SEC 13F Intelligence

Managers / Q4 2019 · view latest →

FUKOKU MUTUAL LIFE INSURANCE CO

CIK 0001033324 · 2-2-2 UCHISAIWAICHO, CHIYODA-KU, TOKYO, 100-0011 · 81.3.3593.7532

Reported Value
$916M
Q4 2019
Positions
314
Filings on Record
30
2019–present window
Filed
Jan 31, 2020
original filing

Summary

Fukoku Mutual Life Insurance Co reported $916M in U.S.-listed holdings across 314 positions for Q4 2019.

Its largest position, Ishares Tr, represents 4.7% of the portfolio.

Compared with Q3 2019, the fund opened 17 new positions and exited 19.

Portfolio Metrics

Turnover
+4.2%
vs prior filed quarter
Top-10 Concentration
+31.6%
share of reported value
Largest Position
+4.7%
Ishares Tr
New / Exited
17 / 19
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $719MQ4 ’18Q1 ’19: $780MQ2 ’19: $818MQ3 ’19: $864MQ4 ’19: $916MQ4 ’19Q1 ’20: $689MQ2 ’20: $884MQ3 ’20: $946MQ4 ’20: $970MQ4 ’20Q1 ’21: $1.0BQ2 ’21: $1.2BQ3 ’21: $1.3BQ4 ’21: $1.4BQ4 ’21Q1 ’22: $1.3BQ2 ’22: $1.2BQ3 ’22: $1.1BQ4 ’22: $1.2BQ4 ’22Q1 ’23: $1.1BQ2 ’23: $1.1BQ3 ’23: $1.1BQ4 ’23: $1.2BQ4 ’23Q1 ’24: $1.3BQ2 ’24: $1.3BQ3 ’24: $1.4BQ4 ’24: $1.4BQ4 ’24Q1 ’25: $1.4BQ2 ’25: $1.6BQ3 ’25: $1.6BQ4 ’25: $1.5BQ4 ’25Q1 ’26: $1.5Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 57.0%ETP: 41.8%Other: 0.8%ADR: 0.3%REIT: 0.1%
  • Common Stock · 57.0% · $522M
  • ETP · 41.8% · $383M
  • Other · 0.8% · $7M
  • ADR · 0.3% · $2M
  • REIT · 0.1% · $499,000

Quarter-over-Quarter Changes full breakdown →

vs Q3 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ELLAUDER ESTEE COS INCNEW+7.5K7.5K+$2M$2M
ISHARES TRNEW+15.0K15.0K+$984,000$984,000
IYFISHARES TRNEW+5.0K5.0K+$689,000$689,000
SPDR SERIES TRUSTNEW+6.0K6.0K+$571,000$571,000
VNOVORNADO RLTY TRNEW+7.5K7.5K+$499,000$499,000
MLMMARTIN MARIETTA MATLS INCNEW+1.6K1.6K+$447,000$447,000
WOOFOOT LOCKER INCNEW+10.0K10.0K+$390,000$390,000
UAUNDER ARMOUR INCNEW+20.0K20.0K+$384,000$384,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2019

37 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1ISHARES TRPFD AND INCM SEC · SELECT DIVID ETF · INTL SEL DIV ETF · U.S. REAL ES ETF · CORE HIGH DV ETF · JPMORGAN USD EMG · GLOBAL ENERG ETF · EXPANDED TECH · COHEN STEER REIT22.49%$206M3.57M
2WISDOMTREE TREMER MKT HIGH FD · US HIGH DIVIDEND · US SMALLCAP DIVD4.49%$41M908.0K
3VANGUARD INDEX FDSREAL ESTATE ETF3.88%$36M383.0K
4CSCOCISCO SYS INChistory →COM3.28%$30M625.6K
5XLUSELECT SECTOR SPDR TRSBI INT-UTILS · ENERGY2.83%$26M412.0K
6ISHARES INCMSCI TAIWAN ETF · MSCI THAILND ETF · MSCI MLY ETF NEW2.77%$25M595.5K
7KOCOCA COLA COhistory →COM2.77%$25M457.5K
8MRKMERCK & CO INChistory →COM2.68%$25M269.9K
9AVGOBROADCOM INChistory →COM2.45%$22M70.9K
10VANGUARD WHITEHALL FDS INCHIGH DIV YLD2.30%$21M225.0K
11NEENEXTERA ENERGY INChistory →COM2.15%$20M81.3K
12TAT&T INChistory →COM2.11%$19M495.3K
13PFEPFIZER INChistory →COM2.08%$19M485.1K
14BACVERIZON COMMUNICATIONS INChistory →COM1.89%$17M281.7K
15INTCINTEL CORPhistory →COM1.80%$17M275.9K
16CHVCHEVRON CORP NEWhistory →COM1.79%$16M136.2K
17AEPAMERICAN ELEC PWR CO INChistory →COM1.71%$16M165.3K
18METMETLIFE INChistory →COM1.65%$15M296.8K
19SOSOUTHERN COhistory →COM1.61%$15M232.0K
20PPLPPL CORPhistory →COM1.42%$13M363.0K
21JPMJPMORGAN CHASE & COhistory →COM1.30%$12M85.2K
22DBX ETF TRXTRACK HRVST CSI1.29%$12M398.0K
23KMBKIMBERLY CLARK CORPhistory →COM1.24%$11M82.5K
24DUKDUKE ENERGY CORP NEWhistory →COM NEW1.22%$11M122.5K
25AMZNAMAZON COM INChistory →COM1.21%$11M6.0K
26VPUVANGUARD WORLD FDShistory →UTILITIES ETF1.20%$11M77.0K
27MOALTRIA GROUP INChistory →COM1.12%$10M205.7K
28HDHOME DEPOT INChistory →COM1.11%$10M46.5K
29MCDMCDONALDS CORPhistory →COM1.10%$10M50.8K
30USBUS BANCORP DELhistory →COM NEW1.07%$10M165.7K
31VVISA INCCOM CL A0.98%$9M47.5K
32MSFTMICROSOFT CORPCOM0.91%$8M52.8K
33TROWPRICE T ROWE GROUP INCCOM0.81%$7M61.2K
34AAPLAPPLE INCCOM0.75%$7M23.5K
35BMYBRISTOL MYERS SQUIBB COCOM0.75%$7M106.9K
36BABOEING COCOM0.71%$6M19.9K
37SYKSTRYKER CORPCOM0.69%$6M30.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.5B235Apr 28, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.5B246Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.6B261Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.6B264Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.4B267May 1, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.4B266Feb 5, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.4B275Nov 6, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.3B268Aug 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.3B274May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.2B281Feb 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.1B278Nov 9, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.1B269Aug 1, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.1B255Apr 18, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.2B272Jan 31, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.1B257Nov 2, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.2B317Jul 29, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.3B312May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.4B316Jan 25, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.3B326Nov 9, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.2B324Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.0B305Apr 30, 202113F-HRchanges · EDGAR ↗
Q4 2020$970M305Jan 27, 202113F-HRchanges · EDGAR ↗
Q3 2020$946M305Nov 3, 202013F-HRchanges · EDGAR ↗
Q2 2020$884M302Aug 11, 202013F-HRchanges · EDGAR ↗
Q1 2020$689M294May 1, 202013F-HRchanges · EDGAR ↗
Q4 2019$916M314Jan 31, 202013F-HRchanges · EDGAR ↗
Q3 2019$864M316Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$818M312Jul 31, 201913F-HRchanges · EDGAR ↗
Q1 2019$780M297May 1, 201913F-HRchanges · EDGAR ↗
Q4 2018$719M301Jan 30, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.