Nippon Life Global Investors Americas, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Nippon Life Global Investors Americas, Inc. reported 106 stock positions worth $2.3 billion. Its top holding was Microsoft (MSFT) at 8.0% of the portfolio, followed by Nvidia (NVDA, 7.2%) and Alphabet Class C (GOOG, 4.7%). Compared with Q2 2024, it opened 12 new positions, sold out of 10, added to 40 and reduced 50. The biggest buy was Mastercard Class A (MA, shares +3780%) and the biggest sale Apollo Global Management (APO, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001040190
- Portfolio Value
- $2.3B (Q3 2024)
- SEC Filing
- 0001172661-24-004886 ↗ filed Nov 14, 2024
Holdings Value
Holdings 106 stocks · $2.3B
| MSFT Microsoft Corp. | 7.99% | 432,830 | $186.2M | Add +0.5% |
| NVDA Nvidia Corp. | 7.21% | 1,383,400 | $168.0M | Reduce -9.8% |
| GOOG Alphabet Inc. Class C | 4.71% | 656,100 | $109.7M | Reduce -4.6% |
| AMZN Amazon.com Inc. | 4.56% | 570,860 | $106.4M | Reduce -0.2% |
| AAPL Apple Inc. | 4.31% | 431,310 | $100.5M | Add +5.7% |
| FISV Fiserv Inc. | 3.13% | 405,990 | $72.9M | Reduce -1.7% |
| COST Costco Wholesale Corp. | 3.05% | 80,140 | $71.0M | Add +8.4% |
| UNH Unitedhealth Group Inc. | 2.89% | 115,100 | $67.3M | Add +10.2% |
| NOW ServiceNow Inc. | 2.76% | 71,850 | $64.3M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 2.73% | 71,800 | $63.6M | Reduce -23.5% |
| TMO Thermo Fisher Scientific Inc. | 2.59% | 97,520 | $60.4M | Add +18.0% |
| MRVL Marvell Technology Inc. | 2.52% | 815,360 | $58.8M | Reduce -5.5% |
| INTU Intuit Inc. | 2.42% | 90,990 | $56.5M | Add +2.5% |
| RSG Republic Services Inc. | 2.28% | 264,900 | $53.2M | Reduce -4.6% |
| ICE Intercontinental Exchange Inc. | 2.17% | 314,610 | $50.5M | Add +104.4% |
| META Meta Platforms Inc. Class A | 2.17% | 88,230 | $50.5M | Reduce -2.0% |
| GE General Electric filed as GE AEROSPACE | 1.72% | 212,620 | $40.1M | Reduce -9.4% |
| JPM JPMorgan Chase & Co. | 1.65% | 182,560 | $38.5M | Reduce -20.3% |
| NFLX Netflix Inc. | 1.62% | 53,300 | $37.8M | Reduce -7.9% |
| MA Mastercard Inc. Class A | 1.62% | 76,440 | $37.7M | Add +3780.2% |
| ECL Ecolab Inc. | 1.59% | 144,960 | $37.1M | Add +6342.7% |
| ESS Essex Property Trust Inc. | 1.57% | 122,830 | $36.6M | No change |
| MMM 3M Co. | 1.45% | 246,460 | $33.7M | New |
| CAH Cardinal Health Inc. | 1.43% | 300,540 | $33.2M | Add +13.5% |
| RCL Royal Caribbean Cruises Ltd. | 1.31% | 171,740 | $30.5M | Add +3.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.17% | 689,170 | $27.3M | Add +147.7% |
| OTIS Otis Worldwide Corp. | 1.15% | 256,820 | $26.7M | Reduce -1.5% |
| MPC Marathon Petroleum Corp. | 1.14% | 162,550 | $26.5M | Reduce -7.6% |
| PCG P G & E Corp. | 1.13% | 1,336,060 | $26.4M | Add +221.3% |
