Latest Capital International Investors Stock Portfolio
Capital International Investors Performance:
2025 Q3: 4.96%YTD: 13.17%2024: 20.67%
Performance for 2025 Q3 is 4.96%, and YTD is 13.17%, and 2024 is 20.67%.
About Capital International Investors and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Capital International Investors reported an equity portfolio of $619.4 Billions as of 30 Sep, 2025.
The top stock holdings of Capital International Investors are AVGO, MSFT, GOOG. The fund has invested 7.8% of it's portfolio in BROADCOM INC and 6.6% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off EATON CORP PLC (ETN), FIRST CTZNS BANCSHARES INC N (FCNCA) and ALBEMARLE CORP (ALB) stocks. They significantly reduced their stock positions in NATIONAL GRID PLC (NGG), TFI INTL INC and CMS ENERGY CORP (CMS). Capital International Investors opened new stock positions in GARTNER INC (IT), BAKER HUGHES COMPANY (BKR) and HUMANA INC (HUM). The fund showed a lot of confidence in some stocks as they added substantially to CAPITAL GRP FIXED INCM ETF T (CGCP), CAPITAL GROUP CORE EQUITY ET (CGUS) and CAPITAL GROUP CONSERVATIVE E.
The top stock holdings of Capital International Investors are AVGO, MSFT, GOOG. The fund has invested 7.8% of it's portfolio in BROADCOM INC and 6.6% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off EATON CORP PLC (ETN), FIRST CTZNS BANCSHARES INC N (FCNCA) and ALBEMARLE CORP (ALB) stocks. They significantly reduced their stock positions in NATIONAL GRID PLC (NGG), TFI INTL INC and CMS ENERGY CORP (CMS). Capital International Investors opened new stock positions in GARTNER INC (IT), BAKER HUGHES COMPANY (BKR) and HUMANA INC (HUM). The fund showed a lot of confidence in some stocks as they added substantially to CAPITAL GRP FIXED INCM ETF T (CGCP), CAPITAL GROUP CORE EQUITY ET (CGUS) and CAPITAL GROUP CONSERVATIVE E.
Capital International Investors Annual Return Estimates Vs S&P 500
Our best estimate is that Capital International Investors made a return of 4.96% in the last quarter. In trailing 12 months, it's portfolio return was 15.52%.
New Buys
| Ticker | $ Bought |
|---|---|
| gartner inc | 820,113,000 |
| baker hughes company | 729,670,000 |
| humana inc | 707,670,000 |
| builders firstsource inc | 429,640,000 |
| d r horton inc | 395,179,000 |
| applied indl technologies in | 200,456,000 |
| full truck alliance co ltd | 188,227,000 |
| everus constr group | 165,993,000 |
New stocks bought by Capital International Investors
Additions
| Ticker | % Inc. |
|---|---|
| capital grp fixed incm etf t | 77,872 |
| capital group core equity et | 17,866 |
| capital group conservative e | 15,171 |
| loar holdings inc | 909 |
| watsco inc | 741 |
| johnson & johnson | 545 |
| amphenol corp new | 446 |
| fair isaac corp | 402 |
Additions to existing portfolio by Capital International Investors
Reductions
| Ticker | % Reduced |
|---|---|
| national grid plc | -99.17 |
| tfi intl inc | -98.9 |
| bp plc | -98.62 |
| cms energy corp | -97.41 |
| molina healthcare inc | -93.45 |
| csx corp | -92.02 |
| circle internet group inc | -91.75 |
| honeywell intl inc | -83.36 |
Capital International Investors reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| albemarle corp | -208,260,000 |
| ftai infrastructure inc | -32,980,800 |
| wk kellogg co | -70,330,300 |
| cemex sab de cv | -14,166,800 |
| eaton corp plc | -607,197,000 |
| southstate corporation | -149,179,000 |
| structure therapeutics inc | -33,575,500 |
| aspen insurance holdings ltd | -36,190,500 |
Capital International Investors got rid off the above stocks
Sector Distribution
Capital International Investors has about 26.5% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 26.5 |
| Industrials | 12 |
| Financial Services | 10.8 |
| Others | 10.7 |
| Communication Services | 10.5 |
| Consumer Cyclical | 8.5 |
| Healthcare | 8 |
| Consumer Defensive | 4.4 |
| Utilities | 3.7 |
| Real Estate | 2 |
| Energy | 1.6 |
| Basic Materials | 1.3 |
Market Cap. Distribution
Capital International Investors has about 86.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 44.8 |
| MEGA-CAP | 41.6 |
| UNALLOCATED | 10.8 |
| MID-CAP | 2.7 |
Stocks belong to which Index?
About 82.7% of the stocks held by Capital International Investors either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 80.3 |
| Others | 17.3 |
| RUSSELL 2000 | 2.4 |
Capital International Investors Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Capital International Investors
Capital International Investors has 445 stocks in it's portfolio. About 34.6% of the portfolio is in top 10 stocks. PM proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for Capital International Investors last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAON | aaon inc | 0.02 | 1,471,790 | 137,524,000 | added | 50.92 | ||
| AAPL | apple inc | 2.30 | 56,041,800 | 14,269,800,000 | added | 7.05 | ||
| AAXJ | ishares tr | 0.00 | 192,008 | 26,435,700 | added | 9.28 | ||
| AAXJ | ishares tr | 0.00 | 170,644 | 16,236,800 | added | 161 | ||
| ABBV | abbvie inc | 0.40 | 10,703,500 | 2,476,740,000 | reduced | -21.59 | ||
| ABT | abbott labs | 1.33 | 61,614,700 | 8,251,970,000 | added | 2.46 | ||
| ACA | arcosa inc | 0.03 | 2,228,280 | 208,812,000 | added | 28.27 | ||
| ACGL | arch cap group ltd | 0.03 | 1,891,640 | 171,629,000 | reduced | -77.76 | ||
| ACN | accenture plc ireland | 0.68 | 17,128,100 | 4,223,840,000 | added | 41.05 | ||
| ACWF | ishares tr | 0.00 | 40,962 | 2,788,690 | added | 64.16 | ||
| ADI | analog devices inc | 0.08 | 2,014,300 | 494,913,000 | reduced | -13.27 | ||
| AES | aes corp | 0.03 | 13,700,800 | 180,302,000 | reduced | -36.48 | ||
| AFRM | affirm hldgs inc | 0.01 | 490,510 | 35,846,500 | added | 0.66 | ||
| AGL | agilon health inc | 0.00 | 8,232,210 | 8,479,180 | reduced | -16.79 | ||
| AGLE | spyre therapeutics inc | 0.01 | 2,392,540 | 40,099,000 | unchanged | 0.00 | ||
| AIT | applied indl technologies in | 0.03 | 767,882 | 200,456,000 | new | |||
| AJG | gallagher arthur j & co | 0.36 | 7,194,740 | 2,228,160,000 | added | 0.63 | ||
| ALB | albemarle corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALGN | align technology inc | 0.06 | 3,050,370 | 381,968,000 | added | 88.65 | ||
| ALKT | alkami technology inc | 0.02 | 5,464,040 | 135,727,000 | unchanged | 0.00 | ||