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Latest Capital Research Global Investors Stock Portfolio

$644Billion | No. of Holdings #456

Capital Research Global Investors Performance

2026 Q1-4.05%
YTD-4.05%
2025+15.99%

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

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Capital Research Global Investors reported an equity portfolio of $644.6 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Capital Research Global Investors are AVGO, MSFT, NVDA. The fund has invested 5.6% of it's portfolio in BROADCOM INC and 5.5% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off CAPITAL ONE FINL CORP (COF), LAS VEGAS SANDS CORP (LVS) and EQT CORP (EQT) stocks. They significantly reduced their stock positions in PAYPAL HLDGS INC (PYPL), SERVICENOW INC (NOW) and PACCAR INC (PCAR). Capital Research Global Investors opened new stock positions in CISCO SYS INC (CSCO), CIENA CORP (CIEN) and ASTRAZENECA PLC. The fund showed a lot of confidence in some stocks as they added substantially to NORTHROP GRUMMAN CORP (NOC), CONSTELLATION BRANDS INC (STZ) and EXTRA SPACE STORAGE INC (EXR).
Capital Research Global Investors Equity Portfolio Value
Last Reported on: 13 May, 2026
$644Billion
  as of May 13, 2026

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

Our best estimate is that Capital Research Global Investors made a return of -4.05% in the last quarter. In trailing 12 months, it's portfolio return was 14.53%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
cisco sys inc4,961,800,000
ciena corp1,067,530,000
astrazeneca plc901,835,000
western digital corp895,126,000
atmos energy corp740,838,000
ftai aviation ltd703,420,000
watsco inc690,677,000
oneok inc new566,556,000
New stocks bought by Capital Research Global Investors

Additions

Ticker% Inc.
northrop grumman corp80,030
constellation brands inc52,187
extra space storage inc11,780
asml hldg nv3,942
welltower inc2,033
futu hldgs ltd1,757
danaher corp del1,445
blue owl capital inc1,250
Additions to existing portfolio by Capital Research Global Investors

Reductions

Ticker% Reduced
paypal hldgs inc-99.91
servicenow inc-98.68
paccar inc-94.96
siriuspoint ltd-89.96
boot barn hldgs inc-87.35
establishment labs hldgs inc-87.26
alaska air group inc-85.03
cnx res corp-82.9
Capital Research Global Investors reduced stake in above stock

Sold off

Ticker$ Sold
las vegas sands corp-1,056,600,000
eqt corp-671,171,000
caesars entertainment inc ne-231,917,000
stubhub hldgs inc-106,887,000
capital one finl corp-1,426,910,000
first advantage corp new-70,680,800
citigroup inc-530,219,000
hasbro inc-264,522,000
Capital Research Global Investors got rid off the above stocks

Sector Distribution

Capital Research Global Investors has about 29.2% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Consumer Cyclical
  • Industrials
  • Communication Services
  • Others
  • Financial Services
  • Consumer Defensive
  • Utilities
  • Basic Materials
  • Energy
  • Real Estate
Sector%
Technology29.2
Healthcare11.8
Consumer Cyclical10.7
Industrials9.9
Communication Services8.9
Others7.9
Financial Services7.3
Consumer Defensive4.1
Utilities3
Basic Materials2.9
Energy2.7
Real Estate1.2

Market Cap. Distribution

Capital Research Global Investors has about 90.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP55.6
LARGE-CAP34.8
UNALLOCATED7.8
MID-CAP1.6

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.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50084.7
Others13.3
RUSSELL 20002
Top 5 Winners (%)%
LYB
lyondellbasell industries nv
78.2 %
DOW
dow hldgs inc
71.0 %
LITE
lumentum hldgs inc
69.1 %
SLAB
silicon laboratories inc
59.3 %
MOD
modine mfg co
55.8 %
Top 5 Winners ($)$
AMAT
applied matls inc
2635.0 M
CNQ
canadian nat res ltd med ter
2316.6 M
XOM
exxon mobil corp
1656.2 M
CVE
cenovus energy inc
1104.5 M
EOG
eog res inc
998.5 M
Top 5 Losers (%)%
netskope inc
-51.6 %
via transn inc
-48.3 %
SMFR
genedx holdings corp
-48.2 %
PAR
par technology corp
-47.4 %
flutter entmt plc
-45.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-9613.3 M
LLY
eli lilly & co
-3812.6 M
AVGO
broadcom inc
-3708.0 M
AMZN
amazon com inc
-2352.9 M
NVDA
nvidia corporation
-2207.8 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 456 stocks in it's portfolio. About 35.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. AMAT was the most profitable stock for Capital Research Global Investors last quarter.

$644.56BTotal Value
500Positions
13 May, 2026Last Reported
Current holdings of Current Stock Holdings of Capital Research Global Investors, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Capital Research Global Investors's holding in Ishares Tr over time
0%14,423
$1.94M
0%
increased 0.45 percentadded
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Capital Research Global Investors's holding in Agnico Eagle Mines Ltd over time
0.02%580,559
$117.84M
0.02%
new position