| WSC Willscot Holdings Corp. | 1.11% | 686,110 | $25.8M | Add +10.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.05% | 207,570 | $24.4M | Add +34.5% |
| STZ Constellation Brands Inc. Class A | 1.03% | 93,160 | $24.0M | Reduce -15.2% |
| CTAS Cintas Corp. | 0.92% | 104,490 | $21.5M | Add +0.6% |
| WMT Walmart Inc. | 0.89% | 255,870 | $20.7M | Add +38.0% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.86% | 168,230 | $20.1M | Add +15.5% |
| LRCX Lam Research Corp. | 0.85% | 24,160 | $19.8M | Reduce -3.8% |
| COP Conocophillips | 0.82% | 180,720 | $19.0M | Reduce -8.5% |
| WING Wingstop Inc. | 0.77% | 43,060 | $17.9M | Add +5151.2% |
| AXP American Express Co. | 0.66% | 56,290 | $15.3M | Add +30.7% |
| AMP Ameriprise Financial Inc. | 0.63% | 31,300 | $14.7M | Reduce -49.8% |
| PGR Progressive Corp. | 0.61% | 56,120 | $14.2M | New |
| NYT New York Times Co. Class A | 0.55% | 230,450 | $12.8M | Reduce -7.7% |
| MRK Merck & Co. Inc. | 0.52% | 105,990 | $12.1M | Add +500.2% |
| IQV Iqvia Holdings Inc. | 0.49% | 47,790 | $11.3M | Reduce -0.8% |
| MAR Marriott International Class A | 0.48% | 44,650 | $11.1M | Reduce -20.2% |
| AON Aon PLC Class A | 0.47% | 31,850 | $11.0M | New |
| TSLA Tesla Inc. | 0.47% | 41,970 | $11.0M | Add +72.9% |
| FICO Fair Isaac Corp. | 0.47% | 5,580 | $10.8M | New |
| CMG Chipotle Mexican Grill Inc. | 0.46% | 187,220 | $10.8M | Reduce -70.3% |
| ABBV Abbvie Inc. | 0.46% | 54,360 | $10.7M | Reduce -8.4% |
| AZO AutoZone Inc. | 0.45% | 3,320 | $10.5M | Reduce -0.3% |
| HD Home Depot Inc. | 0.40% | 23,170 | $9.4M | Reduce -5.7% |
| BDX Becton Dickinson and Co. | 0.40% | 38,340 | $9.2M | Add +17.0% |
| MDLZ Mondelez International Inc. Class A | 0.39% | 122,900 | $9.1M | Add +276.3% |
| ZTS Zoetis Inc. | 0.39% | 45,980 | $9.0M | Reduce -3.2% |
| LIN Linde PLC | 0.38% | 18,340 | $8.7M | Reduce -82.8% |
| APH Amphenol Corp. Class A | 0.37% | 133,580 | $8.7M | Reduce -10.5% |
| CBRE CBRE Group Inc. Class A | 0.36% | 68,020 | $8.5M | Add +25.6% |
| PTC PTC Inc. | 0.36% | 46,630 | $8.4M | Reduce -13.4% |
| INFA Informatica Inc. Class A | 0.33% | 303,340 | $7.7M | Reduce -13.3% |
| FLS Flowserve Corp. | 0.33% | 146,530 | $7.6M | No change |
| SPGI S&P Global Inc. | 0.31% | 14,140 | $7.3M | New |
| ON On Semiconductor | 0.31% | 100,420 | $7.3M | Add +4.1% |
| DD Dupont DE Nemours Inc. | 0.31% | 80,470 | $7.2M | New |
| MCD McDonald's Corp. | 0.30% | 22,690 | $6.9M | No change |
| GS Goldman Sachs Group Inc. | 0.28% | 13,320 | $6.6M | Reduce -1.1% |
| HCA HCA Healthcare Inc. | 0.28% | 15,780 | $6.4M | New |
| VST Vistra Corp. | 0.28% | 54,060 | $6.4M | Reduce -81.8% |
| INSP Inspire Medical Systems Inc. | 0.26% | 28,590 | $6.0M | No change |
| NEE Nextera Energy Inc. | 0.25% | 69,920 | $5.9M | Reduce -35.9% |
