Capital Research Global Investors

Q1 2025 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2025
Date filed
5/12/2025
Form type
13F-HR
Num holdings
456
Total value ($000)
$459,898,088
Net value change ($000)
-26,478,831 (-5.4%)
New positions
39
Sold out positions
21
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/13/2025 Next filing: 8/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LLY 4,701,144 56.6%
SBUX 2,955,322 569.2%
VRTX 2,847,878 67.8%
NVDA 1,854,453 21.6%
UNH 1,819,608 20.0%
UBER 1,619,450 22.7%
RTX 1,540,734 17.6%
CVS 1,156,239 1028.1%
STLA 1,132,461 1249.5%
MRSH 1,091,759 212.3%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -7,317,400 -40.5%
AVGO -5,811,048 -28.0%
GOOGL -5,297,663 -38.9%
MSFT -3,578,488 -11.3%
AMZN -3,148,237 -16.2%
CRM -2,485,585 -30.8%
LVS -1,969,233 -65.2%
META -1,825,025 -8.4%
GOOGL -1,796,443 -24.1%
RCL -1,720,235 -26.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type