Daiwa Securities Group Inc. Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$31.3B

Holdings

1,335

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,335 positions)

#StockSharesValue% PortfolioType
201
TELTE CONNECTIVITY PLC
76,366$16.0M0.05%
202
MRVLMARVELL TECHNOLOGY INC
198,794$16.0M0.05%
203
ALSALLSTATE CORP
82,666$16.0M0.05%
204
CVSCVS HEALTH CORP
204,969$16.0M0.05%
205
SITMSITIME CORP
46,838$16.0M0.05%
206
FTNTFORTINET INC
203,764$16.0M0.05%
207
PEOEXELON CORP
404,791$16.0M0.05%
208
WMWASTE MGMT INC DEL
76,988$16.0M0.05%
209
LMTLOCKHEED MARTIN CORP
33,467$16.0M0.05%
210
BKSYBLACKSKY TECHNOLOGY INC
874,389$16.0M0.05%
211
AMCRAMCOR PLC
373,510$15.0M0.05%
212
IDXXIDEXX LABS INC
22,490$15.0M0.05%
213
SOSOUTHERN CO
180,107$15.0M0.05%
214
FRFIRST INDL RLTY TR INC
267,663$15.0M0.05%
215
MCOMOODYS CORP
31,319$15.0M0.05%
216
VNQVANGUARD INDEX FDS
172,020$15.0M0.05%
217
LEUCENTRUS ENERGY CORP
63,142$15.0M0.05%
218
WDCWESTERN DIGITAL CORP
86,613$14.0M0.04%
219
STXSEAGATE TECHNOLOGY HLDNGS PL
54,073$14.0M0.04%
220
VMCVULCAN MATLS CO
49,829$14.0M0.04%
221
NDAQNASDAQ INC
151,127$14.0M0.04%
222
CAHCARDINAL HEALTH INC
77,147$14.0M0.04%
223
ROSTROSS STORES INC
81,820$14.0M0.04%
224
PCARPACCAR INC
131,907$14.0M0.04%
225
AJGGALLAGHER ARTHUR J & CO
58,643$14.0M0.04%
226
AERAERCAP HOLDINGS NV
105,103$14.0M0.04%
227
BKBANK NEW YORK MELLON CORP
126,967$14.0M0.04%
228
AVBAVALONBAY CMNTYS INC
77,931$14.0M0.04%
229
AXONAXON ENTERPRISE INC
25,234$14.0M0.04%
230
PNCPNC FINL SVCS GROUP INC
63,507$13.0M0.04%
231
KKRKKR & CO INC
105,740$13.0M0.04%
232
EBAEBAY INC
155,739$13.0M0.04%
233
CLCOLGATE PALMOLIVE CO
168,461$13.0M0.04%
234
ELVELEVANCE HEALTH INC FORMERLY
41,115$13.0M0.04%
235
ECLECOLAB INC
52,566$13.0M0.04%
236
MSIMOTOROLA SOLUTIONS INC
36,836$13.0M0.04%
237
MLMMARTIN MARIETTA MATLS INC
22,359$13.0M0.04%
238
LQDISHARES TR
122,560$13.0M0.04%
239
GDGENERAL DYNAMICS CORP
38,843$13.0M0.04%
240
TTWOTAKE-TWO INTERACTIVE SOFTWAR
53,345$13.0M0.04%
241
USBUS BANCORP DEL
254,156$13.0M0.04%
242
MTZMASTEC INC
63,469$13.0M0.04%
243
IONS 0 04/01/26IONIS PHARMACEUTICALS INC
10,000,000$13.0M0.04%
244
EQREQUITY RESIDENTIAL
192,410$12.0M0.04%
245
T7DTRANSDIGM GROUP INC
9,088$12.0M0.04%
246
KDPKEURIG DR PEPPER INC
455,290$12.0M0.04%
247
FLSFLOWSERVE CORP
186,553$12.0M0.04%
248
ROPROPER TECHNOLOGIES INC
27,044$12.0M0.04%
