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Meiji Yasuda Asset Management Co. LTD.

CIK:0001491685
Asset Manager
$25B AUM
543 holdings
Tokyo, Japan
Founded:1986
200 employees
Latest filing:Jun 30, 2025

Meiji Yasuda Asset Management Co., Ltd. is a core asset management subsidiary of the Meiji Yasuda Life Group, headquartered in Tokyo, Japan. Founded in 1986, the firm provides comprehensive asset management services to institutional and individual investors, leveraging its affiliation with one of Japan’s largest life insurance groups. The company employs between 100 and 300 professionals and is unlisted, focusing on both domestic and international clients.

Investment Strategy

Meiji Yasuda Asset Management specializes in providing a diverse range of investment solutions across fixed income, equity, and alternative asset classes. As a subsidiary of Meiji Yasuda Life Group, the firm emphasizes long-term growth and stability for client portfolios, incorporating robust research and risk management. The strategy blends active and passive management, aiming for consistent returns and alignment with clients’ financial objectives, with a strong focus on long-term relationships, disciplined investment processes, and sustainable growth.

Latest 13F Filing Activity

Meiji Yasuda Asset Management Co. LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 539 equity positions with a total 13F market value of $2B. The fund increased holdings in Franklin Resources Inc., Microchip Technology Inc., Aptiv PLC among other positions. Meiji Yasuda Asset Management Co. LTD. reduced exposure to Apple Inc., Amazon Com Inc., Microsoft Corp. among others.

Top Buys
B
BENFRANKLIN RESOURCES INC
+$4.2M
M
MCHPMICROCHIP TECHNOLOGY INC.
+$3.7M
A
APTVAPTIV PLC
+$2.6M
L
LRCXLAM RESEARCH CORP
+$2.5M
N
NDSNNORDSON CORP
+$2.4M
Top Sells
A
AAPLAPPLE INC
-$44.7M
A
AMZNAMAZON COM INC
-$15.5M
M
MSFTMICROSOFT CORP
-$12.2M
P
PGPROCTER AND GAMBLE CO
-$10.2M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$8.8M

Top Holdings

N
NVDANVIDIA CORPORATION
+4.5%$90.2M
M
MSFTMICROSOFT CORP
+4.3%$86.8M
A
AAPLAPPLE INC
+3.2%$65.3M
A
AMZNAMAZON COM INC
+2.3%$45.8M
G
GOOGLALPHABET INC
+1.9%$38.6M

Equity Positions (539)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NVIDIA CORPORATION4.47%$90.2M570,657$20.66$157.99-$5.0M
MICROSOFT CORP4.31%$86.8M174,490$233.88$497.41-$12.2M
APPLE INC3.24%$65.3M318,411$118.57$205.17-$44.7M
AMAZON COM INC2.27%$45.8M208,884$140.06$219.39-$15.5M
ALPHABET INC1.91%$38.6M218,930$103.02$176.23-$7.7M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+8.7%
SERVICES-PREPACKAGED SOFTWARE
+7.0%
PHARMACEUTICAL PREPARATIONS
+5.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.2%
ELECTRONIC COMPUTERS
+3.8%