Nippon Life Global Investors Americas, Inc.

New York, NY · CIK 1040190 · 13F filing filed 2026-08-06

SEC-registered investment adviser since 2012 · corporation

Assets managed$83.0bn
Staff99 · 71 in investment roles
Main clients (by assets)Companies 70%, Private funds 22%, Other advisers 2%
Form ADV · 2026-03-27SEC adviser record

Legal entityNIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. (US)
Part of 日本生命保険相互会社 (JP)

Kindinstitutions
Others nearbyNew York, NY, Palo Alto, CA, Sydney

As an employer

Staff in Australia1,396
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
New York, NY (main office)United States	United States	about 68
Palo Alto, CAUnited States	United States	3

In Australia

Staff (2024-25)1,396
Women56%
Resigned in the year11.4%
Part-time10%
Financial services licences1
Income (ATO)A$2.1bn

Entity	Role	Staff	Women	Resigned
NIPPON LIFE INSURANCE AUSTRALIA AND NEW ZEALAND LIMITED Australian Public Company · North Sydney	licenseeAFSL 230694	1,396	56%	11.4%

Sources: ASIC licence register, APRA, the Workplace Gender Equality Agency (employers with 100+ staff), ATO and the ABN register (Creative Commons Attribution).

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$2.5bn reported value +13.4% vs Q1 2026

