. Class A | 0.04% | 24,343 | $2.1M | Add +77.4% |
| PLD Prologis Inc. | 0.04% | 18,342 | $2.1M | Reduce -8.1% |
| MELI MercadoLibre Inc. | 0.04% | 1,034 | $2.0M | Add +3.5% |
| SCHW Schwab (charles) Corp. | 0.04% | 25,599 | $2.0M | Add +27.5% |
| PWR Quanta Services Inc. | 0.04% | 7,849 | $2.0M | Reduce -4.4% |
| ANET Arista Networks Inc. | 0.04% | 25,676 | $2.0M | Reduce -8.5% |
Portfolio Sells Q4 2024 → Q1 2025
| HDV iShares Core High Dividend E | Reduce -94.5% | 0.40% | −5.96 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −1.54 |
| TSLA Tesla Inc. | Reduce -2.0% | 0.37% | −0.18 |
| GOOG Alphabet Inc. Class C | Reduce -10.9% | 0.56% | −0.16 |
| ADBE Adobe Inc. | Reduce -86.7% | 0.02% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -2.8% | 1.15% | −0.14 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.10 |
| AMD Advanced Micro Devices | Reduce -42.0% | 0.11% | −0.10 |
| AMAT Applied Materials Inc. | Reduce -47.2% | 0.08% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -8.2% | 0.29% | −0.08 |
| MU Micron Technology Inc. | Reduce -30.5% | 0.16% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -9.1% | 0.73% | −0.04 |
| WM Waste Management Inc. | Reduce -30.5% | 0.21% | −0.04 |
| DIS The Walt Disney Co. | Reduce -13.2% | 0.14% | −0.03 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.2% | 0.15% | −0.02 |
| INTU Intuit Inc. | Reduce -11.5% | 0.22% | −0.02 |
| VRT Vertiv Holdings Co. Class A | Reduce -7.0% | 0.03% | −0.02 |
| ANET Arista Networks Inc. | Reduce -8.5% | 0.04% | −0.02 |
| CAT Caterpillar Inc. | Reduce -44.9% | 0.02% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -19.9% | 0.06% | −0.02 |
| DOCU Docusign Inc. | Reduce -62.1% | 0.01% | −0.02 |
| RTX RTX Corp. | Sold out | 0.00% | −0.01 |
| MET Metlife Inc. | Sold out | 0.00% | −0.01 |
| MSI Motorola Solutions Inc. | Reduce -29.0% | 0.03% | −0.01 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.01 |
| CG The Carlyle Group Inc. | Sold out | 0.00% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -2.9% | 0.17% | −0.01 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.01 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.01 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.01 |
| DE Deere & Co. | Reduce -20.6% | 0.16% | −0.01 |
| ORCL Oracle Corp. | Reduce -7.6% | 0.05% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -21.8% | 0.05% | −0.01 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.01 |
| FTV Fortive Corp. | Sold out | 0.00% | −0.01 |
| PWR Quanta Services Inc. | Reduce -4.4% | 0.04% | −0.01 |
| HBAN Huntington Bancshares Inc. | Reduce -26.6% | 0.02% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -9.5% | 0.04% | −0.01 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.01 |
| SRE Sempra | Reduce -12.0% | 0.03% | −0.01 |
| TRGP Targa Resources Corp. | Sold out | 0.00% | −0.01 |
| STZ Constellation Brands Inc. Class A | Reduce -38.8% | 0.01% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -30.9% | 0.02% | −0.01 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.01 |
| HD Home Depot Inc. | Reduce -2.9% | 0.26% | −0.01 |
| WST West Pharmaceutical Services | Sold out | 0.00% | −0.01 |
| CRM Salesforce Inc. | Reduce -2.0% | 0.04% | −0.01 |
| DAY Dayforce Inc. | Sold out | 0.00% | −0.01 |
| SEIC Sei Investments Company | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | Add +375.6% | 2.29% | +1.82 |
