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 |
Capital One
COF
|
+$4.17B |
| 2 |
KLA
KLAC
|
+$2.47B |
| 3 |
Micron Technology
MU
|
+$1.54B |
| 4 |
Honeywell
HON
|
+$1.28B |
| 5 |
Cloudflare
NET
|
+$906M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$3.73B |
| 2 |
DFS
Discover Financial Services
DFS
|
+$3.53B |
| 3 |
Amazon
AMZN
|
+$3.24B |
| 4 |
AbbVie
ABBV
|
+$1.8B |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
FTAI Aviation
FTAI
$22.5B
| $620M | 0.09% |
5,386,621
+4,491,162
| +502% | +$502M |
|
177
Take-Two Interactive
TTWO
$45.1B
| $614M | 0.09% |
2,528,188
-308,465
| -11% | -$69.5M |
|
178
ConocoPhillips
COP
$150B
| $600M | 0.09% |
6,686,482
-1,535,804
| -19% | -$138M |
|
179
Kroger
KR
$34.9B
| $600M | 0.09% |
8,358,154
-2,164,321
| -21% | -$149M |
|
180
Hilton Worldwide
HLT
$72.6B
| $598M | 0.09% |
2,246,628
+246,373
| +12% | +$58.6M |
|
181
Cooper Companies
COO
$14.9B
| $597M | 0.09% |
8,392,359
+645,793
| +8% | +$49.4M |
|
182
Keysight
KEYS
$60.9B
| $597M | 0.09% |
3,642,670
+43,783
| +1% | +$6.67M |
|
183
ATI
ATI
$31.4B
| $589M | 0.09% |
6,820,371
-161,803
| -2% | -$11.1M |
|
184
Walt Disney
DIS
$179B
| $580M | 0.08% |
4,673,062
+336,143
| +8% | +$34.9M |
|
185
Ferrari
RACE
$71.9B
| $579M | 0.08% |
1,180,636
+8,007
| +0.7% | +$3.72M |
|
186
Regal Rexnord
RRX
$11.5B
| $577M | 0.08% |
3,977,524
-1,380,132
| -26% | -$173M |
|
187
Crane Co
CR
$12.7B
| $555M | 0.08% |
2,922,543
-49,038
| -2% | -$8.14M |
|
188
Lumentum
LITE
$81.1B
| $546M | 0.08% |
5,739,568
+748,124
| +15% | +$53.1M |
|
189
Albemarle
ALB
$15.4B
| $516M | 0.08% |
8,239,903
-1,726,141
| -17% | -$102M |
|
190
United Airlines
UAL
$41.3B
| $514M | 0.07% |
6,459,515
-1,168,814
| -15% | -$86.1M |
|
191
Ametek
AME
$58.8B
| $513M | 0.07% |
2,836,256
-1,167,861
| -29% | -$201M |
|
192
Yum! Brands
YUM
$41.5B
| $505M | 0.07% |
3,409,334
-2,175,456
| -39% | -$318M |
|
193
CRH
CRH
$65.6B
| $504M | 0.07% |
5,487,539
+2,609,986
| +91% | +$238M |
|
194
LyondellBasell Industries
LYB
$20.2B
| $502M | 0.07% |
8,672,485
+5,593,550
| +182% | +$326M |
|
195
Copa Holdings
CPA
$6.19B
| $499M | 0.07% |
4,533,285
+92,122
| +2% | +$9.09M |
|
196
Shell
SHEL
$248B
| $498M | 0.07% |
7,070,872
+79,894
| +1% | +$5.36M |
|
197
Ionis Pharmaceuticals
IONS
$9.28B
| $495M | 0.07% |
12,540,188
+178,194
| +1% | +$5.83M |
|
|
B
198
Barrick Mining
B
$66.7B
| $492M | 0.07% |
23,633,063
+12,070
| +0.1% | +$236K |
|
199
TechnipFMC
FTI
$29.7B
| $491M | 0.07% |
14,261,670
+7,758,614
| +119% | +$234M |
|
200
Vale
VALE
$58.8B
| $484M | 0.07% |
49,814,207
+19,133,291
| +62% | +$180M |
|
Similar funds
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.