101positions

45.2%in top 10

13 new 43 added 42 reduced 18 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	1,053,120	$210.7m8.38%	8.38%	Reduced -72.6k	-72,590 -6.5%
2	ALPHABET INC CAP STK CL C GOOG	GOOG	463,590	$163.8m6.51%	6.51%	Reduced -17.9k	-17,850 -3.7%
3	MICROSOFT CORP COM MSFT	MSFT	355,050	$132.4m5.27%	5.27%	Added +9.8k	+9,790 2.8%
4	AMAZON COM INC COM AMZN	AMZN	542,210	$129.2m5.14%	5.14%	Added +20.8k	+20,750 4.0%
5	APPLE INC COM AAPL	AAPL	431,740	$124.9m4.97%	4.97%	Reduced -20.6k	-20,590 -4.5%
6	BROADCOM INC COM AVGO	AVGO	239,350	$90.4m3.60%	3.60%	Reduced -59.1k	-59,110 -19.8%
7	ELI LILLY & CO COM LLY	LLY	64,390	$77.2m3.07%	3.07%	Reduced -11.4k	-11,420 -15.1%
8	ADVANCED MICRO DEVICES INC COM AMD	AMD	123,220	$71.6m2.85%	2.85%	Added +115.1k	+115,080 1413.8%
9	CITIGROUP INC COM NEW C	C	486,710	$68.1m2.71%	2.71%	Reduced -29.1k	-29,100 -5.6%
10	LAM RESEARCH CORP COM NEW LRCX	LRCX	154,980	$67.2m2.67%	2.67%	Reduced -126.6k	-126,600 -45.0%
11	META PLATFORMS INC CL A META	META	118,620	$66.8m2.66%	2.66%	Reduced -10.3k	-10,300 -8.0%
12	MICRON TECHNOLOGY INC COM MU	MU	56,970	$65.8m2.62%	2.62%	New
13	F5 INC COM FFIV	FFIV	148,290	$61.7m2.45%	2.45%	Added +116.7k	+116,660 368.8%
14	GE VERNOVA INC COM GEV	GEV	51,960	$61.1m2.43%	2.43%	Added +50.3k	+50,330 3087.7%
15	CATERPILLAR INC COM CAT	CAT	54,360	$57.9m2.30%	2.30%	Reduced -2.2k	-2,240 -4.0%
16	COSTCO WHSL CORP NEW COM COST	COST	54,130	$50.6m2.01%	2.01%	Reduced -8.0k	-8,000 -12.9%
17	VISA INC COM CL A V	V	145,330	$49.9m1.98%	1.98%	Added +21.6k	+21,650 17.5%
18	AMPHENOL CORP CL A APH	APH	277,510	$49.0m1.95%	1.95%	Reduced -74.3k	-74,260 -21.1%
19	GOLDMAN SACHS GROUP INC COM GS	GS	46,310	$46.8m1.86%	1.86%	Reduced -4.2k	-4,210 -8.3%
20	AON PLC SHS CL A AON	AON	130,180	$43.2m1.72%	1.72%	Reduced -480	-480 -0.4%
21	MEDTRONIC PLC SHS MDT	MDT	471,190	$37.2m1.48%	1.48%	Reduced -15.8k	-15,800 -3.2%
22	PROCTER AND GAMBLE CO COM PG	PG	252,490	$37.0m1.47%	1.47%	Reduced -40.1k	-40,090 -13.7%
23	LINDE PLC SHS LIN	LIN	70,710	$36.7m1.46%	1.46%	Added +6.9k	+6,880 10.8%
24	CVS HEALTH CORP COM CVS	CVS	347,480	$35.9m1.43%	1.43%	Reduced -22.8k	-22,750 -6.1%
25	BANK AMERICA CORP COM BAC	BAC	608,630	$34.7m1.38%	1.38%	Reduced -53.0k	-52,960 -8.0%
26	RYDER SYS INC COM R	R	120,230	$31.7m1.26%	1.26%	Added +71.2k	+71,200 145.2%
27	BIOGEN INC COM BIIB	BIIB	137,220	$29.6m1.18%	1.18%	Added +103.7k	+103,650 308.8%
28	ROYAL CARIBBEAN GROUP COM RCL	RCL	92,870	$29.5m1.17%	1.17%	Added +80.2k	+80,190 632.4%
29	MODINE MFG CO COM MOD	MOD	107,320	$28.7m1.14%	1.14%	Added +43.1k	+43,060 67.0%
30	TESLA INC COM TSLA	TSLA	67,770	$28.5m1.13%	1.13%	Unchanged
31	EQUINIX INC COM EQIX	EQIX	27,060	$28.2m1.12%	1.12%	Added +12.1k	+12,070 80.5%
32	MARATHON PETE CORP COM MPC	MPC	100,020	$25.6m1.02%	1.02%	Reduced -37.8k	-37,800 -27.4%
33	CHEVRON CORP NEW COM CVX	CVX	151,960	$25.2m1.00%	1.00%	Added +9.8k	+9,770 6.9%
34	TJX COS INC NEW COM TJX	TJX	147,380	$22.3m0.89%	0.89%	Added +142.3k	+142,260 2778.5%
35	COHERENT CORP COM COHR	COHR	49,870	$19.7m0.78%	0.78%	New
36	VISTRA CORP COM VST	VST	121,430	$19.3m0.77%	0.77%	Added +119.7k	+119,650 6721.9%