| XLK SS Technology Select Sector | New | 0.47% | +0.47 |
| XLF SS Financial Select Sector | New | 0.27% | +0.27 |
| PANW Palo Alto Networks Inc. | Add +707.1% | 0.29% | +0.25 |
| AVGO Broadcom Inc. | Add +161.2% | 0.39% | +0.20 |
| XLI SS Industrial Select Sector | New | 0.15% | +0.15 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +27.9% | 0.50% | +0.15 |
| XLP SS Consumer Staples Sel Sect | New | 0.13% | +0.13 |
| XLB SS Materials Select Sector | Add +27.3% | 0.41% | +0.11 |
| IBDU iShares Ibonds Dec 2029 Term | New | 0.11% | +0.11 |
| CPRT Copart Inc. | New | 0.08% | +0.08 |
| UBER Uber Technologies Inc. | Add +0.1% | 0.30% | +0.07 |
| PGR Progressive Corp. | Add +0.8% | 0.30% | +0.06 |
| ICE Intercontinental Exchange Inc. | Add +0.8% | 0.25% | +0.05 |
| KO The Coca-Cola Co. | Add +2.0% | 0.24% | +0.05 |
| PG The Procter & Gamble Co. | Add +4.5% | 0.27% | +0.03 |
| ADP Automatic Data Processing | Add +4.4% | 0.20% | +0.03 |
| PM Philip Morris International | Add +15.5% | 0.07% | +0.03 |
| LIN Linde PLC | Add +15.8% | 0.09% | +0.02 |
| MSFT Microsoft Corp. | Add +7.3% | 1.79% | +0.02 |
| ABT Abbott Laboratories | Add +19.6% | 0.07% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +77.4% | 0.04% | +0.02 |
| MDLZ Mondelez International Inc. Class A | Add +0.4% | 0.12% | +0.02 |
| FISV Fiserv Inc. | Add +122.5% | 0.03% | +0.02 |
| WMB Williams Cos Inc. | Add +32.2% | 0.04% | +0.01 |
| AWK American Water Works Co. Inc. | Add +20.2% | 0.04% | +0.01 |
| AJG Arthur J Gallagher & Co. | Add +6.3% | 0.05% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +27.5% | 0.04% | +0.01 |
| JBL Jabil Inc. | New | 0.01% | +0.01 |
| GD General Dynamics Corp. | New | 0.01% | +0.01 |
| PFG Principal Financial Group | New | 0.01% | +0.01 |
| SSNC Ss&c Technologies Holdings | Add +51.9% | 0.03% | +0.01 |
| SYK Stryker Corp. | Add +20.8% | 0.04% | +0.01 |
| NDAQ Nasdaq Inc. | New | 0.01% | +0.01 |
| KIM Kimco Realty Corp. | New | 0.01% | +0.01 |
| CTVA Corteva Inc. | Add +30.6% | 0.03% | +0.01 |
| XYL Xylem Inc. | Add +17.8% | 0.04% | +0.01 |
| EIX Edison International | New | 0.01% | +0.01 |
| COR Cencora Inc. | Add +107.3% | 0.01% | +0.01 |
| MELI MercadoLibre Inc. | Add +3.5% | 0.04% | +0.01 |
| GILD Gilead Sciences Inc. | Add +96.0% | 0.01% | +0.01 |
| CRBG Corebridge Financial Inc. | New | 0.01% | +0.01 |
| CHD Church & Dwight Co. Inc. | New | 0.01% | +0.01 |
| DASH DoorDash Inc. Class A | New | 0.01% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +1.4% | 0.28% | +0.01 |
| USB US Bancorp | Add +25.9% | 0.04% | +0.01 |
| LMT Lockheed Martin Corp. | Add +41.8% | 0.02% | +0.01 |
| LRCX Lam Research Corp. | Add +19.5% | 0.03% | +0.01 |
| NLY Annaly Capital Management Inc. | New | 0.01% | +0.01 |
| AOS Smith (a.o.) Corp. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 231 | $3.0B | LQD, VCLT, XLK, NVDA, AAPL |
| Q1 2026 | 224 | $2.9B | LQD, VCLT, NVDA, XLK, AAPL |
| Q4 2025 | 221 | $3.5B | LQD, SPYD, VCLT, NVDA, AAPL |
| Q3 2025 | 224 | $3.5B | LQD, SPYD, VCLT, NVDA, XLC |
| Q2 2025 | 225 | $3.4B | LQD, SPYD, VCLT, NVDA, MSFT |
| Q1 2025 | 234 | $5.0B | LQD, IVV, SPYD, VCLT, SPY |
| Q4 2024 | 238 | $5.3B | LQD, IVV, SPYD, HDV, VCLT |
| Q3 2024 | 232 | $5.4B | LQD, IVV, SPYD, HDV, VCLT |
| Q2 2024 | 242 | $5.0B | LQD, SPYD, IVV, HDV, VCLT |
| Q1 2024 | 260 | $4.7B | LQD, SPYD, HDV, IVV, VCLT |