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
📉 Biggest Sells
Sector Breakdown
Technology31.5%
Other27.4%
Consumer10.4%
Healthcare9.8%
Financial6.0%
Industrial5.3%
Consumer Staples2.5%
Materials2.0%
🚪 Exited Positionssold since Q3 2025
+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 2023Q3 2023Q2 2023Q1 2023Q4 2022