Capital Research Global Investors
Institutional investor · Portfolio as of Q4 2024
Top Holdings438 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 75.2M | $31.7B | 6.5% | $116.88 | +260.83% | 25 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 36.9M | $21.6B | 4.4% | $263.40 | +123.76% | 25 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 89.7M | $20.8B | 4.3% | $153.21 | +52.38% | 25 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 88.8M | $19.5B | 4.0% | $119.64 | +84.97% | 25 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 72.2M | $18.1B | 3.7% | $181.68 | +36.84% | 25 qtrssince 2018-Q4 | Increased 59 |
ALPHABET INC-CL A | 72M | $13.6B | 2.8% | $122.01 | +56.12% | 25 qtrssince 2018-Q4 | Increased 63 |
UNITEDHEALTH GROUP INC | 18M | $9.1B | 1.9% | $325.83 | +52.10% | 25 qtrssince 2018-Q4 | Decreased 0 |
RAYTHEON TECHNOLOGIES CORP | 75.8M | $8.8B | 1.8% | $69.96 | +60.64% | 20 qtrssince 2020-Q1 | Decreased 0 |
NVIDIA CORP | 63.9M | $8.6B | 1.8% | $115.06 | +19.46% | 9 qtrssince 2022-Q4 | Increased 52 |
ELI LILLY & CO | 10.8M | $8.3B | 1.7% | $490.03 | +55.62% | 11 qtrssince 2022-Q2 | Increased 58 |
SALESFORCE.COM INC | 24.1M | $8.1B | 1.7% | $222.91 | +49.64% | 9 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC-CL C | 39.1M | $7.5B | 1.5% | $109.36 | +75.52% | 25 qtrssince 2018-Q4 | Increased 51 |
UBER TECHNOLOGIES INC | 118.1M | $7.1B | 1.5% | $60.61 | +0.27% | 6 qtrssince 2023-Q3 | Increased 77 |
GENERAL ELECTRIC CO COM STOCK | 42M | $7B | 1.4% | $51.21 | +226.37% | 25 qtrssince 2018-Q4 | Decreased 0 |
BOEING CO/THE | 38.7M | $6.8B | 1.4% | $192.87 | -8.46% | 9 qtrssince 2022-Q4 | Increased 70 |
ROYAL CARIBBEAN CRUISES LTD | 28.2M | $6.5B | 1.3% | $53.94 | +325.99% | 20 qtrssince 2020-Q1 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 50.8M | $6.1B | 1.3% | $60.94 | +90.20% | 25 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 54.1M | $6.1B | 1.3% | $68.16 | +59.89% | 25 qtrssince 2018-Q4 | Increased 51 |
ABBVIE INC | 34M | $6B | 1.2% | $104.60 | +60.36% | 25 qtrssince 2018-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 22.8M | $5.5B | 1.1% | $143.89 | +62.15% | 25 qtrssince 2018-Q4 | Increased 55 |
Capital Research Global Investors manages $486.4B across 438 positions as of Q4 2024. Top holdings: MSFT (6.5%), META (4.4%), AVGO (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 52 new positions, 29 exits, 193 increased. Top move: UBER (INCREASED, conviction 77). Portfolio: $486.4B across 438 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer