Nippon Life Global Investors Americas, Inc.

data from 30/09/2025

Capitalization

$ 2.371 B 4.21 %

Average holding period

15 ans

Performance

$ -2.454 T 616 870 249.82 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Nippon Life Global Investors Americas, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 8.95% 212.286 M $ 1137720 2018/06/30 31.657 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 8.46% 200.545 M $ 387190 2006/06/30 7.888 M $ 4.13 %
2025/09/30 AMZN AMAZON COM INC 4.97% 117.744 M $ 536250 2010/09/30 95.517 K $ 0.08 %
2025/09/30 META META PLATFORMS INC 4.32% 102.534 M $ 139620 2023/06/30 -401.310 K $ -0.50 %
2025/09/30 AVGO BROADCOM INC 4.22% 100.088 M $ 303380 2021/12/31 13.236 M $ 19.68 %
2025/09/30 AAPL APPLE INC 3.65% 86.589 M $ 340060 2009/12/31 18.265 M $ 24.11 %
2025/09/30 C CITIGROUP INC 2.94% 69.806 M $ 687740 2025/03/31 4.377 M $ 19.24 %
2025/09/30 MMM 3M CO 2.93% 69.502 M $ 447880 2024/09/30 1.336 M $ 1.93 %
2025/09/30 COST COSTCO WHSL CORP NEW 2.51% 59.490 M $ 64270 2015/12/31 -4.386 M $ -6.50 %
2025/09/30 NOW SERVICENOW INC 2.44% 57.766 M $ 62770 2017/12/31 -6.504 M $ -10.49 %
2025/09/30 LLY ELI LILLY & CO 2.42% 57.439 M $ 75280 2022/12/31 -1.233 M $ -2.12 %
2025/09/30 NFLX NETFLIX INC 2.35% 55.618 M $ 46390 2023/03/31 -6.203 M $ -10.47 %
2025/09/30 MDT MEDTRONIC PLC 2.24% 53.077 M $ 553170 2024/12/31 4.667 M $ 9.18 %
2025/09/30 APH AMPHENOL CORP NEW 2.06% 48.944 M $ 395060 2015/09/30 3.730 M $ 25.28 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 1.86% 44.150 M $ 55440 2022/09/30 1.856 M $ 12.52 %
2025/09/30 BAC BANK AMERICA CORP 1.84% 43.660 M $ 846280 2009/09/30 332.291 K $ 9.02 %
2025/09/30 GOOG ALPHABET INC 1.82% 43.254 M $ 177600 2015/12/31 15.924 M $ 37.30 %
2025/09/30 BA BOEING CO 1.72% 40.863 M $ 189330 2025/06/30 1.009 M $ 3.01 %
2025/09/30 TSLA TESLA INC 1.70% 40.278 M $ 90570 2020/12/31 8.705 M $ 40.00 %
2025/09/30 RCL ROYAL CARIBBEAN GROUP 1.67% 39.550 M $ 121850 2023/03/31 1.152 M $ 3.33 %
2025/09/30 MA MASTERCARD INCORPORATED 1.64% 38.935 M $ 68450 2020/09/30 574.950 K $ 1.22 %
2025/09/30 DIS DISNEY WALT CO 1.64% 38.924 M $ 339950 2024/12/31 -3.450 M $ -7.64 %
2025/09/30 WMT WALMART INC 1.56% 37.106 M $ 360040 2008/06/30 1.780 M $ 5.40 %
2025/09/30 DOCU DOCUSIGN INC 1.55% 36.664 M $ 508590 2024/12/31 -1.260 M $ -7.45 %
2025/09/30 AON AON PLC 1.42% 33.779 M $ 94730 2024/09/30 -6.319 K $ -0.05 %
2025/09/30 GEHC GE HEALTHCARE TECHNOLOGIES I 1.35% 32.064 M $ 426950 2025/06/30 413.689 K $ 1.39 %
2025/09/30 LRCX LAM RESEARCH CORP 1.33% 31.566 M $ 235330 2024/12/31 8.268 M $ 37.48 %
2025/09/30 CBRE CBRE GROUP INC 1.30% 30.846 M $ 195770 2024/03/31 3.312 M $ 12.45 %
2025/09/30 CAH CARDINAL HEALTH INC 1.17% 27.765 M $ 176890 2022/12/31 -2.313 M $ -6.57 %
2025/09/30 TJX TJX COS INC NEW 1.10% 26.029 M $ 180080 2011/09/30 4.254 M $ 17.05 %
2025/09/30 VST VISTRA CORP 1.07% 25.295 M $ 129110 2024/03/31 314.516 K $ 1.09 %
2025/09/30 AER AERCAP HOLDINGS NV 0.93% 21.994 M $ 181770 2025/09/30 0.000 $ 0.00 %
