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Nippon Life Global Investors Americas, Inc. 13F Holdings (Q2 2026) — Stock Portfolio & Buys
Nippon Life Global Investors Americas, Inc.CIK: 0001040190
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$2.5B
Reporting period: 2026-06-30 · Number of holdings: 101
Nippon Life Global Investors Americas, Inc. disclosed 101 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $2.5B and a quarterly turnover rate of 45.7%.
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Personality snowflake
- Concentration
- 12.58
- Portfolio Stability
- 45.68
- Momentum
- 100
- Sector conviction
- 57.37
- Diversification
- 100
- Sizing Uniformity
- 85.17
Nippon Life Global Investors Americas, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.031 — mathematically equivalent to about 32 equally-sized positions, well below its 101 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.48), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd AMD
+1413.8% $69.9M
New buy MU
Add GEV
+3087.7% $59.6M
Trim GE
-95.0% -$45.6M
Add FFIV
+368.8% $52.5M
Sold out BA
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.38% | -0.47% | -6.45% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.51% | +0.28% | -3.71% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.27% | -0.49% | +2.84% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.14% | +0.24% | +3.98% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.97% | -0.21% | -4.55% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.60% | -0.57% | -19.80% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.07% | -0.07% | -15.06% | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 2.85% | +2.78% | +1413.76% | |
| 9 | C | Citigroup Inc | Stock-Financials | 2.71% | +0.07% | -5.64% | |
| 10 | LRCX | Lam Research CORP | Stock-Tech | 2.67% | -0.05% | -44.96% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.66% | -0.67% | -7.99% | |
| 12 | MU | Micron Technology Inc | Stock-Tech | 2.62% | +2.62% | NEW | |
| 13 | FFIV | F5 Inc | Stock-Tech | 2.45% | +2.04% | +368.83% | |
| 14 | GEV | GE Vernova Inc | Stock-Industrials | 2.43% | +2.37% | +3087.73% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 2.30% | +0.49% | -3.96% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.01% | -0.78% | -12.88% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.98% | +0.29% | +17.50% | |
| 18 | APH | Amphenol Corp-cl A | Stock-Tech | 1.95% | -0.06% | -21.11% | |
| 19 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.86% | -0.07% | -8.33% | |
| 20 | AON | Aon plc | Stock-Financials | 1.72% | -0.18% | -0.37% | |
| 21 | MDT | Medtronic plc | Stock-Healthcare | 1.48% | -0.44% | -3.24% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.47% | -0.44% | -13.70% | |
| 23 | LIN | Linde plc | Stock-Materials | 1.46% | +0.03% | +10.78% | |
| 24 | CVS | Cvs Health CORP | Stock-Healthcare | 1.43% | +0.23% | -6.14% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.38% | -0.07% | -8.01% | |
| 26 | R | Ryder System Inc | Stock-Industrials | 1.26% | +0.81% | +145.22% | |
| 27 | BIIB | Biogen Inc | Stock-Healthcare | 1.18% | +0.90% | +308.76% | |
| 28 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.17% | +1.00% | +632.41% | |
