Latest Capital World Investors Stock Portfolio
Capital World Investors Performance:
2025 Q4: -4.34%YTD: 10.23%2024: 18.83%
Performance for 2025 Q4 is -4.34%, and YTD is 10.23%, and 2024 is 18.83%.
About Capital World 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 World Investors reported an equity portfolio of $735.3 Billions as of 31 Dec, 2025.
The top stock holdings of Capital World Investors are AVGO, MSFT, META. The fund has invested 5.8% of it's portfolio in BROADCOM INC and 4.2% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off KIMBERLY-CLARK CORP (KMB), FERRARI N V and TAKE-TWO INTERACTIVE SOFTWAR (TTWO) stocks. They significantly reduced their stock positions in CHARTER COMMUNICATIONS INC N (CHTR), DEUTSCHE BANK A G and PALANTIR TECHNOLOGIES INC (PLTR). Capital World Investors opened new stock positions in JOHNSON & JOHNSON (JNJ), REDDIT INC and ECOLAB INC (ECL). The fund showed a lot of confidence in some stocks as they added substantially to CSX CORP (CSX), ROYAL BK CDA and NETFLIX INC (NFLX).
The top stock holdings of Capital World Investors are AVGO, MSFT, META. The fund has invested 5.8% of it's portfolio in BROADCOM INC and 4.2% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off KIMBERLY-CLARK CORP (KMB), FERRARI N V and TAKE-TWO INTERACTIVE SOFTWAR (TTWO) stocks. They significantly reduced their stock positions in CHARTER COMMUNICATIONS INC N (CHTR), DEUTSCHE BANK A G and PALANTIR TECHNOLOGIES INC (PLTR). Capital World Investors opened new stock positions in JOHNSON & JOHNSON (JNJ), REDDIT INC and ECOLAB INC (ECL). The fund showed a lot of confidence in some stocks as they added substantially to CSX CORP (CSX), ROYAL BK CDA and NETFLIX INC (NFLX).
Capital World Investors Annual Return Estimates Vs S&P 500
Our best estimate is that Capital World Investors made a return of -4.34% in the last quarter. In trailing 12 months, it's portfolio return was 10.23%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| johnson & johnson | 2,005,940,000 |
| reddit inc | 1,293,260,000 |
| ecolab inc | 1,022,330,000 |
| hewlett packard enterprise c | 901,751,000 |
| ventas inc | 594,116,000 |
| vistra corp | 574,499,000 |
| southern co | 559,428,000 |
| totalenergies se | 419,250,000 |
New stocks bought by Capital World Investors
Additions
| Ticker | % Inc. |
|---|---|
| csx corp | 135,772 |
| royal bk cda | 2,879 |
| netflix inc | 859 |
| coinbase global inc | 847 |
| exelon corp | 807 |
| icon plc | 555 |
| agco corp | 309 |
| intuit | 187 |
Additions to existing portfolio by Capital World Investors
Reductions
| Ticker | % Reduced |
|---|---|
| mid-amer apt cmntys inc | -97.09 |
| exact sciences corp | -94.00 |
| aes corp | -92.1 |
| motorola solutions inc | -90.64 |
| morgan stanley | -89.24 |
| manulife finl corp | -85.96 |
| linde plc | -85.59 |
| fiserv inc | -81.21 |
Capital World Investors reduced stake in above stock
Sold off
Sector Distribution
Capital World Investors has about 23.4% of it's holdings in Technology sector.
- Technology
- Healthcare
- Others
- Financial Services
- Consumer Cyclical
- Industrials
- Communication Services
- Consumer Defensive
- Utilities
- Energy
- Basic Materials
| Sector | % |
|---|---|
| Technology | 23.4 |
| Healthcare | 12.8 |
| Others | 11.7 |
| Financial Services | 11.4 |
| Consumer Cyclical | 11.3 |
| Industrials | 9.5 |
| Communication Services | 9.2 |
| Consumer Defensive | 5.1 |
| Utilities | 1.6 |
| Energy | 1.6 |
| Basic Materials | 1.4 |
Market Cap. Distribution
Capital World Investors has about 84.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- UNALLOCATED
- MID-CAP
| Category | % |
|---|---|
| LARGE-CAP | 47.4 |
| MEGA-CAP | 37.1 |
| UNALLOCATED | 11.8 |
| MID-CAP | 3.4 |
Stocks belong to which Index?
About 79.8% of the stocks held by Capital World Investors either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| S&P 500 | 77.9 |
| Others | 20.2 |
| RUSSELL 2000 | 1.9 |
Capital World Investors Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Capital World Investors
Capital World Investors has 559 stocks in it's portfolio. About 30.7% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Capital World Investors last quarter.
Last Reported on: 11 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AA | alcoa corp | 0.00 | 611,995 | 32,521,400 | unchanged | 0.00 | ||
| AAON | aaon inc | 0.01 | 580,774 | 44,284,000 | added | 9.72 | ||
| AAPL | apple inc | 1.02 | 27,487,400 | 7,472,940,000 | added | 34.5 | ||
| ABBV | abbvie inc | 0.41 | 13,071,400 | 2,986,780,000 | added | 106 | ||
| ABCL | abcellera biologics inc | 0.01 | 13,361,100 | 45,694,900 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.14 | 8,466,860 | 1,060,820,000 | reduced | -5.16 | ||
| ACA | arcosa inc | 0.02 | 1,680,000 | 178,618,000 | added | 5.00 | ||
| ACN | accenture plc ireland | 0.04 | 1,159,020 | 310,966,000 | added | 6.42 | ||
| ADBE | adobe inc | 0.12 | 2,606,420 | 912,221,000 | reduced | -12.04 | ||
| AES | aes corp | 0.00 | 899,306 | 12,896,000 | reduced | -92.1 | ||
| AFRM | affirm hldgs inc | 0.22 | 21,710,900 | 1,615,950,000 | added | 2.39 | ||
| AGCO | agco corp | 0.03 | 2,403,350 | 250,717,000 | added | 309 | ||
| AGM | federal agric mtg corp | 0.01 | 275,768 | 48,416,600 | unchanged | 0.00 | ||
| AIT | applied indl technologies in | 0.01 | 348,005 | 89,357,200 | added | 3.69 | ||
| AJG | gallagher arthur j & co | 0.44 | 12,613,400 | 3,264,360,000 | added | 7.05 | ||
| ALB | albemarle corp | 0.17 | 8,737,730 | 1,235,860,000 | added | 5.78 | ||
| ALB | albemarle corp | 0.03 | 4,064,180 | 241,372,000 | added | 0.1 | ||
| ALCC | oklo inc | 0.00 | 505,938 | 36,306,100 | added | 5.18 | ||
| ALGN | align technology inc | 0.03 | 1,490,500 | 232,742,000 | added | 13.19 | ||
| ALHC | alignment healthcare inc | 0.01 | 2,238,150 | 44,203,400 | new | |||