Westwood Global Investments, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $9,465,208,342 | Pooled investment vehicles (59%) |
| Apr 2025 to Mar 2026 | $11,818,348,428 | Diversified |
| Apr 2024 to Mar 2025 | $12,226,312,862 | Diversified |
| May 2023 to Mar 2024 | $9,385,527,023 | Diversified |
| Apr 2023 | $9,385,527,023 | Diversified |
| Apr 2022 to Mar 2023 | $10,295,838,200 | Diversified |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 99.6%; sector active share 70.1% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
11 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 53.5% | $1,524,416,549 |
| Consumer Cyclical | 22.2% | $631,587,767 |
| Communication Services | 12.0% | $342,917,309 |
| Basic Materials | 12.0% | $342,246,560 |
| Technology | 0.2% | $5,962,045 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HDB | Hdfc Bank Ltd | +3,348,446 | 4,490,900 | $115,999,946 | |
| YUMC | Yum China Holdings, Inc. | +2,254,811 | 7,011,649 | $286,566,093 | |
| AMX | America Movil Sab De Cv/ | +850,272 | 13,194,202 | $342,917,309 | |
| ITUB | Itau Unibanco Holding S.A. | +799,801 | 61,527,159 | $502,676,888 | |
| BVN | Buenaventura Mining Co Inc | +299,038 | 11,389,437 | $333,596,608 | |
| GGAL | Grupo Financiero Galicia SA | +173,111 | 5,576,146 | $278,974,584 | |
| BBAR | Banco BBVA Argentina S.A. | +42,515 | 663,511 | $13,011,450 | |
| GLOB | Globant S.A. | +38,604 | 206,014 | $5,962,045 | |
| TX | Ternium S.A. | +21,553 | 202,575 | $8,649,952 | |
| BAP | Credicorp Ltd | +4,158 | 1,575,424 | $613,753,681 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MELI | Mercadolibre Inc | 203,266 | $345,021,674 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BAP |
Credicorp Ltd
Financial Services
|
Added | 1,575,424 | $613,753,681 | 21.56% | |
| ITUB |
Itau Unibanco Holding S.A.
Financial Services
|
Added | 61,527,159 | $502,676,888 | 17.66% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
NEW | 203,266 | $345,021,674 | 12.12% | |
| AMX |
America Movil Sab De Cv/
Communication Services
|
Added | 13,194,202 | $342,917,309 | 12.04% | |
| BVN |
Buenaventura Mining Co Inc
Basic Materials
|
Added | 11,389,437 | $333,596,608 | 11.72% | |
| YUMC |
Yum China Holdings, Inc.
Consumer Cyclical
|
Added | 7,011,649 | $286,566,093 | 10.07% | |
| GGAL |
Grupo Financiero Galicia SA
Financial Services
|
Added | 5,576,146 | $278,974,584 | 9.80% | |
| HDB |
Hdfc Bank Ltd
Financial Services
|
Added | 4,490,900 | $115,999,946 | 4.07% | |
| BBAR |
Banco BBVA Argentina S.A.
Financial Services
|
Added | 663,511 | $13,011,450 | 0.46% | |
| TX |
Ternium S.A.
Basic Materials
|
Added | 202,575 | $8,649,952 | 0.30% | |
| GLOB |
Globant S.A.
Technology
|
Added | 206,014 | $5,962,045 | 0.21% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.