37	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	38,230	$19.0m0.76%	0.76%	Added +35.7k	+35,730 1429.2%
38	AERCAP HOLDINGS NV SHS AER	AER	126,810	$18.5m0.74%	0.74%	Reduced -670	-670 -0.5%
39	SEMPRA COM SRE	SRE	170,700	$15.9m0.63%	0.63%	Reduced -17.9k	-17,930 -9.5%
40	ENCOMPASS HEALTH CORP COM EHC	EHC	145,120	$14.7m0.58%	0.58%	Added +43.1k	+43,140 42.3%
41	COCA COLA CO COM KO	KO	178,280	$14.5m0.58%	0.58%	Added +70.8k	+70,750 65.8%
42	IRON MTN INC DEL COM IRM	IRM	111,470	$14.2m0.56%	0.56%	Reduced -1.4k	-1,390 -1.2%
43	LATTICE SEMICONDUCTOR CORP COM LSCC	LSCC	91,780	$14.0m0.56%	0.56%	Added +44.8k	+44,840 95.5%
44	AMERICAN EXPRESS CO COM AXP	AXP	40,110	$13.6m0.54%	0.54%	Added +430	+430 1.1%
45	MARRIOTT INTL INC NEW CL A MAR	MAR	36,260	$13.4m0.53%	0.53%	Added +3.0k	+2,960 8.9%
46	MONDELEZ INTL INC CL A MDLZ	MDLZ	228,650	$13.3m0.53%	0.53%	Added +82.5k	+82,550 56.5%
47	JPMORGAN CHASE & CO COM JPM	JPM	40,440	$13.2m0.53%	0.53%	Reduced -2.0k	-2,020 -4.8%
48	COMFORT SYS USA INC COM FIX	FIX	6,450	$12.8m0.51%	0.51%	Added +5.6k	+5,640 696.3%
49	TAPESTRY INC COM TPR	TPR	85,870	$12.6m0.50%	0.50%	Added +7.9k	+7,890 10.1%
50	S&P GLOBAL INC COM SPGI	SPGI	28,080	$11.4m0.45%	0.45%	Added +260	+260 0.9%
51	CONSTELLATION ENERGY CORP COM CEG	CEG	42,890	$10.7m0.42%	0.42%	Reduced -47.1k	-47,120 -52.4%
52	ABBVIE INC COM ABBV	ABBV	42,080	$10.6m0.42%	0.42%	Reduced -10.3k	-10,270 -19.6%
53	ALLEGRO MICROSYSTEMS INC COM ALGM	ALGM	143,870	$10.0m0.40%	0.40%	New
54	AMERIPRISE FINL INC COM AMP	AMP	21,830	$10.0m0.40%	0.40%	Unchanged
55	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	44,360	$7.6m0.30%	0.30%	New
56	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	14,610	$7.3m0.29%	0.29%	Added +11.6k	+11,570 380.6%
57	PNC FINL SVCS GROUP INC COM PNC	PNC	25,930	$6.4m0.25%	0.25%	Added +400	+400 1.6%
58	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	13,080	$6.0m0.24%	0.24%	Added +9.9k	+9,920 313.9%
59	ECOLAB INC COM ECL	ECL	20,430	$5.7m0.23%	0.23%	Added +1.1k	+1,140 5.9%
60	ROLLINS INC COM ROL	ROL	132,700	$5.5m0.22%	0.22%	Reduced -54.5k	-54,550 -29.1%
61	FREEPORT-MCMORAN INC CL B FCX	FCX	79,870	$5.0m0.20%	0.20%	Reduced -69.2k	-69,210 -46.4%
62	EDWARDS LIFESCIENCES CORP COM EW	EW	51,670	$4.7m0.19%	0.19%	New
63	ROCKWELL AUTOMATION INC COM ROK	ROK	8,960	$4.4m0.18%	0.18%	New
64	CONOCOPHILLIPS COM COP	COP	38,310	$4.0m0.16%	0.16%	Added +6.5k	+6,540 20.6%
65	TARGA RES CORP COM TRGP	TRGP	14,760	$4.0m0.16%	0.16%	Added +4.2k	+4,170 39.4%
66	DEXCOM INC COM DXCM	DXCM	53,400	$3.6m0.14%	0.14%	Reduced -11.9k	-11,870 -18.2%
67	SCHLUMBERGER LTD COM STK SLB	SLB	69,290	$3.2m0.13%	0.13%	New
68	GE AEROSPACE COM NEW GE	GE	8,550	$3.2m0.13%	0.13%	Reduced -163.2k	-163,200 -95.0%
69	APOLLO GLOBAL MGMT INC COM APO	APO	25,590	$3.0m0.12%	0.12%	Unchanged
70	APPLIED MATLS INC COM AMAT	AMAT	3,930	$2.8m0.11%	0.11%	Reduced -450	-450 -10.3%
71	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	22,740	$2.1m0.08%	0.08%	Reduced -208.5k	-208,480 -90.2%
72	DEERE & CO COM DE	DE	2,910	$1.9m0.07%	0.07%	New
73	CBRE GROUP INC CL A CBRE	CBRE	13,370	$1.8m0.07%	0.07%	Reduced -91.5k	-91,520 -87.2%
74	REPUBLIC SVCS INC COM RSG	RSG	8,140	$1.7m0.07%	0.07%	Reduced -51.9k	-51,940 -86.5%
