Nippon Life Global Investors Americas, Inc.

Fundamental diversified ★Signal CIK 1040190
League rank
#335
in Fundamental diversified · #1622 overall
Long book
$2.22B
Q1 2026
Positions
106
Top-10 weight
47%
concentration
Last quarter
+14.9%
SPY +14.8%
Turnover
25%
of book per quarter

Strategy in plain words

auto-generated from filings

Nippon Life Global Investors Americas, Inc. is a diversified fundamental manager, running a $2.22B US long book across 106 positions.

The portfolio is moderately concentrated (top 10 ≈ 47% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, ALPHABET INC-CL C, MICROSOFT CORP, APPLE INC, AMAZON.COM INC.

Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+6.2%
Q2 2024
+4.4%
Q3 2024
+3.7%
Q4 2024
-6.2%
Q1 2025
+12.8%
Q2 2025
+4.6%
Q3 2025
+1.5%
Q4 2025
-6.8%
Q1 2026
+14.9%

Sector allocation

Technology
39%
Industrials
11%
Consumer discretionary
11%
Financials
11%
Healthcare
10%
Services media
5%
Energy
3%
Utilities
3%

Long book by quarter

$2.14B
Q1 2024
$2.27B
Q2 2024
$2.33B
Q3 2024
$2.17B
Q4 2024
$2.04B
Q1 2025
$2.28B
Q2 2025
$2.37B
Q3 2025
$2.41B
Q4 2025
$2.22B
Q1 2026

What does Nippon Life own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology1.1M$196.3M8.9%-4.5%
GOOG ALPHABET INC-CL CTechnology481.4K$138.1M6.2%+3.4%
MSFT MICROSOFT CORPTechnology345.3K$127.8M5.8%-10.8%
AAPL APPLE INCTechnology452.3K$114.8M5.2%+28.2%
AMZN AMAZON.COM INCConsumer discretionary521.5K$108.6M4.9%-4.8%
AVGO BROADCOM INCTechnology298.5K$92.4M4.2%-9.9%
META META PLATFORMS INC-CLASS ATechnology128.9K$73.8M3.3%+47.2%
LLY ELI LILLY & COHealthcare75.8K$69.7M3.1%-0.3%
COST COSTCO WHOLESALE CORPConsumer discretionary62.1K$61.9M2.8%-2.4%
LRCX LAM RESEARCH CORPIndustrials281.6K$60.2M2.7%+28.3%
C CITIGROUP INCFinancials515.8K$58.5M2.6%-24.9%
GE GENERAL ELECTRICIndustrials171.8K$48.8M2.2%New
APH AMPHENOL CORP-CL ATechnology351.8K$44.5M2.0%-13.9%
GS GOLDMAN SACHS GROUP INCFinancials50.5K$42.7M1.9%-8.0%
MDT MEDTRONIC PLCHealthcare487.0K$42.5M1.9%-1.4%
PG PROCTER & GAMBLE CO/THEOther292.6K$42.3M1.9%+3104.6%
AON AON PLC-CLASS AFinancials130.7K$42.2M1.9%+32.0%
CAT CATERPILLAR INCIndustrials56.6K$40.1M1.8%-15.8%
V VISA INC-CLASS A SHARESServices media123.7K$37.4M1.7%+3364.4%
BA BOEING CO/THEIndustrials185.3K$36.9M1.7%+11.4%
GEHC GE HEALTHCARE TECHNOLOGYHealthcare472.9K$33.7M1.5%-5.5%
MPC MARATHON PETROLEUM CORPEnergy137.8K$33.7M1.5%+20.6%
BAC BANK OF AMERICA CORPFinancials661.6K$32.3M1.5%-24.8%
LIN LINDE PLCMaterials63.8K$31.6M1.4%-0.7%
CVX CHEVRON CORPEnergy142.2K$29.4M1.3%+301.3%
SNOW SNOWFLAKE INCTechnology180.5K$27.2M1.2%+61.2%
CVS CVS HEALTH CORPHealthcare370.2K$26.6M1.2%+264.6%
TSLA TESLA INCIndustrials67.8K$25.2M1.1%-13.6%
CEG CONSTELLATION ENERGYUtilities90.0K$25.1M1.1%+7.3%
ORLY O'REILLY AUTOMOTIVE INCConsumer discretionary231.2K$21.3M1.0%+3430.1%
SHOP SHOPIFY INC - CLASS ATechnology177.1K$21.0M0.9%New
ULTA ULTA BEAUTY INCConsumer discretionary38.0K$19.8M0.9%+25.7%
ICE INTERCONTINENTAL EXCHANGE INFinancials124.7K$19.6M0.9%+21.7%
SRE SEMPRAUtilities188.6K$18.4M0.8%+2625.9%
AER AERCAP HOLDINGS NVServices media127.5K$17.5M0.8%-32.7%
NFLX NETFLIX INCServices media177.7K$17.1M0.8%+4.3%
CBRE CBRE GROUP INC - AReal estate104.9K$14.2M0.6%-49.3%
MOD MODINE MANUFACTURING COIndustrials64.3K$13.9M0.6%New
IQV IQVIA HOLDINGS INCHealthcare79.0K$13.5M0.6%-0.6%
RSG REPUBLIC SERVICES INCUtilities60.1K$13.2M0.6%+485.6%
JPM JPMORGAN CHASE & COFinancials42.5K$12.5M0.6%-1.7%
AXP AMERICAN EXPRESS COFinancials39.7K$12.0M0.5%+0.5%
SPGI S&P GLOBAL INCServices media27.8K$11.8M0.5%+23.5%
ABBV ABBVIE INCHealthcare52.4K$11.4M0.5%+13.2%
TPR TAPESTRY INCOther78.0K$11.0M0.5%+55.3%
MAR MARRIOTT INTERNATIONAL -CL AServices media33.3K$10.9M0.5%-4.4%
AZO AUTOZONE INCConsumer discretionary3.0K$10.2M0.5%+61.5%
R RYDER SYSTEM INCServices media49.0K$10.0M0.5%-65.1%
ROL ROLLINS INCServices media187.3K$10.0M0.5%+243.1%
EHC ENCOMPASS HEALTH CORPHealthcare102.0K$9.9M0.4%+3465.7%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 30, 2026106$2.22B canonicalSEC ↗
Q4 202513F-HRJan 29, 2026104$2.41B canonicalSEC ↗
Q3 202513F-HROct 29, 2025106$2.37B canonicalSEC ↗
Q2 202513F-HRAug 14, 2025109$2.28B canonicalSEC ↗
Q1 202513F-HRMay 15, 2025106$2.04B canonicalSEC ↗
Q4 202413F-HRFeb 14, 2025103$2.17B canonicalSEC ↗
Q3 202413F-HRNov 14, 2024106$2.33B canonicalSEC ↗
Q2 202413F-HRAug 14, 2024104$2.27B canonicalSEC ↗
Q1 202413F-HRMay 15, 2024100$2.14B canonicalSEC ↗