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Capital World Investors

Capital World Investors Portfolio holdings

AUM $846B
1-Year Est. Return 46.74%
 

Capital World Investors (CWI), a division of Capital Group, one of the oldest and largest investment management firms in the world, was established in 1931 and is headquartered in Los Angeles, California. Specializing in active investment management, CWI focuses on long-term growth through a research-intensive approach, managing hundreds of billions in assets primarily through equity-focused mutual funds and institutional portfolios. It serves a diverse client base, including individual investors, financial advisors, and institutions, and is known for its flagship funds like the American Funds, which emphasize fundamental analysis and a multiple-portfolio-manager system to mitigate risk. With a global reach and a reputation for disciplined, value-oriented investing, CWI remains a cornerstone of Capital Group’s mission to deliver consistent, superior returns.

This Fund
S&P 500
This Quarter Est. Return
+18.04%
1 Year Est. Return
+46.74%
3 Year Est. Return
+161.27%
5 Year Est. Return
+225.32%
10 Year Est. Return
+1,019.7%
AUM
$688B
AUM Growth
+$70.7B
Cap. Flow
-$9.87B
Cap. Flow %
-1.43%
Top 10 Hldgs %
30.96%
Holding
607
New
55
Increased
276
Reduced
149
Closed
27

Top Buys

Rank Stock Value
1
COF icon
Capital One
COF
+$4.17B
2
KLAC icon
KLA
KLAC
+$2.47B
3
MU icon
Micron Technology
MU
+$1.54B
4
HON icon
Honeywell
HON
+$1.28B
5
NET icon
Cloudflare
NET
+$906M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.73B
2
DFS
Discover Financial Services
DFS
+$3.53B
3
AMZN icon
Amazon
AMZN
+$3.24B
4
ABBV icon
AbbVie
ABBV
+$1.8B
5
MO icon
Altria Group
MO
+$1.75B

Sector Composition

Rank Sector Weight
1 Technology 25.21%
2 Financials 14.55%
3 Consumer Discretionary 12.26%
4 Healthcare 12.01%
5 Communication Services 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAP icon
576
Advance Auto Parts
AAP
$3.34B
– –
-558,628
Closed -$21.9M
ABNB icon
577
Airbnb
ABNB
$109B
– –
-9,720,112
Closed -$1.16B
AUR icon
578
Aurora
AUR
$13.5B
– –
-61,058
Closed -$411K
BAH icon
579
Booz Allen Hamilton
BAH
$9.31B
– –
-50,285
Closed -$5.26M
CDNS icon
580
Cadence Design Systems
CDNS
$89.4B
– –
-905,631
Closed -$230M
DFS
581
DELISTED
Discover Financial Services
DFS
– –
-20,688,885
Closed -$3.53B
EQT icon
582
EQT Corp
EQT
$33.8B
– –
-1,707,168
Closed -$91.2M
FUN icon
583
Cedar Fair
FUN
$1.74B
– –
-878,120
Closed -$31.3M
GLOB icon
584
Globant
GLOB
$1.67B
– –
-183,000
Closed -$21.5M
GLPI icon
585
Gaming and Leisure Properties
GLPI
$12.6B
– –
-1,891,630
Closed -$96.3M
GTLS
586
DELISTED
Chart Industries
GTLS
– –
-200,000
Closed -$28.9M
IOO icon
587
iShares Global 100 ETF
IOO
$9.46B
– –
-2,209
Closed -$212K
NSA
588
DELISTED
National Storage Affiliates Trust
NSA
– –
-1,941,558
Closed -$76.5M
ORLY icon
589
O'Reilly Automotive
ORLY
$74.7B
– –
-596,835
Closed -$57M
PNC icon
590
PNC Financial Services
PNC
$102B
– –
-43,098
Closed -$7.57M
SANA icon
591
Sana Biotechnology
SANA
$1.1B
– –
-5,449,035
Closed -$9.15M
STLA icon
592
Stellantis
STLA
$20.3B
– –
-8,455,544
Closed -$95M
TROW icon
593
T. Rowe Price
TROW
$23.6B
– –
-927,894
Closed -$85.2M
TWLO icon
594
Twilio
TWLO
$38.4B
– –
-585,957
Closed -$57.4M
TXN icon
595
Texas Instruments
TXN
$255B
– –
-1,002,196
Closed -$180M
VXUS icon
596
Vanguard Total International Stock ETF
VXUS
$164B
– –
-4,997
Closed -$312K
WLK icon
597
Westlake Corp
WLK
$10.2B
– –
-1,290,128
Closed -$129M
WOLF icon
598
Wolfspeed
WOLF
$1.68B
– –
-2,929,700
Closed -$8.96M
IBTA icon
599
Ibotta
IBTA
$743M
– –
-250,000
Closed -$10.6M
ARTV
600
Artiva Biotherapeutics
ARTV
$555M
– –
-866,622
Closed -$2.6M
21 22 23
24
25

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Capital World Investors's Q2 2025 Portfolio in Review

As of Q2 2025, Capital World Investors held 607 positions worth $688B, up 11% from $617B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Capital World Investors's Q2 2025 filing shows 55 new, 276 increased, 149 reduced and 27 closed positions. Its largest new stake was Hims & Hers Health: 18,559,302 shares worth $925M. The largest sale was Apple, an estimated $3.73B.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Capital World Investors's largest Q2 2025 buy was Hims & Hers Health: 18,559,302 shares worth $925M.
  • Capital World Investors added most to Capital One in Q2 2025, an estimated $4.17B increase.
  • Capital World Investors's biggest Q2 2025 reduction was Apple, cutting an estimated $3.73B.
  • Capital World Investors fully exited Discover Financial Services in Q2 2025, selling an estimated $3.53B.
  • Capital World Investors's ten largest holdings make up 31% of its $688B portfolio in Q2 2025.
  • Capital World Investors opened 55 new positions and closed 27 in Q2 2025.
  • Capital World Investors's portfolio value rose 11% quarter-over-quarter to $688B.

Based on Capital World Investors's 13F filing for Q2 2025, filed 13 Aug 2025.