Latest Capital Research Global Investors Stock Portfolio
Capital Research Global Investors Performance:
2025 Q3: 5.08%YTD: 12.62%2024: 17.69%
Performance for 2025 Q3 is 5.08%, and YTD is 12.62%, and 2024 is 17.69%.
About Capital Research Global Investors and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Capital Research Global Investors reported an equity portfolio of $533 Billions as of 30 Sep, 2025.
The top stock holdings of Capital Research Global Investors are MSFT, NVDA, AVGO. The fund has invested 7.1% of it's portfolio in MICROSOFT CORP and 5.8% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off ANSYS INC (ANSS), ALBEMARLE CORP (ALB) and DAYFORCE INC (CDAY) stocks. They significantly reduced their stock positions in REVVITY INC, MICROCHIP TECHNOLOGY INC. (MCHP) and GRUPO AEROPUERTO DEL PACIFIC (PAC). Capital Research Global Investors opened new stock positions in CORNING INC (GLW), APPLOVIN CORP (APP) and ENTEGRIS INC (ENTG). The fund showed a lot of confidence in some stocks as they added substantially to BIOMARIN PHARMACEUTICAL INC (BMRN), LYONDELLBASELL INDUSTRIES N (LYB) and CENOVUS ENERGY INC.
The top stock holdings of Capital Research Global Investors are MSFT, NVDA, AVGO. The fund has invested 7.1% of it's portfolio in MICROSOFT CORP and 5.8% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off ANSYS INC (ANSS), ALBEMARLE CORP (ALB) and DAYFORCE INC (CDAY) stocks. They significantly reduced their stock positions in REVVITY INC, MICROCHIP TECHNOLOGY INC. (MCHP) and GRUPO AEROPUERTO DEL PACIFIC (PAC). Capital Research Global Investors opened new stock positions in CORNING INC (GLW), APPLOVIN CORP (APP) and ENTEGRIS INC (ENTG). The fund showed a lot of confidence in some stocks as they added substantially to BIOMARIN PHARMACEUTICAL INC (BMRN), LYONDELLBASELL INDUSTRIES N (LYB) and CENOVUS ENERGY INC.
Capital Research Global Investors Annual Return Estimates Vs S&P 500
Our best estimate is that Capital Research Global Investors made a return of 5.08% in the last quarter. In trailing 12 months, it's portfolio return was 13.02%.
New Buys
| Ticker | $ Bought |
|---|---|
| corning inc | 907,164,000 |
| applovin corp | 743,899,000 |
| entegris inc | 644,841,000 |
| eqt corp | 538,576,000 |
| spotify technology s a | 512,190,000 |
| charter communications inc n | 327,179,000 |
| arm holdings plc | 243,098,000 |
| modine mfg co | 184,610,000 |
New stocks bought by Capital Research Global Investors
Additions
| Ticker | % Inc. |
|---|---|
| biomarin pharmaceutical inc | 547 |
| lyondellbasell industries n | 470 |
| cenovus energy inc | 291 |
| synopsys inc | 226 |
| applied matls inc | 225 |
| first amern finl corp | 194 |
| expand energy corporation | 161 |
| wheaton precious metals corp | 158 |
Additions to existing portfolio by Capital Research Global Investors
Reductions
| Ticker | % Reduced |
|---|---|
| revvity inc | -99.79 |
| voyager technologies inc | -88.88 |
| microchip technology inc. | -87.94 |
| grupo aeropuerto del pacific | -86.64 |
| microchip technology inc. | -86.46 |
| vaxcyte inc | -82.33 |
| first ctzns bancshares inc d | -81.02 |
| stellantis n.v | -77.08 |
Capital Research Global Investors reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| wolfspeed inc | -67,744,400 |
| wolfspeed inc | -8,497,500 |
| wolfspeed inc | -7,210,000 |
| grab holdings limited | -100,406,000 |
| albemarle corp | -260,094,000 |
| dayforce inc | -190,185,000 |
| ansys inc | -984,342,000 |
| southstate corporation | -156,398,000 |
Capital Research Global Investors got rid off the above stocks
Sector Distribution
Capital Research Global Investors has about 30.1% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 30.1 |
| Healthcare | 12.1 |
| Consumer Cyclical | 11.5 |
| Industrials | 10.8 |
| Communication Services | 8.7 |
| Financial Services | 7.6 |
| Others | 6.9 |
| Consumer Defensive | 3.3 |
| Energy | 2.7 |
| Utilities | 2.6 |
| Basic Materials | 2.5 |
| Real Estate | 1.2 |
Market Cap. Distribution
Capital Research Global Investors has about 89.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 47.1 |
| LARGE-CAP | 42.6 |
| UNALLOCATED | 6.7 |
| MID-CAP | 3.3 |
Stocks belong to which Index?
About 86.7% of the stocks held by Capital Research Global Investors either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 84.5 |
| Others | 13.3 |
| RUSSELL 2000 | 2.2 |
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 431 stocks in it's portfolio. About 37.9% of the portfolio is in top 10 stocks. CARR proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for Capital Research Global Investors last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.18 | 45,575,300 | 11,604,800,000 | added | 9.17 | ||
| AAXJ | ishares tr | 0.00 | 6,349 | 874,130 | added | 15.96 | ||
| ABBV | abbvie inc | 1.10 | 25,230,800 | 5,841,880,000 | reduced | -0.14 | ||
| ABC | cencora inc | 0.16 | 2,661,030 | 831,653,000 | added | 0.59 | ||
| ABT | abbott labs | 0.97 | 38,768,800 | 5,192,680,000 | reduced | -7.18 | ||
| ACN | accenture plc ireland | 0.26 | 5,677,090 | 1,399,970,000 | reduced | -32.43 | ||
| ADBE | adobe inc | 0.06 | 899,146 | 317,174,000 | reduced | -30.32 | ||
| ADI | analog devices inc | 0.00 | 116,826 | 28,704,100 | added | 0.82 | ||
| ADMA | adma biologics inc | 0.01 | 3,253,910 | 47,702,400 | new | |||
| ADP | automatic data processing in | 0.44 | 8,021,190 | 2,354,220,000 | added | 1.47 | ||
| ADSK | autodesk inc | 0.01 | 103,014 | 32,724,700 | reduced | -75.72 | ||
| ADUS | addus homecare corp | 0.03 | 1,201,560 | 141,772,000 | added | 9.01 | ||
| AEP | american elec pwr co inc | 0.03 | 1,472,210 | 165,624,000 | added | 0.63 | ||
| AFRM | affirm hldgs inc | 0.32 | 23,041,700 | 1,683,990,000 | reduced | -2.78 | ||
| AIG | american intl group inc | 0.42 | 28,534,400 | 2,241,090,000 | added | 79.59 | ||
| AIT | applied indl technologies in | 0.02 | 323,793 | 84,526,200 | reduced | -3.52 | ||
| AIZ | assurant inc | 0.00 | 3,151 | 682,507 | added | 41.49 | ||
| AJG | gallagher arthur j & co | 0.09 | 1,540,550 | 477,171,000 | reduced | -0.28 | ||
| AL | air lease corp | 0.02 | 1,625,000 | 103,431,000 | reduced | -20.73 | ||
| ALB | albemarle corp | 0.03 | 4,620,400 | 175,021,000 | reduced | -2.14 | ||