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Norinchukin Bank, the

CIK:0001496637
Bank
$840B AUM
567 holdings
Tokyo, Japan
Founded:1923
3,200 employees
Latest filing:Jun 30, 2025

The Norinchukin Bank, established in 1923 and headquartered in Tokyo, Japan, is a cooperative bank serving more than 5,600 agricultural, fishing, and forestry cooperatives across the country. It is one of Japan’s largest institutional investors, managing assets exceeding $840 billion with approximately 3,200 employees. Norinchukin Bank provides lending, investment, and asset management services for its cooperative members and plays a central role in the Japanese cooperative banking system, supporting the agricultural and rural economy through financial, investment, and consulting services.

Investment Strategy

The Norinchukin Bank employs a globally diversified investment strategy, focusing on the efficient management of funds for its cooperative members. This includes investments across fixed income, equities, private equity, real estate, and alternative assets both domestically and internationally. The bank’s approach emphasizes stable returns through diversification across markets and asset classes with different risk-return characteristics, supporting long-term financial sustainability. Norinchukin also prioritizes sustainable finance and aims to execute approximately ¥10 trillion in new sustainable finance initiatives by fiscal 2030. Its asset management is integrated with group companies to provide a wide range of investments, and it maintains a conservative risk profile, aiming to provide stable profits and returns to its members while supporting economic and rural development.

Top Buys
I
ITOTISHARES TR
+$303.4M
N
NVDANVIDIA CORPORATION
+$94.9M
V
VVVANGUARD INDEX FDS
+$85.6M
M
MSFTMICROSOFT CORP
+$82.5M
S
SPYSPDR S&P 500 ETF TR
+$72.1M
Top Sells
H
HONHONEYWELL INTL INC
-$20.7M
C
CPRTCOPART INC
-$17.2M
U
UNHUNITEDHEALTH GROUP INC
-$9.1M
R
ROLROLLINS INC
-$6.6M
S
SHWSHERWIN WILLIAMS CO
-$5.2M

Research Analysts

Top Holdings

S
SPYSPDR S&P 500 ETF TR
+11.3%$761.8M
I
ITOTISHARES TR
+4.5%$303.4M
Q
QQQINVESCO QQQ TR
+4.3%$285.7M
M
MSFTMICROSOFT CORP
+4.2%$282.7M
I
IVVISHARES TR
+4.1%$278.8M

Equity Positions (563)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
S
SPY
SPDR S&P 500 ETF TR11.34%$761.8M1,233,000$114.13$617.85+$72.1M
I
ITOT
ISHARES TR4.51%$303.4M2,246,560$135.04$135.04+$303.4M
Q
QQQ
INVESCO QQQ TR4.25%$285.7M518,000$502.49$551.64+$42.8M
M
MSFT
MICROSOFT CORP4.21%$282.7M568,280$252.74$497.41+$82.5M
I
IVV
ISHARES TR4.15%$278.8M448,980$578.98$620.90+$26.5M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+7.2%
SERVICES-PREPACKAGED SOFTWARE
+6.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.3%
ELECTRONIC COMPUTERS
+3.1%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+2.7%