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Stocks•6 June 2026•

1 min read

Daiwa Securities Rebalances US Portfolio with Major Stakes in PayPal and AMETEK

Key Facts

1Daiwa Securities increased its stake in AMETEK by 37.9%, bringing its total holding value to $30.9 million.

2The firm significantly boosted its PayPal position by 58.6% despite general analyst caution on the stock.

3Daiwa Securities reduced its positions in United Rentals, Regeneron, and Johnson Controls.

In a move reflecting a selective strategy toward the technology and industrial sectors, Daiwa Securities Group executed significant adjustments to its US equity positions. According to reports, the firm increased its stake in AMETEK by 37.9%, bringing the total holding value to $30.9 million, and boosted its PayPal position by 58.6% despite general analyst caution. Conversely, the group trimmed its holdings in United Rentals, Regeneron, and Johnson Controls during the fourth quarter.

This rebalancing occurs as fintech and industrial growth stocks face diverging performance trends; Arista Networks (ANET), another focus of this reshuffle, reported a robust 33.8% annual revenue growth in its latest fiscal results (Search Citation). Per market data, PayPal is currently navigating margin pressures affecting the broader sector, while peers like Western Digital continue to benefit from recovering demand in storage solutions.

Traders should monitor price action closely ahead of Fed Chair Powell’s speech scheduled for May 31, 2026, which could dictate the trajectory for growth-sensitive equities. Additionally, the upcoming US ISM Manufacturing PMI data on June 1, 2026, will serve as a critical catalyst for industrial stocks like AME and JCI to gauge the sustainability of sector demand.