Nippon Life Global Investors Americas, Inc.
- Regulatory AUM
- $83.0B
- Discretionary
- $81.1B
- Clients
- 146
- Avg AUM / client
- $568M
- Accounts
- 146
- Employees
- 99
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Asset allocation (SMA assets by investment type)
as of Mar 27, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Investments (13F portfolio — 106 positions, $2,217,574,752)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | COM | $196,333,980 | 1,125,710 | 8.85% | 0.24% |
| 2 | Alphabet Inc | CAP STK CL C | $138,105,878 | 481,440 | 6.23% | 0.17% |
| 3 | Microsoft Corp | COM | $127,804,894 | 345,260 | 5.76% | 0.15% |
| 4 | Apple Inc | COM | $114,796,831 | 452,330 | 5.18% | 0.14% |
| 5 | Amazon Com Inc | COM | $108,604,474 | 521,460 | 4.9% | 0.13% |
| 6 | Broadcom Inc | COM | $92,376,356 | 298,460 | 4.17% | 0.11% |
| 7 | Meta Platforms Inc | CL A | $73,759,000 | 128,920 | 3.33% | 0.09% |
| 8 | Eli Lilly & Co | COM | $69,727,763 | 75,810 | 3.14% | 0.08% |
| 9 | Costco Wholesale Corporation | COM | $61,908,196 | 62,130 | 2.79% | 0.07% |
| 10 | Lam Research Corp | COM NEW | $60,244,704 | 281,580 | 2.72% | 0.07% |
| 11 | Citigroup Inc | COM NEW | $58,498,013 | 515,810 | 2.64% | 0.07% |
| 12 | Ge Aerospace | COM NEW | $48,809,682 | 171,750 | 2.2% | 0.06% |
| 13 | Amphenol Corp | CL A | $44,525,288 | 351,770 | 2.01% | 0.05% |
| 14 | Goldman Sachs Group Inc | COM | $42,739,416 | 50,520 | 1.93% | 0.05% |
| 15 | Medtronic Plc | SHS | $42,543,446 | 486,990 | 1.92% | 0.05% |
| 16 | Procter & Gamble Co | COM | $42,260,256 | 292,580 | 1.91% | 0.05% |
| 17 | Aon Plc | SHS CL A | $42,174,434 | 130,660 | 1.9% | 0.05% |
| 18 | Caterpillar Inc | COM | $40,098,836 | 56,600 | 1.81% | 0.05% |
| 19 | Visa Inc | COM CL A | $37,381,043 | 123,680 | 1.69% | 0.05% |
| 20 | Boeing Co | COM | $36,880,259 | 185,300 | 1.66% | 0.04% |
| 21 | Ge Healthcare Technologies I | COMMON STOCK | $33,660,310 | 472,890 | 1.52% | 0.04% |
| 22 | Marathon Pete Corp | COM | $33,652,888 | 137,820 | 1.52% | 0.04% |
| 23 | Bank America Corp | COM | $32,252,514 | 661,590 | 1.45% | 0.04% |
| 24 | Linde Plc | SHS | $31,644,362 | 63,830 | 1.43% | 0.04% |
| 25 | Chevron Corporation | COM | $29,419,111 | 142,190 | 1.33% | 0.04% |
Top 25 of 106 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 95 | $18.1B | 21.8% |
| Other investment advisers | 8 | $1.9B | 2.25% |
| Corporations and other businesses | 36 | $57.9B | 69.8% |
| Other | 7 | $5.1B | 6.12% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nakamura, Masato, Nmn | Chief Compliance Officer | Mar 2011 (15y) | Less than 5% | |
| Ishida, Daisuke, Nmn | President, Chief Executive Officer And Member Of The Board | Mar 2022 (4y) | Less than 5% | |
| Okamoto, Shinichi, Nmn | Member Of The Board | Mar 2022 (4y) | Less than 5% | |
| Kunimura, Yuki | Member Of The Board | Mar 2023 (3y) | Less than 5% | |
| Maki, Takeru | Member Of The Board | Mar 2023 (3y) | Less than 5% | |
| Yamauchi, Hiroki | Member Of The Board | Mar 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nippon Life Insurance Co. | Shareholder | Mar 1987 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- State Street $36.7B (44% of AUM) Mar 2026
- BNY Mellon $21.2B (26% of AUM) Mar 2026
- Mitsubishi Ufj Investor Services & Banking (Luxembourg) S.A. $2.6B (3% of AUM) Mar 2026
- Brown Brothers Harriman & Co. $2.4B (3% of AUM) Mar 2026
- Nomura Bank Switzerland Ltd. $967M (1% of AUM) Mar 2026
- Nomura Bank Luxembourg S.A. $175M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