| XYZ Block Inc. | 0.22% | 77,980 | $5.2M | Add +0.6% |
| XOM Exxon Mobil Corp. | 0.22% | 44,630 | $5.2M | Add +393.1% |
| CEG Constellation Energy | 0.20% | 18,070 | $4.7M | Reduce -79.7% |
| EW Edwards Lifesciences Corp. | 0.18% | 64,880 | $4.3M | New |
| EQT Eqt Corp. | 0.15% | 95,510 | $3.5M | Add +1031.6% |
| TGT Target Corp. | 0.14% | 21,620 | $3.4M | New |
| LNG Cheniere Energy Inc. | 0.14% | 18,190 | $3.3M | Add +113.3% |
| AVGO Broadcom Inc. | 0.11% | 14,540 | $2.5M | Reduce -14.5% |
| GGG Graco Inc. | 0.09% | 23,650 | $2.1M | Reduce -14.3% |
| V Visa Inc. Class A | 0.08% | 6,690 | $1.8M | Reduce -90.3% |
| ACN Accenture PLC Class A | 0.08% | 5,180 | $1.8M | Reduce -28.6% |
| ETN Eaton Corp. PLC | 0.08% | 5,470 | $1.8M | Reduce -94.7% |
| AMT American Tower Corp. | 0.08% | 7,570 | $1.8M | Reduce -6.9% |
| PG The Procter & Gamble Co. | 0.06% | 8,630 | $1.5M | Add +12.4% |
| EQIX Equinix Inc. | 0.06% | 1,450 | $1.3M | Add +13.3% |
| AMD Advanced Micro Devices | 0.05% | 7,480 | $1.2M | Reduce -11.6% |
| AIZ Assurant Inc. | 0.05% | 6,030 | $1.2M | Reduce -94.9% |
| AME Ametek Inc. | 0.05% | 6,810 | $1.2M | Reduce -13.3% |
| TT Trane Technologies PLC | 0.05% | 2,780 | $1.1M | New |
| AES AES Corp. | 0.04% | 51,700 | $1.0M | Add +117.6% |
| CTRA Coterra Energy Inc. | 0.04% | 41,850 | $1.0M | Add +211.8% |
| CHD Church & Dwight Co. Inc. | 0.04% | 9,380 | $982K | Add +47.5% |
| NI Nisource Inc. | 0.04% | 28,260 | $979K | Reduce -59.5% |
| TXN Texas Instruments Inc. | 0.04% | 4,580 | $946K | New |
| REGN Regeneron Pharmaceuticals | 0.04% | 880 | $925K | Add +4.8% |
| APO Apollo Global Management Inc. | 0.04% | 7,400 | $924K | Reduce -98.0% |
| EXC Exelon Corp. | 0.04% | 22,230 | $901K | Add +30.0% |
| CDNS Cadence Design SYS Inc. | 0.04% | 3,090 | $837K | Add +65.2% |
| SHW The Sherwin-Williams Co. | 0.04% | 2,190 | $836K | Reduce -43.4% |
| BURL Burlington Stores Inc. | 0.03% | 3,070 | $809K | New |
Portfolio Sells Q2 2024 → Q3 2024
| APO Apollo Global Management Inc. | Reduce -98.0% | 0.04% | −1.85 |
| LIN Linde PLC | Reduce -82.8% | 0.38% | −1.68 |
| ETN Eaton Corp. PLC | Reduce -94.7% | 0.08% | −1.34 |
| CMG Chipotle Mexican Grill Inc. | Reduce -70.3% | 0.46% | −1.27 |
| NVDA Nvidia Corp. | Reduce -9.8% | 7.21% | −1.13 |
| LLY Eli Lilly & Co. | Reduce -23.5% | 2.73% | −1.01 |
| VST Vistra Corp. | Reduce -81.8% | 0.28% | −0.85 |
| GOOG Alphabet Inc. Class C | Reduce -4.6% | 4.71% | −0.84 |
| AIZ Assurant Inc. | Reduce -94.9% | 0.05% | −0.81 |
| V Visa Inc. Class A | Reduce -90.3% | 0.08% | −0.72 |
| ELF Elf Beauty Inc. | Sold out | 0.00% | −0.65 |
| CEG Constellation Energy | Reduce -79.7% | 0.20% | −0.58 |
| AMP Ameriprise Financial Inc. | Reduce -49.8% | 0.63% | −0.54 |
| JPM JPMorgan Chase & Co. | Reduce -20.3% | 1.65% | −0.39 |