75	SERVICENOW INC COM NOW	NOW	16,780	$1.7m0.07%	0.07%	Added +710	+710 4.4%
76	AMETEK INC COM AME	AME	6,620	$1.6m0.06%	0.06%	Reduced -290	-290 -4.2%
77	PALO ALTO NETWORKS INC COM PANW	PANW	4,670	$1.6m0.06%	0.06%	New
78	TRANE TECHNOLOGIES PLC SHS TT	TT	3,140	$1.5m0.06%	0.06%	Reduced -280	-280 -8.2%
79	TEXAS INSTRS INC COM TXN	TXN	5,030	$1.5m0.06%	0.06%	New
80	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	42,160	$1.4m0.06%	0.06%	Added +15.4k	+15,440 57.8%
81	MARVELL TECHNOLOGY INC COM MRVL	MRVL	4,650	$1.4m0.06%	0.06%	Reduced -3.4k	-3,430 -42.5%
82	SHERWIN WILLIAMS CO COM SHW	SHW	3,970	$1.4m0.05%	0.05%	Added +1.1k	+1,070 36.9%
83	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	3,410	$1.4m0.05%	0.05%	New
84	WALMART INC COM WMT	WMT	11,470	$1.3m0.05%	0.05%	Added +40	+40 0.3%
85	DEVON ENERGY CORP NEW COM DVN	DVN	28,203	$1.2m0.05%	0.05%	New
86	CARDINAL HEALTH INC COM CAH	CAH	4,900	$1.2m0.05%	0.05%	Reduced -2.4k	-2,400 -32.9%
87	PTC INC COM PTC	PTC	10,110	$1.1m0.05%	0.05%	Added +3.8k	+3,750 59.0%
88	CINTAS CORP COM CTAS	CTAS	6,440	$1.1m0.04%	0.04%	Added +490	+490 8.2%
89	ASSURANT INC COM AIZ	AIZ	3,880	$1.0m0.04%	0.04%	Added +540	+540 16.2%
90	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	2,730	$1.0m0.04%	0.04%	Added +460	+460 20.3%
91	NEXTERA ENERGY INC COM NEE	NEE	11,080	$972.5k0.04%	0.04%	Reduced -2.8k	-2,820 -20.3%
92	ANALOG DEVICES INC COM ADI	ADI	2,420	$961.2k0.04%	0.04%	Reduced -1.5k	-1,490 -38.1%
93	MORGAN STANLEY COM NEW MS	MS	4,570	$955.3k0.04%	0.04%	Added +290	+290 6.8%
94	MASTERCARD INCORPORATED CL A MA	MA	1,740	$893.7k0.04%	0.04%	Added +660	+660 61.1%
95	BURLINGTON STORES INC COM BURL	BURL	2,700	$855.4k0.03%	0.03%	Added +1.0k	+1,030 61.7%
96	IQVIA HLDGS INC COM IQV	IQV	4,300	$830.8k0.03%	0.03%	Reduced -74.7k	-74,660 -94.5%
97	PHILLIPS 66 COM PSX	PSX	4,320	$730.3k0.03%	0.03%	Reduced -270	-270 -5.9%
98	NISOURCE INC COM NI	NI	13,670	$650.0k0.03%	0.03%	Reduced -820	-820 -5.7%
99	CHENIERE ENERGY INC COM NEW LNG	LNG	2,460	$588.0k0.02%	0.02%	Added +1.1k	+1,080 78.3%
100	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	4,300	$491.0k0.02%	0.02%	Reduced -172.8k	-172,770 -97.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BOEING CO BA	BA	185,300	$36.9m185.3k shares
GE HEALTHCARE TECHNOLOGIES I GEHC	GEHC	472,890	$33.7m472.9k shares
SNOWFLAKE INC SNOW	SNOW	180,500	$27.2m180.5k shares
ULTA BEAUTY INC ULTA	ULTA	37,970	$19.8m38.0k shares
INTERCONTINENTAL EXCHANGE IN ICE	ICE	124,730	$19.6m124.7k shares
NETFLIX INC NFLX	NFLX	177,720	$17.1m177.7k shares
AUTOZONE INC AZO	AZO	3,020	$10.2m3.0k shares
FLOWSERVE CORP FLS	FLS	125,800	$9.3m125.8k shares
HOME DEPOT INC HD	HD	18,890	$6.2m18.9k shares
CASEYS GEN STORES INC CASY	CASY	6,990	$5.1m7.0k shares
EQT CORP EQT	EQT	70,370	$4.5m70.4k shares
OPTION CARE HEALTH INC OPCH	OPCH	135,800	$3.7m135.8k shares
PLANET FITNESS INC PLNT	PLNT	31,760	$2.4m31.8k shares
DOCUSIGN INC DOCU	DOCU	22,590	$1.1m22.6k shares
ON SEMICONDUCTOR CORP ON	ON	14,400	$891.6k14.4k shares
COTERRA ENERGY INC CTRA	CTRA	13,590	$477.6k13.6k shares
CHURCH & DWIGHT CO INC CHD	CHD	4,960	$462.9k5.0k shares
EOG RES INC EOG	EOG	2,280	$329.6k2.3k shares