Capital Research Global Investors
Annual return '25
+15.6%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$644.6B
Holdings
458
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVGO
BROADCOM INC
Q1 2026: Sold 100.0% (86.36M → 6.5k shares)
5.6%
02
$MSFT
MICROSOFT CORP
Q1 2026: Sold 99.9% (73.32M → 41.2k shares)
5.5%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 99.7% (171.56M → 552.2k shares)
5.2%
04
$AMZN
AMAZON COM INC
Q1 2026: Sold 99.9% (90.04M → 128.7k shares)
3.8%
05
$LLY
ELI LILLY & CO
Q1 2026: Sold 99.8% (24.57M → 55.6k shares)
3.5%
06
$META
META PLATFORMS INC
Q1 2026: Exited (was 17.87M shares)
2.7%
07
$GOOGL
ALPHABET INC
Q1 2026: Sold 99.7% (52.06M → 177.5k shares)
2.6%
08
$AAPL
APPLE INC
Q1 2026: Sold 99.7% (55.47M → 185.6k shares)
2.5%
09
$PM
PHILIP MORRIS INTL INC
Q1 2026: Exited (was 54.56M shares)
2.0%
10
$GOOG
ALPHABET INC
Q1 2026: Sold 100.0% (28.12M → 6.7k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:06 UTC.