2025/09/30 MPC MARATHON PETE CORP 0.91% 21.546 M $ 111790 2021/09/30 2.986 M $ 16.03 %
2025/09/30 FMC FMC CORP 0.89% 21.100 M $ 617830 2025/06/30 -5.017 M $ -19.28 %
2025/09/30 CAT CATERPILLAR INC 0.85% 20.260 M $ 42460 2025/09/30 0.000 $ 0.00 %
2025/09/30 EQT EQT CORP 0.83% 19.586 M $ 359840 2023/12/31 -1.377 M $ -6.67 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.77% 18.305 M $ 55110 2020/12/31 644.106 K $ 4.13 %
2025/09/30 FFIV F5 INC 0.76% 18.047 M $ 55840 2025/06/30 334.314 K $ 9.81 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.75% 17.869 M $ 56650 2016/09/30 4.745 M $ 8.80 %
2025/09/30 IRM IRON MTN INC DEL 0.66% 15.546 M $ 151450 2024/06/30 -93.315 K $ -0.61 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.66% 15.534 M $ 92200 2018/12/31 -2.806 M $ -8.17 %
2025/09/30 RSG REPUBLIC SVCS INC 0.63% 15.008 M $ 65400 2016/06/30 -3.109 M $ -6.95 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.59% 14.012 M $ 42580 2022/12/31 288.619 K $ 1.96 %
2025/09/30 R RYDER SYS INC 0.57% 13.520 M $ 71670 2025/09/30 0.000 $ 0.00 %
2025/09/30 LIN LINDE PLC 0.56% 13.200 M $ 27790 2023/03/31 169.536 K $ 1.24 %
2025/09/30 PCG PG&E CORP 0.56% 13.158 M $ 871260 2025/09/30 0.000 $ 0.00 %
2025/09/30 APO APOLLO GLOBAL MGMT INC 0.50% 11.897 M $ 89270 2022/03/31 -420.625 K $ -6.06 %
2025/09/30 ABBV ABBVIE INC 0.47% 11.107 M $ 47970 2020/12/31 2.064 M $ 24.74 %
2025/09/30 IQV IQVIA HLDGS INC 0.47% 11.041 M $ 58130 2022/06/30 2.001 M $ 20.53 %
2025/09/30 AMP AMERIPRISE FINL INC 0.44% 10.419 M $ 21210 2019/09/30 -964.296 K $ -7.96 %
2025/09/30 AZO AUTOZONE INC 0.42% 9.910 M $ 2310 2022/03/31 1.659 M $ 15.57 %
2025/09/30 MAR MARRIOTT INTL INC NEW 0.40% 9.472 M $ 36370 2021/03/31 -503.521 K $ -4.67 %
2025/09/30 FLS FLOWSERVE CORP 0.37% 8.759 M $ 164250 2023/06/30 129.757 K $ 1.50 %
2025/09/30 SPGI S&P GLOBAL INC 0.33% 7.914 M $ 16260 2020/03/31 -31.652 K $ -7.70 %
2025/09/30 BRBR BELLRING BRANDS INC 0.33% 7.801 M $ 214620 2025/09/30 0.000 $ 0.00 %
2025/09/30 HD HOME DEPOT INC 0.32% 7.504 M $ 18520 2024/03/31 176.173 K $ 10.51 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.31% 7.258 M $ 115350 2020/03/31 -580.992 K $ -7.32 %
2025/09/30 CVS CVS HEALTH CORP 0.28% 6.729 M $ 89250 2025/06/30 465.365 K $ 9.29 %
2025/09/30 TPR TAPESTRY INC 0.25% 5.996 M $ 52960 2025/06/30 145.853 K $ 28.94 %
2025/09/30 CVX CHEVRON CORP NEW 0.25% 5.903 M $ 38010 2025/03/31 465.123 K $ 8.45 %
2025/09/30 PGR PROGRESSIVE CORP 0.25% 5.863 M $ 23740 2024/09/30 -2.370 M $ -7.46 %
2025/09/30 ECL ECOLAB INC 0.24% 5.745 M $ 20930 2022/03/31 100.952 K $ 1.62 %
2025/09/30 DXCM DEXCOM INC 0.22% 5.132 M $ 76260 2025/06/30 -1.282 M $ -22.91 %
2025/09/30 EXAS EXACT SCIENCES CORP 0.20% 4.788 M $ 87510 2025/06/30 156.105 K $ 2.95 %
2025/09/30 ZTS ZOETIS INC 0.19% 4.436 M $ 30320 2013/06/30 -335.701 K $ -6.18 %
2025/09/30 EW EDWARDS LIFESCIENCES CORP 0.17% 4.032 M $ 51840 2024/09/30 -26.971 K $ -0.56 %
