Nippon Life Global Investors Americas, Inc. Top Holdings and 13F Report (2026) About Nippon Life Global Investors Americas, Inc.Investment ActivityNippon Life Global Investors Americas, Inc. has $2.51 billion in total holdings as of September 30, 2026.Nippon Life Global Investors Americas, Inc. owns shares of 104 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 20.03% of the portfolio was purchased this quarter.About 21.31% of the portfolio was sold this quarter.This quarter, Nippon Life Global Investors Americas, Inc. has purchased 101 new stocks and bought additional shares in 32 stocks.Nippon Life Global Investors Americas, Inc. sold shares of 52 stocks and completely divested from 10 stocks this quarter.Largest Holdings NVIDIA $221,388,442Apple $185,235,715Microsoft $170,062,253Alphabet $150,003,970Amazon.com $123,668,096 Largest New Holdings this Quarter 88579Y101 - 3M $56,677,713 Holding363576109 - Arthur J. Gallagher & Co. $32,188,603 Holding09857L108 - Booking $22,592,359 Holding53190C102 - Life Time Group $22,495,511 Holding90138F102 - Twilio $20,483,898 Holding Largest Purchases this Quarter Deere & Company 84,720 shares (about $57.02M)3M 345,280 shares (about $56.68M)Apple 124,490 shares (about $41.46M)Arthur J. Gallagher & Co. 141,110 shares (about $32.19M)Targa Resources 105,130 shares (about $28.42M) Largest Sales this Quarter Procter & Gamble 241,550 shares (about $35.09M)GE VERNOVA INC 31,460 shares (about $29.90M)Royal Caribbean Cruises 89,720 shares (about $24.01M)Marathon Petroleum 58,040 shares (about $22.95M)Modine Manufacturing 105,790 shares (about $19.80M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNippon Life Global Investors Americas, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$221,388,442$19,360,601 ▼-8.0%968,4308.8%TechnologyAAPLApple$185,235,715$41,457,660 ▲28.8%556,2307.4%TechnologyMSFTMicrosoft$170,062,253$12,042,892 ▼-6.6%331,5706.8%TechnologyGOOGAlphabet$150,003,970$7,959,686 ▼-5.0%440,2306.0%Communication ServicesAMZNAmazon.com$123,668,096$11,423,528 ▼-8.5%496,3604.9%Consumer DiscretionaryMETAMeta Platforms$91,336,422$5,315,569 ▲6.2%125,9503.6%Communication ServicesAMDAdvanced Micro Devices$75,882,711$501,643 ▲0.7%124,0403.0%TechnologyAVGOBroadcom$67,284,492$16,772,834 ▼-20.0%191,5902.7%TechnologyLLYEli Lilly and Company$62,887,298$11,617,083 ▼-15.6%54,3502.5%HealthcareDEDeere & Company$58,975,691$57,017,238 ▲2,911.3%87,6302.4%IndustrialsMMM3M$56,677,713$56,677,713 ▲New Holding345,2802.3%IndustrialsMUMicron Technology$55,311,162$5,368,154 ▼-8.8%51,9302.2%TechnologyFFIVF5$51,551,845$14,463,898 ▼-21.9%115,8002.1%TechnologyVVisa$51,506,362$715,067 ▼-1.4%143,3402.1%FinanceLAM RESEARCH CORP$50,018,120$940,388 ▼-1.8%152,1202.0%COM NEWCOSTCostco Wholesale$46,008,584$3,268,121 ▼-6.6%50,5401.8%Consumer StaplesCCitigroup$44,166,922$18,852,288 ▼-29.9%341,1101.8%FinanceAPHAmphenol$44,101,310$20,675,997 ▲88.3%522,4501.8%TechnologyBACBank of America$41,561,660$8,433,929 ▲25.5%763,5801.7%FinanceGSThe Goldman Sachs Group$36,914,759$4,780,911 ▼-11.5%41,0001.5%FinanceKOCoca-Cola$35,523,799$20,091,315 ▲130.2%410,3801.4%Consumer StaplesMDTMedtronic$35,176,403$5,821,839 ▼-14.2%404,2801.4%HealthcareLINDE PLC$32,793,570$768,933 ▼-2.3%69,0901.3%SHSTRGPTarga Resources$32,407,466$28,417,690 ▲712.3%119,8901.3%EnergyAJGArthur J. Gallagher & Co.$32,188,603$32,188,603 ▲New Holding141,1101.3%FinanceCVSCVS Health$31,494,502$1,718,941 ▲5.8%367,5401.3%HealthcareBIIBBiogen$29,863,595$1,131,659 ▼-3.7%132,2101.2%HealthcareTSLATesla$29,527,288$5,481,814 ▲22.8%83,2201.2%Consumer DiscretionaryROKRockwell Automation$28,818,847$24,918,290 ▲638.8%66,2001.1%IndustrialsEQIXEquinix$28,364,704$991,348 ▲3.6%28,0401.1%Real EstateBKNGBooking$22,592,359$22,592,359 ▲New Holding138,6800.9%Consumer DiscretionaryLTHLife Time Group$22,495,511$22,495,511 ▲New Holding564,0800.9%Consumer DiscretionaryVSTVistra$21,705,732$4,905,891 ▲29.2%156,8900.9%UtilitiesTWLOTwilio$20,483,898$20,483,898 ▲New Holding70,0400.8%TechnologyRRyder System$19,778,248$7,617,360 ▼-27.8%86,8000.8%IndustrialsGE VERNOVA INC$19,485,045$29,902,415 ▼-60.5%20,5000.8%COMCOHRCoherent$18,750,821$4,397,737 ▲30.6%65,1500.7%TechnologyJPMJPMorgan Chase & Co.$18,662,121$5,283,355 ▲39.5%56,4100.7%FinanceVRTXVertex Pharmaceuticals$17,989,892$1,997,134 ▼-10.0%34,4100.7%HealthcareMPCMarathon Petroleum$16,599,731$22,950,176 ▼-58.0%41,9800.7%EnergyAPOApollo Global Management$16,311,072$13,341,097 ▲449.2%140,5400.7%FinanceINTCIntel$16,172,138$16,172,138 ▲New Holding134,5100.6%TechnologyEHCEncompass Health$15,849,586$1,781,043 ▼-10.1%130,4600.6%HealthcareABBVAbbVie$15,682,321$4,674,613 ▲42.5%59,9500.6%HealthcareWALMART INC$15,082,948$13,890,986 ▲1,165.4%145,1400.6%COMSRESempra Energy$14,990,816$1,582,032 ▲11.8%190,8400.6%UtilitiesSPGIS&P Global$14,244,312$3,167,594 ▲28.6%36,1100.6%FinanceTMOThermo Fisher Scientific$12,942,418$3,073,487 ▲31.1%19,1600.5%HealthcareCVXChevron$11,825,801$19,205,950 ▼-61.9%57,9100.5%EnergyCMGChipotle Mexican Grill$11,512,225$10,165,213 ▲754.6%360,3200.5%Consumer DiscretionaryNOWServiceNow$11,159,012$8,910,324 ▲396.2%83,2700.4%TechnologyMDLZMondelez International$10,437,632$2,889,919 ▼-21.7%179,0700.4%Consumer StaplesIONSIonis Pharmaceuticals$10,208,330$10,208,330 ▲New Holding228,6300.4%HealthcareAXPAmerican Express$9,910,619$2,286,832 ▼-18.7%32,5900.4%FinanceETNEaton$9,221,577$9,221,577 ▲New Holding21,4600.4%IndustrialsSPOTSpotify Technology$8,845,947$2,471,017 ▲38.8%18,1500.4%Communication ServicesSLBSLB$8,406,016$5,014,536 ▲147.9%171,7400.3%EnergyAMPAmeriprise