| LRCX Lam Research Corp. | Reduce -3.8% | 0.85% | −0.33 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 4.56% | −0.30 |
| MET Metlife Inc. | Sold out | 0.00% | −0.27 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.23 |
| STZ Constellation Brands Inc. Class A | Reduce -15.2% | 1.03% | −0.21 |
| MPC Marathon Petroleum Corp. | Reduce -7.6% | 1.14% | −0.21 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.20 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.20 |
| COP Conocophillips | Reduce -8.5% | 0.82% | −0.18 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.17 |
| INFA Informatica Inc. Class A | Reduce -13.3% | 0.33% | −0.15 |
| MRVL Marvell Technology Inc. | Reduce -5.5% | 2.52% | −0.13 |
| MAR Marriott International Class A | Reduce -20.2% | 0.48% | −0.12 |
| ALLY Ally Financial Inc. | Sold out | 0.00% | −0.11 |
| NFLX Netflix Inc. | Reduce -7.9% | 1.62% | −0.10 |
| RSG Republic Services Inc. | Reduce -4.6% | 2.28% | −0.09 |
| NEE Nextera Energy Inc. | Reduce -35.9% | 0.25% | −0.09 |
| APH Amphenol Corp. Class A | Reduce -10.5% | 0.37% | −0.07 |
| PTC PTC Inc. | Reduce -13.4% | 0.36% | −0.07 |
| NI Nisource Inc. | Reduce -59.5% | 0.04% | −0.05 |
| PGNY Progyny Inc. | Sold out | 0.00% | −0.04 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.03 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.02 |
| ACN Accenture PLC Class A | Reduce -28.6% | 0.08% | −0.02 |
| ADI Analog Devices Inc. | Reduce -30.0% | 0.03% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -43.4% | 0.04% | −0.01 |
| ORLY O'reilly Automotive Inc. | Reduce -36.5% | 0.03% | −0.01 |
| AVGO Broadcom Inc. | Reduce -14.5% | 0.11% | −0.01 |
| NYT New York Times Co. Class A | Reduce -7.7% | 0.55% | −0.01 |
| AMD Advanced Micro Devices | Reduce -11.6% | 0.05% | −0.01 |
| GGG Graco Inc. | Reduce -14.3% | 0.09% | −0.01 |
| AME Ametek Inc. | Reduce -13.3% | 0.05% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -16.7% | 0.02% | −0.01 |
| BKNG Booking Holdings Inc. | Reduce -18.2% | 0.03% | −0.01 |
| AMT American Tower Corp. | Reduce -6.9% | 0.08% | +0.01 |
| ABBV Abbvie Inc. | Reduce -8.4% | 0.46% | +0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| MA Mastercard Inc. Class A | Add +3780.2% | 1.62% | +1.58 |
| ECL Ecolab Inc. | Add +6342.7% | 1.59% | +1.57 |
| MMM 3M Co. | New | 1.45% | +1.45 |
| ICE Intercontinental Exchange Inc. | Add +104.4% | 2.17% | +1.24 |
| PCG P G & E Corp. | Add +221.3% | 1.13% | +0.81 |
| WING Wingstop Inc. | Add +5151.2% | 0.77% | +0.75 |
| BAC Bank of America Corp. | Add +147.7% | 1.17% | +0.69 |
| PGR Progressive Corp. | New | 0.61% | +0.61 |
| TMO Thermo Fisher Scientific Inc. | Add +18.0% | 2.59% | +0.58 |
| UNH Unitedhealth Group Inc. | Add +10.2% | 2.89% | +0.55 |
| AAPL Apple Inc. | Add +5.7% | 4.31% | +0.53 |
