Nippon Life Global Investors Americas, Inc.

CIK: 0001040190SEC EDGAR →

Portfolio Value

$2.4B

Holdings

104

As of

Q4 2025

New Positions

104

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORPORATION

1,178,890$219.9M
9.11%
2

MICROSOFT CORP

387,160$187.2M
7.76%
3

ALPHABET INC

465,810$146.2M
6.06%
4

AMAZON COM INC

547,770$126.4M
5.24%
5

BROADCOM INC

331,100$114.6M
4.75%
6

APPLE INC

352,920$95.9M
3.97%
7

ELI LILLY & CO

76,060$81.7M
3.39%
8

CITIGROUP INC

686,740$80.1M
3.32%
9

3M CO

363,810$58.2M
2.41%
10

META PLATFORMS INC

87,610$57.8M
2.40%

Quarterly Changes

Top Buys

NVDANEW
$219.9M
MSFTNEW
$187.2M
GOOGNEW
$146.2M
AMZNNEW
$126.4M
AVGONEW
$114.6M

Top Sells

No sells this quarter

New Positions (104)

$219.9M · 1.2M shares
$187.2M · 387K shares
$146.2M · 466K shares
$126.4M · 548K shares
$114.6M · 331K shares
$95.9M · 353K shares
$81.7M · 76K shares
$80.1M · 687K shares
$58.2M · 364K shares
$57.8M · 88K shares
$55.3M · 409K shares
$54.9M · 64K shares
$48.4M · 879K shares
$48.3M · 55K shares
$47.8M · 494K shares
$42.4M · 380K shares
$41.0M · 500K shares
$40.7M · 266K shares
$39.5M · 69K shares
$38.5M · 67K shares
$37.6M · 219K shares
$36.1M · 166K shares
$35.3M · 78K shares
$34.9M · 99K shares
$33.3M · 207K shares
$29.6M · 84K shares
$29.6M · 193K shares
$27.5M · 134K shares
$27.4M · 64K shares
$27.2M · 189K shares
$26.9M · 141K shares
$24.6M · 112K shares
$24.4M · 42K shares
$19.4M · 361K shares
$18.8M · 531K shares
$18.6M · 114K shares
$18.3M · 30K shares
$17.9M · 79K shares
$16.6M · 102K shares
$16.3M · 101K shares
$16.0M · 170K shares
$14.6M · 39K shares
$13.9M · 43K shares
$12.0M · 83K shares
$11.8M · 23K shares
$10.8M · 35K shares
$10.6M · 46K shares
$9.8M · 20K shares
$9.2M · 170K shares
$9.1M · 108K shares
$8.1M · 117K shares
$8.1M · 102K shares
$7.6M · 149K shares
$7.3M · 63K shares
$6.6M · 19K shares
$6.4M · 50K shares
$6.3M · 2K shares
$6.3M · 92K shares
$5.8M · 25K shares
$5.4M · 35K shares
$5.1M · 19K shares
$5.0M · 49K shares
$4.7M · 26K shares
$4.3M · 65K shares
$4.1M · 17K shares
$3.9M · 42K shares
$3.8M · 54K shares
$3.6M · 113K shares
$3.5M · 32K shares
$3.5M · 12K shares
$3.3M · 55K shares
$3.0M · 47K shares
$2.7M · 15K shares
$2.7M · 8K shares
$2.2M · 10K shares
$2.2M · 10K shares
$1.9M · 3K shares
$1.5M · 19K shares
$1.5M · 11K shares
$1.4M · 7K shares
$1.3M · 9K shares
$1.3M · 14K shares
$1.3M · 4K shares
$1.1M · 4K shares
$1.1M · 13K shares
$1.0M · 2K shares
$1.0M · 4K shares
$1.0M · 3K shares
$963K · 180 shares
$915K · 11K shares
$735K · 4K shares
$724K · 4K shares
$716K · 2K shares
$685K · 8K shares
$635K · 3K shares
$614K · 7K shares
$610K · 5K shares
$597K · 7K shares
$569K · 22K shares
$554K · 5K shares
$522K · 32K shares
$473K · 6K shares
$316K · 2K shares
$303K · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Technology15$806.8M33.4%
Consumer Cyclical15$258.7M10.7%
Communication Services6$252.1M10.4%
Healthcare13$251.1M10.4%
Financial Services12$247.6M10.3%
Industrials13$206.0M8.5%
Consumer Defensive6$112.3M4.7%
Unknown5$96.4M4.0%
Energy9$52.1M2.2%
Utilities4$47.4M2.0%
Real Estate2$42.3M1.8%
Basic Materials4$40.8M1.7%