Sustainable Growth Advisers
Latest statistics and disclosures from Sustainable Growth Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AMZN, MSFT, V, GOOG, and represent 31.88% of Sustainable Growth Advisers's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$227M), AVGO (+$224M), SE (+$97M), NOW (+$79M), UL (+$29M), CRM (+$28M), GRAB (+$9.4M), NKE, IWF, MMYT.
- Started 3 new stock positions in UL, AVGO, SE.
- Reduced shares in these 10 stocks: MSFT (-$244M), INTU (-$191M), HDB (-$190M), INFY (-$188M), AMZN (-$178M), V (-$161M), SPGI (-$138M), META (-$135M), WM (-$109M), CMG (-$104M).
- Sold out of its positions in TEAM, ADSK, MSCI, NVO, SHW, SBUX, TMO, Unilever.
- Sustainable Growth Advisers was a net seller of stock by $-2.1B.
- Sustainable Growth Advisers has $14B in assets under management (AUM), dropping by -15.57%.
- Central Index Key (CIK): 0001290668
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Portfolio Holdings for Sustainable Growth Advisers
Sustainable Growth Advisers holds 54 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.7 | $1.1B | -6% | 6.0M | 186.50 |
|
| Amazon (AMZN) | 7.4 | $1.1B | -14% | 4.7M | 230.82 |
|
| Microsoft Corporation (MSFT) | 6.9 | $994M | -19% | 2.1M | 483.62 |
|
| Visa (V) | 5.1 | $742M | -17% | 2.1M | 350.71 |
|
| Alphabet Inc Class C cs (GOOG) | 4.7 | $673M | -11% | 2.1M | 313.80 |
|
| Intuit (INTU) | 4.4 | $636M | -23% | 960k | 662.42 |
|
| Waste Management (WM) | 4.2 | $608M | -15% | 2.8M | 219.71 |
|
| salesforce (CRM) | 3.9 | $567M | +5% | 2.1M | 264.91 |
|
| Facebook Inc cl a (META) | 3.9 | $564M | -19% | 854k | 660.09 |
|
| S&p Global (SPGI) | 3.7 | $538M | -20% | 1.0M | 522.59 |
|
| Synopsys (SNPS) | 3.7 | $528M | -16% | 1.1M | 469.72 |
|
| Canadian Pacific Kansas City (CP) | 3.4 | $483M | -14% | 6.6M | 73.63 |
|
| UnitedHealth (UNH) | 3.3 | $470M | -13% | 1.4M | 330.11 |
|
| Aon (AON) | 3.0 | $431M | -7% | 1.2M | 352.88 |
|
| Yum! Brands (YUM) | 2.6 | $378M | -8% | 2.5M | 151.28 |
|
| Danaher Corporation (DHR) | 2.5 | $366M | -16% | 1.6M | 228.92 |
|
| Chipotle Mexican Grill (CMG) | 2.5 | $358M | -22% | 9.7M | 37.00 |
|
| Apple (AAPL) | 2.3 | $332M | -7% | 1.2M | 271.86 |
|
| Gartner (IT) | 2.2 | $314M | -15% | 1.2M | 252.28 |
|
| Arm Holdings (ARM) | 2.0 | $292M | -7% | 2.7M | 109.31 |
|
| Cooper Cos (COO) | 1.9 | $276M | -18% | 3.4M | 81.96 |
|
| Netflix (NFLX) | 1.7 | $242M | +1543% | 2.6M | 93.76 |
|
| W.W. Grainger (GWW) | 1.6 | $232M | -8% | 230k | 1009.05 |
|
| American Express Company (AXP) | 1.6 | $229M | -23% | 618k | 369.95 |
|
| Broadcom (AVGO) | 1.6 | $224M | NEW | 648k | 346.10 |
|
| HDFC Bank (HDB) | 1.4 | $209M | -47% | 5.7M | 36.54 |
|
| Steris Plc Ord equities (STE) | 1.3 | $192M | -28% | 759k | 253.52 |
|
| Nike (NKE) | 1.2 | $178M | +2% | 2.8M | 63.71 |
|
