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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
+7%
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
$2.19B
AUM Growth
+$140M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFG icon
1
Principal Financial Group
PFG
$23.6B
$1.43B 65.17%
18,137,000
– –
MRSH
2
Marsh
MRSH
$86.3B
$497M 22.7%
2,622,700
– –
PRU icon
3
Prudential Financial
PRU
$41.7B
$265M 12.13%
2,560,000
– –

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Nippon Life Insurance's Q4 2023 Portfolio in Review

As of Q4 2023, Nippon Life Insurance held 3 positions worth $2.19B, up 6.8% from $2.05B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2023: portfolio turnover was 0%. Nippon Life Insurance opened no new positions and made no exits, leaving the 3-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 100% of assets, unchanged from a quarter earlier.

  • Nippon Life Insurance's ten largest holdings make up 100% of its $2.19B portfolio in Q4 2023.
  • Nippon Life Insurance opened 0 new positions and closed 0 in Q4 2023.
  • Nippon Life Insurance's portfolio value rose 6.8% quarter-over-quarter to $2.19B.

Based on Nippon Life Insurance's 13F filing for Q4 2023, filed 18 Jan 2024.