Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Capital Research Global Investors

•CIK: 1422848•Filing: Q4 2025

Capital Research Global Investors, with $541.7B in AUM, is known for its value-oriented, long-term investment strategy, often focusing on high-quality, dividend-paying stocks. Recently, the fund has made notable moves by adding SPY and INTC significantly, while exiting NVENT ELEC and CMG, reflecting a strategic shift towards tech and diversified exposure.

Total AUM

$541.7B

QoQ Performance

+1.6%

Positions

427

Top 10 Concentration

40.6%

Latest Filing

Q4 2025

Top Holdings Allocation

MSFT

NVDA

AVGO

MSFT6.5%

NVDA5.9%

AVGO5.5%

LLY4.9%

AMZN3.8%

GOOGL3.0%

AAPL2.8%

RTX2.6%

📈 Biggest Buys

APPLIED MATLS INC

+119.8%

1.6% of portfolio

NETFLIX INC

+800.2%

0.7% of portfolio

APPLE INC

+21.7%

2.8% of portfolio

PHILIP MORRIS INTL INC

+25.3%

1.6% of portfolio

ORACLE CORP

+29.3%

1.1% of portfolio

📉 Biggest Sells

META PLATFORMS INC

-24.7%

2.2% of portfolio

BOEING CO

-71.8%

0.2% of portfolio

UNITEDHEALTH GROUP INC

-52.0%

0.4% of portfolio

SHOPIFY INC

-79.8%

0.1% of portfolio

LAS VEGAS SANDS CORP

-52.3%

0.2% of portfolio

Sector Breakdown

Technology31.5%

Other29.7%

Consumer10.4%

Healthcare9.8%

Financial5.6%

Industrial5.3%

Materials2.0%

Communication1.7%

🚪 Exited Positionssold since Q3 2025

WOODWARD INC

SOLD

$477.3M

COPART INC

SOLD

$420.3M

CAESARS ENTERTAINMENT INC NE

SOLD

$414.0M

NVENT ELECTRIC PLC

SOLD

$379.5M

CHIPOTLE MEXICAN GRILL INC

SOLD

$378.1M

+232 more exited positions

Changes from Q3 2025

NEW4 new positions

↑106 increased

↓90 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

NVIDIA CORPORATION

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