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 |
Eli Lilly
LLY
|
+$4.15B |
| 2 |
NVIDIA
NVDA
|
+$4.1B |
| 3 |
Starbucks
SBUX
|
+$3.07B |
| 4 |
Vertex Pharmaceuticals
VRTX
|
+$1.91B |
| 5 |
UnitedHealth
UNH
|
+$1.46B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.5B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$3.28B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.66B |
| 4 |
GE Aerospace
GE
|
+$1.57B |
| 5 |
PNC Financial Services
PNC
|
+$1.44B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.59% |
| 2 | Healthcare | 17.77% |
| 3 | Consumer Discretionary | 12.89% |
| 4 | Industrials | 11.65% |
| 5 | Financials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Synopsys
SNPS
$79.2B
| $289M | 0.06% |
674,261
+180,063
| +36% | +$87.5M |
|
177
Otis Worldwide
OTIS
$27.7B
| $288M | 0.06% |
2,793,231
+8,860
| +0.3% | +$866K |
|
178
Merck
MRK
$333B
| $283M | 0.06% |
3,150,734
-1,322,651
| -30% | -$123M |
|
179
Celanese
CE
$4.8B
| $283M | 0.06% |
4,977,846
+431,479
| +9% | +$26.9M |
|
180
Idexx Laboratories
IDXX
$44.3B
| $280M | 0.06% |
667,804
+51,808
| +8% | +$22.5M |
|
181
L3Harris
LHX
$53.5B
| $280M | 0.06% |
1,338,032
+2,308
| +0.2% | +$484K |
|
182
Allegro MicroSystems
ALGM
$8.4B
| $278M | 0.06% |
11,062,801
+5,294,593
| +92% | +$132M |
|
183
Newmont
NEM
$120B
| $273M | 0.06% |
5,646,453
+1,500
| +0% | +$65.8K |
|
184
CSX Corp
CSX
$93.4B
| $272M | 0.06% |
9,227,163
+28,853
| +0.3% | +$916K |
|
185
CoStar Group
CSGP
$12.5B
| $271M | 0.06% |
3,420,692
+14,874
| +0.4% | +$1.13M |
|
186
Citigroup
C
$232B
| $270M | 0.06% |
3,797,953
+293,453
| +8% | +$22.4M |
|
187
Edison International
EIX
$27.4B
| $269M | 0.06% |
4,559,458
-13,872,450
| -75% | -$797M |
|
188
KKR & Co
KKR
$101B
| $266M | 0.06% |
2,297,779
-526,410
| -19% | -$72.4M |
|
189
SLB Ltd
SLB
$77.4B
| $263M | 0.06% |
+6,293,066
| New | +$258M |
|
190
Diamondback Energy
FANG
$55.8B
| $256M | 0.06% |
1,601,284
+1,188,033
| +287% | +$192M |
|
191
Ferguson
FERG
$47.6B
| $250M | 0.05% |
1,557,461
+7,014
| +0.5% | +$1.22M |
|
192
Trip.com Group
TCOM
$28.2B
| $248M | 0.05% |
+3,897,635
| New | +$255M |
|
193
Cognizant
CTSH
$26.1B
| $247M | 0.05% |
3,230,879
+488,437
| +18% | +$39.8M |
|
194
NextEra Energy
NEE
$179B
| $246M | 0.05% |
3,472,095
-4,993,991
| -59% | -$352M |
|
|
SF
195
Stifel
SF
$12.8B
| $246M | 0.05% |
3,914,366
-1,297,738
| -25% | -$91.5M |
|
196
The Ensign Group
ENSG
$10.6B
| $243M | 0.05% |
1,879,841
-365,156
| -16% | -$48.3M |
|
197
Omnicom Group
OMC
$23.7B
| $241M | 0.05% |
2,912,501
+4,516
| +0.2% | +$377K |
|
198
Xcel Energy
XEL
$49.4B
| $241M | 0.05% |
3,409,967
+19,924
| +0.6% | +$1.36M |
|
199
Weatherford International
WFRD
$6.64B
| $240M | 0.05% |
4,479,621
-1,466,134
| -25% | -$93M |
|
200
Tyson Foods
TSN
$19.8B
| $237M | 0.05% |
3,720,917
+2,376,113
| +177% | +$140M |
|
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Capital Research Global Investors's Q1 2025 Portfolio in Review
As of Q1 2025, Capital Research Global Investors held 477 positions worth $460B, down 5.4% from $486B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Capital Research Global Investors's Q1 2025 filing shows 39 new, 191 increased, 187 reduced and 21 closed positions. Its largest new stake was Charter Communications: 1,626,990 shares worth $600M. The largest sale was Apple, an estimated $5.5B.
By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Capital Research Global Investors's largest Q1 2025 buy was Charter Communications: 1,626,990 shares worth $600M.
- Capital Research Global Investors added most to Eli Lilly in Q1 2025, an estimated $4.15B increase.
- Capital Research Global Investors's biggest Q1 2025 reduction was Apple, cutting an estimated $5.5B.
- Capital Research Global Investors fully exited East-West Bancorp in Q1 2025, selling an estimated $410M.
- Capital Research Global Investors's ten largest holdings make up 31% of its $460B portfolio in Q1 2025.
- Capital Research Global Investors opened 39 new positions and closed 21 in Q1 2025.
- Capital Research Global Investors's portfolio value fell 5.4% quarter-over-quarter to $460B.
Based on Capital Research Global Investors's 13F filing for Q1 2025, filed 12 May 2025.