Daiwa Securities Group Inc.
SEC Form 13F institutional filer · CIK 0001481045
13F-HR · 508 reported holdings · 2026-03-31
Japanese financial services conglomerate.
Reported long-US-equity value
$31.03B
Top-10 concentration
45.8%
Daiwa Securities Group Inc. — $31B AUM allocation strategy
Daiwa Securities Group Inc. files SEC Form 13F and reports $31B of long US equity value across 508 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 30.1%, followed by Real Estate 13.4% and Communication Services 12.9%.
The top 10 holdings account for 46% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Daiwa Securities Group Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$31B
total across 508 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
46% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +3.61M sh · +$2.32B+$MSFT +2.86M sh · +$2.23B+$GOOG +1.85M sh · +$1.56B
Biggest trims (shares)
−$INVH −4.28M sh · +$136M−$HST −3M sh · +$142M−$CRWD −1.44M sh · +$29.3M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors14.1%—
- Interactive Media & Services10.3%—
- Systems Software7.2%—
- Technology Hardware, Storage & Peripherals5.9%—
- Broadline Retail4.3%—
- Health Care REITs4.1%—
- Data Center REITs3.8%—
- Application Software2.9%—
- Other holdings47.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 13.3M | $2.32B | +3.61M | 7.5% |
| $MSFT | Microsoft Corporation | 6.02M | $2.23B | +2.86M | 7.2% |
| $AAPL | Apple Inc | 7.24M | $1.84B | +1.39M | 5.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 5.42M | $1.56B | +1.85M | 5.0% |
| $AVGO | Broadcom Inc | 4.56M | $1.41B | +1.43M | 4.6% |
| $AMZN | Amazon.com Inc | 6.43M | $1.34B | +944K | 4.3% |
| $META | Meta Platforms Inc | 1.66M | $952M | +120K | 3.1% |
| $PLTR | Palantir Technologies Inc | 6.22M | $909M | +1.76M | 2.9% |
| $WELL | Welltower Inc | 4.28M | $847M | -194K | 2.7% |
| $NFLX | Netflix Inc | 8.55M | $822M | +199K | 2.6% |
…and 498 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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