| AON Aon PLC Class A | New | 0.47% | +0.47 |
| FICO Fair Isaac Corp. | New | 0.47% | +0.47 |
| MRK Merck & Co. Inc. | Add +500.2% | 0.52% | +0.42 |
| WMT Walmart Inc. | Add +38.0% | 0.89% | +0.33 |
| SPGI S&P Global Inc. | New | 0.31% | +0.31 |
| DD Dupont DE Nemours Inc. | New | 0.31% | +0.31 |
| TJX TJX Companies Inc. | Add +34.5% | 1.05% | +0.30 |
| MDLZ Mondelez International Inc. Class A | Add +276.3% | 0.39% | +0.30 |
| IRM Iron Mountain Inc. | Add +15.5% | 0.86% | +0.28 |
| COST Costco Wholesale Corp. | Add +8.4% | 3.05% | +0.28 |
| CAH Cardinal Health Inc. | Add +13.5% | 1.43% | +0.28 |
| HCA HCA Healthcare Inc. | New | 0.28% | +0.28 |
| TSLA Tesla Inc. | Add +72.9% | 0.47% | +0.26 |
| AXP American Express Co. | Add +30.7% | 0.66% | +0.22 |
| EW Edwards Lifesciences Corp. | New | 0.18% | +0.18 |
| XOM Exxon Mobil Corp. | Add +393.1% | 0.22% | +0.18 |
| CBRE CBRE Group Inc. Class A | Add +25.6% | 0.36% | +0.15 |
| TGT Target Corp. | New | 0.14% | +0.14 |
| RCL Royal Caribbean Cruises Ltd. | Add +3.2% | 1.31% | +0.14 |
| EQT Eqt Corp. | Add +1031.6% | 0.15% | +0.14 |
| CTAS Cintas Corp. | Add +0.6% | 0.92% | +0.12 |
| WSC Willscot Holdings Corp. | Add +10.4% | 1.11% | +0.08 |
| LNG Cheniere Energy Inc. | Add +113.3% | 0.14% | +0.07 |
| BDX Becton Dickinson and Co. | Add +17.0% | 0.40% | +0.06 |
| TT Trane Technologies PLC | New | 0.05% | +0.05 |
| TXN Texas Instruments Inc. | New | 0.04% | +0.04 |
| BURL Burlington Stores Inc. | New | 0.03% | +0.03 |
| CTRA Coterra Energy Inc. | Add +211.8% | 0.04% | +0.03 |
| AES AES Corp. | Add +117.6% | 0.04% | +0.03 |
| ON On Semiconductor | Add +4.1% | 0.31% | +0.02 |
| CHD Church & Dwight Co. Inc. | Add +47.5% | 0.04% | +0.01 |
| EQIX Equinix Inc. | Add +13.3% | 0.06% | +0.01 |
| EXC Exelon Corp. | Add +30.0% | 0.04% | +0.01 |
| CDNS Cadence Design SYS Inc. | Add +65.2% | 0.04% | +0.01 |
| PG The Procter & Gamble Co. | Add +12.4% | 0.06% | +0.01 |
| FTI Technipfmc PLC | Add +52.2% | 0.02% | +0.01 |
| XYZ Block Inc. | Add +0.6% | 0.22% | +0.00 |
| LSCC Lattice Semiconductor Corp. | Add +23.4% | 0.02% | +0.00 |
| REGN Regeneron Pharmaceuticals | Add +4.8% | 0.04% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 101 | $2.5B | NVDA, GOOG, MSFT, AMZN, AAPL |
| Q1 2026 | 106 | $2.2B | NVDA, GOOG, MSFT, AAPL, AMZN |
| Q4 2025 | 104 | $2.4B | NVDA, MSFT, GOOG, AMZN, AVGO |
| Q3 2025 | 106 | $2.4B | NVDA, MSFT, AMZN, META, AVGO |
| Q2 2025 | 109 | $2.3B | MSFT, NVDA, AMZN, META, AAPL |
| Q1 2025 | 106 | $2.0B | MSFT, NVDA, AMZN, AAPL, GOOG |
| Q4 2024 | 103 | $2.2B | NVDA, MSFT, AMZN, GOOG, AAPL |
| Q3 2024 | 106 | $2.3B | MSFT, NVDA, GOOG, AMZN, AAPL |
| Q2 2024 | 104 | $2.3B | MSFT, NVDA, GOOG, AMZN, AAPL |
| Q1 2024 | 100 | $2.1B | MSFT, NVDA, GOOG, AMZN, LLY |