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, GOOG, V, and represent 29.93% of Sustainable Growth Advisers's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$252M), MA (+$188M), AXP (+$153M), NFLX (+$80M), AAPL (+$78M), ECL (+$54M), INFY (+$11M), DHR (+$7.3M), SPOT (+$7.2M), GRAB (+$7.0M).
- Started 2 new stock positions in SPOT, MA.
- Reduced shares in these 10 stocks: , IT (-$314M), AMZN (-$288M), NVDA (-$196M), MSFT (-$180M), WM (-$172M), INTU (-$140M), SPGI (-$116M), V (-$111M), CP (-$107M).
- Sold out of its positions in GOOGL, IT, IWF, UNH, WDAY.
- Sustainable Growth Advisers was a net seller of stock by $-2.2B.
- Sustainable Growth Advisers has $11B in assets under management (AUM), dropping by -26.34%.
- Central Index Key (CIK): 0001290668
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Portfolio Holdings for Sustainable Growth Advisers
Sustainable Growth Advisers holds 51 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.0 | $846M | -18% | 4.8M | 174.40 |
|
| Amazon (AMZN) | 6.4 | $681M | -29% | 3.3M | 208.27 |
|
| Microsoft Corporation (MSFT) | 5.5 | $581M | -23% | 1.6M | 370.17 |
|
| Alphabet Inc Class C cs (GOOG) | 5.1 | $543M | -11% | 1.9M | 286.86 |
|
| Visa (V) | 5.0 | $529M | -17% | 1.8M | 302.24 |
|
| Waste Management (WM) | 4.4 | $465M | -26% | 2.0M | 229.79 |
|
| Broadcom (AVGO) | 4.3 | $453M | +125% | 1.5M | 309.51 |
|
| Canadian Pacific Kansas City (CP) | 3.9 | $410M | -20% | 5.2M | 78.66 |
|
| Facebook Inc cl a (META) | 3.8 | $399M | -18% | 697k | 572.13 |
|
| Apple (AAPL) | 3.6 | $387M | +25% | 1.5M | 253.79 |
|
| Synopsys (SNPS) | 3.4 | $357M | -19% | 901k | 396.48 |
|
| Yum! Brands (YUM) | 3.3 | $351M | -9% | 2.3M | 155.48 |
|
| Aon (AON) | 3.2 | $340M | -13% | 1.1M | 322.78 |
|
| American Express Company (AXP) | 3.2 | $339M | +81% | 1.1M | 302.48 |
|
| Netflix (NFLX) | 3.1 | $328M | +32% | 3.4M | 96.15 |
|
| salesforce (CRM) | 3.1 | $325M | -18% | 1.7M | 186.67 |
|
| S&p Global (SPGI) | 3.0 | $322M | -26% | 757k | 425.34 |
|
| Danaher Corporation (DHR) | 2.9 | $310M | +2% | 1.6M | 189.60 |
|
| Arm Holdings (ARM) | 2.9 | $304M | -24% | 2.0M | 151.28 |
|
| Intuit (INTU) | 2.6 | $275M | -33% | 636k | 432.38 |
|
| Chipotle Mexican Grill (CMG) | 2.4 | $250M | -19% | 7.8M | 32.01 |
|
| W.W. Grainger (GWW) | 2.2 | $230M | -8% | 211k | 1090.81 |
|
| Ecolab (ECL) | 2.1 | $225M | +31% | 847k | 266.02 |
|
| MasterCard Incorporated (MA) | 1.8 | $188M | NEW | 376k | 499.66 |
|
| Cooper Cos (COO) | 1.4 | $147M | -39% | 2.1M | 71.50 |
|
| Nike (NKE) | 1.3 | $136M | -8% | 2.6M | 52.82 |
|
| HDFC Bank (HDB) | 1.2 | $130M | -8% | 5.2M | 24.88 |
|
| Steris Plc Ord equities (STE) | 1.1 | $121M | -27% | 547k | 221.13 |
|
| Servicenow (NOW) | 1.0 | $105M | -11% | 1.0M | 104.55 |
|
| MercadoLibre (MELI) | 0.9 | $91M | -32% | 53k | 1729.02 |
|
| Alcon (ALC) | 0.8 | $83M | -48% | 1.1M | 75.35 |
|
| Sap (SAP) | 0.8 | $81M | -30% | 474k | 171.21 |
|
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.5 | $52M | -17% | 630k | 82.81 |
|
| Taiwan Semiconductor Mfg (TSM) | 0.4 | $44M | -2% | 130k | 337.95 |
|
| Alibaba Group Holding (BABA) | 0.3 | $34M | -2% | 274k | 125.46 |
|
| Unilever (UL) | 0.2 | $23M | -7% | 406k | 56.97 |
|
| Grab Holdings Limited Class A Ord (GRAB) | 0.2 | $21M | +49% | 5.8M | 3.66 |
|
| Fomento Economico Mexicano SAB (FMX) | 0.2 | $18M | +6% | 165k | 111.06 |
|
| Waste Connections (WCN) | 0.2 | $16M | +15% | 98k | 162.44 |
|
| Infosys Technologies (INFY) | 0.1 | $16M | +230% | 1.2M | 13.51 |
|
| Xp Inc cl a (XP) | 0.1 | $13M | +2% | 697k | 19.04 |
|
| Linde (LIN) | 0.1 | $12M | -14% | 25k | 495.76 |
|
| Shopify Inc cl a (SHOP) | 0.1 | $9.6M | +33% | 81k | 118.62 |
|
| Spotify Technology Sa (SPOT) | 0.1 | $7.2M | NEW | 15k | 484.91 |
|
| Tencent Music Entertco L spon ad (TME) | 0.0 | $4.7M | +47% | 504k | 9.28 |
|
| Makemytrip Limited Mauritius (MMYT) | 0.0 | $4.6M | +35% | 123k | 37.29 |
|
| Universal Music Group Nv Un (UNVGY) | 0.0 | $3.3M | 343k | 9.60 |
|
|
| Aia Group Ltd-sp (AAGIY) | 0.0 | $3.2M | 71k | 44.53 |
|
|
| Adyen N V Unsponsred Ads (ADYEY) | 0.0 | $2.9M | +29% | 295k | 9.97 |
|
| Experian (EXPGY) | 0.0 | $2.5M | 72k | 34.94 |
|
|
| Fast Retailing Co Ltd - (FRCOY) | 0.0 | $2.5M | -19% | 63k | 39.67 |
|
Past Filings by Sustainable Growth Advisers
SEC 13F filings are viewable for Sustainable Growth Advisers going back to 2012
- Sustainable Growth Advisers 2026 Q1 filed May 11, 2026
- 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