Financial$8,305,945$2,442,056 ▼-22.7%16,8700.3%FinanceCEGConstellation Energy$8,278,512$2,616,406 ▼-24.0%32,5900.3%UtilitiesCOPConocoPhillips$8,171,044$3,376,547 ▲70.4%65,2900.3%EnergyIRMIron Mountain$7,324,862$5,129,414 ▼-41.2%65,5600.3%Real EstateDXCMDexCom$7,090,449$2,482,563 ▲53.9%82,1700.3%HealthcareFCXFreeport-McMoRan$7,088,900$1,498,000 ▲26.8%101,2700.3%MaterialsPANWPalo Alto Networks$6,778,109$4,922,671 ▲265.3%17,0600.3%TechnologyECLEcolab$4,293,966$1,329,478 ▼-23.6%15,6000.2%MaterialsGEGE Aerospace$2,532,672$137,408 ▼-5.1%8,1100.1%IndustrialsPNCThe PNC Financial Services Group$1,802,529$3,960,674 ▼-68.7%8,1100.1%FinanceORLYO'Reilly Automotive$1,766,279$175,945 ▼-9.1%20,6800.1%Consumer DiscretionaryCBRECBRE Group$1,717,6440.0%13,3700.1%Real EstateISRGIntuitive Surgical$1,675,316$288,707 ▲20.8%4,1200.1%HealthcarePGProcter & Gamble$1,589,363$35,092,380 ▼-95.7%10,9400.1%Consumer StaplesPTCPTC$1,506,822$88,389 ▲6.2%10,7400.1%TechnologyTTTrane Technologies$1,419,2170.0%3,1400.1%IndustrialsTXNTexas Instruments$1,408,8530.0%5,0300.1%TechnologyRSGRepublic Services$1,343,168$365,174 ▼-21.4%6,4000.1%IndustrialsDVNDevon Energy$1,298,4660.0%28,2030.1%EnergyMARMarriott International$1,266,185$11,630,407 ▼-90.2%3,5600.1%Consumer DiscretionaryCTASCintas$1,256,1860.0%6,4400.1%IndustrialsTJXTJX Companies$1,186,821$18,313,032 ▼-93.9%8,9700.0%Consumer DiscretionarySHWSherwin-Williams$1,024,766$258,616 ▼-20.2%3,1700.0%MaterialsAEPAmerican Electric Power$997,762$997,762 ▲New Holding8,4100.0%UtilitiesMSMorgan Stanley$964,850$105,325 ▲12.3%5,1300.0%FinanceADIAnalog Devices$960,0380.0%2,4200.0%TechnologyMAMastercard$959,5580.0%1,7400.0%FinanceMRVLMarvell Technology$922,093$306,484 ▼-24.9%3,4900.0%TechnologyVLOValero Energy$918,636$918,636 ▲New Holding2,3700.0%EnergyCAHCardinal Health$887,775$202,475 ▼-18.6%3,9900.0%HealthcareULTAUlta Beauty$868,410$868,410 ▲New Holding1,5900.0%Consumer DiscretionaryRCLRoyal Caribbean Cruises$842,994$24,010,610 ▼-96.6%3,1500.0%Consumer DiscretionaryFIXComfort Systems USA$760,881$9,907,994 ▼-92.9%4600.0%IndustrialsAIZAssurant$748,340$274,040 ▼-26.8%2,8400.0%FinanceTPRTapestry$601,659$9,276,823 ▼-93.9%5,2300.0%Consumer DiscretionaryIQVIQVIA$596,847$559,208 ▼-48.4%2,2200.0%HealthcareNEENextEra Energy$578,654$260,546 ▼-31.0%7,6400.0%UtilitiesBURLBurlington Stores$563,771$157,642 ▼-21.9%2,1100.0%Consumer DiscretionaryAMEAMETEK$525,188$1,114,786 ▼-68.0%2,1200.0%TechnologyAERAerCap$493,709$17,706,070 ▼-97.3%3,4400.0%IndustrialsCHENIERE ENERGY INC$492,325$169,489 ▼-25.6%1,8300.0%COM NEWSHOPIFY INC$419,689$218,001 ▼-34.2%2,8300.0%CL A SUB VTG SHSCRDOCredo Technology Group$387,632$387,632 ▲New Holding1,9900.0%TechnologyShowing largest 100 holdings. 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