Sustainable Growth Advisers
Latest statistics and disclosures from Sustainable Growth Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, NVDA, AMZN, V, INTU, and represent 31.87% of Sustainable Growth Advisers's stock portfolio.
- Added to shares of these 10 stocks: GWW (+$240M), SAP (+$207M), NKE (+$190M), HDB (+$121M), UNH (+$86M), WM (+$81M), IT (+$80M), CMG (+$73M), COO (+$51M), BABA (+$33M).
- Started 4 new stock positions in ADYEY, NKE, FRCOY, GWW.
- Reduced shares in these 10 stocks: WDAY (-$351M), NVO (-$343M), META (-$329M), AMZN (-$210M), AON (-$189M), MSFT (-$124M), V (-$112M), SPGI (-$105M), DHR (-$103M), SNPS (-$100M).
- Sustainable Growth Advisers was a net seller of stock by $-1.4B.
- Sustainable Growth Advisers has $17B in assets under management (AUM), dropping by -11.82%.
- Central Index Key (CIK): 0001290668
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Portfolio Holdings for Sustainable Growth Advisers
Sustainable Growth Advisers holds 59 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.8 | $1.3B | -8% | 2.6M | 517.95 |
|
| NVIDIA Corporation (NVDA) | 7.0 | $1.2B | 6.4M | 186.58 |
|
|
| Amazon (AMZN) | 7.0 | $1.2B | -14% | 5.4M | 219.57 |
|
| Visa (V) | 5.1 | $879M | -11% | 2.6M | 341.38 |
|
| Intuit (INTU) | 5.0 | $852M | -10% | 1.2M | 682.91 |
|
| Facebook Inc cl a (META) | 4.6 | $777M | -29% | 1.1M | 734.38 |
|
| Waste Management (WM) | 4.2 | $720M | +12% | 3.3M | 220.83 |
|
| Synopsys (SNPS) | 3.9 | $663M | -13% | 1.3M | 493.39 |
|
| S&p Global (SPGI) | 3.7 | $630M | -14% | 1.3M | 486.71 |
|
| Alphabet Inc Class C cs (GOOG) | 3.5 | $593M | -10% | 2.4M | 243.55 |
|
| Servicenow (NOW) | 3.4 | $578M | -2% | 628k | 920.28 |
|
| Canadian Pacific Kansas City (CP) | 3.3 | $569M | -5% | 7.6M | 74.49 |
|
| UnitedHealth (UNH) | 3.3 | $566M | +17% | 1.6M | 345.30 |
|
| Chipotle Mexican Grill (CMG) | 2.9 | $490M | +17% | 13M | 39.19 |
|
| salesforce (CRM) | 2.8 | $482M | -3% | 2.0M | 237.00 |
|
| Aon (AON) | 2.8 | $470M | -28% | 1.3M | 356.58 |
|
| Yum! Brands (YUM) | 2.4 | $416M | +3% | 2.7M | 152.00 |
|
| Arm Holdings (ARM) | 2.4 | $408M | -16% | 2.9M | 141.49 |
|
| Gartner (IT) | 2.3 | $386M | +26% | 1.5M | 262.87 |
|
| Danaher Corporation (DHR) | 2.2 | $380M | -21% | 1.9M | 198.26 |
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| HDFC Bank (HDB) | 2.2 | $373M | +48% | 11M | 34.16 |
|
| Apple (AAPL) | 2.0 | $336M | 1.3M | 254.63 |
|
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| Cooper Cos (COO) | 1.7 | $283M | +22% | 4.1M | 68.56 |
|
| American Express Company (AXP) | 1.6 | $269M | 809k | 332.16 |
|
|
| Steris Plc Ord equities (STE) | 1.5 | $264M | -14% | 1.1M | 247.44 |
|
| W.W. Grainger (GWW) | 1.4 | $240M | NEW | 251k | 952.96 |
|
| Alcon (ALC) | 1.4 | $240M | -8% | 3.2M | 74.51 |
|
| Sap (SAP) | 1.3 | $225M | +1126% | 842k | 267.21 |
|
| MercadoLibre (MELI) | 1.3 | $218M | -19% | 93k | 2336.94 |
|
| Ecolab (ECL) | 1.1 | $191M | 696k | 273.86 |
|
|
| Nike (NKE) | 1.1 | $190M | NEW | 2.7M | 69.73 |
|
| Netflix (NFLX) | 1.1 | $188M | -21% | 157k | 1198.92 |
|
| Infosys Technologies (INFY) | 1.0 | $177M | -25% | 11M | 16.27 |
|
| Taiwan Semiconductor Mfg (TSM) | 0.5 | $79M | -47% | 282k | 279.29 |
|
| Alibaba Group Holding (BABA) | 0.3 | $50M | +200% | 278k | 178.73 |
|
| Unilever (UL) | 0.2 | $26M | 444k | 59.28 |
|
|
| Fomento Economico Mexicano SAB (FMX) | 0.1 | $20M | -14% | 201k | 98.63 |
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| Waste Connections (WCN) | 0.1 | $15M | -5% | 86k | 175.80 |
|
| Shopify Inc cl a (SHOP) | 0.1 | $14M | -29% | 91k | 148.61 |
|
| Linde (LIN) | 0.1 | $13M | -6% | 28k | 475.00 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $12M | +11% | 76k | 159.70 |
|
| Grab Holdings Limited Class A Ord (GRAB) | 0.1 | $12M | -4% | 2.0M | 6.02 |
|
| Universal Music Group Nv Un (UNVGY) | 0.1 | $10M | -2% | 721k | 14.43 |
|
| Xp Inc cl a (XP) | 0.1 | $10M | +17% | 535k | 18.79 |
|
| Workday Inc cl a (WDAY) | 0.1 | $9.2M | -97% | 38k | 240.73 |
|
| Tencent Music Entertco L spon ad (TME) | 0.1 | $8.7M | -26% | 375k | 23.34 |
|
| Experian (EXPGY) | 0.0 | $7.6M | -2% | 152k | 50.21 |
|
| Aia Group Ltd-sp (AAGIY) | 0.0 | $6.3M | -29% | 165k | 38.43 |
|
| Adyen N V Unsponsred Ads (ADYEY) | 0.0 | $6.1M | NEW | 383k | 15.99 |
|
| Fast Retailing Co Ltd - (FRCOY) | 0.0 | $5.8M | NEW | 192k | 30.27 |
|
| Makemytrip Limited Mauritius (MMYT) | 0.0 | $5.6M | +8% | 60k | 93.60 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $2.6M | -3% | 11k | 243.10 |
|
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $1.4M | -82% | 3.0k | 468.41 |
|
| Autodesk (ADSK) | 0.0 | $574k | -5% | 1.8k | 317.67 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $428k | 883.00 | 485.02 |
|
|
| Msci (MSCI) | 0.0 | $423k | 745.00 | 567.41 |
|
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| Novo Nordisk A/S (NVO) | 0.0 | $309k | -99% | 5.6k | 55.49 |
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| Starbucks Corporation (SBUX) | 0.0 | $277k | 3.3k | 84.60 |
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| Sherwin-Williams Company (SHW) | 0.0 | $202k | 583.00 | 346.26 |
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Past Filings by Sustainable Growth Advisers
SEC 13F filings are viewable for Sustainable Growth Advisers going back to 2012
- 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
- Sustainable Growth Advisers 2022 Q3 filed Nov. 14, 2022