Latest Capital International Investors Stock Portfolio
Capital International Investors Performance:
2025 Q4: -1.1%YTD: 14.62%2024: 21.19%
Performance for 2025 Q4 is -1.1%, and YTD is 14.62%, and 2024 is 21.19%.
About Capital International 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 International Investors reported an equity portfolio of $638 Billions as of 31 Dec, 2025.
The top stock holdings of Capital International Investors are AVGO, MSFT, GOOG. The fund has invested 7.7% of it's portfolio in BROADCOM INC and 6.2% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off DAYFORCE INC (CDAY), VICI PPTYS INC (VICI) and DISNEY WALT CO (DIS) stocks. They significantly reduced their stock positions in ELECTRONIC ARTS INC (EA), MSCI INC (MSCI) and CORTEVA INC (CTVA). Capital International Investors opened new stock positions in TOTALENERGIES SE, BANK AMERICA CORP (BAC) and CATERPILLAR INC (CAT). The fund showed a lot of confidence in some stocks as they added substantially to CAPITAL GROUP GLOBAL EQUITY, KEURIG DR PEPPER INC (KDP) and VERISK ANALYTICS INC (VRSK).
The top stock holdings of Capital International Investors are AVGO, MSFT, GOOG. The fund has invested 7.7% of it's portfolio in BROADCOM INC and 6.2% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off DAYFORCE INC (CDAY), VICI PPTYS INC (VICI) and DISNEY WALT CO (DIS) stocks. They significantly reduced their stock positions in ELECTRONIC ARTS INC (EA), MSCI INC (MSCI) and CORTEVA INC (CTVA). Capital International Investors opened new stock positions in TOTALENERGIES SE, BANK AMERICA CORP (BAC) and CATERPILLAR INC (CAT). The fund showed a lot of confidence in some stocks as they added substantially to CAPITAL GROUP GLOBAL EQUITY, KEURIG DR PEPPER INC (KDP) and VERISK ANALYTICS INC (VRSK).
Capital International Investors Annual Return Estimates Vs S&P 500
Our best estimate is that Capital International Investors made a return of -1.1% in the last quarter. In trailing 12 months, it's portfolio return was 14.62%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| totalenergies se | 3,435,990,000 |
| bank america corp | 2,357,460,000 |
| caterpillar inc | 1,225,320,000 |
| exelon corp | 738,333,000 |
| walmart inc | 592,848,000 |
| oneok inc new | 586,500,000 |
| klaviyo inc | 415,254,000 |
| brown & brown inc | 371,654,000 |
New stocks bought by Capital International Investors
Additions
| Ticker | % Inc. |
|---|---|
| capital group global equity | 15,343 |
| keurig dr pepper inc | 1,987 |
| verisk analytics inc | 1,200 |
| huron consulting group inc | 964 |
| public storage oper co | 821 |
| netflix inc | 710 |
| sable offshore corp | 542 |
| servicenow inc | 395 |
Additions to existing portfolio by Capital International Investors
Reductions
| Ticker | % Reduced |
|---|---|
| electronic arts inc | -99.99 |
| msci inc | -94.88 |
| corteva inc | -92.82 |
| datadog inc | -85.05 |
| vistra corp | -81.52 |
| united rentals inc | -81.05 |
| darden restaurants inc | -77.25 |
| merck & co inc | -74.63 |
Capital International Investors reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| sandstorm gold ltd | -313,325,000 |
| dayforce inc | -1,324,430,000 |
| vici pptys inc | -612,204,000 |
| agilon health inc | -8,479,180 |
| alkami technology inc | -135,727,000 |
| disney walt co | -589,454,000 |
| on semiconductor corp | -209,566,000 |
| totalenergies se | -211,297,000 |
Capital International Investors got rid off the above stocks
Sector Distribution
Capital International Investors has about 26.7% of it's holdings in Technology sector.
- Technology
- Industrials
- Others
- Financial Services
- Communication Services
- Healthcare
- Consumer Cyclical
- Consumer Defensive
- Utilities
- Real Estate
- Energy
- Basic Materials
| Sector | % |
|---|---|
| Technology | 26.7 |
| Industrials | 11.4 |
| Others | 11.1 |
| Financial Services | 10.9 |
| Communication Services | 10 |
| Healthcare | 8.7 |
| Consumer Cyclical | 8.4 |
| Consumer Defensive | 4.7 |
| Utilities | 3 |
| Real Estate | 2.2 |
| Energy | 1.7 |
| Basic Materials | 1.3 |
Market Cap. Distribution
Capital International Investors has about 86.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
- MID-CAP
| Category | % |
|---|---|
| MEGA-CAP | 43.6 |
| LARGE-CAP | 42.6 |
| UNALLOCATED | 11.1 |
| MID-CAP | 2.5 |
Stocks belong to which Index?
About 82.4% of the stocks held by Capital International Investors either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| S&P 500 | 80.2 |
| Others | 17.5 |
| RUSSELL 2000 | 2.2 |
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 450 stocks in it's portfolio. About 35.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Capital International Investors last quarter.
Last Reported on: 11 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAON | aaon inc | 0.02 | 1,328,880 | 101,327,000 | reduced | -9.71 | ||
| AAPL | apple inc | 3.06 | 71,822,400 | 19,526,500,000 | added | 28.16 | ||
| AAXJ | ishares tr | 0.02 | 762,501 | 108,588,000 | added | 297 | ||
| AAXJ | ishares tr | 0.00 | 294,575 | 28,049,500 | added | 72.63 | ||
| ABBV | abbvie inc | 0.42 | 11,692,800 | 2,671,980,000 | added | 9.24 | ||
| ABT | abbott labs | 1.24 | 63,229,400 | 7,922,520,000 | added | 2.62 | ||
| ACA | arcosa inc | 0.04 | 2,244,230 | 238,607,000 | added | 0.72 | ||
| ACGL | arch cap group ltd | 0.03 | 1,917,870 | 183,962,000 | added | 1.39 | ||
| ACN | accenture plc ireland | 0.74 | 17,471,600 | 4,687,870,000 | added | 2.01 | ||
| ACWF | ishares tr | 0.00 | 56,112 | 3,895,440 | added | 36.99 | ||
| ADI | analog devices inc | 0.04 | 877,336 | 237,934,000 | reduced | -56.44 | ||
| AES | aes corp | 0.03 | 13,715,000 | 196,763,000 | added | 0.1 | ||
| AFRM | affirm hldgs inc | 0.01 | 489,264 | 36,415,900 | reduced | -0.25 | ||
| AGIO | agios pharmaceuticals inc | 0.00 | 703,865 | 19,159,200 | new | |||
| AGL | agilon health inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGLE | spyre therapeutics inc | 0.02 | 3,492,540 | 114,416,000 | added | 45.98 | ||
| AIT | applied indl technologies in | 0.04 | 962,925 | 247,250,000 | added | 25.4 | ||
| AJG | gallagher arthur j & co | 0.26 | 6,280,460 | 1,625,560,000 | reduced | -12.71 | ||
| ALGN | align technology inc | 0.11 | 4,643,220 | 725,039,000 | added | 52.22 | ||
| ALKT | alkami technology inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||