Filed: 2/14/2025ACC: 0001172661-25-000863
📋 What this filing means
NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. filed this quarterly 13F‑HR report disclosing 103 equity positions with a total reported market value of $2.17B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
103
Positions
$2.17B
Total AUM (reported)
13.84M
Total Shares
Allocation by class
COM$1.81B83.3%
CL A$162.18M7.5%
CAP STK CL C$103.19M4.8%
COM NEW$40.14M1.9%
COM CL A$29.57M1.4%
SHS$17.82M0.8%
SHS CL A$7.78M0.4%
Portfolio Concentration
Top 3$443.48M20.4%
4–10$532.89M24.6%
11–25$589.87M27.2%
Rest$603.30M27.8%
Top 3 weight
20.4%
Top 10 weight
45.0%
Voting Authority Distribution
Total shares with voting rights: 13.84M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
13.84M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole103
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings103
Rows:
NVIDIA CORPORATION
SOLEShares1.24M
TypeSH
Market value$167.03M
7.70%
Sole
0.00
Shared
0.00
None
1.24M
MICROSOFT CORP
SOLEShares389.63K
TypeSH
Market value$164.23M
7.57%
Sole
0.00
Shared
0.00
None
389.63K
AMAZON COM INC
SOLEShares511.48K
TypeSH
Market value$112.21M
5.17%
Sole
0.00
Shared
0.00
None
511.48K
ALPHABET INC
SOLEShares541.84K
TypeSH
Market value$103.19M
4.76%
Sole
0.00
Shared
0.00
None
541.84K
APPLE INC
SOLEShares392.38K
TypeSH
Market value$98.26M
4.53%
Sole
0.00
Shared
0.00
None
392.38K
MARVELL TECHNOLOGY INC
SOLEShares755.39K
TypeSH
Market value$83.43M
3.85%
Sole
0.00
Shared
0.00
None
755.39K
SERVICENOW INC
SOLEShares63.44K
TypeSH
Market value$67.25M
3.10%
Sole
0.00
Shared
0.00
None
63.44K
COSTCO WHSL CORP NEW
SOLEShares71.85K
TypeSH
Market value$65.83M
3.03%
Sole
0.00
Shared
0.00
None
71.85K
FISERV INC
SOLEShares294.12K
TypeSH
Market value$60.42M
2.78%
Sole
0.00
Shared
0.00
None
294.12K
3M CO
SOLEShares422.23K
TypeSH
Market value$54.51M
2.51%
Sole
0.00
Shared
0.00
None
422.23K
UNITEDHEALTH GROUP INC
SOLEShares103.75K
TypeSH
Market value$52.48M
2.42%
Sole
0.00
Shared
0.00
None
103.75K
INTUIT
SOLEShares80.24K
TypeSH
Market value$50.43M
2.32%
Sole
0.00
Shared
0.00
None
80.24K
ELI LILLY & CO
SOLEShares64.61K
TypeSH
Market value$49.88M
2.30%
Sole
0.00
Shared
0.00
None
64.61K
REPUBLIC SVCS INC
SOLEShares236.73K
TypeSH
Market value$47.63M
2.20%
Sole
0.00
Shared
0.00
None
236.73K
META PLATFORMS INC
SOLEShares69.78K
TypeSH
Market value$40.86M
1.88%
Sole
0.00
Shared
0.00
None
69.78K
NETFLIX INC
SOLEShares44.70K
TypeSH
Market value$39.84M
1.84%
Sole
0.00
Shared
0.00
None
44.70K
JPMORGAN CHASE & CO.
