Capital World Investors Portfolio holdings
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amgen
AMGN
|
+$3.01B |
| 2 |
Starbucks
SBUX
|
+$2.02B |
| 3 |
Apple
AAPL
|
+$1.81B |
| 4 |
Micron Technology
MU
|
+$1.27B |
| 5 |
Nike
NKE
|
+$1.21B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$8.86B |
| 2 |
Caterpillar
CAT
|
+$2.97B |
| 3 |
Home Depot
HD
|
+$2.21B |
| 4 |
Target
TGT
|
+$2.06B |
| 5 |
Extra Space Storage
EXR
|
+$2.02B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.22% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.94% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Tractor Supply
TSCO
$19B
| $1.08B | 0.18% |
19,611,638
+178,503
| +0.9% | +$9.77M |
|
127
American Express
AXP
$232B
| $1.05B | 0.17% |
3,913,117
+208,846
| +6% | +$61.7M |
|
128
XPO
XPO
$24.5B
| $1.04B | 0.17% |
9,673,779
+1,919,896
| +25% | +$244M |
|
129
Brown & Brown
BRO
$23.8B
| $1.03B | 0.17% |
8,264,954
+4,069,273
| +97% | +$455M |
|
130
Intercontinental Exchange
ICE
$85B
| $1.02B | 0.17% |
5,910,983
+207,104
| +4% | +$33.9M |
|
131
Verizon
VZ
$195B
| $1.01B | 0.16% |
22,277,651
+350,513
| +2% | +$14.6M |
|
132
Northrop Grumman
NOC
$82B
| $1B | 0.16% |
1,956,738
+29,066
| +2% | +$13.9M |
|
133
Parker-Hannifin
PH
$135B
| $989M | 0.16% |
1,626,481
+969,006
| +147% | +$634M |
|
|
AXON
134
Axon Enterprise
AXON
$48.7B
| $959M | 0.16% |
1,822,740
+6,975
| +0.4% | +$4.08M |
|
135
Brookfield Infrastructure Partners
BIP
$18.2B
| $940M | 0.15% |
31,611,347
+49,567
| +0.2% | +$1.55M |
|
136
Simon Property Group
SPG
$71.4B
| $933M | 0.15% |
5,617,975
+4,922,445
| +708% | +$860M |
|
137
RTX Corp
RTX
$300B
| $927M | 0.15% |
6,997,591
+6,394,350
| +1,060% | +$811M |
|
138
Freeport-McMoran
FCX
$96.9B
| $919M | 0.15% |
24,280,107
+224,583
| +0.9% | +$8.59M |
|
139
Affirm
AFRM
$24.6B
| $914M | 0.15% |
20,218,782
+1,879,617
| +10% | +$111M |
|
140
Centene
CNC
$33.1B
| $905M | 0.15% |
14,909,941
-2,594,306
| -15% | -$157M |
|
141
Procter & Gamble
PG
$335B
| $880M | 0.14% |
5,165,361
-1,690,850
| -25% | -$283M |
|
142
Yum! Brands
YUM
$41B
| $879M | 0.14% |
5,584,790
-4,188,451
| -43% | -$603M |
|
143
American Tower
AMT
$79.4B
| $877M | 0.14% |
4,031,543
-888,557
| -18% | -$174M |
|
144
VICI Properties
VICI
$28.7B
| $864M | 0.14% |
26,480,049
-1,837,648
| -6% | -$56.6M |
|
145
ConocoPhillips
COP
$153B
| $864M | 0.14% |
8,222,286
-431,045
| -5% | -$43M |
|
146
McDonald's
MCD
$195B
| $858M | 0.14% |
2,747,170
+220,294
| +9% | +$65.9M |
|
147
Union Pacific
UNP
$174B
| $841M | 0.14% |
3,558,771
-260,353
| -7% | -$62.7M |
|
148
Danaher
DHR
$145B
| $839M | 0.14% |
4,091,155
-2,270,028
| -36% | -$496M |
|
|
DAY
149
DELISTED
Dayforce
DAY
| $799M | 0.13% |
13,699,984
+45,651
| +0.3% | +$2.94M |
|
150
Delta Air Lines
DAL
$59.1B
| $798M | 0.13% |
18,312,265
+3,131,798
| +21% | +$186M |
|
Similar funds
Capital World Investors's Q1 2025 Portfolio in Review
As of Q1 2025, Capital World Investors held 587 positions worth $617B, down 6.3% from $659B the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Capital World Investors withdrew a net $18.6B in Q1 2025, closing 35 positions and reducing 163 holdings. Its most notable exit was Dell, an estimated $1.44B position sold in full.
By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Healthcare and Financials.
Against the trend, Capital World Investors opened a new position in Arm worth $527M.
- Capital World Investors's largest Q1 2025 buy was Arm: 4,932,888 shares worth $527M.
- Capital World Investors added most to Amgen in Q1 2025, an estimated $3.01B increase.
- Capital World Investors's biggest Q1 2025 reduction was Broadcom, cutting an estimated $8.86B.
- Capital World Investors fully exited Dell in Q1 2025, selling an estimated $1.44B.
- Capital World Investors's ten largest holdings make up 28% of its $617B portfolio in Q1 2025.
- Capital World Investors opened 44 new positions and closed 35 in Q1 2025.
- Capital World Investors's portfolio value fell 6.3% quarter-over-quarter to $617B.
Based on Capital World Investors's 13F filing for Q1 2025, filed 12 May 2025.