| Servicenow (NOW) | 1.2 | $175M | +81% | 1.1M | 153.19 |
|
| Ecolab (ECL) | 1.2 | $169M | -7% | 645k | 262.52 |
|
| Alcon (ALC) | 1.2 | $168M | -33% | 2.1M | 78.81 |
|
| Sap (SAP) | 1.2 | $167M | -18% | 687k | 242.91 |
|
| MercadoLibre (MELI) | 1.1 | $156M | -17% | 77k | 2014.26 |
|
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.7 | $97M | NEW | 760k | 127.57 |
|
| Alibaba Group Holding (BABA) | 0.3 | $41M | 280k | 146.58 |
|
|
| Taiwan Semiconductor Mfg (TSM) | 0.3 | $41M | -52% | 134k | 303.89 |
|
| Unilever (UL) | 0.2 | $29M | NEW | 440k | 65.40 |
|
| Grab Holdings Limited Class A Ord (GRAB) | 0.1 | $19M | +94% | 3.9M | 4.99 |
|
| Fomento Economico Mexicano SAB (FMX) | 0.1 | $16M | -22% | 155k | 101.07 |
|
| Waste Connections (WCN) | 0.1 | $15M | 85k | 175.36 |
|
|
| Linde (LIN) | 0.1 | $12M | +2% | 29k | 426.39 |
|
| Xp Inc cl a (XP) | 0.1 | $11M | +27% | 680k | 16.37 |
|
| Shopify Inc cl a (SHOP) | 0.1 | $9.8M | -33% | 61k | 160.97 |
|
| Workday Inc cl a (WDAY) | 0.1 | $7.8M | -4% | 36k | 214.78 |
|
| Makemytrip Limited Mauritius (MMYT) | 0.1 | $7.5M | +51% | 91k | 82.12 |
|
| Infosys Technologies (INFY) | 0.0 | $6.2M | -96% | 350k | 17.82 |
|
| Tencent Music Entertco L spon ad (TME) | 0.0 | $6.0M | -8% | 341k | 17.53 |
|
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $4.7M | +237% | 10k | 473.30 |
|
| Universal Music Group Nv Un (UNVGY) | 0.0 | $4.5M | -52% | 343k | 13.04 |
|
| Adyen N V Unsponsred Ads (ADYEY) | 0.0 | $3.6M | -40% | 228k | 15.97 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $3.3M | 11k | 313.00 |
|
|
| Experian (EXPGY) | 0.0 | $3.3M | -52% | 72k | 45.17 |
|
| Aia Group Ltd-sp (AAGIY) | 0.0 | $2.9M | -56% | 71k | 41.03 |
|
| Fast Retailing Co Ltd - (FRCOY) | 0.0 | $2.8M | -59% | 78k | 36.20 |
|
Past Filings by Sustainable Growth Advisers
SEC 13F filings are viewable for Sustainable Growth Advisers going back to 2012
- Sustainable Growth Advisers 2025 Q4 filed Feb. 10, 2026
- Sustainable Growth Advisers 2025 Q3 filed Nov. 14, 2025
- Sustainable Growth Advisers 2025 Q2 filed Aug. 8, 2025
- Sustainable Growth Advisers 2025 Q1 filed May 6, 2025
- Sustainable Growth Advisers 2024 Q4 filed Feb. 10, 2025
- Sustainable Growth Advisers 2024 Q3 filed Nov. 5, 2024
- Sustainable Growth Advisers 2024 Q2 restated filed Aug. 8, 2024
- Sustainable Growth Advisers 2024 Q2 filed Aug. 8, 2024
- Sustainable Growth Advisers 2024 Q1 filed May 7, 2024
- Sustainable Growth Advisers 2023 Q4 filed Feb. 6, 2024
- Sustainable Growth Advisers 2023 Q3 filed Nov. 9, 2023
- Sustainable Growth Advisers 2023 Q2 filed Aug. 8, 2023
- Sustainable Growth Advisers 2022 Q4 restated filed May 12, 2023
- Sustainable Growth Advisers 2023 Q1 restated filed May 11, 2023
- Sustainable Growth Advisers 2023 Q1 filed May 9, 2023
- Sustainable Growth Advisers 2022 Q4 filed Jan. 30, 2023