DL
Daiichi Life Insurance Co., Ltd. — 13F Filing & Top Stock Positions (Q2 2026)
Daiichi Life Insurance Co., Ltd.CIK: 0001697728
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$4.3B
Reporting period: 2026-06-30 · Number of holdings: 470
Daiichi Life Insurance Co., Ltd. disclosed 470 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $4.3B and a quarterly turnover rate of 33.3%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "D"
Personality snowflake
- Concentration
- 5.41
- Portfolio Stability
- 33.35
- Momentum
- 100
- Sector conviction
- 57.82
- Diversification
- 100
- Sizing Uniformity
- 76.83
Daiichi Life Insurance Co., Ltd.'s disclosed holdings carry a Herfindahl concentration index of 0.014 — mathematically equivalent to about 74 equally-sized positions, well below its 470 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.32), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy SOXX
Add MU
+25.9% $53.2M
New buy GLD
New buy SMH
Add AMAT
+93.5% $38.3M
Add AMD
+9.3% $38.9M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 470 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.19% | +0.06% | +8.76% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.97% | -0.72% | -6.76% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | -0.73% | +0.19% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.96% | -0.23% | -0.61% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.66% | +0.14% | +4.09% | |
| 6 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.63% | +2.63% | NEW | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.23% | -0.19% | -7.62% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.14% | -0.06% | -3.36% | |
| 9 | MU | Micron Technology Inc | Stock-Tech | 1.62% | +1.16% | +25.85% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.38% | +0.11% | +17.62% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.34% | +0.27% | +18.10% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 1.34% | +0.81% | +9.25% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.23% | -0.32% | -1.27% | |
| 14 | AMAT | Applied Materials Inc | Stock-Tech | 1.18% | +0.83% | +93.52% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.11% | +0.09% | -11.72% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | -0.21% | -7.73% | |
| 17 | KLAC | Kla CORP | Stock-Tech | 1.04% | +0.37% | +824.15% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | -0.13% | +5.30% | |
| 19 | LRCX | Lam Research CORP | Stock-Tech | 1.03% | +0.26% | -19.70% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.03% | -0.22% | +10.65% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.12% | +4.82% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.99% | -0.52% | -0.66% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | — | +7.76% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.91% | +0.91% | NEW | |
| 25 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.88% | +0.88% | NEW | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.83% | +0.18% | +4.45% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.83% | +0.02% | +16.82% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | -0.10% | +1.60% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.80% | -0.35% | -9.42% | |
| 30 | INTC | Intel CORP | Stock-Tech | 0.74% | +0.50% | +21.77% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.10% | +6.03% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.68% | -0.01% | +0.74% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | -0.20% | -18.41% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.65% | +0.38% | +92.23% | |
| 35 | GE | General Electric | Stock-Industrials | 0.64% | +0.16% | +23.98% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.62% | -0.02% | +1.50% | |
| 37 | APH | Amphenol Corp-cl A | Stock-Tech | 0.61% | -0.03% | -15.45% | |
| 38 | LIN | Linde plc | Stock-Materials | 0.59% | -0.04% | +9.87% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.58% | -0.02% | -6.55% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.08% | +14.52% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.57% | +0.57% | NEW | |
