Capital International Investors
Capital International Investors
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
431
Market Value
$420.4B
Portfolio Analysis
AIPreviewI. Institutional Overview
Capital International Investors, a prominent division of the world-renowned Capital Group, stands as one of the most influential institutional asset managers globally. As of the portfolio snapshot on March 31, 2026, the institution manages a staggering reported portfolio value of approximately $420.41 billion. This immense scale places it in a rare tier of...
Analyzing the current state of the portfolio reveals a complex psychological portrait of an institution currently engaged in a massive strategic rebalancing. With 431 distinct holdings, the institution maintains a diversified profile, yet it is far from a passive index-tracker. The concentration of capital in its top holdings suggests a high-conviction...
The scale of the institution has remained remarkably robust, but the internal composition of the portfolio is shifting. A portfolio value exceeding $420 billion requires the manager to operate with a "long-term horizon" mentality; they cannot simply exit positions overnight without causing significant price slippage. Therefore, the substantial reductions...
Based on the latest available 13F filing.
Open full report in appHoldings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| AVGO | 6.1% | 7.7% | 7.8% | 7.2% |
| MSFT | 4.8% | 6.2% | 6.6% | 6.8% |
| NVDA | 4.0% | 3.0% | 3.1% | 2.6% |
| GOOG | 3.1% | 4.1% | 3.4% | 2.8% |
| PM | 2.8% | 2.5% | 2.3% | 2.8% |
| META | 2.4% | 2.7% | 2.9% | 3.1% |
| AAPL | 2.2% | 3.1% | 2.3% | 1.9% |
| AMZN | 2.1% | 2.5% | 2.3% | 2.3% |
| GOOGL | 1.7% | 1.7% | - | - |
| V | 1.7% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
All Holdings
$AVGO
6.1%
$MSFT
4.8%
$NVDA
4.0%
$GOOG
3.1%
$PM
2.8%
$META
2.4%
$AAPL
2.2%
$AMZN
2.1%
$GOOGL
1.7%
$V
1.7%
$WELL
1.7%
$RCL
1.6%
$AZN
1.6%
$TDG
1.5%
$SHOP
1.4%
$LLY
1.3%
$GE
1.3%
$MA
1.3%
$NOC
1.1%
$RTX
1.1%
$APH
1.1%
$COP
1.0%
$KLAC
0.9%
$MSTR
0.9%
$TFC
0.9%
$ABT
0.9%
$TSM
0.9%
$JPM
0.9%
$KKR
0.8%
$CEG
0.8%
$ABBV
0.7%
$MU
0.7%
$MELI
0.7%
$FTAI
0.7%
$APD
0.7%
$MDLZ
0.7%
$BTI
0.7%
$PAYX
0.7%
$COST
0.6%
$MMC
0.6%
$XOM
0.6%
$LIN
0.6%
$DHR
0.6%
$YUM
0.6%
$B
0.6%
$AMGN
0.6%
$CAT
0.6%
$UNH
0.6%
$CRM
0.6%
$ASML
0.5%