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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
KKR icon
176
KKR & Co
KKR
$89.2B
$2.94M 0.15%
31,778
+26,481
+500% +$2.79M
MELI icon
177
Mercado Libre
MELI
$91.3B
$2.91M 0.15%
1,682
-54
-3% -$104K
DCI icon
178
Donaldson
DCI
$10.8B
$2.9M 0.14%
34,151
-25,806
-43% -$2.49M
AMP icon
179
Ameriprise Financial
AMP
$46.8B
$2.87M 0.14%
+6,465
New +$3.12M
PRU icon
180
Prudential Financial
PRU
$41.7B
$2.86M 0.14%
+29,287
New +$3.03M
ALB icon
181
Albemarle
ALB
$13.5B
$2.81M 0.14%
15,658
-30,772
-66% -$5.25M
TSN icon
182
Tyson Foods
TSN
$20.2B
$2.8M 0.14%
43,694
-3,708
-8% -$230K
MA icon
183
Mastercard
MA
$477B
$2.79M 0.14%
5,589
-6,611
-54% -$3.48M
CME icon
184
CME Group
CME
$92.2B
$2.77M 0.14%
9,394
-23
-0.2% -$6.83K
DIS icon
185
Walt Disney
DIS
$165B
$2.77M 0.14%
28,758
-2,779
-9% -$294K
FDS icon
186
Factset
FDS
$9.05B
$2.76M 0.14%
12,701
+7,410
+140% +$1.73M
CAH icon
187
Cardinal Health
CAH
$53.4B
$2.74M 0.14%
12,971
-24,170
-65% -$5.2M
APTV icon
188
Aptiv
APTV
$12B
$2.73M 0.14%
39,300
-2,945
-7% -$227K
PHM icon
189
Pultegroup
PHM
$24.5B
$2.72M 0.14%
23,100
-1,101
-5% -$141K
MPC icon
190
Marathon Petroleum
MPC
$90.3B
$2.71M 0.14%
11,105
-6,654
-37% -$1.34M
DDOG icon
191
Datadog
DDOG
$87.9B
$2.71M 0.14%
22,942
-979
-4% -$121K
JCI icon
192
Johnson Controls International
JCI
$87.5B
$2.7M 0.13%
20,608
-18,906
-48% -$2.44M
NOC icon
193
Northrop Grumman
NOC
$77B
$2.66M 0.13%
3,896
+205
+6% +$142K
APO icon
194
Apollo Global Management
APO
$70.7B
$2.66M 0.13%
23,845
-510
-2% -$63.2K
FIS icon
195
Fidelity National Information Services
FIS
$21.5B
$2.64M 0.13%
56,313
+10,084
+22% +$542K
MTD icon
196
Mettler-Toledo International
MTD
$26.8B
$2.64M 0.13%
2,091
+386
+23% +$521K
JKHY icon
197
Jack Henry & Associates
JKHY
$10.7B
$2.6M 0.13%
16,442
-8,806
-35% -$1.51M
TPL icon
198
Texas Pacific Land
TPL
$28.9B
$2.58M 0.13%
5,430
+1,539
+40% +$661K
GLW icon
199
Corning
GLW
$126B
$2.56M 0.13%
18,853
+1,654
+10% +$199K
SNPS icon
200
Synopsys
SNPS
$71.5B
$2.53M 0.13%
6,374
-5,052
-44% -$2.28M
6 7
8
9 10

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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.