| 42 | CB | Chubb Limited | Stock-Financials | 0.54% | -0.04% | +10.19% | |
| 43 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.54% | -0.24% | -5.94% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.16% | +8.46% | |
| 45 | GEV | GE Vernova Inc | Stock-Industrials | 0.54% | -0.11% | -24.71% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.50% | -0.14% | -16.78% | |
| 47 | C | Citigroup Inc | Stock-Financials | 0.47% | — | -0.65% | |
| 48 | MRVL | Marvell Technology Inc | Stock-Tech | 0.45% | +0.34% | +64.02% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.45% | -0.16% | +7.42% | |
| 50 | ADI | Analog Devices Inc | Stock-Tech | 0.45% | +0.23% | +100.74% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2.5%
Performance Last 4 Quarters
+18.9%
- Stdev
- +11.3%
- Beta
- +0.86
- Alpha
- -0.5%
- Max Drawdown
- -6.3%
- Annualized Perf
- +17.3%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +2.99
- Stutzer
- +0.43
- Treynor
- +0.19
- Sterling
- +1.16
- Calmar
- +2.76
- Information Ratio
- -1.19
- Tracking Error
- +2.8%
- Stdev Down
- +5.6%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +27.9%
- Worst 12 Months
- +6.3%
- Efficiency Ratio
- +0.61
- Sharpe
- +1.48
- Stdev Sectors
- +9.6%
- Skewness
- +0.09
- Kurtosis
- +0.15
- Upside Potential
- +4.52
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 470 | $4.3B | 33 | ||
| 2026 Q1 | 464 | $3.5B | 22 | ||
| 2025 Q4 | 493 | $3.9B | 20 | ||
| 2025 Q3 | 480 | $4.0B | 34 | ||
| 2025 Q2 | 483 | $3.6B | 0 | ||
| 2025 Q1 | 482 | $3.4B | 100 | ||
| 2024 Q4 | 482 | $3.6B | 0 | ||
| 2024 Q3 | 486 | $4.0B | 0 | ||
| 2024 Q2 | 453 | $4.1B | 0 | ||
| 2024 Q1 | 463 | $4.4B | 0 | ||
| 2023 Q4 | 461 | $4.8B | 0 | ||
| 2023 Q3 | 462 | $4.5B | 0 | ||
| 2023 Q2 | 473 | $4.8B | 0 | ||
| 2023 Q1 | 479 | $4.6B | 0 | ||
| 2022 Q4 | 489 | $4.3B | 0 | ||
| 2022 Q3 | 481 | $4.1B | 0 | ||
| 2022 Q2 | 487 | $4.5B | 0 | ||
| 2022 Q1 | 518 | $6.3B | 0 | ||
| 2021 Q4 | 535 | $7.8B | 0 | ||
| 2021 Q3 | 547 | $7.7B | 0 | ||
| 2021 Q2 | 555 | $8.0B | 95 | ||
| 2021 Q1 | 543 | $7.3B | 19 | ||
| 2020 Q4 | 519 | $6.9B | 36 | ||
| 2020 Q3 | 499 | $5.6B | 30 | ||
| 2020 Q2 | 495 | $4.4B | 61 | ||
| 2020 Q1 | 494 | $2.6B | 57 | ||
| 2019 Q4 | 537 | $4.4B | 21 | ||
| 2019 Q3 | 518 | $4.2B | 18 | ||
| 2019 Q2 | 536 | $4.1B | 25 | ||
| 2019 Q1 | 520 | $4.1B | 36 | ||
| 2018 Q4 | 479 | $3.7B | 37 | ||
| 2018 Q3 | 515 | $4.6B | 39 | ||
| 2018 Q2 | 510 | $4.2B | 32 | ||
| 2018 Q1 | 513 | $4.8B | 38 | ||
| 2017 Q4 | 503 | $5.2B | 20 | ||
| 2017 Q3 | 507 | $4.7B | 21 | ||
| 2017 Q2 | 494 | $4.5B | 48 | ||
| 2017 Q1 | 553 | $3.7B | 29 | ||
| 2016 Q4 | 546 | $3.4B | 0 |
Holding changes this quarter
Daiichi Life Insurance Co., Ltd.'s most significant position changes for 2026-06-30: New buy: Ishares Semiconductor ETF (SOXX); New buy: Spdr Gold Shares (GLD); New buy: Vaneck Semiconductor ETF (SMH); New buy: Ishr Ibx Usd Invgd Cb Etf-ui (LQD); Sold out: Ss Energy Select Sector (XLE).
Showing top 200 changes by size (of 497 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SOXX | Ishares Semiconductor ETF | +2.6% | NEW | New buy |
| 2 | MU | Micron Technology Inc | +1.2% | +25.85% | Add |
| 3 | GLD | Spdr Gold Shares | +0.9% | NEW | New buy |
| 4 | SMH | Vaneck Semiconductor ETF | +0.9% | NEW | New buy |
| 5 | AMAT | Applied Materials Inc | +0.8% | +93.52% | Add |
| 6 | AMD | Advanced Micro Devices | +0.8% | +9.25% | Add |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.6% | NEW | New buy |
| 8 | INTC | Intel CORP | +0.5% | +21.77% | Add |
| 9 | UNH | Unitedhealth Group Inc | +0.4% | +92.23% | Add |
| 10 | KLAC | Kla CORP | +0.4% | +824.15% | Add |
| 11 | MRVL | Marvell Technology Inc | +0.3% | +64.02% | Add |
| 12 | CVS | Cvs Health CORP | +0.3% | +325.24% | Add |
| 13 | LLY | Eli Lilly & Co | +0.3% | +18.10% | Add |
| 14 | LRCX | Lam Research CORP | +0.3% | -19.70% | Trim |
| 15 | ADI | Analog Devices Inc | +0.2% | +100.74% | Add |
| 16 | STT | State Street CORP | +0.2% | +391.29% | Add |
| 17 | LITE | Lumentum Holdings Inc | +0.2% | +1386.90% | Add |
| 18 | CAT | Caterpillar Inc | +0.2% | +4.45% | Add |
