Fund detail
Capital World Investors
capital-group, large-active, lo
Quarters
52
2026-03-31
$732.94B
Positions
620
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2014-09-30
2014-06-30
2014-03-31
2013-12-31
2013-09-30
2013-06-30
Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.
| # | Issuer | Value ↓ | Weight | Shares | Share Δ | Share Δ % | Prev Weight | First Held | Price | Est. Cost | Unrealized % | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ASTRAZENECA PLC | $5.52B | 0.75% | 28,264,580 | +28,264,580 | 2026-03-31 | $195 | ~$195 | +0.00% | |||
| 2 | AKAMAI TECHNOLOGIES INC AKAM | $776.9M | 0.11% | 6,764,438 | +6,764,438 | 2016-03-31 | $115 | ~$75 | +53.98% | |||
| 3 | BP PLC BP | $747.7M | 0.10% | 15,908,895 | +15,908,895 | 2019-06-30 | $47 | ~$37 | +25.96% | |||
| 4 | EXPAND ENERGY CORPORATION EXE | $681.9M | 0.09% | 6,211,571 | +6,211,571 | 2021-03-31 | $110 | ~$106 | +3.53% | |||
| 5 | AMERICAN INTL GROUP INC AIG | $602.0M | 0.08% | 8,000,000 | +8,000,000 | 2013-06-30 | $75 | ~$46 | +63.48% | |||
| 6 | HERSHEY CO HSY | $571.7M | 0.08% | 2,750,000 | +2,750,000 | 2013-06-30 | $208 | ~$212 | -1.72% | |||
| 7 | PRINCIPAL FINANCIAL GROUP IN PFG | $543.1M | 0.07% | 6,026,881 | +6,026,881 | 2018-09-30 | $90 | ~$78 | +15.18% | |||
| 8 | SMURFIT WESTROCK PLC | $497.0M | 0.07% | 12,472,417 | +12,472,417 | 2026-03-31 | $40 | ~$40 | +0.00% | |||
| 9 | BEONE MEDICINES LTD ONC | $481.9M | 0.07% | 1,622,687 | +1,622,687 | 2018-03-31 | $297 | ~$163 | +82.24% | |||
| 10 | HUNTINGTON BANCSHARES INC HBAN | $404.4M | 0.06% | 25,841,102 | +25,841,102 | 2018-09-30 | $16 | ~$17 | -7.96% | |||
| 11 | ROYALTY PHARMA PLC | $385.5M | 0.05% | 8,036,714 | +8,036,714 | 2026-03-31 | $48 | ~$48 | +0.00% | |||
| 12 | SUNBELT RENTALS HOLDINGS INC SUNB | $363.5M | 0.05% | 5,692,089 | +5,692,089 | 2026-03-31 | $65 | ~$70 | -8.43% | |||
| 13 | AMERICA MOVIL SAB DE CV AMX | $353.2M | 0.05% | 13,872,513 | +13,872,513 | 2026-03-31 | $25 | ~$23 | +11.02% | |||
| 14 | DOW HLDGS INC DOW | $295.8M | 0.04% | 7,103,018 | +7,103,018 | 2019-06-30 | $42 | ~$39 | +7.76% | |||
| 15 | MKS INC. MKSI | $293.5M | 0.04% | 1,277,200 | +1,277,200 | 2026-03-31 | $230 | ~$230 | -0.17% | |||
| 16 | PETROLEO BRASILEIRO S A PBR | $292.6M | 0.04% | 14,102,155 | +14,102,155 | 2013-06-30 | $21 | ~$15 | +39.04% | |||
| 17 | BURLINGTON STORES INC BURL | $291.6M | 0.04% | 896,117 | +896,117 | 2019-12-31 | $325 | ~$246 | +32.27% | |||
| 18 | EQT CORP EQT | $283.8M | 0.04% | 4,459,152 | +4,459,152 | 2022-03-31 | $64 | ~$49 | +29.92% | |||
| 19 | CF INDUSTRIES HOLD CF | $281.9M | 0.04% | 2,170,883 | +2,170,883 | 2016-09-30 | $130 | ~$61 | +111.95% | |||
| 20 | IDEXX LABS INC IDXX | $279.7M | 0.04% | 497,851 | +497,851 | 2017-03-31 | $562 | ~$183 | +206.39% | |||
| 21 | ITT INC ITT | $236.9M | 0.03% | 1,243,409 | +1,243,409 | 2026-03-31 | $191 | ~$191 | +0.01% | |||
| 22 | TAKE-TWO INTERACTIVE SOFTWAR TTWO | $233.6M | 0.03% | 1,182,767 | +1,182,767 | 2022-03-31 | $198 | ~$137 | +44.34% | |||
| 23 | TOWER SEMICONDUCTOR LTD | $232.8M | 0.03% | 1,326,761 | +1,326,761 | 2026-03-31 | $175 | ~$175 | +0.00% | |||
| 24 | CENTERPOINT ENERGY INC CNP | $227.6M | 0.03% | 5,272,958 | +5,272,958 | 2026-03-31 | $43 | ~$41 | +4.41% | |||
| 25 | CRISPR THERAPEUTICS AG | $224.8M | 0.03% | 4,725,037 | +4,725,037 | 2018-03-31 | $48 | ~$62 | -22.71% | |||
| 26 | INSMED INC INSM | $222.7M | 0.03% | 1,362,291 | +1,362,291 | 2026-03-31 | $164 | ~$155 | +5.71% | |||
| 27 | ASCENDIS PHARMA A/S ASNDUSD | $206.0M | 0.03% | 900,517 | +900,517 | 2026-03-31 | $229 | ~$229 | +0.00% | |||
| 28 | INTERACTIVE BROKERS GROUP IN IBKR | $203.3M | 0.03% | 3,030,920 | +3,030,920 | 2026-03-31 | $67 | ~$71 | -6.06% | |||
| 29 | SEMPRA SRE | $202.9M | 0.03% | 2,088,465 | +2,088,465 | 2018-09-30 | $97 | ~$85 | +14.21% | |||
| 30 | AMPHENOL CORP APH | $196.3M | 0.03% | 1,553,787 | +1,553,787 | 2013-06-30 | $126 | ~$13 | +872.03% |