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NLI
Nippon Life Insurance Portfolio holdings
AUM
$6.04B
1-Year Est. Return
4.21%
This Fund
S&P 500
This Quarter
Est. Return
+3.91%
1 Year Est. Return
-4.21%
3 Year Est. Return
+25.99%
5 Year Est. Return
+50.66%
10 Year Est. Return
+222.27%
AUM
$3.07B
AUM Growth
–
Cap. Flow
+$3.07B
Cap. Flow
% of AUM
100.2%
Top 10 Holdings %
Top 10 Hldgs %
59.37%
Holding
266
New
266
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Principal Financial Group
PFG
|
+$664M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$231M |
| 3 |
MRSH
Marsh
MRSH
|
+$205M |
| 4 |
iShares Select Dividend ETF
DVY
|
+$172M |
| 5 |
Prudential Financial
PRU
|
+$169M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 38.95% |
| 2 | Healthcare | 7.28% |
| 3 | Consumer Staples | 4.98% |
| 4 | Technology | 4.34% |
| 5 | Communication Services | 3.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Principal Financial Group
PFG
$23.6B
| $679M | 22.15% |
+18,137,000
| New | +$664M |
|
|
2
State Street SPDR S&P 500 ETF Trust
SPY
$778B
| $230M | 7.49% |
+1,435,060
| New | +$231M |
|
|
MRSH
3
Marsh
MRSH
$86.3B
| $209M | 6.83% |
+5,245,400
| New | +$205M |
|
|
4
Prudential Financial
PRU
$41.7B
| $190M | 6.19% |
+2,600,702
| New | +$169M |
|
|
5
iShares Select Dividend ETF
DVY
$24B
| $170M | 5.54% |
+2,653,500
| New | +$172M |
|
|
HDV
6
iShares Core High Dividend ETF
HDV
$14.4B
| $109M | 3.55% |
+8,213,500
| New | +$111M |
|
7
iShares MSCI Australia ETF
EWA
$1.34B
| $66.3M | 2.16% |
+2,935,100
| New | +$75.7M |
|
8
iShares MSCI Taiwan ETF
EWT
$10B
| $63.3M | 2.06% |
+2,380,460
| New | +$64.6M |
|
9
iShares MSCI South Korea ETF
EWY
$21.7B
| $54.7M | 1.78% |
+1,028,440
| New | +$57.9M |
|
10
Vanguard FTSE Emerging Markets ETF
VWO
$119B
| $49.4M | 1.61% |
+1,275,000
| New | +$53.5M |
|
11
iShares MSCI Brazil ETF
EWZ
$9.05B
| $44.4M | 1.45% |
+1,011,400
| New | +$52.5M |
|
12
Verizon
VZ
$194B
| $42M | 1.37% |
+834,674
| New | +$42.6M |
|
13
iShares Core S&P 500 ETF
IVV
$876B
| $41M | 1.34% |
+254,900
| New | +$41.3M |
|
14
Pfizer
PFE
$140B
| $40M | 1.3% |
+1,505,569
| New | +$41.6M |
|
15
Johnson & Johnson
JNJ
$635B
| $38.9M | 1.27% |
+452,926
| New | +$38.4M |
|
16
iShares MSCI Emerging Markets ETF
EEM
$28B
| $36.3M | 1.18% |
+940,000
| New | +$39M |
|
17
Merck
MRK
$324B
| $34.1M | 1.11% |
+768,543
| New | +$34.3M |
|
18
Procter & Gamble
PG
$343B
| $34M | 1.11% |
+441,484
| New | +$34.6M |
|
19
Coca-Cola
KO
$354B
| $31M | 1.01% |
+772,622
| New | +$32M |
|
20
Colgate-Palmolive
CL
$72.6B
| $27.1M | 0.89% |
+473,913
| New | +$28.1M |
|
21
iShares China Large-Cap ETF
FXI
$4.31B
| $25.9M | 0.84% |
+795,800
| New | +$28.6M |
|
22
ExxonMobil
XOM
$651B
| $22.5M | 0.73% |
+249,191
| New | +$22.4M |
|
23
Apple
AAPL
$4.89T
| $21.8M | 0.71% |
+1,539,496
| New | +$23.7M |
|
24
Vanguard Real Estate ETF
VNQ
$39.9B
| $20.9M | 0.68% |
+303,801
| New | +$22.1M |
|
25
WisdomTree India Earnings Fund ETF
EPI
$2.02B
| $20.7M | 0.67% |
+1,280,210
| New | +$22.8M |
|
Similar funds
EAM
RCG
WHRC
HPG
EMPI
AAM
GA
JWBC
Nippon Life Insurance's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Nippon Life Insurance, which disclosed 266 positions worth $3.07B. Its ten largest holdings account for 59% of the portfolio.
Its largest position is Principal Financial Group: 18,137,000 shares worth $679M.
By sector, the portfolio is most concentrated in Financials at 39% of assets, followed by Healthcare and Consumer Staples.
- Nippon Life Insurance's largest Q2 2013 buy was Principal Financial Group: 18,137,000 shares worth $679M.
- Nippon Life Insurance's ten largest holdings make up 59% of its $3.07B portfolio in Q2 2013.
- Nippon Life Insurance disclosed 266 positions in Q2 2013, its first 13F filing on record.
Based on Nippon Life Insurance's 13F filing for Q2 2013, filed 13 Aug 2013.