249
AONAON PLC
34,010$12.0M0.04%
250
MPWRMONOLITHIC PWR SYS INC
14,310$12.0M0.04%
251
VRSKVERISK ANALYTICS INC
56,469$12.0M0.04%
252
ZTSZOETIS INC
98,156$12.0M0.04%
253
RRXREGAL REXNORD CORPORATION
89,708$12.0M0.04%
254
EAELECTRONIC ARTS INC
59,748$12.0M0.04%
255
NUENUCOR CORP
77,338$12.0M0.04%
256
WMBWILLIAMS COS INC
215,817$12.0M0.04%
257
HWMHOWMET AEROSPACE INC
63,227$12.0M0.04%
258
REGREGENCY CTRS CORP
173,954$12.0M0.04%
259
IRTINDEPENDENCE RLTY TR INC
711,275$12.0M0.04%
260
NOCNORTHROP GRUMMAN CORP
21,841$12.0M0.04%
261
MPMP MATERIALS CORP
234,407$11.0M0.04%
262
RCLROYAL CARIBBEAN GROUP
42,298$11.0M0.04%
263
KRKROGER CO
190,170$11.0M0.04%
264
WWDWOODWARD INC
36,819$11.0M0.04%
265
EXPEEXPEDIA GROUP INC
43,067$11.0M0.04%
266
UPSUNITED PARCEL SERVICE INC
119,204$11.0M0.04%
267
MIGASTRATEGY INC
76,118$11.0M0.04%Put
268
PTCPTC INC
69,116$11.0M0.04%
269
SPOTSPOTIFY TECHNOLOGY S A
20,050$11.0M0.04%
270
WDAYWORKDAY INC
57,600$11.0M0.04%
271
VRTVERTIV HOLDINGS CO
69,300$11.0M0.04%
272
ITWILLINOIS TOOL WKS INC
46,294$11.0M0.04%
273
CMICUMMINS INC
23,891$11.0M0.04%
274
EWEDWARDS LIFESCIENCES CORP
136,461$11.0M0.04%
275
BKRBAKER HUGHES COMPANY
247,916$11.0M0.04%
276
FCXFREEPORT-MCMORAN INC
234,190$11.0M0.04%
277
FFORD MTR CO
906,240$11.0M0.04%Put
278
GLWCORNING INC
128,917$11.0M0.04%
279
FIXCOMFORT SYS USA INC
12,357$11.0M0.04%
280
EOGEOG RES INC
99,743$10.0M0.03%
281
AWCAMERICAN WTR WKS CO INC NEW
87,876$10.0M0.03%
282
SNOWSNOWFLAKE INC
54,110$10.0M0.03%
283
APOAPOLLO GLOBAL MGMT INC
72,948$10.0M0.03%
284
ABGCENCORA INC
32,629$10.0M0.03%
285
TFCTRUIST FINL CORP
207,695$10.0M0.03%
286
CPRTCOPART INC
256,126$10.0M0.03%
287
ASMLASML HOLDING N V
9,680$10.0M0.03%
288
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
134,193$10.0M0.03%
289
ESABESAB CORPORATION
90,565$10.0M0.03%
290
FDXFEDEX CORP
36,382$10.0M0.03%
291
ODFLOLD DOMINION FREIGHT LINE IN
75,400$10.0M0.03%
292
CBRECBRE GROUP INC
66,902$10.0M0.03%
293
PSXPHILLIPS 66
86,955$10.0M0.03%
294
ALNYALNYLAM PHARMACEUTICALS INC
25,999$10.0M0.03%
295
HLTHILTON WORLDWIDE HLDGS INC
40,455$10.0M0.03%
296
NSCNORFOLK SOUTHN CORP
36,360$10.0M0.03%
297
DDOGDATADOG INC
80,169$10.0M0.03%
298
METMETLIFE INC
126,348$9.0M0.03%
299
XYLXYLEM INC
77,875$9.0M0.03%
300
PAYXPAYCHEX INC
87,334$9.0M0.03%
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