SG

Sustainable Growth Advisers, LP

13F
Sustainable Growth Advisers, LP
Last update 2025-05-06 56 Stocks (3 new)
Value $17.93 Bil Turnover 7 %
Countries:
Top Holdings: AMZN(6.98%)MSFT(6.48%)V(6.43%)META(4.95%)INTU(4.95%)
Summary Stock Picks Current Portfolio
Sustainable Growth Advisers, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AMZN 		Amazon.com Inc
6,573,828
1,250,736.5
+6.15%
6.980
+0.40%
0.060
+1.68%
-5.54%
2,200,026.7
Retail - Cyclical
MSFT 		Microsoft Corp
3,096,725
1,162,479.6
-0.44%
6.480
-0.03%
0.040
+19.59%
+10.48%
3,447,734.1
Software
V 		Visa Inc
3,289,651
1,152,891.1
-7.31%
6.430
-0.41%
0.170
+4.65%
+16.83%
704,968.0
Credit Services
META 		Meta Platforms Inc
1,539,292
887,186.3
+23.14%
4.950
+0.93%
0.060
+7.59%
+17.60%
1,729,731.4
Interactive Media
INTU 		Intuit Inc
1,444,779
887,079.9
+1.08%
4.950
+0.05%
0.520
+28.44%
+22.42%
213,899.3
Software
UNH 		UnitedHealth Group Inc
1,637,999
857,902.0
-1.24%
4.790
-0.05%
0.180
-36.44%
-40.37%
272,486.8
Healthcare Plans
SPGI 		S&P Global Inc
1,535,939
780,410.6
-5.84%
4.350
-0.24%
0.500
-0.37%
+3.57%
157,616.6
Capital Markets
NVDA 		NVIDIA Corp
7,136,607
773,465.5
+38.83%
4.310
+1.21%
0.030
+22.37%
+5.69%
3,461,082.1
Semiconductors
SNPS 		Synopsys Inc
1,575,732
675,752.7
+2.41%
3.770
+0.09%
1.020
+6.22%
-2.51%
73,420.6
Software
AON 		Aon PLC
1,592,962
635,735.2
-29.63%
3.550
-1.21%
0.740
-7.73%
+4.16%
80,463.5
Insurance

Sustainable Growth Advisers, LP's Historical Top Holdings Breakdowns

Sustainable Growth Advisers, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSCI 		MSCI Inc2025-03-31Reduce
-2.84%
●
541.46 ($581.29) 628.34
$566.91
-2.47%
Reduce -99.85%
1,410
-942,266
ADSK 		Autodesk Inc2025-03-31Reduce
-1.80%
●
246.93 ($284.41) 311.36
$298.36
4.90%
Reduce -62.37%
730,597
-1,210,911
NOW 		ServiceNow Inc2025-03-31Add
+1.58%
●
783.83 ($963.73) 1170.39
$1,012.74
5.09%
Add 96.68%
723,457
355,629
YUM 		Yum Brands Inc2025-03-31Reduce
-1.37%
●
123.25 ($144.05) 162.53
$144.01
-0.03%
Reduce -36.65%
3,534,254
-2,044,861
AON 		Aon PLC2025-03-31Reduce
-1.21%
●
348.44 ($383.42) 409.32
$372.62
-2.82%
Reduce -29.63%
1,592,962
-670,821
NVDA 		NVIDIA Corp2025-03-31Add
+1.21%
●
106.98 ($126.74) 149.43
$141.92
11.98%
Add 38.83%
7,136,607
1,995,946
WDAY 		Workday Inc2025-03-31Reduce
-1.03%
●
233.53 ($255.22) 277.82
$249.48
-2.25%
Reduce -30.06%
1,858,544
-798,766
ARM 		ARM Holdings PLC2025-03-31New Buy
+0.95%
●
106.79 ($139.45) 179.93
$130.36
-6.52%
New holding
1,594,594
1,594,594
META 		Meta Platforms Inc2025-03-31Add
+0.93%
●
576.36 ($645.17) 736.67
$687.95
6.63%
Add 23.14%
1,539,292
289,208
DHR 		Danaher Corp2025-03-31Reduce
-0.82%
●
201.62 ($218.33) 250.59
$193.08
-11.57%
Reduce -21.94%
2,522,956
-709,054

Sustainable Growth Advisers, LP Total Holding History ($B)

To

Sustainable Growth Advisers, LP's Asset Allocation

To

Sustainable Growth Advisers, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sustainable Growth Advisers, LP's Hypothetical Growth since 2025-03-31

Sustainable Growth Advisers, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Sustainable Growth Advisers, LP's Holdings Heat Map

Size field:

Sustainable Growth Advisers, LP's Holdings Bubble Chart

Sustainable Growth Advisers, LP News

  • 1

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