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Tokio Marine Asset Management Co. LTD

CIK:0001504169
Asset Manager
$3B AUM
537 holdings
Tokyo, Japan
Founded:1985
434 employees
Latest filing:Jun 30, 2025

Tokio Marine Asset Management Co., Ltd. (TMAM) is a leading Japan and Asia-based asset manager founded in 1985 and headquartered in Tokyo. TMAM provides institutional fiduciary and investment management services for pension funds, financial institutions, sovereign wealth funds globally, and public investment trusts for individual customers in Japan. It is a wholly owned subsidiary of Tokio Marine Holdings, Inc., and has subsidiary offices in New York, London, and Singapore. TMAM employs approximately 434 people and is known for its research-driven and fiduciary-focused investment approach, serving clients with a wide array of asset management solutions.

Investment Strategy

Tokio Marine Asset Management employs a research-driven, multi-asset investment strategy grounded in fiduciary responsibility and compliance, offering both traditional (equities, fixed income) and alternative (private equity, ESG) solutions. The firm integrates Environmental, Social, and Governance (ESG) factors in its processes, engages in active stewardship and dialogue with investee companies, and aligns investments with long-term value creation and sustainable growth, particularly in Japanese and Asian markets. TMAM’s approach seeks to balance financial and non-financial insights for optimal client returns while adhering to Japan’s Stewardship Code.

Latest 13F Filing Activity

Tokio Marine Asset Management Co. LTD filed their most recent 13F report on Jun 30, 2025 disclosing 533 equity positions with a total 13F market value of $3B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Amazon Com Inc. among other positions. Tokio Marine Asset Management Co. LTD reduced exposure to Unitedhealth Group Inc., Paychex Inc., Apple Inc. among others.

Top Buys
N
NVDANVIDIA CORPORATION
+$58.2M
M
MSFTMICROSOFT CORP
+$43.5M
A
AMZNAMAZON COM INC
+$18.7M
N
NFLXNETFLIX INC
+$12.2M
G
GOOGALPHABET INC
+$7.9M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$28.1M
P
PAYXPAYCHEX INC
-$13.3M
A
AAPLAPPLE INC
-$13.1M
Z
ZTSZOETIS INC
-$13.0M
M
MNSTMONSTER BEVERAGE CORP NEW
-$11.9M

Top Holdings

N
NVDANVIDIA CORPORATION
+7.4%$194.6M
M
MSFTMICROSOFT CORP
+7.3%$191.4M
A
AAPLAPPLE INC
+4.9%$127.9M
A
AMZNAMAZON COM INC
+4.3%$112.6M
G
GOOGLALPHABET INC
+2.2%$58.3M

Equity Positions (533)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NVIDIA CORPORATION7.45%$194.6M1,232,030$20.09$157.99+$58.2M
MICROSOFT CORP7.33%$191.4M384,826$279.68$497.41+$43.5M
APPLE INC4.89%$127.9M623,357$150.24$205.17-$13.1M
AMAZON COM INC4.31%$112.6M513,433$93.05$219.39+$18.7M
ALPHABET INC2.23%$58.3M331,077$90.41$176.23+$2.9M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+12.0%
SEMICONDUCTORS & RELATED DEVICES
+11.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.6%
SERVICES-BUSINESS SERVICES, NEC
+6.0%
ELECTRONIC COMPUTERS
+5.0%