Filed: 1/29/2026ACC: 0001172661-26-000388
📋 What this filing means
NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. filed this quarterly 13F‑HR report disclosing 104 equity positions with a total reported market value of $2.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
104
Positions
$2.41B
Total AUM (reported)
12.89M
Total Shares
Allocation by class
COM$1.67B69.4%
CL A$209.48M8.7%
CAP STK CL C$146.17M6.1%
SHS$130.50M5.4%
COM NEW$122.39M5.1%
COMMON STOCK$41.03M1.7%
SHS CL A$34.92M1.4%
Portfolio Concentration
Top 3$553.27M22.9%
4–10$614.93M25.5%
11–25$633.98M26.3%
Rest$611.53M25.3%
Top 3 weight
22.9%
Top 10 weight
48.4%
Voting Authority Distribution
Total shares with voting rights: 12.89M
Sole
Full voting authority
12.89M
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)
Sole104
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings104
Rows:
NVIDIA CORPORATION
SOLEShares1.18M
TypeSH
Market value$219.86M
9.11%
Sole
1.18M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares387.16K
TypeSH
Market value$187.24M
7.76%
Sole
387.16K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares465.81K
TypeSH
Market value$146.17M
6.06%
Sole
465.81K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares547.77K
TypeSH
Market value$126.44M
5.24%
Sole
547.77K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares331.10K
TypeSH
Market value$114.59M
4.75%
Sole
331.10K
Shared
0.00
None
0.00
APPLE INC
SOLEShares352.92K
TypeSH
Market value$95.94M
3.97%
Sole
352.92K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares76.06K
TypeSH
Market value$81.74M
3.39%
Sole
76.06K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares686.74K
TypeSH
Market value$80.14M
3.32%
Sole
686.74K
Shared
0.00
None
0.00
3M CO
SOLEShares363.81K
TypeSH
Market value$58.25M
2.41%
Sole
363.81K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares87.61K
TypeSH
Market value$57.83M
2.40%
Sole
87.61K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares408.63K
TypeSH
Market value$55.31M
2.29%
Sole
408.63K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares63.69K
TypeSH
Market value$54.92M
2.28%
Sole
63.69K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares879.33K
TypeSH
Market value$48.36M
2.00%
Sole
879.33K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares54.90K
TypeSH
Market value$48.26M
2.00%
Sole
54.90K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares493.92K
TypeSH
Market value$47.80M
1.98%
Sole
493.92K
Shared
0.00
None
0.00
WALMART INC
SOLEShares379.69K
TypeSH
Market value$42.38M
1.76%
Sole
379.69K
Shared
0.00
None
0.00
GE HEALTHCARE TECHNOLOGIES I
SOLEShares500.22K
TypeSH
Market value$41.03M
1.70%
Sole
500.22K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares265.70K
TypeSH
Market value$40.70M
1.69%
Sole
265.70K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares69.21K
TypeSH
Market value$39.51M
1.64%
Sole
69.21K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares67.26K
TypeSH
Market value$38.53M
1.60%
Sole
67.26K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares219.47K
TypeSH
Market value$37.62M
1.56%
Sole
219.47K
Shared
0.00
None
0.00
BOEING CO
SOLEShares166.28K
TypeSH
Market value$36.10M
1.50%
Sole
166.28K
Shared
0.00
None
0.00
TESLA INC
SOLEShares78.41K
TypeSH
Market value$35.26M
1.46%
Sole
78.41K
Shared
0.00
None
0.00
AON PLC
SOLEShares98.97K
TypeSH
Market value$34.92M
1.45%
Sole
98.97K
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares206.88K
TypeSH
Market value$33.26M
1.38%
Sole
206.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.18M | SH | $219.86M 9.11% | 1.18M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 387.16K | SH | $187.24M 7.76% | 387.16K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 465.81K | SH | $146.17M 6.06% | 465.81K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 547.77K | SH | $126.44M 5.24% | 547.77K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 331.10K | SH | $114.59M 4.75% | 331.10K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 352.92K | SH | $95.94M 3.97% | 352.92K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 76.06K | SH | $81.74M 3.39% | 76.06K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 686.74K | SH | $80.14M 3.32% | 686.74K | 0.00 | 0.00 |
3M COSOLE | COM | 363.81K | SH | $58.25M 2.41% | 363.81K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 87.61K | SH | $57.83M 2.40% | 87.61K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 408.63K | SH | $55.31M 2.29% | 408.63K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 63.69K | SH | $54.92M 2.28% | 63.69K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 879.33K | SH | $48.36M 2.00% | 879.33K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 54.90K | SH | $48.26M 2.00% | 54.90K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 493.92K | SH | $47.80M 1.98% | 493.92K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 379.69K | SH | $42.38M 1.76% | 379.69K | 0.00 | 0.00 |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 500.22K | SH | $41.03M 1.70% | 500.22K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 265.70K | SH | $40.70M 1.69% | 265.70K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 69.21K | SH | $39.51M 1.64% | 69.21K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 67.26K | SH | $38.53M 1.60% | 67.26K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 219.47K | SH | $37.62M 1.56% | 219.47K | 0.00 | 0.00 |
BOEING COSOLE | COM | 166.28K | SH | $36.10M 1.50% | 166.28K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 78.41K | SH | $35.26M 1.46% | 78.41K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 98.97K | SH | $34.92M 1.45% | 98.97K | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 206.88K | SH | $33.26M 1.38% | 206.88K | 0.00 | 0.00 |
Page 1 of 5
…