| 19 | TXN | Texas Instruments Inc | +0.2% | +48.39% | Add |
| 20 | WST | West Pharmaceutical Services | +0.2% | NEW | New buy |
| 21 | GE | General Electric | +0.2% | +23.98% | Add |
| 22 | MET | Metlife Inc | +0.2% | +572.07% | Add |
| 23 | PANW | Palo Alto Networks Inc | +0.2% | -0.92% | Trim |
| 24 | CDNS | Cadence Design Sys Inc | +0.2% | +69.07% | Add |
| 25 | FDX | Fedex CORP | +0.2% | +349.74% | Add |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.09% | Add |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +21.42% | Add |
| 28 | SNDK | Sandisk CORP | +0.1% | NEW | New buy |
| 29 | ✓ | +0.1% | NEW | New buy | |
| 30 | WELL | Welltower Inc | +0.1% | +63.89% | Add |
| 31 | STX | Seagate Technology Holdings plc | +0.1% | +14.98% | Add |
| 32 | CIEN | Ciena CORP | +0.1% | +240.83% | Add |
| 33 | WDC | Western Digital CORP | +0.1% | +8.36% | Add |
| 34 | ADSK | Autodesk Inc | +0.1% | +367.68% | Add |
| 35 | TSLA | Tesla Inc | +0.1% | +17.62% | Add |
| 36 | URI | United Rentals Inc | +0.1% | +86.66% | Add |
| 37 | UNP | Union Pacific CORP | +0.1% | +76.08% | Add |
| 38 | CSCO | Cisco Systems Inc | +0.1% | -11.72% | Trim |
| 39 | ✓ | +0.1% | NEW | New buy | |
| 40 | GLW | Corning Inc | +0.1% | -19.63% | Trim |
| 41 | ROST | Ross Stores Inc | +0.1% | +90.20% | Add |
| 42 | KEYS | Keysight Technologies In | +0.1% | +134.90% | Add |
| 43 | CRDO | Credo Technology Group Holding Ltd | +0.1% | +120.98% | Add |
| 44 | DELL | Dell Technologies -c | +0.1% | +9.97% | Add |
| 45 | COHR | Coherent CORP | +0.1% | +426.11% | Add |
| 46 | AAPL | Apple Inc | +0.1% | +8.76% | Add |
| 47 | PLD | Prologis Inc | +0.1% | +79.24% | Add |
| 48 | TER | Teradyne Inc | +0.1% | +58.96% | Add |
| 49 | FE | Firstenergy CORP | +0.1% | +235.19% | Add |
| 50 | EIX | Edison International | +0.1% | +481.67% | Add |
1–50 of 200
Filing History
FAQ
What is Daiichi Life Insurance Co., Ltd. and what type of investor is it?
Daiichi Life Insurance Co., Ltd. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $4.3B, spread across 470 disclosed positions.
What are Daiichi Life Insurance Co., Ltd.'s largest equity positions?
Based on the latest 13F filing, Daiichi Life Insurance Co., Ltd.'s top holdings by market value are:
1. Apple Inc (AAPL) — $222.0M (5.2%)
2. Nvidia CORP (NVDA) — $212.5M (5.0%)
3. Microsoft CORP (MSFT) — $145.7M (3.4%)
4. Amazon.com Inc (AMZN) — $126.5M (3.0%)
5. Alphabet Inc-cl A (GOOGL) — $113.7M (2.7%)
What changes did Daiichi Life Insurance Co., Ltd. make in its most recent portfolio filing?
In the latest reported quarter, Daiichi Life Insurance Co., Ltd. made 199 notable position adjustments: 18 new positions were initiated, 110 existing holdings were added to, 61 positions were partially reduced, and 10 were completely exited. The largest of these moves: New buy: Ishares Semiconductor ETF (SOXX); New buy: Spdr Gold Shares (GLD); New buy: Vaneck Semiconductor ETF (SMH); New buy: Ishr Ibx Usd Invgd Cb Etf-ui (LQD); Sold out: Ss Energy Select Sector (XLE)
What sectors does Daiichi Life Insurance Co., Ltd. focus on?
Daiichi Life Insurance Co., Ltd. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 37.6%
• Financials: 11.1%
• Health Care: 10.3%
• Consumer Discretionary: 9.1%
• Communication Services: 8.7%
• Industrials: 8.1%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Daiichi Life Insurance Co., Ltd. returned an annualized 17.3% over the trailing 36 months — underperforming the S&P 500 by 0.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.86 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 37.6% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 33 over the past 4 quarters — a shift toward more active trading.
It has added to its MU position over the past two quarters (+$54.4M, now $69.3M), while trimming BSX over the same stretch (-$30.5M, still holding $1.6M).
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Developer Access
Access Daiichi Life Insurance Co., Ltd.'s institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/dai-ichi-life-insurance-company-ltdCLI
npx alphasmo institutions get dai-ichi-life-insurance-company-ltd