DOSSIER · 13F-HR · Q1 2026
Sustainable Growth Advisers, LP
Sustainable Growth Advisers's family office based in Chicago, IL — $10.6B in tracked AUM across 96 positions as of Q1 2026.
SG
Sustainable Growth Advisers·Chicago, IL·Family Office
CIK 0001290668 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Sustainable Growth Advisers, LP
1. Portfolio Overview
Sustainable Growth Advisers, LP manages a concentrated portfolio valued at approximately $8.91 billion as of the report date September 30, 2025. This represents a significant decrease in portfolio value of -13.6% (down from $10.31 billion in the previous quarter). The portfolio consists of 55 holdings, indicating a strategy that favors focus over broad diversification. The reductio...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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