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MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
+1.62%
1 Year Est. Return
+22.52%
3 Year Est. Return
+72.7%
5 Year Est. Return
+101.01%
10 Year Est. Return
+376.57%
AUM
$2B
AUM Growth
-$76.8M
Cap. Flow
-$55.1M
Cap. Flow %
-2.75%
Top 10 Hldgs %
22.26%
Holding
583
New
37
Increased
213
Reduced
292
Closed
35

Top Buys

Rank Stock Value
1
RHI icon
Robert Half
RHI
+$14.8M
2
PII icon
Polaris
PII
+$9.11M
3
AVA icon
Avista
AVA
+$8.33M
4
WLK icon
Westlake Corp
WLK
+$7.71M
5
CLX icon
Clorox
CLX
+$6.65M

Top Sells

Rank Stock Value
1
UGI icon
UGI
UGI
+$16.2M
2
CVX icon
Chevron
CVX
+$13.2M
3
BEN icon
Franklin Resources
BEN
+$8.68M
4
ABBV icon
AbbVie
ABBV
+$7.72M
5
ABT icon
Abbott
ABT
+$7.28M

Sector Composition

Rank Sector Weight
1 Technology 21.86%
2 Industrials 12.76%
3 Financials 10.7%
4 Consumer Staples 10.23%
5 Healthcare 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APG icon
401
APi Group
APG
$17.1B
$359K 0.02%
8,852
+358
+4% +$15.2K
SGI
402
Somnigroup International
SGI
$15.1B
$358K 0.02%
4,843
-7
-0.1% -$607
MAS icon
403
Masco
MAS
$16B
$357K 0.02%
5,912
-714
-11% -$48.3K
GGG icon
404
Graco
GGG
$12.9B
$356K 0.02%
4,208
+21
+0.5% +$1.86K
MKSI icon
405
MKS Inc
MKSI
$22.2B
$356K 0.02%
1,550
+9
+0.6% +$2.04K
EXR icon
406
Extra Space Storage
EXR
$31.2B
$354K 0.02%
2,700
-236
-8% -$33.3K
LEN icon
407
Lennar Class A
LEN
$20.4B
$352K 0.02%
4,057
-140
-3% -$15.1K
STX icon
408
Seagate
STX
$193B
$352K 0.02%
899
-4
-0.4% -$1.53K
IEX icon
409
IDEX
IEX
$16.5B
$351K 0.02%
1,852
+250
+16% +$49.4K
BG icon
410
Bunge Global
BG
$23.6B
$347K 0.02%
2,726
-60
-2% -$6.96K
VRSN icon
411
VeriSign
VRSN
$25.3B
$346K 0.02%
1,393
+7
+0.5% +$1.67K
EWBC icon
412
East-West Bancorp
EWBC
$17.9B
$339K 0.02%
3,174
+17
+0.5% +$1.92K
KIM icon
413
Kimco Realty
KIM
$17.6B
$338K 0.02%
15,036
-1,380
-8% -$30.4K
TRU icon
414
TransUnion
TRU
$14.8B
$338K 0.02%
4,881
-27
-0.6% -$2.07K
OKTA icon
415
Okta
OKTA
$24.1B
$337K 0.02%
4,281
+25
+0.6% +$2.08K
TLN
416
Talen Energy Corp
TLN
$17.2B
$336K 0.02%
1,054
+1
+0.1% +$353
WDAY icon
417
Workday
WDAY
$33.4B
$335K 0.02%
2,576
+351
+16% +$55.7K
TER icon
418
Teradyne
TER
$54.8B
$333K 0.02%
1,122
-31
-3% -$8.64K
CLH icon
419
Clean Harbors
CLH
$16.1B
$332K 0.02%
1,159
+6
+0.5% +$1.64K
JLL icon
420
Jones Lang LaSalle
JLL
$15.1B
$331K 0.02%
1,089
+6
+0.6% +$1.94K
MTSI icon
421
MACOM Technology Solutions
MTSI
$20.4B
$330K 0.02%
1,488
+18
+1% +$4.02K
PNFP icon
422
Pinnacle Financial Partners Inc
PNFP
$15.5B
$328K 0.02%
+3,813
New +$355K
ACGL icon
423
Arch Capital
ACGL
$36.1B
$318K 0.02%
3,309
+518
+19% +$49.6K
DTM icon
424
DT Midstream
DTM
$14.9B
$316K 0.02%
2,346
+13
+0.6% +$1.7K
CG icon
425
Carlyle Group
CG
$16.3B
$315K 0.02%
6,513
+32
+0.5% +$1.76K
15 16
17
18 19

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Meiji Yasuda Asset Management's Q1 2026 Portfolio in Review

As of Q1 2026, Meiji Yasuda Asset Management held 583 positions worth $2B, down 3.7% from $2.08B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Meiji Yasuda Asset Management's Q1 2026 filing shows 37 new, 213 increased, 292 reduced and 35 closed positions. Its largest new stake was Polaris: 145,416 shares worth $7.93M. The largest sale was UGI, an estimated $16.2M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Industrials and Financials.

  • Meiji Yasuda Asset Management's largest Q1 2026 buy was Polaris: 145,416 shares worth $7.93M.
  • Meiji Yasuda Asset Management added most to Robert Half in Q1 2026, an estimated $14.8M increase.
  • Meiji Yasuda Asset Management's biggest Q1 2026 reduction was Chevron, cutting an estimated $13.2M.
  • Meiji Yasuda Asset Management fully exited UGI in Q1 2026, selling an estimated $16.2M.
  • Meiji Yasuda Asset Management's ten largest holdings make up 22% of its $2B portfolio in Q1 2026.
  • Meiji Yasuda Asset Management opened 37 new positions and closed 35 in Q1 2026.
  • Meiji Yasuda Asset Management's portfolio value fell 3.7% quarter-over-quarter to $2B.

Based on Meiji Yasuda Asset Management's 13F filing for Q1 2026, filed 14 May 2026.