Filed: 5/15/2025ACC: 0001172661-25-001938
📋 What this filing means
NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. filed this quarterly 13F‑HR report disclosing 106 equity positions with a total reported market value of $2.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
106
Positions
$2.04B
Total AUM (reported)
11.86M
Total Shares
Allocation by class
COM$1.72B84.5%
CL A$121.44M6.0%
CAP STK CL C$71.39M3.5%
SHS$50.72M2.5%
COM NEW$44.07M2.2%
COM CL A$18.11M0.9%
SHS CL A$9.05M0.4%
Portfolio Concentration
Top 3$363.33M17.8%
4–10$476.10M23.4%
11–25$624.02M30.6%
Rest$575.45M28.2%
Top 3 weight
17.8%
Top 10 weight
41.2%
Voting Authority Distribution
Total shares with voting rights: 11.86M
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
11.86M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole106
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings106
Rows:
MICROSOFT CORP
SOLEShares388.02K
TypeSH
Market value$145.66M
7.14%
Sole
0.00
Shared
0.00
None
388.02K
NVIDIA CORPORATION
SOLEShares1.09M
TypeSH
Market value$117.95M
5.78%
Sole
0.00
Shared
0.00
None
1.09M
AMAZON COM INC
SOLEShares524.13K
TypeSH
Market value$99.72M
4.89%
Sole
0.00
Shared
0.00
None
524.13K
APPLE INC
SOLEShares403.42K
TypeSH
Market value$89.61M
4.40%
Sole
0.00
Shared
0.00
None
403.42K
ALPHABET INC
SOLEShares456.97K
TypeSH
Market value$71.39M
3.50%
Sole
0.00
Shared
0.00
None
456.97K
FISERV INC
SOLEShares313.68K
TypeSH
Market value$69.27M
3.40%
Sole
0.00
Shared
0.00
None
313.68K
COSTCO WHSL CORP NEW
SOLEShares68.38K
TypeSH
Market value$64.67M
3.17%
Sole
0.00
Shared
0.00
None
68.38K
3M CO
SOLEShares429.85K
TypeSH
Market value$63.13M
3.10%
Sole
0.00
Shared
0.00
None
429.85K
UNITEDHEALTH GROUP INC
SOLEShares115.29K
TypeSH
Market value$60.38M
2.96%
Sole
0.00
Shared
0.00
None
115.29K
ELI LILLY & CO
SOLEShares69.79K
TypeSH
Market value$57.64M
2.83%
Sole
0.00
Shared
0.00
None
69.79K
INTUIT
SOLEShares93.01K
TypeSH
Market value$57.11M
2.80%
Sole
0.00
Shared
0.00
None
93.01K
REPUBLIC SVCS INC
SOLEShares229.78K
TypeSH
Market value$55.64M
2.73%
Sole
0.00
Shared
0.00
None
229.78K
SERVICENOW INC
SOLEShares63.23K
TypeSH
Market value$50.34M
2.47%
Sole
0.00
Shared
0.00
None
63.23K
INTERCONTINENTAL EXCHANGE IN
SOLEShares290.21K
TypeSH
Market value$50.06M
2.46%
Sole
0.00
Shared
0.00
None
290.21K
NETFLIX INC
SOLEShares52.44K
TypeSH
Market value$48.90M
2.40%
Sole
0.00
Shared
0.00
None
52.44K
META PLATFORMS INC
SOLEShares78.90K
TypeSH
Market value$45.47M
2.23%
Sole
0.00
Shared
0.00
None
78.90K
JPMORGAN CHASE & CO.
