AFL
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 12.0 | P/B | 1.96 |
| EPS (TTM) | 9.33 | Dividend | 2.41% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Japan Post Holdings Co., Ltd. | 52.0M | 100.0% | −1% |
| BlackRock, Inc. | 36.2M | 0.1% | −2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 30.3M | n/a | n/a |
| State Street | 23.6M | 0.1% | −1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 18.2M | n/a | n/a |
| Geode Capital Management | 10.7M | 0.1% | +2% |
Top institutional owners for AFL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| OCT 01 | Japan Post Holdings Co., Ltd. | SELL | 6K | −$650K |
| SEP 29 | Japan Post Holdings Co., Ltd. | SELL | 360 | −$41K |
| SEP 28 | Japan Post Holdings Co., Ltd. | SELL | 5K | −$564K |
| SEP 25 | Japan Post Holdings Co., Ltd. | SELL | 10K | −$1M |
| SEP 24 | Japan Post Holdings Co., Ltd. | SELL | 12K | −$1M |
| SEP 23 | Japan Post Holdings Co., Ltd. | SELL | 2K | −$212K |
0 insider buys, 20 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AFL yet.