1y return+11.2%S&P 500 +20.9%
3y return+68.0%S&P 500 +68.5%
5y return+118.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $222 against $232 in the S&P 500.2
Japan Post Holdings Co., Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AFLAflac Inc. | $6.0B | 100.0% | −2.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AFLAflac Inc. | June 30, 2020 | +225.4% | $6.0B |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.9% | +14.8% |
| March 31, 2026 | −0.5% | −4.6% |
| December 31, 2025 | −1.3% | +2.4% |
| September 30, 2025 | +5.9% | +7.8% |
| June 30, 2025 | −5.2% | +10.5% |
| March 31, 2025 | +7.5% | −4.6% |
| December 31, 2024 | −7.5% | +2.1% |
| September 30, 2024 | +25.2% | +5.4% |
| June 30, 2024 | +4.0% | +4.0% |
| March 31, 2024 | +4.1% | +10.0% |
| December 31, 2023 | +7.5% | +11.2% |
| September 30, 2023 | +10.0% | −3.6% |
| June 30, 2023 | +8.2% | +8.3% |
| March 31, 2023 | −10.3% | +7.0% |
| December 31, 2022 | +28.0% | +7.1% |
| September 30, 2022 | +1.6% | −5.3% |
| June 30, 2022 | −14.1% | −16.5% |
| March 31, 2022 | +10.3% | −4.9% |
| December 31, 2021 | +12.0% | +10.7% |
| September 30, 2021 | −2.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Japan Post Holdings Co., Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1783464&type=13F-HR&dateb=&owner=include&count=40CIK 1783464
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1783464/000110465926082537/Filed July 10, 2026 · accession 0001104659-26-082537