SOLEShares161.19K
TypeSH
Market value$38.64M
1.78%
Sole
0.00
Shared
0.00
None
161.19K
THERMO FISHER SCIENTIFIC INC
SOLEShares71.22K
TypeSH
Market value$37.08M
1.71%
Sole
0.00
Shared
0.00
None
71.22K
ROYAL CARIBBEAN GROUP
SOLEShares156.09K
TypeSH
Market value$36.09M
1.66%
Sole
0.00
Shared
0.00
None
156.09K
WELLS FARGO CO NEW
SOLEShares492.76K
TypeSH
Market value$34.61M
1.60%
Sole
0.00
Shared
0.00
None
492.76K
CARDINAL HEALTH INC
SOLEShares285.15K
TypeSH
Market value$33.72M
1.55%
Sole
0.00
Shared
0.00
None
285.15K
CBRE GROUP INC
SOLEShares251.27K
TypeSH
Market value$32.99M
1.52%
Sole
0.00
Shared
0.00
None
251.27K
MASTERCARD INCORPORATED
SOLEShares62.30K
TypeSH
Market value$32.81M
1.51%
Sole
0.00
Shared
0.00
None
62.30K
DISNEY WALT CO
SOLEShares288.86K
TypeSH
Market value$32.29M
1.49%
Sole
0.00
Shared
0.00
None
288.86K
ECOLAB INC
SOLEShares129.93K
TypeSH
Market value$30.52M
1.41%
Sole
0.00
Shared
0.00
None
129.93K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.24M | SH | $167.03M 7.70% | 0.00 | 0.00 | 1.24M |
MICROSOFT CORPSOLE | COM | 389.63K | SH | $164.23M 7.57% | 0.00 | 0.00 | 389.63K |
AMAZON COM INCSOLE | COM | 511.48K | SH | $112.21M 5.17% | 0.00 | 0.00 | 511.48K |
ALPHABET INCSOLE | CAP STK CL C | 541.84K | SH | $103.19M 4.76% | 0.00 | 0.00 | 541.84K |
APPLE INCSOLE | COM | 392.38K | SH | $98.26M 4.53% | 0.00 | 0.00 | 392.38K |
MARVELL TECHNOLOGY INCSOLE | COM | 755.39K | SH | $83.43M 3.85% | 0.00 | 0.00 | 755.39K |
SERVICENOW INCSOLE | COM | 63.44K | SH | $67.25M 3.10% | 0.00 | 0.00 | 63.44K |
COSTCO WHSL CORP NEWSOLE | COM | 71.85K | SH | $65.83M 3.03% | 0.00 | 0.00 | 71.85K |
FISERV INCSOLE | COM | 294.12K | SH | $60.42M 2.78% | 0.00 | 0.00 | 294.12K |
3M COSOLE | COM | 422.23K | SH | $54.51M 2.51% | 0.00 | 0.00 | 422.23K |
UNITEDHEALTH GROUP INCSOLE | COM | 103.75K | SH | $52.48M 2.42% | 0.00 | 0.00 | 103.75K |
INTUITSOLE | COM | 80.24K | SH | $50.43M 2.32% | 0.00 | 0.00 | 80.24K |
ELI LILLY & COSOLE | COM | 64.61K | SH | $49.88M 2.30% | 0.00 | 0.00 | 64.61K |
REPUBLIC SVCS INCSOLE | COM | 236.73K | SH | $47.63M 2.20% | 0.00 | 0.00 | 236.73K |
META PLATFORMS INCSOLE | CL A | 69.78K | SH | $40.86M 1.88% | 0.00 | 0.00 | 69.78K |
NETFLIX INCSOLE | COM | 44.70K | SH | $39.84M 1.84% | 0.00 | 0.00 | 44.70K |
JPMORGAN CHASE & CO.SOLE | COM | 161.19K | SH | $38.64M 1.78% | 0.00 | 0.00 | 161.19K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 71.22K | SH | $37.08M 1.71% | 0.00 | 0.00 | 71.22K |
ROYAL CARIBBEAN GROUPSOLE | COM | 156.09K | SH | $36.09M 1.66% | 0.00 | 0.00 | 156.09K |
WELLS FARGO CO NEWSOLE | COM | 492.76K | SH | $34.61M 1.60% | 0.00 | 0.00 | 492.76K |
CARDINAL HEALTH INCSOLE | COM | 285.15K | SH | $33.72M 1.55% | 0.00 | 0.00 | 285.15K |
CBRE GROUP INCSOLE | CL A | 251.27K | SH | $32.99M 1.52% | 0.00 | 0.00 | 251.27K |
MASTERCARD INCORPORATEDSOLE | CL A | 62.30K | SH | $32.81M 1.51% | 0.00 | 0.00 | 62.30K |
DISNEY WALT COSOLE | COM | 288.86K | SH | $32.29M 1.49% | 0.00 | 0.00 | 288.86K |
ECOLAB INCSOLE | COM | 129.93K | SH | $30.52M 1.41% | 0.00 | 0.00 | 129.93K |
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