SEC 13F Intelligence

Managers / Q1 2022 · view latest →

Meiji Yasuda Asset Management Co Ltd.

CIK 0001491685 · 2-3-2 OTEMACHI, CHIYODA-KU, TOKYO, M0, 100-0004 · 81-3-6700-4058

Reported Value
$1.8B
Q1 2022
Positions
615
Filings on Record
30
2019–present window
Filed
May 17, 2022
original filing

Summary

Meiji Yasuda Asset Management Co Ltd. reported $1.8B in U.S.-listed holdings across 615 positions for Q1 2022.

Its largest position, AAPL, represents 3.6% of the portfolio.

Compared with Q4 2021, the fund opened 117 new positions and exited 37.

Portfolio Metrics

Turnover
+13.1%
vs prior filed quarter
Top-10 Concentration
+18.2%
share of reported value
Largest Position
+3.6%
Apple
New / Exited
117 / 37
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: $1.1BQ4 ’18Q1 ’19: $1.2BQ2 ’19: $1.2BQ3 ’19: $1.2BQ4 ’19: $1.2BQ4 ’19Q1 ’20: $530MQ2 ’20: $1.1BQ3 ’20: $910MQ4 ’20: $1.0BQ4 ’20Q1 ’21: $1.4BQ2 ’21: $2.1BQ3 ’21: $1.4BQ4 ’21: $1.6BQ4 ’21Q1 ’22: $1.8BQ2 ’22: $1.7BQ3 ’22: $1.7BQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ4 ’23: $2.2BQ1 ’24: $2.3BQ2 ’24: $2.5BQ2 ’24Q3 ’24: $2.6BQ4 ’24: $2.6BQ1 ’25: $2.5BQ2 ’25: $2.0BQ2 ’25Q3 ’25: $2.1BQ4 ’25: $2.1BQ1 ’26: $2.0Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 81.3%REIT: 14.4%Other: 3.5%ETP: 0.7%ADR: 0.1%
  • Common Stock · 81.3% · $1.5B
  • REIT · 14.4% · $263M
  • Other · 3.5% · $63M
  • ETP · 0.7% · $14M
  • ADR · 0.1% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
LEGLEGGETT & PLATT INCNEW+140.8K140.8K+$5M$5M
SJIEURSOUTH JERSEY INDS INCNEW+121.1K121.1K+$4M$4M
SONSONOCO PRODS CONEW+66.5K66.5K+$4M$4M
IRON MTN INC NEWNEW+54.0K54.0K+$3M$3M
KIMKIMCO RLTY CORPNEW+119.6K119.6K+$3M$3M
LECOLINCOLN ELEC HLDGS INCNEW+16.8K16.8K+$2M$2M
REXFORD INDL RLTY INCNEW+28.4K28.4K+$2M$2M
AMHAMERICAN HOMES 4 RENTNEW+52.0K52.0K+$2M$2M

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

Holdings — Q1 2022

49 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1AAPLAPPLE INChistory →COM3.58%$65M374.8K
2MSFTMICROSOFT CORPhistory →COM3.56%$65M210.9K
3GOOGLALPHABET INCCAP STK CL A · CAP STK CL C2.60%$48M17.1K
4AMZNAMAZON COM INChistory →COM1.99%$36M11.2K
5PLDPROLOGIS INC.history →COM1.59%$29M180.3K
6PGPROCTER AND GAMBLE COhistory →COM1.23%$22M146.9K
7UNHUNITEDHEALTH GROUP INChistory →COM1.14%$21M40.8K
8ABBVABBVIE INChistory →COM1.12%$20M126.3K
9NEENEXTERA ENERGY INChistory →COM1.09%$20M234.9K
10NVDANVIDIA CORPORATIONhistory →COM1.05%$19M70.6K
11JNJJOHNSON & JOHNSONhistory →COM1.04%$19M106.9K
12PEPPEPSICO INChistory →COM1.01%$18M110.2K
13TSLATESLA INChistory →COM0.97%$18M16.4K
14PFEPFIZER INChistory →COM0.97%$18M341.2K
15VVISA INChistory →COM CL A0.96%$17M78.8K
16HDHOME DEPOT INChistory →COM0.86%$16M52.7K
17PSAPUBLIC STORAGEhistory →COM0.85%$16M40.0K
18ACCENTURE PLC IRELANDSHS CLASS A0.79%$14M42.6K
19WMTWALMART INChistory →COM0.78%$14M95.4K
20EQIXEQUINIX INChistory →COM0.76%$14M18.8K
21EXMOCEXXON MOBIL CORPhistory →COM0.75%$14M167.1K
22OREALTY INCOME CORPhistory →COM0.75%$14M197.2K
23ISHARES TRMBS ETF0.74%$14M133.4K
24TXNTEXAS INSTRS INChistory →COM0.71%$13M70.9K
25BACVERIZON COMMUNICATIONS INChistory →COM0.70%$13M250.8K
26UNPUNION PAC CORPhistory →COM0.70%$13M46.7K
27METAMETA PLATFORMS INChistory →CL A0.70%$13M57.3K
28CHVCHEVRON CORP NEWhistory →COM0.68%$12M75.8K
29JPMJPMORGAN CHASE & COhistory →COM0.67%$12M89.9K
30KOCOCA COLA COhistory →COM0.64%$12M187.3K
31DHRDANAHER CORPORATIONhistory →COM0.63%$12M39.2K
32MCDMCDONALDS CORPhistory →COM0.62%$11M46.0K
33BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW0.59%$11M30.6K
34IBMINTERNATIONAL BUSINESS MACHShistory →COM0.58%$11M82.2K
35ABTABBOTT LABShistory →COM0.57%$10M88.5K
36CSCOCISCO SYS INChistory →COM0.57%$10M187.6K
37TMOTHERMO FISHER SCIENTIFIC INChistory →COM0.56%$10M17.3K
38MRKMERCK & CO INChistory →COM0.55%$10M123.6K
39DISDISNEY WALT COCOM0.54%$10M72.2K
40LLYLILLY ELI & COCOM0.54%$10M34.5K
41EDCONSOLIDATED EDISON INCCOM0.52%$10M100.8K
42MEDTRONIC PLCSHS0.52%$10M85.8K
43SCHWSCHWAB CHARLES CORPCOM0.50%$9M107.7K
44SPGSIMON PPTY GROUP INC NEWCOM0.48%$9M67.1K
45WELLWELLTOWER INCCOM0.48%$9M90.8K
46SPGIS&P GLOBAL INCCOM0.46%$8M20.6K
47AXPAMERICAN EXPRESS COCOM0.46%$8M45.0K
48EOGEOG RES INCCOM0.44%$8M68.0K
49FQIDIGITAL RLTY TR INCCOM0.43%$8M55.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.0B548May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.1B546Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.1B543Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$2.0B543Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$2.5B643May 16, 202513F-HRchanges · EDGAR ↗
Q4 2024$2.6B677Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.6B673Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.5B652Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.3B668May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.2B528Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023Under review602Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$2M589Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$2M589May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review590Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.7B589Nov 15, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.7B620Aug 16, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.8B615May 17, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.6B535Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.4B514Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$2.1B513Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.4B501May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.0B408Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$910M371Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.1B466Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$530M305May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.2B496Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.2B484Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.2B498Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.2B465May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.1B488Feb 12, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Meiji Yasuda Life Insurance Company28-13926

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 ↗.