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CIK: 0000948518
Total reported value
$103.6M
$103.6M
19 檔
55.1%
The Q1 2025 SEC filing reveals that Dai-ichi Life Holdings, Inc. held a total portfolio value of $103.6M, covering 19 public equity positions.
In Q1 2025, Dai-ichi Life Holdings, Inc. displayed an active expansion posture, initiating 19 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 19.10% | -9.32% | +73.09% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 14.13% | +1.70% | +4.26% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 14.02% | -1.18% | -5.43% | |
| 4 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 8.85% | +1.17% | -19.35% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-Other | 7.95% | +2.79% | -5.41% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.27% | +2.34% | -33.72% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 5.51% | +1.28% | -28.51% | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 5.29% | -0.82% | +5.36% | |
| 9 | XLE | Ss Energy Select Sector | ETF-Other | 3.41% | -1.21% | — | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 2.60% | -0.42% | +9.35% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.46% | -2.46% | EXIT | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 2.10% | -2.10% | EXIT | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.88% | +4.85% | -28.95% | |
| 14 | EWP | Ishares Msci Spain ETF | ETF-Other | 1.11% | -0.02% | — | |
| 15 | EWG | Ishares Msci Germany ETF | ETF-Other | 1.09% | -0.09% | — | |
| 16 | EWN | Ishares Msci Netherlands ETF | ETF-Other | 1.06% | +0.03% | -14.04% | |
| 17 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 1.06% | -1.06% | EXIT | |
| 18 | EWC | Ishares Msci Canada ETF | ETF-Other | 1.05% | -1.05% | EXIT | |
| 19 | EWU | Ishares Msci United Kingdom | ETF-Other | 1.05% | -1.05% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JHG | Janus Henderson Group plc | — | EXIT | Sold out |
| 2 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | New buy |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
| 5 | EMB | Ishares Jp Morgan Usd Emergi | — | NEW | New buy |
| 6 | TIP | Ishares Tips Bond ETF | — | NEW | New buy |
| 7 | VNQ | Vanguard Real Estate ETF | — | NEW | New buy |
| 8 | IAGG | Ishares Intl Aggregate Bond | — | NEW | New buy |
| 9 | XLC | Ss Comm Select Sector Spdr | — | NEW | New buy |
| 10 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 11 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 12 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 13 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 14 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 15 | EWP | Ishares Msci Spain ETF | — | NEW | New buy |
| 16 | EWG | Ishares Msci Germany ETF | — | NEW | New buy |
| 17 | EWN | Ishares Msci Netherlands ETF | — | NEW | New buy |
| 18 | EWL | Ishares Msci Switzerland ETF | — | NEW | New buy |
| 19 | EWC | Ishares Msci Canada ETF | — | NEW | New buy |
| 20 | EWU | Ishares Msci United Kingdom | — | NEW | New buy |
According to official SEC Form 13F filings, Dai-ichi Life Holdings, Inc. reported a total U.S. public equity portfolio value of $103.6M across 19 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VGSH, LQD, IGSB) accounted for 55.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
VGSH
市值: $17.0M
Top Position Liquidated / Trimmed
JHG
前期市值: $997.0M
During Q1 2025, Dai-ichi Life Holdings, Inc.'s top holdings by market value included VGSH (19.1%)、LQD (14.1%)、IGSB (14.0%). The largest single position, VGSH, represented 19.1% of total portfolio value.
In Q1 2025, Dai-ichi Life Holdings, Inc. made 20 total portfolio adjustments, initiating 19 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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