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Capital Research Global Investors Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Capital Research Global Investors with $532.36B in long positions as of Q3 2025, 31% allocated to Technology, and 38% concentrated in top 10 positions.

Portfolio Value
$532.36B
Top 10 Concentration
38%
Top Sector
Technology (31%)
US Exposure
93%
Market Cap Focus
Mega Cap
Countries
18

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 30.50%TechnologyHealthcare: 12.70%HealthcareConsumer Cyclical: 12.40%Consumer CyclicalIndustrials: 11.00%IndustrialsFinancial Services: 9.60%Financial ServicesCommunication Services: 9.00%Communication ServicesEnergy: 3.90%Consumer Defensive: 3.30%Utilities: 2.60%Basic Materials: 2.50%Real Estate: 1.20%
Technology
30.50%
Healthcare
12.70%
Consumer Cyclical
12.40%
Industrials
11.00%
Financial Services
9.60%
Communication Services
9.00%
Energy
3.90%
Consumer Defensive
3.30%
Utilities
2.60%
Basic Materials
2.50%
Real Estate
1.20%

Industry Breakdown

108 industries across all sectors

Semiconductors: 13.42%SemiconductorsSoftware - Infrastructure: 9.13%Software - InfrastructureInternet Content & Information: 7.10%Aerospace & Defense: 5.77%Drug Manufacturers - General: 5.71%Specialty Retail: 4.97%Software - Application: 3.52%Banks - Diversified: 2.70%Medical - Devices: 2.45%Regulated Electric: 2.45%Financial - Credit Services: 2.36%Consumer Electronics: 2.18%Biotechnology: 2.01%Restaurants: 1.91%Chemicals - Specialty: 1.84%Travel Services: 1.58%Tobacco: 1.48%Oil & Gas Exploration & Production: 1.44%Medical - Healthcare Plans: 1.22%Oil & Gas Integrated: 1.20%Asset Management: 1.19%Entertainment: 1.06%Home Improvement: 0.90%Construction: 0.87%Insurance - Property & Casualty: 0.84%83 more: 19.47%83 more
Semiconductors
Technology
13.42%
Software - Infrastructure
Technology
9.13%
Internet Content & Information
Communication Services
7.10%
Aerospace & Defense
Industrials
5.77%
Drug Manufacturers - General
Healthcare
5.71%
Specialty Retail
Consumer Cyclical
4.97%
Software - Application
Technology
3.52%
Banks - Diversified
Financial Services
2.70%
Medical - Devices
Healthcare
2.45%
Regulated Electric
Utilities
2.45%
Financial - Credit Services
Financial Services
2.36%
Consumer Electronics
Technology
2.18%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 57.41%Mega Cap (> $200B)Large Cap ($10B - $200B): 38.70%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.37%Small Cap ($300M - $2B): 0.16%Nano Cap (< $50M): 0.68%N/A (ETF or Unknown): 0.68%
Mega Cap (> $200B)
57.41%
Large Cap ($10B - $200B)
38.70%
Mid Cap ($2B - $10B)
2.37%
Small Cap ($300M - $2B)
0.16%
Nano Cap (< $50M)
0.68%
N/A (ETF or Unknown)
0.68%

Portfolio Concentration

Top 10 Holdings %
37.99%
Top 20 Holdings %
50.59%
Top 50 Holdings %
70.16%
Top 100 Holdings %
86.01%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
92.92%
International
7.08%
Countries
18
Largest Int'l Market
Canada - 2.13%
United States of America
92.92% ($494.65B)
381 holdings
Canada
2.13% ($11.4B)
17 holdings
Ireland
1.40% ($7.4B)
5 holdings
United Kingdom
1.03% ($5.5B)
5 holdings
Uruguay
0.80% ($4.2B)
1 holdings
Brazil
0.56% ($3.0B)
1 holdings
Bermuda
0.41% ($2.2B)
4 holdings
Switzerland
0.34% ($1.8B)
2 holdings
Taiwan
0.10% ($539.7M)
1 holdings
Luxembourg
0.10% ($512.2M)
1 holdings
Cayman Islands
0.09% ($502.2M)
2 holdings
Italy
0.07% ($384.2M)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
34.9 quarters
Avg. Top 20
34.3 quarters
Avg. All Positions
16.6 quarters
Median Holding Period
11 quarters
Persistence Rate
74.24%
Persistent Holdings Weight
96.18%
Persistent Positions
317
Longest Held
Insulet Corporation logo
Insulet CorporationPODD - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.03%
Avg. Position Weight
0.23%
Largest Position
Microsoft Corp logo
Microsoft CorpMSFT - 7.07%
Largest Ownership Stake
Pinnacle West Capital Corporation logo
Pinnacle West Capital CorporationPNW - 13.27%
Avg. Ownership Stake
2.41%
Ownership Stake >5%
49
Ownership Stake >1%
205

Historical (Since Q2 2013)

Avg. New Position
0.13%
Avg. Ownership Stake
3.84%
Largest Position
Microsoft Corp logo
Microsoft CorpMSFT - 7.60% (Q2 2024)
Largest Ownership Stake
GE Aerospace logo
GE AerospaceGE - 20.20% (Q2 2021)

Portfolio Turnover

Current Quarter

Turnover Ratio
7.4%
Value Traded
$39.43B
Positions Added
21
Positions Exited
26

Historical (Since Q2 2013)

Avg. Turnover Ratio
8.2%
Avg. Positions Added
28
Avg. Positions Exited
26
Highest Turnover
12.7%
Q3 2018
Lowest Turnover
4.3%
Q3 2021

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