| 29 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 1.14% | +0.51% | +67.01% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.13% | -0.01% | — | |
| 31 | EQIX | Equinix Inc | Stock-Real Estate | 1.12% | +0.46% | +80.52% | |
| 32 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.02% | -0.50% | -27.43% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 1.00% | -0.33% | +6.87% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.89% | +0.85% | +2778.52% | |
| 35 | COHR | Coherent CORP | Stock-Tech | 0.78% | +0.78% | NEW | |
| 36 | VST | Vistra CORP | Stock-Utilities | 0.77% | +0.76% | +6721.91% | |
| 37 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.76% | +0.71% | +1429.20% | |
| 38 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.74% | -0.05% | -0.53% | |
| 39 | SRE | Sempra | Stock-Utilities | 0.63% | -0.20% | -9.51% | |
| 40 | EHC | Encompass Health CORP | Stock-Healthcare | 0.58% | +0.14% | +42.30% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.58% | +0.21% | +65.80% | |
| 42 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.56% | +0.04% | -1.23% | |
| 43 | LSCC | Lattice Semiconductor CORP | Stock-Tech | 0.56% | +0.36% | +95.53% | |
| 44 | AXP | American Express Co | Stock-Financials | 0.54% | — | +1.08% | |
| 45 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.53% | +0.04% | +8.89% | |
| 46 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.53% | +0.15% | +56.50% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.03% | -4.76% | |
| 48 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.51% | +0.46% | +696.30% | |
| 49 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.50% | — | +10.12% | |
| 50 | SPGI | S&p Global Inc | Stock-Financials | 0.45% | -0.08% | +0.93% |
1–50 of 101
Portfolio Performance
Performance for Q3 2026
+2.8%
Performance Last 4 Quarters
+15.7%
- Stdev
- +13.4%
- Beta
- +1.01
- Alpha
- -2.2%
- Max Drawdown
- -10.4%
- Annualized Perf
- +18.7%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +2.73
- Stutzer
- +0.4
- Treynor
- +0.18
- Sterling
- +1.09
- Calmar
- +1.8
- Information Ratio
- -0.66
- Tracking Error
- +2.9%
- Stdev Down
- +6.6%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +37.4%
- Worst 12 Months
- +7%
- Efficiency Ratio
- +0.58
- Sharpe
- +1.35
- Stdev Sectors
- +9.6%
- Skewness
- +0.08
- Kurtosis
- +0.02
- Upside Potential
- +4.27
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 101 | $2.5B | 46 | ||
| 2026 Q1 | 106 | $2.2B | 47 | ||
| 2025 Q4 | 104 | $2.4B | 33 | ||
| 2025 Q3 | 106 | $2.4B | 72 | ||
| 2025 Q2 | 109 | $2.3B | 0 | ||
| 2025 Q1 | 106 | $2.0B | 100 | ||
| 2024 Q4 | 103 | $2.2B | 0 | ||
| 2024 Q3 | 106 | $2.3B | 0 | ||
| 2024 Q2 | 104 | $2.3B | 0 | ||
| 2024 Q1 | 100 | $2.1B | 0 | ||
| 2023 Q4 | 128 | $1.8B | 0 | ||
| 2023 Q3 | 133 | $1.6B | 0 | ||
| 2023 Q2 | 132 | $1.5B | 0 | ||
| 2023 Q1 | 131 | $1.6B | 0 | ||
| 2022 Q4 | 129 | $1.5B | 0 | ||
| 2022 Q3 | 127 | $1.4B | 0 | ||
| 2022 Q2 | 134 | $1.5B | 0 | ||
| 2022 Q1 | 140 | $1.9B | 0 | ||
| 2021 Q4 | 149 | $2.1B | 0 | ||
| 2021 Q3 | 148 | $1.9B | 0 | ||
| 2021 Q2 | 153 | $2.0B | 95 | ||
| 2021 Q1 | 153 | $1.8B | 26 | ||
| 2020 Q4 | 144 | $1.7B | 34 | ||
| 2020 Q3 | 143 | $1.5B | 20 | ||
