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 |
Uber
UBER
|
+$3.72B |
| 2 |
Boeing
BA
|
+$2.02B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.76B |
| 4 |
Eli Lilly
LLY
|
+$1.24B |
| 5 |
Wells Fargo
WFC
|
+$970M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
United Rentals
URI
|
+$2.64B |
| 2 |
Texas Instruments
TXN
|
+$2.62B |
| 3 |
GE Aerospace
GE
|
+$1.9B |
| 4 |
Carrier Global
CARR
|
+$1.49B |
| 5 |
Blackrock
BLK
|
+$1.47B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.35% |
| 2 | Healthcare | 14.54% |
| 3 | Consumer Discretionary | 13.77% |
| 4 | Industrials | 11.27% |
| 5 | Communication Services | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Fidelity National Information Services
FIS
$21.6B
| $2.38B | 0.49% |
29,433,286
+1,082,929
| +4% | +$93.2M |
|
52
Union Pacific
UNP
$174B
| $2.37B | 0.49% |
10,395,364
+1,298,178
| +14% | +$307M |
|
53
TC Energy
TRP
$66.3B
| $2.35B | 0.48% |
50,398,845
-3,441,819
| -6% | -$163M |
|
54
DTE Energy
DTE
$28.9B
| $2.28B | 0.47% |
18,869,428
-1,320,035
| -7% | -$163M |
|
55
Mondelez International
MDLZ
$79.4B
| $2.24B | 0.46% |
37,529,511
+4,572,555
| +14% | +$302M |
|
56
Capital One
COF
$136B
| $2.1B | 0.43% |
11,758,207
-6,128,125
| -34% | -$1.06B |
|
|
57
United Rentals
URI
$70.3B
| $2.03B | 0.42% |
2,876,965
-3,243,761
| -53% | -$2.64B |
|
58
PNC Financial Services
PNC
$102B
| $2B | 0.41% |
10,375,249
-2,033,971
| -16% | -$400M |
|
59
Oracle
ORCL
$442B
| $1.99B | 0.41% |
11,954,743
+4,941
| +0% | +$878K |
|
60
Insulet
PODD
$10.1B
| $1.94B | 0.4% |
7,446,305
-326,099
| -4% | -$82.1M |
|
61
PepsiCo
PEP
$189B
| $1.83B | 0.38% |
12,048,646
+831,148
| +7% | +$136M |
|
62
Automatic Data Processing
ADP
$107B
| $1.8B | 0.37% |
6,136,763
+1,299,390
| +27% | +$384M |
|
63
XPO
XPO
$24.5B
| $1.79B | 0.37% |
13,641,962
+2,125,686
| +18% | +$287M |
|
64
General Dynamics
GD
$107B
| $1.77B | 0.36% |
6,734,148
+463,497
| +7% | +$133M |
|
65
Intuitive Surgical
ISRG
$142B
| $1.76B | 0.36% |
3,381,302
+687,906
| +26% | +$358M |
|
66
Ingersoll Rand
IR
$32.9B
| $1.71B | 0.35% |
18,899,170
-1,644,375
| -8% | -$164M |
|
67
Alnylam Pharmaceuticals
ALNY
$30B
| $1.64B | 0.34% |
6,968,513
+1,724,610
| +33% | +$454M |
|
68
International Paper
IP
$21.8B
| $1.61B | 0.33% |
29,904,546
+12,191,361
| +69% | +$654M |
|
69
VICI Properties
VICI
$28.7B
| $1.59B | 0.33% |
54,511,574
+984,421
| +2% | +$31.1M |
|
70
American Tower
AMT
$79.4B
| $1.57B | 0.32% |
8,563,046
+3,421,413
| +67% | +$709M |
|
71
Palo Alto Networks
PANW
$315B
| $1.53B | 0.32% |
8,427,062
-744,344
| -8% | -$141M |
|
72
PayPal
PYPL
$50.6B
| $1.53B | 0.31% |
17,924,106
+9,313,783
| +108% | +$783M |
|
73
D.R. Horton
DHI
$40.8B
| $1.52B | 0.31% |
10,896,886
-892,097
| -8% | -$149M |
|
74
ServiceNow
NOW
$129B
| $1.51B | 0.31% |
7,123,395
-2,551,995
| -26% | -$517M |
|
75
Honeywell
HON
$74.6B
| $1.5B | 0.31% |
7,046,119
+367,308
| +5% | +$76.6M |
|
Similar funds
Capital Research Global Investors's Q4 2024 Portfolio in Review
As of Q4 2024, Capital Research Global Investors held 466 positions worth $486B, up 1.1% from $481B the previous quarter. Its ten largest holdings account for 33% of the portfolio.
Capital Research Global Investors's Q4 2024 filing shows 50 new, 190 increased, 159 reduced and 28 closed positions. Its largest new stake was Ansys: 2,060,671 shares worth $695M. The largest sale was United Rentals, an estimated $2.64B.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Capital Research Global Investors's largest Q4 2024 buy was Ansys: 2,060,671 shares worth $695M.
- Capital Research Global Investors added most to Uber in Q4 2024, an estimated $3.72B increase.
- Capital Research Global Investors's biggest Q4 2024 reduction was United Rentals, cutting an estimated $2.64B.
- Capital Research Global Investors fully exited Intel in Q4 2024, selling an estimated $706M.
- Capital Research Global Investors's ten largest holdings make up 33% of its $486B portfolio in Q4 2024.
- Capital Research Global Investors opened 50 new positions and closed 28 in Q4 2024.
- Capital Research Global Investors's portfolio value rose 1.1% quarter-over-quarter to $486B.
Based on Capital Research Global Investors's 13F filing for Q4 2024, filed 13 Feb 2025.