Latest Capital Research Global Investors Stock Portfolio

Capital Research Global Investors Performance:

2025 Q4: -2.97%YTD: 10.79%2024: 17.31%

Performance for 2025 Q4 is -2.97%, and YTD is 10.79%, and 2024 is 17.31%.

About Capital Research Global Investors and 13F Hedge Fund Stock Holdings

On 2026-02-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Capital Research Global Investors reported an equity portfolio of $541.7 Billions as of 31 Dec, 2025.

The top stock holdings of Capital Research Global Investors are MSFT, NVDA, AVGO. The fund has invested 6.6% of it's portfolio in MICROSOFT CORP and 5.9% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off NVENT ELECTRIC PLC (NVT), CHIPOTLE MEXICAN GRILL INC (CMG) and ALBEMARLE CORP (ALB) stocks. They significantly reduced their stock positions in CONSTELLATION BRANDS INC (STZ), ALCON AG and EXTRA SPACE STORAGE INC (EXR). Capital Research Global Investors opened new stock positions in MEDLINE INC, FAIR ISAAC CORP (FICO) and US BANCORP DEL (USB). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SPDR S&P 500 ETF TR (SPY) and ISHARES TR (IJR).

Capital Research Global Investors Annual Return Estimates Vs S&P 500

Our best estimate is that Capital Research Global Investors made a return of -2.97% in the last quarter. In trailing 12 months, it's portfolio return was 10.79%.

Performance
S&P 500

New Buys

Ticker	$ Bought
medline inc	620,937,000
fair isaac corp	516,615,000
galaxy digital inc.	406,102,000
us bancorp del	296,377,000
nebius group n.v.	231,635,000
composecure inc	166,827,000
nike inc	165,782,000
makemytrip limited mauritius	150,069,000

New stocks bought by Capital Research Global Investors

Additions

Ticker	% Inc.
netflix inc	800
spdr s&p 500 etf tr	525
ishares tr	351
servicenow inc	341
louisiana pac corp	306
charter communications inc n	304
intel corp	285
blue owl capital inc	225

Additions to existing portfolio by Capital Research Global Investors

Reductions

Ticker	% Reduced
constellation brands inc	-99.17
alcon ag	-86.19
extra space storage inc	-83.67
microchip technology inc.	-80.63
shopify inc	-79.84
robert half inc.	-79.77
woodward inc	-76.45
h world group ltd	-72.98

Capital Research Global Investors reduced stake in above stock

Sold off

Ticker	$ Sold
chipotle mexican grill inc	-378,099,000
denison mines corp	-22,084,500
genius sports limited	-97,419,500
lionsgate studios corp	-43,402,700
bellring brands inc	-172,312,000
albemarle corp	-175,021,000
nvent electric plc	-379,470,000
dexcom inc	-159,321,000

Capital Research Global Investors got rid off the above stocks

Sector Distribution

Capital Research Global Investors has about 31% of it's holdings in Technology sector.

Sector	%
Technology	31
Healthcare	12.9
Consumer Cyclical	10.9
Industrials	9.8
Communication Services	8.4
Financial Services	7.5
Others	7.3
Consumer Defensive	3.3
Energy	3
Utilities	2.5
Basic Materials	2.4

Market Cap. Distribution

Capital Research Global Investors has about 89.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	47.3
LARGE-CAP	42
UNALLOCATED	7.2
MID-CAP	3.2

Stocks belong to which Index?

About 86.9% of the stocks held by Capital Research Global Investors either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	84.6
Others	13.1
RUSSELL 2000	2.3

Top 5 Winners (%)		%
LITE	lumentum hldgs inc	102.8 %
ESTA	establishment labs hldgs inc	77.5 %
MU	micron technology inc	63.1 %
BBIO	bridgebio pharma inc	47.2 %
LLY	eli lilly & co	40.4 %

Top 5 Winners ($)		$
LLY	eli lilly & co	7739.0 M
GOOG	alphabet inc	3592.4 M
GOOG	alphabet inc	1942.6 M
AVGO	broadcom inc	1409.5 M
AMAT	applied matls inc	1243.2 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.8 %
NOW	servicenow inc	-75.4 %
MARA	mara holdings inc	-50.6 %
	fiserv inc	-47.8 %
MSTR	strategy inc	-47.3 %

Top 5 Losers ($)		$
NFLX	netflix inc	-26012.5 M
MSFT	microsoft corp	-2505.5 M
ORCL	oracle corp	-2307.1 M
UBER	uber technologies inc	-1821.3 M
META	meta platforms inc	-1546.2 M

Capital Research Global Investors Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Capital Research Global Investors

Capital Research Global Investors has 432 stocks in it's portfolio. About 38.9% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Capital Research Global Investors last quarter.

Last Reported on: 11 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.78	55,474,200	15,081,300,000	added	21.72

AAXJ	ishares tr	0.00	14,359	2,044,860	added	126

ABBV	abbvie inc	1.07	25,408,200	5,805,530,000	added	0.7

ABC	cencora inc	0.17	2,749,580	928,670,000	added	3.33

ABT	abbott labs	0.91	39,169,200	4,907,520,000	added	1.03

ACN	accenture plc ireland	0.26	5,254,710	1,409,840,000	reduced	-7.44

ADBE	adobe inc	0.06	901,225	315,420,000	added	0.23

ADI	analog devices inc	0.01	116,831	31,684,600	added	0.00

ADMA	adma biologics inc	0.02	6,637,470	121,067,000	added	103

ADP	automatic data processing in	0.40	8,393,610	2,159,090,000	added	4.64

ADSK	autodesk inc	0.01	103,854	30,742,100	added	0.82

ADUS	addus homecare corp	0.03	1,469,750	157,837,000	added	22.32

AEP	american elec pwr co inc	0.03	1,482,300	170,924,000	added	0.69

AFRM	affirm hldgs inc	0.32	23,145,900	1,722,800,000	added	0.45

AGYS	agilysys inc	0.02	882,517	104,878,000	new

AIG	american intl group inc	0.41	26,208,400	2,242,140,000	reduced	-8.15

AIT	applied indl technologies in	0.01	322,594	82,832,500	reduced	-0.37

AIZ	assurant inc	0.00	3,411	821,539	added	8.25

AJG	gallagher arthur j & co	0.07	1,548,470	400,729,000	added	0.51

AL	air lease corp	0.00	0.00	0.00	sold off	-100