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Zenkyoren Asset Management of America Inc.
Yoshihide Hosono · Asset Manager · Multi-Strategy
Zenkyoren Asset Management of America Inc. (ZAMA) is the New York-based investment management subsidiary of the National Mutual Insurance Federation of Agricultural Cooperatives (Zenkyoren), one of Japan’s largest insurance organizations. Established to manage the U.S. and global investment portfolios of its parent company, ZAMA specializes in overseeing diversified assets derived from insurance premium proceeds. The firm provides discretionary investment advisory services focused on meeting the long-term claim obligations and operating costs of Zenkyoren's mutual insurance business. ZAMA operates as a captive manager, primarily serving the internal needs of the Zenkyoren group rather than the general public. Its strategy encompasses multiple asset classes, including fixed income and global equities, while increasingly integrating environmental, social, and governance (ESG) factors into its decision-making process in alignment with the United Nations-supported Principles for Responsible Investment.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +28.6% |
| YTD return | +17.8% |
| Sharpe ratio | 4.35 |
| Win rate | 49% |
| AUM | $1.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.ja-kyosai.or.jp |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 9.4% | +17.5% |
| AAPL | Apple Inc | 9.4% | +27.3% |
| MSFT | Microsoft Corporation | 9.1% | +0.4% |
| GOOGL | Alphabet Inc Class A | 8.9% | +36.4% |
| MU | Micron Technology Inc | 7.2% | +175.6% |
| AMZN | Amazon.com Inc | 6.2% | +12.4% |
| AVGO | Broadcom Inc | 5.5% | -15.0% |
| JPM | JPMorgan Chase & Co | 4.7% | +12.7% |
| AMAT | Applied Materials Inc | 4.7% | +44.2% |
| META | Meta Platforms Inc. | 4.5% | -3.8% |
| XOM | Exxon Mobil Corp | 3.7% | +3.5% |
| LLY | Eli Lilly and Company | 3.5% | +27.3% |
| V | Visa Inc. Class A | 3.3% | +7.7% |
| MA | Mastercard Inc | 3.2% | +1.8% |
| ETN | Eaton Corporation PLC | 3.1% | +15.2% |
| WMT | Walmart Inc. Common Stock | 3.1% | +0.2% |
| BLK | BlackRock Inc | 2.7% | -3.1% |
| TMO | Thermo Fisher Scientific Inc | 2.7% | +30.6% |
| ICE | Intercontinental Exchange Inc | 2.5% | -2.4% |
| EQIX | Equinix Inc | 2.4% | -2.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 10, 2026 | SELL | AMZN | 6.5% → 6.2% |
| Aug 10, 2026 | SELL | MU | 9.7% → 7.2% |
| Aug 10, 2026 | SELL | BLK | 2.9% → 2.7% |
| Aug 10, 2026 | BUY | AAPL | 8.6% → 9.4% |
| Aug 10, 2026 | SELL | AMAT | 4.8% → 4.7% |
Investment Style Analysis
Zenkyoren Asset Management of America Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $1.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 10, Zenkyoren Asset Management of America Inc. made a significant move by reducing the position in AMZN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution's philosophy is centered on ensuring long-term financial stability to meet the mutual insurance obligations of its parent federation. It employs a diversified approach across global fixed income, equities, and alternative investments to optimize risk-adjusted returns through varying economic cycles. As a signatory to the Principles for Responsible Investment (PRI), the firm integrates ESG criteria into its investment analysis and ownership practices. This approach emphasizes social responsibility, local community development, and sustainability, reflecting the mutual aid values of the Japan Agricultural Cooperatives (JA) Group.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Zenkyoren Asset Management of America Inc..
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Frequently asked questions
How is the simulated portfolio for Zenkyoren Asset Management of America Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Zenkyoren Asset Management of America Inc.'s largest holding?
As of the latest filing, Zenkyoren Asset Management of America Inc.'s top position is NVIDIA Corporation (NVDA), representing 9.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Zenkyoren Asset Management of America Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +28.6% with a win rate of 49%. Notably, the portfolio maintains a Sharpe Ratio of 4.35, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Zenkyoren Asset Management of America Inc. primarily invest in?
Zenkyoren Asset Management of America Inc. has a strong preference for the Semiconductors sector, which makes up 22.1% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Zenkyoren Asset Management of America Inc.'s portfolio concentrated or diversified?
Zenkyoren Asset Management of America Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 27.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Zenkyoren Asset Management of America Inc. performed in 2026?
Our AI-simulated model portfolio for Zenkyoren Asset Management of America Inc. tracks a Year-to-Date (YTD) return of +17.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Yoshihide Hosono manage Zenkyoren Asset Management of America Inc. directly?
Yes, Yoshihide Hosono serves as the key portfolio manager for Zenkyoren Asset Management of America Inc., overseeing the investment strategy and final capital allocation decisions.