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Asahi Life Asset Management Co. LTD.

CIK:0001564835
Asset Manager
$9B AUM
155 holdings
Tokyo, Japan
Founded:1985
120 employees
Latest filing:Jun 30, 2025

Asahi Life Asset Management Co., Ltd. (ALAMCO) is a Tokyo-based asset management firm established in 1985 and fully owned by Asahi Mutual Life Insurance Co. It specializes in investment advisory and investment trust management, serving individual and institutional clients, primarily in Japan. As of April 2025, ALAMCO employs 120 staff, and is registered with the Kanto Local Financial Bureau. The firm maintains business cooperation with international partners such as Natixis Investment Managers, is a member of the Japan Investment Advisers Association and The Investment Trusts Association, Japan, and is recognized for providing world-class investment expertise and client service from its Tokyo headquarters.

Investment Strategy

ALAMCO deploys a diversified, research-driven investment approach, leveraging both in-house and global expertise to offer robust asset management services. The firm focuses on both investment advisory (821.6 billion Yen as of Mar 31, 2025) and investment trust management (538.4 billion Yen as of Mar 31, 2025), tailoring portfolios for client needs. ALAMCO emphasizes detailed portfolio construction, risk management, and sustainable investments, including partnerships such as with Natixis Investment Managers. It aims to deliver long-term value primarily to Japanese clients through prudent, responsible investing and active product development in collaboration with the parent insurance company.

Top Buys
N
NVDANVIDIA CORPORATION
+$3.1M
M
MSFTMICROSOFT CORP
+$2.7M
A
AVGOBROADCOM INC
+$1.5M
C
CATCATERPILLAR INC
+$1.4M
G
GSGOLDMAN SACHS GROUP INC
+$1.2M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$2.2M
Q
QCOMQUALCOMM INC
-$622.9K
P
PGRPROGRESSIVE CORP
-$609.9K
C
COPCONOCOPHILLIPS
-$565.0K
A
AAPLAPPLE INC
-$563.5K

Top Holdings

M
MSFTMICROSOFT CORP
+6.6%$11.3M
N
NVDANVIDIA CORPORATION
+5.3%$9.2M
A
AAPLAPPLE INC
+4.7%$8.0M
G
GSGOLDMAN SACHS GROUP INC
+3.8%$6.6M
A
AMZNAMAZON COM INC
+3.5%$6.0M

Equity Positions (154)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP6.58%$11.3M22,663$154.26$497.41+$2.7M
N
NVDA
NVIDIA CORPORATION5.35%$9.2M57,972$35.89$157.99+$3.1M
A
AAPL
APPLE INC4.69%$8.0M39,169$67.50$205.17-$563.5K
G
GS
GOLDMAN SACHS GROUP INC3.85%$6.6M9,312$237.09$707.75+$1.2M
A
AMZN
AMAZON COM INC3.52%$6.0M27,472$148.72$219.39+$977.0K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+11.6%
SEMICONDUCTORS & RELATED DEVICES
+8.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.8%
NATIONAL COMMERCIAL BANKS
+4.8%
ELECTRONIC COMPUTERS
+4.7%