Capital Research Global Investors Portfolio holdings
Capital Research Global Investors (CRGI), a division of Capital Group established in 1931 and headquartered in Los Angeles, California, is a powerhouse in active investment management, overseeing hundreds of billions in assets with a focus on global equity portfolios. Known for its long-term, research-intensive approach, CRGI employs a unique multiple-portfolio-manager system to diversify risk and enhance returns, serving institutional clients, financial advisors, and individual investors through vehicles like the American Funds mutual fund family. The firm’s investment philosophy emphasizes fundamental analysis and a deep understanding of companies worldwide, aiming to identify growth opportunities over extended horizons. As part of Capital Group’s broader mission, CRGI has built a reputation for delivering consistent, value-driven results in the global investment landscape.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Meta Platforms (Facebook)
META
|
+$5.33B |
| 2 |
Altria Group
MO
|
+$2.3B |
| 3 |
NVIDIA
NVDA
|
+$1.99B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.79B |
| 5 |
SPCX
SpaceX
SPCX
|
+$1.77B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Eli Lilly
LLY
|
+$3.84B |
| 2 |
Applied Materials
AMAT
|
+$3.37B |
| 3 |
UnitedHealth
UNH
|
+$2.44B |
| 4 |
Medtronic
MDT
|
+$2.31B |
| 5 |
Canadian Natural Resources
CNQ
|
+$2.2B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.6% |
| 2 | Consumer Discretionary | 12.68% |
| 3 | Healthcare | 10.77% |
| 4 | Communication Services | 10.15% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
HEICO Corp
HEI
$51.1B
| $71M | 0.01% |
199,829
-750
| -0.4% | -$228K |
|
327
Cactus
WHD
$5.77B
| $70.7M | 0.01% |
1,380,554
+720,775
| +109% | +$40.2M |
|
328
Houlihan Lokey
HLI
$8.73B
| $70.7M | 0.01% |
526,868
-787,806
| -60% | -$116M |
|
329
Huazhu Hotels Group
HTHT
$12.7B
| $70.7M | 0.01% |
1,693,555
+687,537
| +68% | +$32.8M |
|
330
Zoetis
ZTS
$30B
| $70.5M | 0.01% |
980,811
-427,786
| -30% | -$40.3M |
|
331
BrightSpring Health Services
BTSG
$11.5B
| $69.8M | 0.01% |
+1,000,664
| New | +$55.6M |
|
332
Denali Therapeutics
DNLI
$3.99B
| $66M | 0.01% |
2,565,817
+51,229
| +2% | +$1.05M |
|
333
Shell
SHEL
$249B
| $57.4M | 0.01% |
740,219
+734
| +0.1% | +$63.4K |
|
334
Terex
TEX
$7.64B
| $56M | 0.01% |
773,349
-331,122
| -30% | -$20.7M |
|
|
GAP
335
The Gap Inc
GAP
$7.37B
| $54.3M | 0.01% |
+2,907,430
| New | +$67M |
|
336
Viper Energy
VNOM
$15.4B
| $54.1M | 0.01% |
1,275,201
+34,274
| +3% | +$1.58M |
|
337
Nike
NKE
$60.4B
| $53.6M | 0.01% |
1,306,037
-5,772,780
| -82% | -$254M |
|
338
Mine Safety
MSA
$7.37B
| $53.5M | 0.01% |
+306,306
| New | +$51.3M |
|
339
Builders FirstSource
BLDR
$7.68B
| $53.2M | 0.01% |
+593,700
| New | +$47.4M |
|
340
e.l.f. Beauty
ELF
$5.53B
| $53.1M | 0.01% |
717,393
+106,577
| +17% | +$6.48M |
|
341
BridgeBio Pharma
BBIO
$16.4B
| $52.1M | 0.01% |
700,107
-63,595
| -8% | -$4.45M |
|
|
WBI
342
WaterBridge Infrastructure LLC
WBI
$1.52B
| $51.3M | 0.01% |
+1,497,559
| New | +$43.6M |
|
343
StepStone Group
STEP
$4B
| $51M | 0.01% |
1,231,923
+437,040
| +55% | +$21.6M |
|
344
BWX Technologies
BWXT
$15.6B
| $50.2M | 0.01% |
257,727
+6,882
| +3% | +$1.43M |
|
|
345
HEICO Corp Class A
HEI.A
$37.1B
| $48.9M | 0.01% |
189,604
+3,101
| +2% | +$709K |
|
346
Vaxcyte
PCVX
$8.94B
| $48.6M | 0.01% |
836,761
-75,927
| -8% | -$4.12M |
|
347
EnerSys
ENS
$6.86B
| $48.1M | 0.01% |
+205,531
| New | +$44.6M |
|
348
Installed Building Products
IBP
$6.49B
| $48M | 0.01% |
208,918
+30,287
| +17% | +$7.36M |
|
|
UMH
349
UMH Properties
UMH
$1.39B
| $45.9M | 0.01% |
3,034,683
+427,196
| +16% | +$6.54M |
|
350
Agilysys
AGYS
$2.96B
| $43.3M | 0.01% |
413,984
-24,733
| -6% | -$1.91M |
|
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Capital Research Global Investors's Q2 2026 Portfolio in Review
As of Q2 2026, Capital Research Global Investors held 493 positions worth $717B, up 11% from $645B the previous quarter. Its ten largest holdings account for 37% of the portfolio.
Capital Research Global Investors's Q2 2026 filing shows 33 new, 171 increased, 216 reduced and 67 closed positions. Its largest new stake was SpaceX: 10,438,223 shares worth $1.78B. The largest sale was Eli Lilly, an estimated $3.84B.
By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 30% a quarter earlier, followed by Consumer Discretionary and Healthcare.
- Capital Research Global Investors's largest Q2 2026 buy was SpaceX: 10,438,223 shares worth $1.78B.
- Capital Research Global Investors added most to Meta Platforms (Facebook) in Q2 2026, an estimated $5.33B increase.
- Capital Research Global Investors's biggest Q2 2026 reduction was Eli Lilly, cutting an estimated $3.84B.
- Capital Research Global Investors fully exited Charter Communications in Q2 2026, selling an estimated $1.14B.
- Capital Research Global Investors's ten largest holdings make up 37% of its $717B portfolio in Q2 2026.
- Capital Research Global Investors opened 33 new positions and closed 67 in Q2 2026.
- Capital Research Global Investors's portfolio value rose 11% quarter-over-quarter to $717B.
Based on Capital Research Global Investors's 13F filing for Q2 2026, filed 12 Aug 2026.