Japan Post Holdings portfolio

Single-position portfolio

Portfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Nov 4, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Japan Post Holdings reported a $5.6 bn portfolio of 1 position to the SEC as of the end of Q3 2026. Its largest positions are AFL.

Stock portfolio

$5.6 bn

Positions

Top 10: 100%

Turnover

Copying its 13F, 5 years

—

Not calculated: not counted as a concentrated manager

Sections with a free account

What it reported after the quarter end (Q3 2026)

The 13F shows the portfolio as of Sep 30, 2026. Since then Japan Post Holdings has filed these own trades with the SEC (Form 4, when it owns more than 10% of a company or holds a role in it) and stakes above 5% (13D and 13G). It is not everything it did: only what it must report before the next 13F.

SoldAflacAFL$36.2M
Form 4 · 310,961 shares · trades from Oct 1 to Oct 15 · filed Oct 19, 2026 · filing (latest of 11) ↗

What changed this quarter

No moves of 0.5 points of the portfolio or more.

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.

Top holdings

AflacAFL100.0%

Portfolio by sector

● Financials 100%

Stakes above 5% (13D/13G)

Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.

How we classify it

Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; a single position is more than 70% of the portfolio. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided

Managers of a similar size

A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.

ValueAct HoldingsInvestment firm · $5.6 bn
Veritas Asset Management LLPInvestment firm · $5.6 bn
Lingotto Investment Management LLPInvestment firm · $5.7 bn
Montrusco Bolton InvestmentsInvestment firm · $5.8 bn
Sessa Capital IMInvestment firm · $5.8 bn
Abrams Capital ManagementInvestment firm · $5.5 bn