| 2020 Q2 | 144 | $1.4B | 41 | ||
| 2020 Q1 | 129 | $1.1B | 51 | ||
| 2019 Q4 | 141 | $1.5B | 33 | ||
| 2019 Q3 | 136 | $1.4B | 33 | ||
| 2019 Q2 | 136 | $1.3B | 32 | ||
| 2019 Q1 | 142 | $1.2B | 37 | ||
| 2018 Q4 | 142 | $1.2B | 38 | ||
| 2018 Q3 | 138 | $1.3B | 26 | ||
| 2018 Q2 | 143 | $1.3B | 35 | ||
| 2018 Q1 | 146 | $1.2B | 26 | ||
| 2017 Q4 | 141 | $1.3B | 28 | ||
| 2017 Q3 | 135 | $1.2B | 32 | ||
| 2017 Q2 | 143 | $1.2B | 30 | ||
| 2017 Q1 | 142 | $1.1B | 26 | ||
| 2016 Q4 | 140 | $1.1B | 33 | ||
| 2016 Q3 | 131 | $1.1B | 34 | ||
| 2016 Q2 | 131 | $1.0B | 36 | ||
| 2016 Q1 | 123 | $1.1B | 31 | ||
| 2015 Q4 | 123 | $1.1B | 31 | ||
| 2015 Q3 | 110 | $997.1M | 39 | ||
| 2015 Q2 | 118 | $1.1B | 30 | ||
| 2015 Q1 | 127 | $1.1B | 20 | ||
| 2014 Q4 | 129 | $1.1B | 40 | ||
| 2014 Q3 | 137 | $1.1B | 17 | ||
| 2014 Q2 | 136 | $1.1B | 40 | ||
| 2014 Q1 | 151 | $1.0B | 57 | ||
| 2013 Q4 | 134 | $1.0B | 25 | ||
| 2013 Q3 | 135 | $925.1M | 30 | ||
| 2013 Q2 | 130 | $903.9M | 0 |
Holding changes this quarter
Nippon Life Global Investors Americas, Inc.'s most significant position changes for 2026-06-30: New buy: Micron Technology Inc (MU); Sold out: Boeing Co/the (BA); Sold out: GE Healthcare Technology (GEHC); Sold out: Snowflake Inc (SNOW); Sold out: Ulta Beauty Inc (ULTA).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +2.8% | +1413.76% | Add |
| 2 | MU | Micron Technology Inc | +2.6% | NEW | New buy |
| 3 | GEV | GE Vernova Inc | +2.4% | +3087.73% | Add |
| 4 | FFIV | F5 Inc | +2% | +368.83% | Add |
| 5 | RCL | Royal Caribbean Cruises Ltd. | +1% | +632.41% | Add |
| 6 | BIIB | Biogen Inc | +0.9% | +308.76% | Add |
| 7 | TJX | Tjx Companies Inc | +0.9% | +2778.52% | Add |
| 8 | R | Ryder System Inc | +0.8% | +145.22% | Add |
| 9 | COHR | Coherent CORP | +0.8% | NEW | New buy |
| 10 | VST | Vistra CORP | +0.8% | +6721.91% | Add |
| 11 | VRTX | Vertex Pharmaceuticals Inc | +0.7% | +1429.20% | Add |
| 12 | MOD | Modine Manufacturing Co | +0.5% | +67.01% | Add |
| 13 | CAT | Caterpillar Inc | +0.5% | -3.96% | Trim |
| 14 | EQIX | Equinix Inc | +0.5% | +80.52% | Add |
| 15 | FIX | Comfort Systems USA Inc | +0.5% | +696.30% | Add |
| 16 | ALGM | Allegro Microsystems Inc | +0.4% | NEW | New buy |
| 17 | LSCC | Lattice Semiconductor CORP | +0.4% | +95.53% | Add |
| 18 | ✓ | +0.3% | NEW | New buy | |
| 19 | V | Visa Inc-class A Shares | +0.3% | +17.50% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.3% | -3.71% | Trim |
| 21 | AMZN | Amazon.com Inc | +0.2% | +3.98% | Add |
| 22 | CVS | Cvs Health CORP | +0.2% | -6.14% | Trim |
| 23 | TMO | Thermo Fisher Scientific Inc | +0.2% | +380.59% | Add |
| 24 | KO | Coca-cola Co/the | +0.2% | +65.80% | Add |
| 25 | EW | Edwards Lifesciences CORP | +0.2% | NEW | New buy |
| 26 | ROK | Rockwell Automation Inc | +0.2% | NEW | New buy |
| 27 | SPOT | Spotify Technology S.A. | +0.2% | +313.92% | Add |
| 28 | MDLZ | Mondelez International Inc-a | +0.2% | +56.50% | Add |
| 29 | EHC | Encompass Health CORP | +0.1% | +42.30% | Add |
| 30 | SLB | Slb LTD | +0.1% | NEW | New buy |
| 31 | C | Citigroup Inc | +0.1% | -5.64% | Trim |
| 32 | DE | Deere & Co | +0.1% | NEW | New buy |
