Filed: 10/29/2025ACC: 0001172661-25-004470
📋 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 $2.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
106
Positions
$2.37B
Total AUM (reported)
14.06M
Total Shares
Allocation by class
COM$1.79B75.5%
CL A$242.98M10.2%
COM NEW$122.79M5.2%
SHS$91.48M3.9%
CAP STK CL C$43.25M1.8%
COMMON STOCK$39.87M1.7%
SHS CL A$33.78M1.4%
Portfolio Concentration
Top 3$530.58M22.4%
4–10$545.78M23.0%
11–25$652.24M27.5%
Rest$642.47M27.1%
Top 3 weight
22.4%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 14.06M
Sole
Full voting authority
14.06M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole106
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings106
Rows:
NVIDIA CORPORATION
SOLEShares1.14M
TypeSH
Market value$212.29M
8.95%
Sole
1.14M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares387.19K
TypeSH
Market value$200.55M
8.46%
Sole
387.19K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares536.25K
TypeSH
Market value$117.74M
4.97%
Sole
536.25K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares139.62K
TypeSH
Market value$102.53M
4.32%
Sole
139.62K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares303.38K
TypeSH
Market value$100.09M
4.22%
Sole
303.38K
Shared
0.00
None
0.00
APPLE INC
SOLEShares340.06K
TypeSH
Market value$86.59M
3.65%
Sole
340.06K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares687.74K
TypeSH
Market value$69.81M
2.94%
Sole
687.74K
Shared
0.00
None
0.00
3M CO
SOLEShares447.88K
TypeSH
Market value$69.50M
2.93%
Sole
447.88K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares64.27K
TypeSH
Market value$59.49M
2.51%
Sole
64.27K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares62.77K
TypeSH
Market value$57.77M
2.44%
Sole
62.77K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares75.28K
TypeSH
Market value$57.44M
2.42%
Sole
75.28K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares46.39K
TypeSH
Market value$55.62M
2.35%
Sole
46.39K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares553.17K
TypeSH
Market value$53.08M
2.24%
Sole
553.17K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares395.06K
TypeSH
Market value$48.94M
2.06%
Sole
395.06K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares55.44K
TypeSH
Market value$44.15M
1.86%
Sole
55.44K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares846.28K
TypeSH
Market value$43.66M
1.84%
Sole
846.28K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares177.60K
TypeSH
Market value$43.25M
1.82%
Sole
177.60K
Shared
0.00
None
0.00
BOEING CO
SOLEShares189.33K
TypeSH
Market value$40.86M
1.72%
Sole
189.33K
Shared
0.00
None
0.00
TESLA INC
SOLEShares90.57K
TypeSH
Market value$40.28M
1.70%
Sole
90.57K
Shared
0.00
None
0.00
ROYAL CARIBBEAN GROUP
SOLEShares121.85K
TypeSH
Market value$39.55M
1.67%
Sole
121.85K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares68.45K
TypeSH
Market value$38.94M
1.64%
Sole
68.45K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares339.95K
TypeSH
Market value$38.92M
1.64%
Sole
339.95K
Shared
0.00
None
0.00
WALMART INC
SOLEShares360.04K
TypeSH
Market value$37.11M
1.56%
Sole
360.04K
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares508.59K
TypeSH
Market value$36.66M
1.55%
Sole
508.59K
Shared
0.00
None
0.00
AON PLC
SOLEShares94.73K
TypeSH
Market value$33.78M
1.42%
Sole
94.73K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.14M | SH | $212.29M 8.95% | 1.14M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 387.19K | SH | $200.55M 8.46% | 387.19K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 536.25K | SH | $117.74M 4.97% | 536.25K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 139.62K | SH | $102.53M 4.32% | 139.62K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 303.38K | SH | $100.09M 4.22% | 303.38K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 340.06K | SH | $86.59M 3.65% | 340.06K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 687.74K | SH | $69.81M 2.94% | 687.74K | 0.00 | 0.00 |
3M COSOLE | COM | 447.88K | SH | $69.50M 2.93% | 447.88K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 64.27K | SH | $59.49M 2.51% | 64.27K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 62.77K | SH | $57.77M 2.44% | 62.77K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 75.28K | SH | $57.44M 2.42% | 75.28K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 46.39K | SH | $55.62M 2.35% | 46.39K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 553.17K | SH | $53.08M 2.24% | 553.17K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 395.06K | SH | $48.94M 2.06% | 395.06K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 55.44K | SH | $44.15M 1.86% | 55.44K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 846.28K | SH | $43.66M 1.84% | 846.28K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 177.60K | SH | $43.25M 1.82% | 177.60K | 0.00 | 0.00 |
BOEING COSOLE | COM | 189.33K | SH | $40.86M 1.72% | 189.33K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 90.57K | SH | $40.28M 1.70% | 90.57K | 0.00 | 0.00 |
ROYAL CARIBBEAN GROUPSOLE | COM | 121.85K | SH | $39.55M 1.67% | 121.85K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 68.45K | SH | $38.94M 1.64% | 68.45K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 339.95K | SH | $38.92M 1.64% | 339.95K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 360.04K | SH | $37.11M 1.56% | 360.04K | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 508.59K | SH | $36.66M 1.55% | 508.59K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 94.73K | SH | $33.78M 1.42% | 94.73K | 0.00 | 0.00 |
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