SOLEShares177.72K
TypeSH
Market value$43.59M
2.14%
Sole
0.00
Shared
0.00
None
177.72K
CARDINAL HEALTH INC
SOLEShares312.41K
TypeSH
Market value$43.04M
2.11%
Sole
0.00
Shared
0.00
None
312.41K
PROGRESSIVE CORP
SOLEShares148.87K
TypeSH
Market value$42.13M
2.07%
Sole
0.00
Shared
0.00
None
148.87K
MEDTRONIC PLC
SOLEShares428.10K
TypeSH
Market value$38.77M
1.90%
Sole
0.00
Shared
0.00
None
428.10K
ECOLAB INC
SOLEShares123.61K
TypeSH
Market value$31.41M
1.54%
Sole
0.00
Shared
0.00
None
123.61K
DISNEY WALT CO
SOLEShares308.98K
TypeSH
Market value$30.50M
1.50%
Sole
0.00
Shared
0.00
None
308.98K
WALMART INC
SOLEShares336.46K
TypeSH
Market value$29.61M
1.45%
Sole
0.00
Shared
0.00
None
336.46K
CHEVRON CORP NEW
SOLEShares175.50K
TypeSH
Market value$29.36M
1.44%
Sole
0.00
Shared
0.00
None
175.50K
WELLS FARGO CO NEW
SOLEShares391.20K
TypeSH
Market value$28.08M
1.38%
Sole
0.00
Shared
0.00
None
391.20K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 388.02K | SH | $145.66M 7.14% | 0.00 | 0.00 | 388.02K |
NVIDIA CORPORATIONSOLE | COM | 1.09M | SH | $117.95M 5.78% | 0.00 | 0.00 | 1.09M |
AMAZON COM INCSOLE | COM | 524.13K | SH | $99.72M 4.89% | 0.00 | 0.00 | 524.13K |
APPLE INCSOLE | COM | 403.42K | SH | $89.61M 4.40% | 0.00 | 0.00 | 403.42K |
ALPHABET INCSOLE | CAP STK CL C | 456.97K | SH | $71.39M 3.50% | 0.00 | 0.00 | 456.97K |
FISERV INCSOLE | COM | 313.68K | SH | $69.27M 3.40% | 0.00 | 0.00 | 313.68K |
COSTCO WHSL CORP NEWSOLE | COM | 68.38K | SH | $64.67M 3.17% | 0.00 | 0.00 | 68.38K |
3M COSOLE | COM | 429.85K | SH | $63.13M 3.10% | 0.00 | 0.00 | 429.85K |
UNITEDHEALTH GROUP INCSOLE | COM | 115.29K | SH | $60.38M 2.96% | 0.00 | 0.00 | 115.29K |
ELI LILLY & COSOLE | COM | 69.79K | SH | $57.64M 2.83% | 0.00 | 0.00 | 69.79K |
INTUITSOLE | COM | 93.01K | SH | $57.11M 2.80% | 0.00 | 0.00 | 93.01K |
REPUBLIC SVCS INCSOLE | COM | 229.78K | SH | $55.64M 2.73% | 0.00 | 0.00 | 229.78K |
SERVICENOW INCSOLE | COM | 63.23K | SH | $50.34M 2.47% | 0.00 | 0.00 | 63.23K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 290.21K | SH | $50.06M 2.46% | 0.00 | 0.00 | 290.21K |
NETFLIX INCSOLE | COM | 52.44K | SH | $48.90M 2.40% | 0.00 | 0.00 | 52.44K |
META PLATFORMS INCSOLE | CL A | 78.90K | SH | $45.47M 2.23% | 0.00 | 0.00 | 78.90K |
JPMORGAN CHASE & CO.SOLE | COM | 177.72K | SH | $43.59M 2.14% | 0.00 | 0.00 | 177.72K |
CARDINAL HEALTH INCSOLE | COM | 312.41K | SH | $43.04M 2.11% | 0.00 | 0.00 | 312.41K |
PROGRESSIVE CORPSOLE | COM | 148.87K | SH | $42.13M 2.07% | 0.00 | 0.00 | 148.87K |
MEDTRONIC PLCSOLE | SHS | 428.10K | SH | $38.77M 1.90% | 0.00 | 0.00 | 428.10K |
ECOLAB INCSOLE | COM | 123.61K | SH | $31.41M 1.54% | 0.00 | 0.00 | 123.61K |
DISNEY WALT COSOLE | COM | 308.98K | SH | $30.50M 1.50% | 0.00 | 0.00 | 308.98K |
WALMART INCSOLE | COM | 336.46K | SH | $29.61M 1.45% | 0.00 | 0.00 | 336.46K |
CHEVRON CORP NEWSOLE | COM | 175.50K | SH | $29.36M 1.44% | 0.00 | 0.00 | 175.50K |
WELLS FARGO CO NEWSOLE | COM | 391.20K | SH | $28.08M 1.38% | 0.00 | 0.00 | 391.20K |
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