| 33 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 34 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 35 | ISRG | Intuitive Surgical Inc | +0.1% | NEW | New buy |
| 36 | DVN | Devon Energy CORP | +0.1% | NEW | New buy |
| 37 | IRM | Iron Mountain Inc | 0% | -1.23% | Trim |
| 38 | MAR | Marriott International -cl A | 0% | +8.89% | Add |
| 39 | AMAT | Applied Materials Inc | 0% | -10.27% | Trim |
| 40 | TRGP | Targa Resources CORP | 0% | +39.38% | Add |
| 41 | LIN | Linde plc | 0% | +10.78% | Add |
| 42 | MRVL | Marvell Technology Inc | 0% | -42.45% | Trim |
| 43 | CMG | Chipotle Mexican Grill Inc | 0% | +57.78% | Add |
| 44 | MA | Mastercard Inc - A | 0% | +61.11% | Add |
| 45 | PNC | Pnc Financial Services Group | 0% | +1.57% | Add |
| 46 | SHW | Sherwin-williams Co/the | 0% | +36.90% | Add |
| 47 | CDNS | Cadence Design Sys Inc | 0% | +20.26% | Add |
| 48 | HAL | Halliburton Co | 0% | NEW | New buy |
| 49 | AIZ | Assurant Inc | 0% | +16.17% | Add |
| 50 | BURL | Burlington Stores Inc | 0% | +61.68% | Add |
1–50 of 119
Filing History
FAQ
What is Nippon Life Global Investors Americas, Inc. and what type of investor is it?
Nippon Life Global Investors Americas, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $2.5B, spread across 101 disclosed positions.
What are Nippon Life Global Investors Americas, Inc.'s largest equity positions?
Based on the latest 13F filing, Nippon Life Global Investors Americas, Inc.'s top holdings by market value are:
1. Nvidia CORP (NVDA) — $210.7M (8.4%)
2. Alphabet Inc-cl C (GOOG) — $163.8M (6.5%)
3. Microsoft CORP (MSFT) — $132.4M (5.3%)
4. Amazon.com Inc (AMZN) — $129.2M (5.1%)
5. Apple Inc (AAPL) — $124.9M (5.0%)
What changes did Nippon Life Global Investors Americas, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Nippon Life Global Investors Americas, Inc. made 116 notable position adjustments: 13 new positions were initiated, 43 existing holdings were added to, 42 positions were partially reduced, and 18 were completely exited. The largest of these moves: New buy: Micron Technology Inc (MU); Sold out: Boeing Co/the (BA); Sold out: GE Healthcare Technology (GEHC); Sold out: Snowflake Inc (SNOW); Sold out: Ulta Beauty Inc (ULTA)
What sectors does Nippon Life Global Investors Americas, Inc. focus on?
Nippon Life Global Investors Americas, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 36.9%
• Financials: 12.2%
• Consumer Discretionary: 11.0%
• Health Care: 9.7%
• Communication Services: 9.5%
• Industrials: 7.9%
Investment Profile
Nippon Life Global Investors Americas, Inc. returned an annualized 18.7% over the trailing 36 months — underperforming the S&P 500 by 2.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.01 (roughly in line with the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 36.9% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 46 over the past 4 quarters — a shift toward more active trading.
It has added to its FFIV position over the past two quarters (+$60.7M, now $61.7M), while trimming WMT over the same stretch (-$41.1M, still holding $1.3M).
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Developer Access
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REST API
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