2025/09/30 ROL ROLLINS INC 0.17% 3.922 M $ 66770 2025/06/30 126.602 K $ 4.11 %
2025/09/30 COP CONOCOPHILLIPS 0.16% 3.866 M $ 40870 2016/06/30 201.760 K $ 5.40 %
2025/09/30 KO COCA COLA CO 0.15% 3.592 M $ 53790 2025/03/31 -1.043 M $ -6.22 %
2025/09/30 NKE NIKE INC 0.15% 3.578 M $ 50990 2025/09/30 0.000 $ 0.00 %
2025/09/30 TRGP TARGA RES CORP 0.12% 2.788 M $ 16640 2024/12/31 -103.528 K $ -3.76 %
2025/09/30 MGNI MAGNITE INC 0.11% 2.621 M $ 120350 2025/09/30 0.000 $ 0.00 %
2025/09/30 ETN EATON CORP PLC 0.10% 2.268 M $ 6060 2019/03/31 111.672 K $ 4.83 %
2025/09/30 SNOW SNOWFLAKE INC 0.09% 2.192 M $ 9720 2025/09/30 0.000 $ 0.00 %
2025/09/30 GGG GRACO INC 0.09% 2.029 M $ 23880 2023/12/31 -28.562 K $ -1.17 %
2025/09/30 V VISA INC 0.08% 1.809 M $ 5300 2010/09/30 -59.191 K $ -3.85 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.08% 1.796 M $ 11100 2023/06/30 183.783 K $ 14.02 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.08% 1.791 M $ 3690 2021/09/30 355.633 K $ 19.61 %
2025/09/30 OTIS OTIS WORLDWIDE CORP 0.07% 1.756 M $ 19210 2020/06/30 -121.288 K $ -7.67 %
2025/09/30 PTC PTC INC 0.07% 1.742 M $ 8580 2022/12/31 225.191 K $ 17.80 %
2025/09/30 CTAS CINTAS CORP 0.07% 1.564 M $ 7620 2020/06/30 -1.373 M $ -7.90 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.06% 1.475 M $ 9600 2016/03/31 -57.040 K $ -3.56 %
2025/09/30 EQIX EQUINIX INC 0.06% 1.363 M $ 1740 2021/03/31 -15.165 K $ -1.54 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.06% 1.361 M $ 7020 2021/03/31 -182.819 K $ -12.88 %
2025/09/30 AIZ ASSURANT INC 0.05% 1.289 M $ 5950 2019/06/30 107.398 K $ 9.68 %
2025/09/30 T AT&T INC 0.05% 1.258 M $ 44560 2025/06/30 -31.444 K $ -2.42 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.05% 1.180 M $ 3360 2023/09/30 138.383 K $ 13.99 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.05% 1.143 M $ 13600 2021/06/30 1.891 M $ 8.62 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.05% 1.108 M $ 2830 2025/09/30 0.000 $ 0.00 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.04% 979.916 K $ 2830 2023/12/31 6.959 K $ 0.84 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.04% 936.751 K $ 2220 2024/09/30 -40.015 K $ -3.53 %
2025/09/30 CHD CHURCH & DWIGHT CO INC 0.04% 893.826 K $ 10200 2023/09/30 -62.328 K $ -8.82 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.04% 829.059 K $ 7690 2022/03/31 138.964 K $ 19.62 %
2025/09/30 XOM EXXON MOBIL CORP 0.03% 761.063 K $ 6750 2022/12/31 29.898 K $ 4.59 %
2025/09/30 ULTA ULTA BEAUTY INC 0.03% 743.580 K $ 1360 2025/03/31 79.719 K $ 16.87 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.03% 701.905 K $ 130 2022/06/30 -46.796 K $ -6.74 %
2025/09/30 BURL BURLINGTON STORES INC 0.03% 699.875 K $ 2750 2024/09/30 69.952 K $ 9.40 %
2025/09/30 PSX PHILLIPS 66 0.03% 639.294 K $ 4700 2025/06/30 101.824 K $ 14.02 %
2025/09/30 NI NISOURCE INC 0.03% 595.808 K $ 13760 2021/06/30 0.000 $ 0.00 %
2025/09/30 PLNT PLANET FITNESS INC 0.02% 551.178 K $ 5310 2025/03/31 -350.017 K $ -4.81 %